Real Estate Appraisal Firm System
Certified real estate appraisers serving assignments from banks, individuals, and courts.
The appraisal assignment from receipt to certified issuance, with a documented methodology and preserved market data behind every report.
No credit card required — your project is set up with the full system in under a minute
This is the system board as you'll receive it: workflow columns and starter cards showing the first steps
How does work flow in this system?
Every appraisal assignment is a card received in “Intake” with the property details, the commissioning party — a bank, an individual, or a court — the purpose of the appraisal, and the required date. It then moves to “Inspection”, where inspection assistants visit the site and upload photos, measurements, coordinates, and the property's condition to the card. In “Analysis”, the appraiser studies market comparables and similar transactions and documents their sources, then writes the “Draft” report with the estimated value and its justification. After the senior appraiser's “Review”, the certified copy is produced in “Issuance” with the appraiser's signature, and the card is closed in “Invoicing” once the fees are collected.
The Forum preserves the firm's methodology: how we handle appraising land with no comparables, or a specialized property like a factory or a hospital — documented professional judgments with their rationale that the team consults instead of reinventing the judgment every time — and a market-data section that collects transactions and prices with their sources, becoming the firm's market memory. Chat is for scheduling inspections with owners and brokers and confirming site access.
Announcements conveys to clients and authorities the latest requirements of the Saudi Authority for Accredited Valuers (Taqeem), updated report templates, and service fees. Dues records the fees of each assignment and the field-inspection expenses of travel and charges, so the profit of every report is clearly visible — and no report is approved in “Issuance” before the commissioning party's fees are settled or a documented collection agreement is in place.
Who does what?
The operational roles in this system and each role's responsibility in daily work — assign them to your team as-is or adapt them to your reality.
Senior Appraiser
Approves reports in “Review” and signs them in “Issuance”, settles methodological judgments and documents them in the Forum, and tracks bank and court assignments with strict deadlines.
Appraisers
Perform the analysis and write draft reports, study market comparables, and document their sources on the card to a standard that withstands the commissioning party's review.
Inspection Assistants
Carry out field visits and upload photos, measurements, and coordinates to the assignment card before it moves to “Analysis”.
What's prepared for you from day one?
System units
- Tasks — A kanban board with workflow columns and execution cards
- Chat — The team's fast daily coordination channel
- Forum — Documented discussions in organized sections — decisions and knowledge that never get lost
- Announcements — The official voice of management — circulars and alerts that reach everyone
- Dues — Internal money with strict privacy — dues, advances, and expenses
Forum sections (3)
- Appraisal MethodologiesThe adopted judgments for handling special properties and scarce comparables, with their rationale.
- Market DataTransactions and prices documented with their sources, gathered by the team — the firm's market memory on which analyses are built.
- Authority RequirementsWhat banks, courts, and the accredited-valuers authority require in reports, and their updates.
«Working Rules for This System» — Pinned in the forum
1) No report outside the system: every assignment is registered as a card with its required date the day it is received. 2) No report enters “Review” before inspection photos and comparable sources are complete on the card. 3) Methodological judgments are documented in the “Appraisal Methodologies” section — Chat is for inspection coordination only. 4) Market data is recorded with its source and date, and no analysis is built on an unsourced price. 5) No issuance before the party's fees are settled in Dues or a documented collection agreement exists.
Welcome announcement: «Welcome to the Appraisal System»
From today, every assignment is a card that moves from Intake to Invoicing, every inspection and analysis is documented on the card with its sources, and every methodological judgment is preserved in the Forum. Start by registering your active assignments and their real stages; anyone with a question about the workflow will find it in the pinned “Working Rules” topic in the Forum.
Systems similar to this one
Ready? Your first project is two minutes away
Create your free workspace now, and invite your team before the day is over.