Inspection Form / Invoicing

[blockappraisals]

Hey guys i am sort of new to the forum and have been browsing around it for a few months. I just recently passed my ny certification and want to start a digital workfile system to keep good easy to manage workfiiles and this is the inspection form i plan to use for most of my residential work and then scan into my workfile. I would love some feed back on what you like / dislike. Also i am curious if some suggestions on how most of you guys do billing / invoicing. Simple spreadsheets or a more complicated setup. I am in the process of having a web designer build me an invoice managment system threw my website where i will be able to log in and create an invoice for each appraisal paid or unpaid just so i can track everything and that will also be connected to a folder for that specific invoice which will be my digital workfile for each assignment. It should be easy to track and in the future if i need to pull something up i should be able to do it very quickly.

Thanks in advance

Ps

I have searched this topic alot and cannot really find any good answers on what most appraisers do so dont be to mad if it has been slightly covered before.

 

[CGgonnabee]

Quick Q...what appraisal software are you using? Your profile indicates you are a trainee. What are you trying to track...what is owed to you from your mentor? More light could be shed on this subject if there was little more information.

 

[blockappraisals]

I use alamode wintotal and i am just looking for a way to do general invoicing to keep track of unpaid appraisals, how much money i am making per month, sending an invoice to a client so they know they have to pay me. Basically a general way to track all my appraisal billing.

I am certified i will update my profile now thanks for catching that.

 

[appraisalondemand]

comp / value checks?

Are You Serious???

Having a specific form on your website for comp / value checks must keep you busy???m2:

 

[Alison Swain]

I use alamode wintotal and i am just looking for a way to do general invoicing to keep track of unpaid appraisals, how much money i am making per month, sending an invoice to a client so they know they have to pay me. Basically a general way to track all my appraisal billing.

I am certified i will update my profile now thanks for catching that.

Unless you are a WinTotal whiz and a perfect data processor every time, forget tracking through Alamode. Use an Excel spreadsheet and call it a day.

 

[blockappraisals]

I have just recently had my website completed and the comp check was sort of a mistake to put there. I am trying to figure out what i should do if it is something to completley remove or sort off disclaim. It doesnt keep me busy because my site is not in google adwords or anything so its just for the clients i already deal with and i try to not really do comp searches.

I would love some feedback on my Inspection form if anyone can tell me there thoughts.

 

[Jon Liberatore]

Block


Why not just print out the first page of the 1004, that is almost exactly like what your inspection sheet is

 

[jeanwillick]

Send me a PM email and I will send you a Word doc that I made up for our use.

 

[jeanwillick]

As far as record keeping goes, I still use the original hand written system that worked for us when we started out in 1993.

I use yellow lined legal pad with columns. Date Received/Date of Report - Borrower Name & Address - Mileage - Lender Name - Sent Via & Date - Invoice Amount -- Check Box for Paid.

When report is completed & sent, I fill in the date of report underneath the Date Received and that shows me our turn time. Add mileage and that gives you an up to date written record good for IRS reporting. Sent via (example pdf 6/12/08) so if I get a call, I know when and how it was sent (can always go to the file for more complete info). Look down thru the last column for a check mark to see if it was paid or not.

I use Quicken for my bookkeeping and when I make a deposit, I put the file number in Quicken's memo field for the amount deposited. Now I can do a search in Quicken for the file number and find when it was deposited. If the file number doesn't show up, it's just another way to double check that it wasn't paid.

Might not be the best system in the world, but it has worked good for me for almost 16 years
and everything is on one page.