Smarter lead routing for property appraisers

Smarter lead routing for property appraisers

Automated scheduling and intelligent routing tools for appraisal firms, powered by open scheduling infrastructure.

Automated scheduling and intelligent routing tools for appraisal firms, powered by open scheduling infrastructure.

Property appraisal routing form showing intake questions about property type, location, and urgency for smart assignment.

Approuvé par des entreprises en forte croissance dans le monde entier

Approuvé par des entreprises en forte croissance dans le monde entier

Approuvé par des entreprises en forte croissance dans le monde entier

How automated routing works for appraisal teams

How automated routing works for appraisal teams

Seamlessly match property owners and lenders to qualified appraisers using Cal.com’s powerful routing forms and integrations.

Seamlessly match property owners and lenders to qualified appraisers using Cal.com’s powerful routing forms and integrations.

01

Set up your custom routing forms

Design intake forms with questions tailored to appraisal requests, such as property type, location, and urgency. Capture all key details up front.

Create form template for property appraisal routing intake, with custom questions for property details and client needs.

02

Let clients and partners submit requests

Property owners, real estate agents, or lenders answer your custom questions before booking, ensuring all required information is collected.

03

Automatically assign to the right appraiser

Based on responses, Cal.com routes each request to the most suitable appraiser or team, factoring in expertise, coverage area, and availability.

Automated routing showing assignment of appraisal requests to different specialists based on property type.

Benefits of Cal.com for appraisal professionals

Benefits of Cal.com for appraisal professionals

Unlock efficiency, accuracy, and better client experiences with automated scheduling and routing.

Unlock efficiency, accuracy, and better client experiences with automated scheduling and routing.

Attribute-based routing for property appraisal showing intake answers and round robin assignment.

01

Automate intake and reduce manual triage

Save time by routing new requests directly to qualified appraisers, eliminating back-and-forth and manual assignment.

02

Enhance client satisfaction

Connect clients and partners with the right expert quickly, improving response times and reducing delays.

Ownership assignment showing direct routing of appraisal requests to designated appraisers for repeat clients.
Enhanced insights graph showing number of appraisal assignments and team members involved.

03

Customizable to your appraisal workflow

Adapt routing logic, fields, and integrations to fit the exact needs of your appraisal practice or firm.

04

Own your data and compliance

Self-hosting and robust permission controls help you meet regulatory requirements for privacy and data handling.

Customizable routing logic for property appraisal firms, matching requests by property type, region, and urgency.

Key features for appraisal scheduling and routing

Key features for appraisal scheduling and routing

Everything you need to transform property appraisal intake and assignment.

Everything you need to transform property appraisal intake and assignment.

Attribute-based routing

Route requests based on criteria like property type, zip code, loan purpose, or urgency.

Ownership assignment

Assign repeat clients or lender accounts to a designated appraiser, ensuring continuity and relationship management.

Customizable routing logic

Fine-tune workflows to prioritize by specialization, location, or partner priority.

Multi-step forms

Gather detailed property and client information in a user-friendly, stepwise process.

CRM and calendar integrations

Sync with appraisal management systems, CRMs, and calendars to keep workflows in sync.

Advanced analytics

Track lead sources, assignment efficiency, and turnaround times to optimize your operations.

Tous vos outils clés synchronisés avec vos réunions

Cal.com fonctionne avec toutes les applications déjà dans votre flux, garantissant que tout fonctionne parfaitement ensemble.

Tous vos outils clés synchronisés avec vos réunions

Cal.com fonctionne avec toutes les applications déjà dans votre flux, garantissant que tout fonctionne parfaitement ensemble.

Tous vos outils clés synchronisés avec vos réunions

Cal.com fonctionne avec toutes les applications déjà dans votre flux, garantissant que tout fonctionne parfaitement ensemble.

Questions fréquemment posées

Questions fréquemment posées

Voici quelques-unes de nos questions les plus fréquentes.

Voici quelques-unes de nos questions les plus fréquentes.

How does Cal.com help appraisal firms manage incoming requests?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Can routing logic be tailored for different property types or regions?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Is Cal.com secure and compliant for confidential appraisal data?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

How does Cal.com integrate with our existing CRM or order management software?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Can we prioritize certain clients or lenders in the routing process?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

How easy is it to update forms and routing logic as our business changes?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

What is the cost structure for using Cal.com in an appraisal business?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

How does Cal.com help appraisal firms manage incoming requests?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Can routing logic be tailored for different property types or regions?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Is Cal.com secure and compliant for confidential appraisal data?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

How does Cal.com integrate with our existing CRM or order management software?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Can we prioritize certain clients or lenders in the routing process?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

How easy is it to update forms and routing logic as our business changes?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

What is the cost structure for using Cal.com in an appraisal business?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

How does Cal.com help appraisal firms manage incoming requests?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Can routing logic be tailored for different property types or regions?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Is Cal.com secure and compliant for confidential appraisal data?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

How does Cal.com integrate with our existing CRM or order management software?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Can we prioritize certain clients or lenders in the routing process?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

How easy is it to update forms and routing logic as our business changes?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

What is the cost structure for using Cal.com in an appraisal business?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Ne vous fiez pas seulement à notre parole

Nos utilisateurs sont nos meilleurs ambassadeurs. Découvrez pourquoi nous sommes le meilleur choix pour planifier des réunions.

Ne vous fiez pas seulement à notre parole

Nos utilisateurs sont nos meilleurs ambassadeurs. Découvrez pourquoi nous sommes le meilleur choix pour planifier des réunions.

Ne vous fiez pas seulement à notre parole

Nos utilisateurs sont nos meilleurs ambassadeurs. Découvrez pourquoi nous sommes le meilleur choix pour planifier des réunions.

Approuvé par des entreprises en forte croissance dans le monde entier

Approuvé par des entreprises en forte croissance dans le monde entier

Approuvé par des entreprises en forte croissance dans le monde entier

Gagnez du temps. Nous nous occupons de votre planning. Essayez Cal.com maintenant !

Automate your client intake and appraiser assignment with Cal.com. Start free or book a demo today.