Communication and NotificationPurpose
1.2. Minimize business risk and client dissatisfaction by eliminating delays in appraisal processes.
1.3. Support compliance with service-level agreements and internal KPIs for timely property assessment.
1.4. Centralize communications, maintain documented audit trails, and automate escalation.
1.5. Allow recipients to acknowledge, dismiss, or escalate notifications in a traceable way.
1.6. Boost operational efficiency and team accountability via multi-channel, automated notifications.
Trigger Conditions
2.2. Scheduled appraisal past due based on SLA (e.g., 24/48/72 hours overdue).
2.3. Manual escalation by supervisor for urgent appraisal.
2.4. Appraisal status set to “urgent” in management system.
2.5. No response from appraiser after predefined reminder count.
2.6. Change in appraisal status detected in core database.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Use /Messages API to send SMS; configure number, body, recipient.
e.g., POST /2010-04-01/Accounts/{AccountSid}/Messages.json with ‘Body’ and ‘To’.
3.2. SendGrid Email
• Feature/Setting: Use /mail/send API endpoint to deliver templated or dynamic email alerts to appraisers.
e.g., POST /v3/mail/send with dynamic_template_data for urgent or overdue messages.
3.3. Slack
• Feature/Setting: Configure Incoming Webhooks to send direct messages or notify specific channels.
e.g., POST message payload to https://hooks.slack.com/services/your/webhook/url.
3.4. Microsoft Teams
• Feature/Setting: Use Connector Card Webhook or Microsoft Graph API to deliver actionable messages.
e.g., POST JSON payload to Teams connector webhook URL.
3.5. Outlook/Exchange Online
• Feature/Setting: Use Microsoft Graph API (/sendMail) for automated email alerts into inboxes.
e.g., POST to /v1.0/me/sendMail with notification details.
3.6. WhatsApp (via Twilio)
• Feature/Setting: Send urgent WhatsApp messages using Twilio’s Messages API with media and quick reply templates.
e.g., POST with “messaging_service_sid” and “body”.
3.7. PagerDuty
• Feature/Setting: Use Events API v2 to trigger new incidents on overdue appraisals.
e.g., POST to /v2/enqueue with event_action: “trigger”.
3.8. ServiceNow
• Feature/Setting: Table API to create or escalate Incident Records related to appraisal delays.
e.g., POST /api/now/table/incident.
3.9. Google Chat
• Feature/Setting: Webhook integration to push adaptive cards and alerts into appraiser group DM or spaces.
e.g., POST payload to chat.googleapis.com/v1/spaces/{space}/messages.
3.10. Discord
• Feature/Setting: Configure Webhook for real-time push to property appraisal Discord server/channel.
e.g., POST JSON to channel webhook URL.
3.11. Salesforce
• Feature/Setting: Process Builder/Flow automation to send in-app or email tasks for overdue records.
e.g., Action: ‘Send Email Alert’ or ‘Post to Chatter’.
3.12. Zendesk
• Feature/Setting: Triggers to create new tickets, send email/slack alerts to appraisers.
e.g., Configure trigger for ticket creation on “Overdue Appraisal” event.
3.13. Asana
• Feature/Setting: Webhook or native automation to create urgent tasks for appraisers.
e.g., POST to /tasks, assign to user, set due date.
3.14. ClickUp
• Feature/Setting: Use Automations to assign high-priority notifications for overdue tasks.
e.g., “When status changes to Overdue, notify user”.
3.15. Trello
• Feature/Setting: Butler Automation to tag cards, mention users, or send emails.
e.g., “When card moves to Overdue, send email to member.”
3.16. Monday.com
• Feature/Setting: Integration automation—to send a notification, update a status or integrate with Slack/Email.
e.g., Create automation “When status changes to Overdue, notify appraiser via email.”
3.17. HubSpot
• Feature/Setting: Workflow tool—send task/notification to deal owner on overdue appraisal.
e.g., “If custom property is Overdue, send internal notification.”
3.18. Freshdesk
• Feature/Setting: Scenario Automations for alerting assigned agents on threshold breach.
e.g., Rule for ‘urgent’ status to auto-alert appraiser.
3.19. Intercom
• Feature/Setting: Message automation for appraiser segments with in-app or email alerting.
e.g., “Trigger message when Overdue tag detected.”
3.20. Jira
• Feature/Setting: Automation Rule—send email, mention user, or create issue on appraisal not updated.
e.g., “If due date passed, send Slack and email notification.”
3.21. Google Workspace (Gmail)
• Feature/Setting: Apps Script or Workspace automation to generate and schedule alert emails.
e.g., Script that monitors sheet/database and dispatches mail.
3.22. Zapier
• Feature/Setting: Workflow that connects calendar, email, and messaging for cross-platform alerting.
e.g., Trigger: new overdue entry → multiple outbound actions (e.g., Slack + Gmail).
4. Benefits
4.2. Ensures all stakeholders receive personalized, documented, and actionable alerts.
4.3. Reduces admin overhead, freeing resources for core valuation tasks.
4.4. Improves SLA compliance, client satisfaction, and transparency.
4.5. Audit trail ensures accountability and supports reporting or compliance requirements.
4.6. Seamless integration with existing tools to fit any business workflow or size.