Complete valuation work and assigned transaction tasks

Agents and brokers provide valuation work, market intelligence, and assigned production support.

Main Areas Used

My Work BPO Queue BPO Form BPO Search Asset Center Calendar CDA Form BPO Review

Daily Workflow

Start in My Work or BPO Queue to see assigned production work and due-now tasks.
Complete reports in BPO Form using the guided step flow, save work in progress, and reopen saved files when needed.
Use the coach, final review page, and reviewer note strip to clean up missing items before submission or rework response.
Respond to BPO review notes or rework requests when an asset manager sends the report back for clarification, then resubmit through the same review flow.
Use Asset Center when the BPO is tied to a live asset that also needs notes, files, or task updates.

What This Role Can Do

Perform BPOs end to end
Use draft save, submit-for-review, and saved BPO recall flows
Import prior BPO PDF values and seed comparable grids from MLS CSV uploads
Upload photos and supporting files
Review linked asset photos while building the report
Respond to review questions and resubmit revised BPO work
Work assigned asset and transaction tasks
Prepare CDAs and related field-level production work

What This Role Should Avoid

Change system settings, roles, or access templates
Approve vendor compliance unless explicitly assigned

Success Standard

Reports are accurate, on time, clearly documented, and ready to use without rework.

This role guide is public so teams can train and onboard before signing in. Live access to the actual screens still depends on approved rights inside the platform.