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New here? Duplicate the parent Lender Appraisal Desk page first, then work this checklist. Keep the original clean for sale.

You are: a bank / debt-fund credit analyst or AM who orders appraisals.

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Setup (5 minutes)

1. Duplicate Lender Appraisal Desk (⋯ → Duplicate).
2. Clear or keep a few [DEMO] rows in Appraisal Orders / Assets / Loans / Vendors / Tasks.
3. Pin the duplicated home in your sidebar Favorites.

Daily loop

1. Open Mission Control on the home page — Order statuses + Orders list.
2. Log new orders (~30 sec each): {Asset nickname} — {Purpose}, Status, Purpose, Vendor firm, Fee, Due date, Expiration date.
3. Drag cards when reports land or values expire. Use Tasks for follow-ups; Vendors for panel RFPs; Assets / Loans for expiration watch.

Agent hook

Notion is the desk. Grok Bot / Muse fill rows. Paste a credit memo or vendor bid email and have the agent write the rows.

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No auto-sync from CoreLogic / Argus / bank LOS here. This template is the org layer for humans + agents.

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Back to Lender Appraisal Desk.