Appraisal Order Management Suite (OMS) For AMC Organizations www.valuems.com
Executive Summary Value Management Solutions offers a Cloud-Based SaaS Platform for Appraisal Management, hosted on Microsoft Azure Lender 50+ Lenders Serviced AMC Trusted by 3 National AMC s Appraiser Used by 15,000+ Appraisers 2
Legacy Platforms Are Outdated Inefficient Workflow Limited Capabilities Slow Development of Platform Enhancements Slow Turn Times Poor Workflow Management Unnecessary Overhead Limited Reporting & Analytics Manual Processes Long Order Cycles Fragmented Communication 3
Value Management Solutions We ve created a configurable Order Management Suite that supports all stakeholders with automated & centralized workflows Appraisal Order Management Suite AMC Configurable Software Plug-Into Existing Business Structures in just Two Weeks End-to-End Automation Complete Appraisal Orders with Zero Human Intervention Lenders Appraisers Centralized Communication Real-Time Logged Conversations Messaging Services 4
Easy Software Integration Designed to Plug-Into Your Existing Business Operations Custom LOS Client Facing Web Portal Hosted by: 5
Microsoft Azure Cloud High Security, Robust Disaster Recovery & Enterprise Scalability SSO Ready Data Segregation Secure Data Centers 6
Software Configuration Easily Configure Rules & Permissions, On-Demand User Permissions Client Specific Rules Automation Rules QC Rules Engine Set Permissions for Employees & Client Users Configure Order Processing Based On Individual Client or Market Needs Set Rules for When Automated Actions Should Trigger Set Rules for How Your Appraisal Reports are Evaluated Ability to Plug-in Preferred 3 rd Party QC Engine Ability to customize software configuration based on your specific needs 7
End-to-End Workflow Automation Make Your Workflow More Efficient Auto-notifications & reminders are triggered throughout workflow when milestones are completed! Appraisal Order Scheduling Inspection Delivery QC Review Client Delivery Auto Assignment Auto Scheduling Auto Notification Auto Follow-ups Auto Quality Control Auto Delivery Spend Less Time Assigning Orders Empower Appraisers to Manage Appointments Real-time Notification When Appointment is Confirmed & Inspection is Completed Reduce Appraisers Lag Time Submitting Inspections Prevent Quality Control Bottlenecks Deliver Qualified Reports Without Manual Review 8
Our Workflow Leads to Business Growth Faster Order Cycles Free & Flexible Reporting Easily Train Employees Effectively Manage Vendors Superior Customer Experience..for Increased Productivity & Lower Overhead Costs for Improved Business Intelligence with Easy-to-Use, Intuitive Software with Performance Scorecards & Insights for Lenders & Appraisers Increased Operational Capacity ~500,000 Orders Processed for Current AMC Clients > 1M Automated Actions + 50% Increase in Employee Productivity + 90% Automatic Order Assignments 15% Orders Completed w/o Human Intervention 9
Business Intelligence Reporting Utilize Three Layers of Business Intelligence on your Dashboard 1 Pipeline Management & Reporting Search, View, & Manage Entire Pipeline Filter by Client, State, Min., Hour, Day, Week, Month, Year or any other field Export Data Reports to Excel 2 Visualized Data Dashboard Highlights Order Performance, Activity, Turn Times, Revenues, Time Period & much more Filter by Client, Time Period or Geography 41 Preset Metrics Available 3 Microsoft Business Intelligence Run Analytics for Deeper Insights Integrates with Microsoft Power BI (or any other BI tool) 10
Appraiser Performance Scorecards Provide Quality Control Customizable, Real-Time Insights on Appraiser Performance by Client, Stage, and Region 1 Appraiser Turn-Time Performance Time to Upload from Inspection Turn Time from Inspection Time Taken to Accept Order 2 Appraiser Quality Performance U/W Revisions by Client Stips by AMC Exception Flags 3 Full View of All Orders 11
Comprehensive Suite, Feature List Key Modules for Managing Your Business Enterprise Resource Planning (ERP) Supply Chain Management (SCM) CRM Module Integrated Accounting (A/P and A/R) Other Critical Features Interface Promotes Data Accessibility Appraiser Centric User Experience Full Audit of Order Processing Mobile Enabled Optimize SLAs & Fees (State & County) 12
Two Week Integration Process Setup, Configure, & Launch in Just Two Weeks Compared to 2 6 Months for Competitors Step 1 Step 2 Step 3 Step 4 Step 5 2-3 days 2-3 Days 2 Days 1-2 Days 1-2 Days Cloud Setup Onboard Appraiser Panel AMC Configuration Eligibility List Configuration Client Configuration Fully Launch Software Company Wide! Setup Azure Cloud Instance with Microsoft Azure Acquire Appraiser Panel Data Scrub Data for Clean Import into VMS Define Automation Rules Define Communication Rules Integrate 3rd Party Systems Identification Of Applicable Lists Data Scrubbing of Investor & Client Lists for Fresh Panels Setup of Pricing Tables Define Automation Rules Customize Specific Panels Note: Timeline does not include customization requests 13
Pricing SaaS Model One Time Setup Fee Per Order Pricing Tiered based on Monthly Order Volume Note: Minimum Monthly Fees Apply; Pricing is subject to change; Restrictions Apply; Full pricing detail available upon request; Full detail list of orders subject to fees available upon request 14
We are very satisfied with the VMS appraisal platform. The VMS team has taken what have often been complicated requests and helped to build custom solutions that fit the specific needs of our company. I would definitely recommend the VMS team for future customers. - Anthony M. - Thank You To Schedule a Demo, Please Contact: Angel Alban Angel.alban@valuems.com (818) 590-3673 www.valuems.com