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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.

Vertrouwd door snelgroeiende bedrijven over de hele wereld

Vertrouwd door snelgroeiende bedrijven over de hele wereld

Vertrouwd door snelgroeiende bedrijven over de hele wereld

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.

Al uw belangrijkste hulpmiddelen in sync met uw vergaderingen

Cal.com werkt met alle apps die al in jouw workflow zitten, zodat alles perfect samenwerkt.

Al uw belangrijkste hulpmiddelen in sync met uw vergaderingen

Cal.com werkt met alle apps die al in jouw workflow zitten, zodat alles perfect samenwerkt.

Al uw belangrijkste hulpmiddelen in sync met uw vergaderingen

Cal.com werkt met alle apps die al in jouw workflow zitten, zodat alles perfect samenwerkt.

Veelgestelde vragen

Veelgestelde vragen

Dit zijn enkele van onze meest gestelde vragen.

Dit zijn enkele van onze meest gestelde vragen.

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

Cal.com enables appraisal firms to collect property details and client requirements through customizable forms, then automatically routes each request to the most appropriate appraiser based on criteria you define.

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

Yes, you can set routing rules for commercial, residential, or specialty appraisals, as well as limit assignments by geographic coverage to ensure only local appraisers are matched.

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

Cal.com offers self-hosting, role-based permissions, and robust data privacy controls to help meet compliance obligations in the property appraisal industry.

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

Cal.com provides open APIs and native integrations to connect with popular CRM and appraisal management platforms, so your workflow stays unified.

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

Absolutely. You can set rules to route high-priority partners or repeat clients to designated appraisers for seamless relationship management.

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

Cal.com's no-code builder lets you add new fields, modify routing rules, and adapt forms anytime, keeping your intake process agile.

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

Cal.com offers flexible pricing, including per-user and enterprise plans. You can start free or contact sales for tailored solutions based on your team size and needs.

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

Cal.com enables appraisal firms to collect property details and client requirements through customizable forms, then automatically routes each request to the most appropriate appraiser based on criteria you define.

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

Yes, you can set routing rules for commercial, residential, or specialty appraisals, as well as limit assignments by geographic coverage to ensure only local appraisers are matched.

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

Cal.com offers self-hosting, role-based permissions, and robust data privacy controls to help meet compliance obligations in the property appraisal industry.

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

Cal.com provides open APIs and native integrations to connect with popular CRM and appraisal management platforms, so your workflow stays unified.

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

Absolutely. You can set rules to route high-priority partners or repeat clients to designated appraisers for seamless relationship management.

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

Cal.com's no-code builder lets you add new fields, modify routing rules, and adapt forms anytime, keeping your intake process agile.

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

Cal.com offers flexible pricing, including per-user and enterprise plans. You can start free or contact sales for tailored solutions based on your team size and needs.

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

Cal.com enables appraisal firms to collect property details and client requirements through customizable forms, then automatically routes each request to the most appropriate appraiser based on criteria you define.

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

Yes, you can set routing rules for commercial, residential, or specialty appraisals, as well as limit assignments by geographic coverage to ensure only local appraisers are matched.

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

Cal.com offers self-hosting, role-based permissions, and robust data privacy controls to help meet compliance obligations in the property appraisal industry.

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

Cal.com provides open APIs and native integrations to connect with popular CRM and appraisal management platforms, so your workflow stays unified.

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

Absolutely. You can set rules to route high-priority partners or repeat clients to designated appraisers for seamless relationship management.

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

Cal.com's no-code builder lets you add new fields, modify routing rules, and adapt forms anytime, keeping your intake process agile.

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

Cal.com offers flexible pricing, including per-user and enterprise plans. You can start free or contact sales for tailored solutions based on your team size and needs.

Neem onze woorden niet voor waar aan

Onze gebruikers zijn onze beste ambassadeurs. Ontdek waarom wij de beste keuze zijn voor het plannen van vergaderingen.

Neem onze woorden niet voor waar aan

Onze gebruikers zijn onze beste ambassadeurs. Ontdek waarom wij de beste keuze zijn voor het plannen van vergaderingen.

Neem onze woorden niet voor waar aan

Onze gebruikers zijn onze beste ambassadeurs. Ontdek waarom wij de beste keuze zijn voor het plannen van vergaderingen.

Vertrouwd door snelgroeiende bedrijven over de hele wereld

Vertrouwd door snelgroeiende bedrijven over de hele wereld

Vertrouwd door snelgroeiende bedrijven over de hele wereld

Maak tijd vrij. Wij regelen je planning. Probeer Cal.com nu!

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