The system provides the mechanisms to manage both accounts payables and receivables which are essential in ensuring long term relationships with vendors and lenders.
Automated invoicing: The system provides the ability to automatically e-mail or fax invoices in either HTML or PDF format.
Online statements:The system provides an online portal where clients can view their outstanding receivables and print out invoices 24/7.
Credit card processing:AMC provides the ability to directly integrate 4 gateways, which include Linkpoint, Authorize.net, Transaction Central, and PayPal. This provides automated processing, and instant receivables updates based on approved transactions.
Accounts receivable:The system tracks all unpaid accounts that are viewable in individual reports, client statements, and allow for payment receipt for both single orders and checks with multiple payments.
Accounts payable:AMC the tools to pay vendors based on a billing cycle or off payments received by the lender. Payment reports can be run for any date range and allows for record keeping on all payments that have been processed.
Sales-rep commission:AMC provides the ability to manage commissions due sales personal on either a percentage or flat fee basis for all orders sold to a specific client. The system also provides a portal that allows sales-reps to follow their pipeline and payments due.
QuickBooks integration:The QuickBooks integration allows instant download of accounts payable and receivable information from the system directly into QuickBooks without double entry.
The Sureson.net is the backbone of our management system. It allows Appraisers, Appraisal Reviewers, Account Mangers and Clients all to interact with industry leading simplicity. It is also a place where appraisers can go to research information and share with other Sureson approved appraisers.
Recruiting: The AMC version includes access to the Sureson.net Network, a national database of appraisal companies that utilize the Sureson.net platform to successfully manage their organizations.
Registration: The system allows appraisers to sign up directly from the website and upload their required documentation.
Advanced list management: Allows both the creation of approved lender lists on a specific client level, and do not use lists on both a global and client level.
Fee table management: Support for multiple fee tables across various geographic areas.
Vendor import: The ability to import a pre-existing list of appraisers in a comma separated value format (.cave) or Excel.
The Sureson appraisal back office supports multiple mechanisms for receiving orders from your clients.
Faxed or e-mailed orders can be added via the order entry screen.
Client login: Online portal allows lenders to enter the orders via website through our customized online order form.
Loan origination software integration: The platform supports multiple LOS systems including: Genesis, Morevision, Caylx, and Encompass, providing a mechanism for direct submission of orders.
Bulk Import: Provides a mechanism for importing numerous orders via comma separated value format (.csv) or Excel with the option of automatic assignment.
Web services: Provides a mechanism for developing custom integrations directly to your preferred lenders in a matter of days.
The assignment process is crucial in providing the efficient mechanism to distribute orders across our network of vendors. Each appraiser is categorized for optimal assignment matching including areas: coverage area, licensing, skill levels, location, price, workload, past performance, and quality ratings. This system ensures the pest possible quality and efficiency for our clients.
Smart Assist: Allows manual selection through an interface that provides the appraiser's capacity, rank, score, and fees to allow the best appraiser for a specific order to be chosen.
Automated assignment: Based on customized key criteria, the system can automatically distribute orders on an un-biased rotational basis. Broadcast assignment: The system has the ability to submit an order request to an unlimited amount of vendors who qualify for a specific assignment, resulting in expedited turnaround times.
Dynamic special instruction support: This feature allows specific filters to be generated based on client, method of payment, or product to deliver additional attachments that provide special instruction to the appraiser about the specific assignment.
Bid assignment: This process, typically utilized in our commercial area, allows multiple appraisers to receive a request for bid based on turnaround and fee for any specific assignment. The resulting responses can be evaluated and selected thereby creating an engagement letter to complete the process.
A key component to managing the appraisal process is the ability to effectively communicate with both the vendors and lenders to promote synergy in the relationship. In the past, this process was typically managed with a fury of phone calls often resulting in phone tag and frustration. Sureson.net facilitates communication with both the vendors and clients provides real time access to information 24 hours a day, 7 days a week.
Customer service: It is crucial for staff members to immediately have information when corresponding with clients via e-mail or over the phone, and a system that manages appraiser communication ensures that this communication is readily available.
Scheduling calendar: The online calendar provides instant access to both the inspections schedule and critical due dates for all active orders in progress.
Online status: Clients are able to view all jobs and all requested orders at any point in time through their personalized client portal. This provides both unlimited access to real time information, and the ability to communicate with the office in a secure environment.
Automated notification: The system can automatically generate e-mail communications based on the lender's specific profile preferences, thereby limiting communications by effectively filtering unnecessary messages.
Custom reporting: AMC includes a wizard based report generator that allows specific field selection, groupings, and custom data filtering that can be automatically exported into Microsoft Excel.
Queue manager: AMC provides an effective method for managing workflow based on specific tasks or individual staff users.
The process of receiving appraisals from the appraiser, routing it to the appropriate staff member, and performing the quality control function is a critical aspect of the value added by an appraisal management company.
Appraisal receipt: The system provides the ability for appraisers to upload their reports via the online portal from the AMC website.
Automated PDF review: First generation PDFs for the URAR and Condo forms can be automatically reviewed based on an industry standard rule set, appraisal guidelines, and/or underwriting guidelines. Once analyzed, the appraisal can be accepted or rejected based on the appraisal products' score. Reviewer portal: This system allows for internal or external reviewers to manage their workload and score the appraiser based on product and performance.
Online reviewer forms: Various online review forms are provided as part of the standard package to ensure a seamless workflow and consistent product evaluations.
The system provides a mechanism for managing the client's delivery preferences and ensuring proper fulfillment.
Hard copy: The system can track requests for a hard copy delivery, number of copies, the management of the client's preferred shipping vendor, and provide storage for account information.
Electronic delivery: The system supports the ability to deliver in industry standard PDF format, MISMO compliant XML via web service technology.
Universal portal integration (UPI): AMC integrates with major industry portals, providing a seamless mechanism to receive orders, communicate status, and deliver the final product.
Long term storage: The system provides an unlimited supply of storage to adhere USPAP 5 year file storage requirement.
The system provides the mechanisms to manage both accounts payables and receivables which are essential in ensuring long term relationships with vendors and lenders.
AUtomated invoicing: The system provides the ability to automatically e-mail or fax invoices in either HTML or PDF format.
Online statements: The system provides an online portal where clients can view their outstanding receivables and print out invoices 24/7.
Credit card processing: AMC provides the ability to directly integrate 4 gateways, which include Linkpoint, Authorize.net, Transaction Central, and PayPal. This provides automated processing, and instant receivables updates based on approved transactions.
Accounts receivable: The system tracks all unpaid accounts that are viewable in individual reports, client statements, and allow for payment receipt for both single orders and checks with multiple payments.
Accounts payable: AMC the tools to pay vendors based on a billing cycle or off payments received by the lender. Payment reports can be run for any date range and allows for record keeping on all payments that have been processed.
Sales-rep commission: AMC provides the ability to manage commissions due sales personnel on either a percentage or flat fee basis for all orders sold to a specific client. The system also provides a portal that allows sales-reps to follow their pipeline and payments due.
QuickBooks integration: The Quickbooks integration allows instant download of accounts payable and receivable information from the system directly into QuickBooks without double entry.