Document and Report Automation

Document and Report Automation

Document encryption and secure link generation on delivery

July 7, 20251 min read

Document and Report Automation

Routing signed documents from clients to appropriate folders

July 7, 20251 min read

Document and Report Automation

Sending reminders for missing or unsigned documents

July 7, 20251 min read

Document and Report Automation

Archiving of completed appraisals and documents based on retention policy

July 7, 20251 min read

Document and Report Automation

Auto-generation of engagement letters or contracts for new appraisals

July 7, 20251 min read

Document and Report Automation

Automated document collection requests (e.g., deeds, photographs)

July 7, 20251 min read

Document and Report Automation

Automated sharing of completed reports with clients and agents

July 7, 20251 min read

Document and Report Automation

Bulk document watermarking

July 7, 20251 min read

Document and Report Automation

Compliance check workflows for required documents

July 7, 20251 min read

Document and Report Automation

Creation of appraisal report templates with pre-filled property details

July 7, 20251 min read