eTrac

 

 

 

 

 

eTrac's Office Manager will always keep you in the know!
Easily receive, track, and deliver orders efficiently throughout the entire appraisal process.

Office Manager Home | Overview | Benefits | Features | Requirements | Demo

Features

eTrac Office Manager features that enhance your real estate appraisal company

  • User-friendly interface, just 'Point and Click'. Easy to use system even for a novice computer user. System also comes with clear user guides and a handy online help system.
  • Online Ordering. You are notified via email of all new orders and can easily assign them to appraisers with point and click accuracy with no re-keying of order information.
  • Download Orders. Transfer your order information into your favorite form filling software to avoid re-keying of data. Most major vendors supported.
  • Automated Status Updates. Create profiles for each client contact and have them notified only on certain status changes.
  • Multi-level security. Keep finances private with varying levels of access for your staff.
  • Complete accounting system. Support all accounting functions including accounts receivable and accounts payables. Produce invoices, monthly statements, outstanding balance reports, and commission reports.
  • Comprehensive reporting capabilities. Build-in reports include workload, open orders by appraiser and client, client business percentage and net fees earned.
  • Integrated delivery system. Easily send completed appraisal orders to your clients via instant link or attachment.
  • Integrated e-mail capabilities and email logging. Email clients and appraisers directly from the order. All communications are permanently logged for your reference. 
  • Office notes. Create notes on appraisal orders to track pertinent information.
  • Secure Client Access. Clients can quickly order appraisals, check status, view statements and download appraisals orders.
  • Secure Appraiser Access. Appraisers can remotely access your system to pick up assignments, schedule appointments, update status and deliver appraisals files.
  • Secure Reviewer Access. Reviewers can manage their workload, upload and download appraisal files and score appraiser performance.