For appraisal firms with assignments to coordinate

Virtual assistants for appraisal firms

Keep assignment details and status requests organized while appraisers focus on the valuation work. An assistant can prepare order records, coordinate appointments and track client follow-up. Knows The Drill prepares your assistant for the agreed responsibilities before handoff.

Find your assistant

Keep the assignment moving without blurring who makes the valuation.

An assignment arrives with a client reference and requested due date. The inspection appointment is still tentative, and a status question comes in before the appraiser has reviewed the file. Someone needs to keep those facts together.

An assistant can maintain the administrative trail around the assignment. The appraiser accepts the work, performs the valuation and authorizes the report and professional responses.

The work to hand off

Build a clear administrative record around each assignment.

Prepare incoming assignment records

Gather the client reference, property details, requested dates and supplied instructions. Flag missing fields for the appraiser before the assignment moves forward.

What you get back: An intake record with source instructions and open questions

Coordinate inspection appointments

Collect contact availability and arrange the appointment using the appraiser's scheduling rules. Record access instructions and distinguish proposed times from confirmed appointments.

What you get back: An appointment record with contact details and confirmation status

Handle routine status follow-up

Gather the current status from the responsible appraiser and prepare the administrative update. Track client or AMC questions that need a professional response.

What you get back: A communication log linked to the assignment owner

Organize delivery and billing records

Prepare the authorized file set and record delivery through your agreed process. Gather invoice references and payment questions for the person who manages accounts.

What you get back: A delivery and billing record with supporting references

Illustrative workflow

From a new order to a confirmed inspection appointment

Use this example to define where the assistant coordinates and where the appraiser accepts responsibility.

Capture the order

Assistant preparesRecord the supplied assignment details and requested dates.

Your appraiser decidesWhether to accept the assignment and its terms.

Collect availability

Assistant preparesGather the access contact's proposed times and relevant instructions.

Your appraiser decidesWhich appointment fits the work and schedule.

Confirm the appointment

Assistant preparesSend the authorized arrangement and record acknowledgment.

Your appraiser decidesHow to handle an access conflict or changed requirement.

Maintain the record

Assistant preparesUpdate the assignment with the confirmed appointment and later status.

Your appraiser decidesThe professional work and any revised commitment.

Illustrative example — not a client record

An inspection scheduling record

This illustrative assignment keeps a proposed appointment separate from a confirmed one.

Assignment: Example entryClient order A-27 for a residential appraisal.; What to provide or checkIdentify the client reference and assignment.
Appraiser status: Example entryAssignment accepted by the responsible appraiser.; What to provide or checkRecord the professional owner's confirmed decision.
Appointment request: Example entryOccupant offered Tuesday morning; appraiser confirmation is pending.; What to provide or checkShow the proposed time and what is still needed.
Access contact: Example entryOccupant is the designated contact for appointment coordination.; What to provide or checkIdentify the approved communication route.
Next action: Example entryAssistant asks the appraiser to confirm the time, then sends the appointment details.; What to provide or checkName the next decision and the administrative follow-through.

Ready to hand over when: The assignment owner, proposed time, confirmation status and contact route are clear, without presenting an unconfirmed appointment as booked.

Download the blank template (CSV)

No email required. The file includes field names and guidance, with blank spaces for your own inputs. Use it to describe the work during matching; keep private client information out of an initial inquiry.

Shape the role around the workload

Where does administration interrupt appraisal work?

A useful fit when

Appraisers repeatedly coordinate appointments and answer routine status requests.
Order, delivery and billing records need a consistent administrative owner.

Discuss the setup first

You need valuation analysis, comparable research or professional report preparation.
Client or AMC terms have not established which tasks and access may be delegated.

Managed support provides a dedicated, full-time assistant. Direct-hire responsibilities, hours and employment terms are agreed during matching.

Administrative support does not replace appraisal judgment.

Agree the permitted tasks and access for your firm's assignments. Keep professional decisions and report authorization with the responsible appraiser.

Valuation, comparable selection, analysis, report conclusions and professional certification remain with qualified appraisers.
The appraiser authorizes assignment acceptance, report release and professional responses; the assistant records only confirmed status.
Client and AMC permissions, property information access and any non-administrative duties require review before the role begins.

Start with one assignment from order to delivery.

01A sample order and the fields needed to prepare the assignment record.
02Your scheduling rules, access process and appointment confirmation messages.
03The appraiser who owns each assignment and approves client updates.
04Your software, client portal permissions and report-release process.

Recruit. Prepare. Hand over.

Recruited for you. Trained for your industry.

First, we discuss your niche and the work you want your assistant to own. Then we recruit and prepare them in depth for the industry and responsibilities agreed with you before handoff. The matching conversation defines the skills, tools and preparation time your role needs.

We assess English fluency, practical problem-solving and independent judgment, so your assistant can work through the next step and recognize when to bring you in.

Choose the support behind your hire.

Managed assistant

A dedicated, full-time assistant through our service, with ongoing support from our team. One monthly fee.

Explore managed support

Direct hire

We recruit and train an assistant for you to hire directly into your team. You manage the day-to-day. One placement fee.

Explore direct hiring

The examples on these pages are a starting point. Bring the broader range of work you want covered to the matching call. We agree responsibilities, preparation time, working hours, fees and terms before you start.

Before you bring someone on

Can an assistant schedule inspections?: Yes. They can collect availability, coordinate with the appraiser and record the confirmed arrangement. Your firm defines who may be contacted, what access details may be shared and who approves the appointment.
Can they update clients or AMCs about assignment status?: They can relay administrative status confirmed by the responsible appraiser through the channels your firm permits. Questions about value, analysis, methodology or a professional commitment go to the appraiser.
Can they upload reports to a client portal?: Administrative delivery may fit the role after your firm reviews client permissions and sets a release process. The appraiser authorizes the final report and file set; the assistant does not certify or independently release professional work.
Will they research comparables or complete appraisal analysis?: Those are different responsibilities from the administrative role described here. Qualified appraisal work and any delegation rules must be assessed by your firm. We do not assume a virtual assistant is authorized to perform valuation tasks.
How do we prepare an assistant for our assignment workflow?: Bring a representative order, appointment record and client update. We discuss the tools, permissions and responsibilities, then prepare the assistant for the agreed role before handoff.

Keep the assignment record ready for the appraiser.

Show us the scheduling, status and document follow-up that interrupt valuation work. We will help define an administrative role with a clear owner at each handoff.

Find your assistant

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