BPO Form

Handles guided end-to-end BPO production, review submission, and report generation.

Who Uses This Feature

Agents, Brokers, Admin BPO

What This Feature Can Do

Guided seven-step BPO workflow with sticky progress guidance
Coach panel that scores readiness and points to the next best move
Subject data entry, comps, adjustments, repair schedules, and narratives
Draft save, saved BPO recall, and submit-for-review flow
Review assignment context and latest reviewer note when the BPO is part of a multi-BPO review request
Prior BPO PDF import plus MLS CSV seeding for closed and active comparables
Photo upload, linked asset photo visibility, walkthrough mode, and PDF output

How To Use It

Work through the numbered steps in order and use the guide panel to see what is still incomplete.
Save drafts as needed, then use Find Saved BPOs to reopen work later.
Use the import panels when you want to pull in a prior BPO PDF or seed comparable slots from MLS CSV data.
If the BPO is tied to review, watch the latest reviewer note, clear the final review page, and submit through the review flow when ready.
Use Print / Save PDF only after the value, photos, and final review screen all look clean.

Best when

The user is actively producing or revising a valuation report and wants clearer guidance about what is still missing.

What you will see

A guided BPO workspace with assignment, comps, repairs, photos, value, and review submission sections, plus live coaching about readiness.

Watch for

Use the review page before submitting, confirm required subject photos are present, and verify imports or seeded comps before trusting the final value story.

This page explains the purpose and normal use of the feature. Actual access to the live feature still depends on the signed-in user's approved role and rights.