SurePoint Windows Features

Central Office Processing - Increasing Productivity through Simplified Operations

Obtain detailed information for each appraisal including amount, supplements, billing, and status information to know exactly what is happening in your business and when.
Enter additional PDF attachments to the file by utilizing the Add Attachments utility for additional file documentation.
Follow all activity in chronological order through the Activity Log. System generated activity messages significantly reduces user input. Click on an activity item to automatically create a status memo that can be sent to the client via Microsoft Outlook as a PDF attachment.
The Supplement Request Utility allows office personnel to quickly enter a supplement request utilizing the shop zip code or phone number. Also add new shops while entering the request to begin building a valuable repair facility database. Creating the supplement request automatically assigns it to the original appraiser.

The "Add Attachment" feature allows for you to scan documents and add additional PDFs to the document detail section of the assignment for documentation purposes.
EMS extract utility allows you to collect EMS data from remote users that utilize SurePoint Web and deposit them to any folder on your network.
The status and messaging component provides the ability to not only status the file but simultaneously leave a message for the appraiser. The Message Inbox also allows the logged in user to receive, reply and send messages within your organization.
The Status Approval Queue allows for review and approval of pending company statuses that have been held in queue and also provides an efficient workflow to ensure company statuses are sent to the client.
Monitor all open pending assignments with a pending listview with column sorting.

Look up messages for each individual appraiser to easily communicate them to appraisers in the field. Simply select the appraisers name from the dropdown list and all unread messages will appear.
Automated Billing allows for mistake free invoicing as all fees to client and fees to the appraiser are retrieved from the database. Watch for unbilled assignments and reduce leakage with unbilled assignment and supplement reports.
The Billing Reconciliation feature provides an easy and efficient method to post the client's check number which utilizes a dynamic list with search parameters and column sorting. Easily query a check number to determine what assignments have been posted on bulk payments.
Automated Payroll runs in the background when a billing entry is completed. Once an invoice has been created, a fee is posted to the appraiser's individual payroll. At the end of the pay period you can print a payroll summary and/or individual payroll for each appraiser.