SurePoint - Appraisal Management for Any Size Business
Because SurePoint is the only appraisal management solution that was developed and tested
within an independent appraisal firm that completes approximately 30,000 assignments annually, we have included many new features
that support appraisal businesses of any size and complexity. From a small two-person business to a large, multi-location
firm, SurePoint provides a powerful appraisal management system that simplifies your day to day operations. No other system
can provide your business with a more effective, powerful solution.
New Features in SurePoint 2.0
- Duplicate File Creation – create duplicate files with the press of a button.
- Duplicate File Warning System – receive a warning when duplicate files exist for
the same vehicle owner.
- Enabler Export – build folders and automatically export all JPG, EMS and PDF files
for easy access by the Enabler Upload process.
- Appointment Inspection Date – set appointment inspection dates at file creation in the
central office or by the appraiser assigned to the file. View daily itinerary reports to determine your appraisers' locations
for the current day.
- Photo Uploader (Web) – upload all JPG files and seamlessly create high quality photo sheets in
PDF format from the Web.
- EMS Assignment Download - download EMS assignments exported from SurePoint seamlessly
from the Web.
- EMS Data Export & EMS File Upload - using the SurePoint Web interface, extract EMS data directly
into the SurePoint database and upload EMS files directly to Central Office to be available for enabler upload.
- PDF Document Merge – merge any number of PDF documents from within SurePoint. Arrange their
order and email all while creating the merged document.
- PDF Email – conveniently email a PDF document directly from SurePoint.
- PDF Auto Create - add a PDF of the invoice and closing reports to SurePoint with a
click of a button.
- ICE – control your appraisers' file statuses due to the company with the ability to
turn off the new assignment Inbox when statuses are not completed within the preset number of days.
- Payroll Adjustment – easily correct or make adjustments to payroll errors.
- Billing Override – enable flexible billing by simply overriding the flat billing fees
configured in SurePoint.
- Payroll Report - provide each appraiser with the ability to run their detailed
Payroll Report based on date range from the Web.
- Client Inquiry – allows your client companies to securely access their files to view
file activity and request a status in real time.
