Organize your office, gain control of your business, and have time to achieve more than you ever thought possible!
ACI365™ offers a complete appraisal office management system accessible from any computer connected to the Internet. Providing the ability to concisely manage every aspect of your appraisal process from anywhere, anytime, ACI365™ has the tools you need to succeed in an ever-changing market.
Manage appraisal orders and records as well as communicate with clients and office personnel regarding order status with a worksite.
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Empower your appraisal business with a web presence completely created and controlled by you with the ability to accept online orders.
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Office Administration
Explore a world where you have online access to every aspect of your office.
ACI365™ is web-based so you have access to your information from any computer, no matter where you are, allowing you to assign orders, send orders, and create auto-status updates, easily and efficiently from one online source.
Order Management
- Add, edit and manage all your appraisals through ACI365. Edit your appraisal orders from anywhere including your office, laptop, PDA or home PC.
- Establish a contact and client information is auto-populated into your records. Never re-key contact information again.
Status Communication
- Automatically notify appropriate parties when changes occur
- View status change history
- Multi-level security allows for people to view only what you want them to see
Delivery
- Securely upload the appraisal from your ACI365 account or ACI Software for client access
- Attach your appraisal file to E-Mail notifications to client upon completion
Data/Storage
- Appraisal is stored for 90 days
- Export all data to Quickbooks®
- Import data from your ACI and other sources
Payment Alerts
Get Paid Faster with ACI365’s Late Payment Notification System!
The average appraisal company has outstanding invoices and managing the process of sending second and third reminders can often be tedious and time consuming. ACI365’s automated system will help you quickly recover payments due and help you manage your time more efficiently.
ACI365’s Late Payment Notification system will automatically send customizable E-Mails at intervals determined by you, to help collect fees owed to you.
Customizable E-Mail Notifications
- Customize up to three 3 different payment notification E-Mails
- Schedule intervals when client reminders are delivered
Invoices
- Automatically attach invoice to E-Mail Notification
- Notifications are automatically added to the order history
- Print invoices to be mailed to clients
Client-Specific Settings
- Turn on/off E-Mail Notification on based on the client
Accounts Receivable
ACI365’s Accounts Receivable/Payroll features allow you to administer your office’s Accounting function from virtually anywhere.
Access every invoice that you’ve ever done through ACI365. Manage outstanding invoices more efficiently, and access past invoices from clients. Clearly see what companies provide your appraisal volume and how timely your clients pay their bills.
Client Payment History at-a-Glance
- Client payment history with every new order allows you to see the risk in accepting the order
- Monthly statements give you a detailed report of your monthly appraisal volume
- Print, mail or E-Mail detailed reports to clients, including outstanding invoices
Oustanding Invoices
- Automated History records all actions taken to collect on Appraisal Fees
- Track partial payments, accurately telling you what is owed
Flag Accounts
When necessary, flag client accounts for future reference.
Labels
- Label maker prints mailing labels to mail invoices
Payroll
Manage payroll directly from your ACI365. Preparing company payroll can be a painstaking process, often consuming up to a full day per pay period. ACI365 will dramatically reduce your payroll processing time.
- Customize Payroll based on any type of Employee, or Independent Contractor
- Fee Splits based on percentage, or set fee
- Payroll Taxes Function automatically calculates and deducts payroll taxes
Management Reports
Access to management reports can help guide your decision making process when it comes to planning and reaching goals to help improve your productivity and profitability.
ACI365 features an easy to use reporting feature that takes your data and compiles it from the information stored within ACI365 to create reports by-type, reflecting payments, turnaround time, market trends, etc. Print reports to review of all your appraisal company’s dealings.
Tracking Reports by Type
Utilize the Reports section in ACI365 to generate four specific tracking reports to assist with office organization and tracking:
- Appraiser/Company
- Audit Records
- Business Summary
- Client Invoices Owed
Summary Reports by Type
- The Past Appraisal Summary Report allows you to track the performance of your appraisers, and payment history of your lenders
- The Self-Audit function lists appraisals completed for all, or specific appraisers during a specific time period
- Open Appraisal Report allows you to view all open orders
- Past due appraisal report will list all overdue appraisals
- List Reports are reports ran based on one set of information
- Group Reports are reports based on multiple criteria
- Compare Reports allows you to compare two reports of the same criteria during different time periods
Company Calendar
The key to success in any organization is communication.
ACI365™ gives your company the ability to log into one centralized location and have access to everything that is going on in your organization. ACI365’s Company Calendar allows you to track the daily, weekly and monthly activities of your company from anywhere in the world as long as you have access to the Internet.
- Automatically imports Inspection Dates and Times
- Automatically imports Due Dates
- Add Company Events
- Import Events from Outlook Calendar
- Lists your events or full company calendar
- To Do List with Reminder Function helps each employee stay organized
- Owners and Manager Calendars list changes to orders each day
Web Designer
Every appraisal office can benefit from a company website.
Gain market share and reward loyal clients with better customer service through a website that allows for more efficient communication and can provide updates every step of the way.
Properly marketed, your company website can allow you to receive orders from clients you’ve not previously dealt with and allow you to enhance your relationship with current clients.
- Pre-written appraiser-centric content
- Choose 1 of 50 Templates
- Content Manager allows for 1000’s of different website combinations
- Upload your logo to your website
- Edit Content an unlimited amount of times, with instantaneous updates
- Accept payment through your site with PayPal
Customizable Content
- Create up to ten web pages with ACI365’s content manager
- Choose from pre-written, appraiser-centric content like:
- “Product Pricing” Section allows you to advertise pricing for up to 60 form types
- “Coverage Area” Section allows you to advertise your full coverage area
- “Our Appraisers” Section allows you to list the biography of each of your appraiser
- “Industry News” Section advertises you are up on changes to the appraisal industry
- Create an unlimited amount of lender and employee accounts
- Create up to ten employee E-Mail addresses
- Accept payments in the field via PayPal
E-Mail Campaigns
Generate E-Mail campaigns to your clients directly through your ACI365 using built-in marketing tools.
Personalize E-Mails, stay in touch with your clients and bring additional perceived value to your relationship through better communication which can translate into more business.
- Send Daily, Weekly, Bi-Weekly, Monthly, and Yearly E-Mails
- Set the length of the E-Mail campaigns
- Import text from Microsoft Word
- Import your Outlook contacts
