StreamlineAI Systems
Bluebird AMC
Case Study
Managing residential and commercial property appraisals since 2022
Appraisal management companies (AMCs) are important in the mortgage lending industry.
They have a group of licensed and certified appraisers who are assigned appraisal orders based on their skills and availability.
AMCs act as a middleman between lenders and appraisers, ensuring fairness and neutrality in the appraisal process.
Appraisal management companies (AMCs) face several challenges in their operations.
Some common challenges include:
- High volume of orders can be a challenge to assign, manage, and track
- High volume of time sensitive appraisal data to populate into an order system
- PDF forms that need to be accurately filled per appraisal order
- Managing accounts payable and accounts receivable to clients and appraisers
- Marketing services to prospective clients for continued business growth
Automated Data Entry
Incoming order data is automatically added into the order management system.
Saving valuable time and eliminating manual entry errors.
Automated PDF Form Filling
PDF forms are automatically filled on demand and attached to automated draft emails ready to be sent to the assigned appraiser.
Automated Invoices and Bills
Client invoices are created the moment the order has been accepted.
Appraiser bills are created the moment orders have been assigned.
Automated Prospective Marketing Emails
An integrated marketing system allows our client access to populate a list of their prospective clients.
With the simple click of a button our system takes over and begins to send a series of personalized emails at scheduled date intervals.
Increasing new client acquisition with simplicity and ease.
What our clients have to say about our systems
Matthew took the time to listen to my needs and quickly began automating tasks that used to take me hours to do manually.
He helped us improve our efficiency and productivity.
I couldn't be more grateful.
Linda jennings
The efficiency achieved through your automation systems have been remarkable.
You have significantly reduced the time and effort required to process appraisal orders, allowing us to improve overall turnaround times.
sarah beougher
With the ability to set up automated email sequences, we can effortlessly nurture leads and deliver timely follow-ups.
This has resulted in improved lead response rates and a significant boost in client acquisition.
isabella garcia
To get started, click here:
Contact Us
info@streamlineaisystems.com
12035 Burke St.
Suite 15
Santa Fe Springs, CA 90670
