Appraisal management
Email notification is sent to the appraisers in the following scenarios:
Appraisal Bid Acceptance - Intimating the appraiser whose bid is accepted.
Appraisal Bid Invite - Requesting appraisers to send their bid (quotation) for appraising the collateral.
Appraisal Bid Reminder - Sending reminders to the appraisers to submit their bids or collateral valuation report.
The email id is selected from Contact for Non-Individuals, whereas it is selected from Account for Individuals.
Template for sending an email to the appraiser to inform them about the appraisal bid acceptance:
| Folder Name | Name | Description | Subject | Body |
|---|---|---|---|---|
| Originate Notification Templates | Send Accepted Appraisal Bid Notification | Notification to Appraiser informing them about the Bid Selection | Your Appraisal Bid has been accepted: Ref: Appraisal Request Ref NO. {!Appraisal Bid.Appraisal Request} | Refer below |
Email Body:
Dear {!Recipient.Name},
The Appraisal bid submitted by you against the Appraisal Request Ref ID: {!AppraisalBid.AppraisalRequest} has been accepted.
Please provide the collateral valuation report by {!AppraisalBid.DueDate}
If you have any questions, please contact a {!Organization.Name} representative at {!Organization.Phone}.
Sincerely,
{!Organization.Name}
Template for sending emails to all the active appraisers associated with the collateral to send their appraisal bid for appraising the collateral:
| Folder Name | Name | Description | Subject | Body |
|---|---|---|---|---|
| Originate Notification Templates | Appraisal Bid Invite | Notification to Appraisers inviting appraisal Bids | Appraisal Bid Invitation | Refer below |
Email Body:
Dear {!Recipient.Name},
{!Organization.Name} is inviting Appraisal Bids for the property located at
{!AppraisalRequest.CollateralAddress}
{!AppraisalRequest.CollateralAddressLine2}
{!AppraisalRequest.CollateralCity}
{!AppraisalRequest.CollateralState}
{!AppraisalRequest.CollateralPincode}
Note : {!AppraisalRequest.Note}
If you have any questions, please contact a {!Organization.Name} representative at {!Organization.Phone}.
Sincerely,
{!Organization.Name}
Template for sending emails to the appraisers to remind them to submit their bids or collateral valuation report:
| Folder Name | Name | Description | Subject | Body |
|---|---|---|---|---|
| Originate Notification Templates | Appraisal Bid Reminder | Notification to Appraisers reminding appraisal Bids | Appraisal Bid Invitation | Refer below |
Email Body:
Dear {!Recipient.Name},
{!Organization.Name} is inviting Appraisal Bids for the property located at
{!AppraisalBid.CollateralAddress}
{!AppraisalBid.CollateralAddressLine2}
{!AppraisalBid.CollateralCity}
{!AppraisalBid.CollateralState}
{!AppraisalBid.CollateralPincode}
Note : {!AppraisalBid.Note}
If you have any questions, please contact a {!Organization.Name} representative at {!Organization.Phone}.
Sincerely,
{!Organization.Name}