It is possible to be more environmentally responsible, save money, and provide a high level of service to your clients by providing secure online access for your clients to the appraisal reports.
Meet Gene Ruelle, an accredited senior appraiser in the ASA with his specialty in antique furniture. Gene is from Tyler Texas with over 15 years experience appraising personal property. Gene has created a secure online web site where his valued clients can securely access their appraisal reports for up to five years. The result is saving of money by eliminating the paper, postage, ink and toner from the report creation and delivery process.
How does this work?
Gene now saves every report as a PDF file. This PDF file is a complete report including the cover documentation, electronic signature, and all disclaimers and USPAP information. Once created, Gene uploads the appraisal report files to his secure online document storage system. Clients are then notified via email that the report is available and are sent a link and their login information to access the report online.
Clients click the link and enter their login information to access the secure site. Once logged-in, the client is presented with a list of their appraisal reports, and other documents created specifically for them. The client can then click on a link and display, download, or print the appraisal reports.
Benefits
• Save money on toner, ink, paper, and postage
• The report is available for the client 24 x 7 x 365 with no intervention from the appraiser
• Report is stored on a secure website not a PC making the USPAP record keeping requirements much easier to adhere to
• Report is delivered to the client much faster than postal or courier
• Clients come to the branded site to access the report and they see your name and branding each time
Feedback from selected attorney clients is fantastic. They love the instant access to the information and ability to access the reports from anywhere with an internet connection.
See a Sample of how this Works
Here you can see a sample report and what the client experiences when using this unique service. Feel free to log in and check it out.
(Note: the reports on this site are sample reports only)
Visit http://secure.ruelle.com
Login – appraiser
Password – doyourbest
Feedback
Please comment and let me know what you think about this method of report delivery. Is this something you think is valuable, or not to your appraising practice?
Resources in this Blog
Gene Reulle
Ruelle’s
http://www.ruelle.com/
gene@ruelle.com
About the Author
Brian Hiatt
bhiatt@collectorpro.com
www.collectorpro.com
Meet Gene Ruelle, an accredited senior appraiser in the ASA with his specialty in antique furniture. Gene is from Tyler Texas with over 15 years experience appraising personal property. Gene has created a secure online web site where his valued clients can securely access their appraisal reports for up to five years. The result is saving of money by eliminating the paper, postage, ink and toner from the report creation and delivery process.
How does this work?
Gene now saves every report as a PDF file. This PDF file is a complete report including the cover documentation, electronic signature, and all disclaimers and USPAP information. Once created, Gene uploads the appraisal report files to his secure online document storage system. Clients are then notified via email that the report is available and are sent a link and their login information to access the report online.
Clients click the link and enter their login information to access the secure site. Once logged-in, the client is presented with a list of their appraisal reports, and other documents created specifically for them. The client can then click on a link and display, download, or print the appraisal reports.
Benefits
• Save money on toner, ink, paper, and postage
• The report is available for the client 24 x 7 x 365 with no intervention from the appraiser
• Report is stored on a secure website not a PC making the USPAP record keeping requirements much easier to adhere to
• Report is delivered to the client much faster than postal or courier
• Clients come to the branded site to access the report and they see your name and branding each time
Feedback from selected attorney clients is fantastic. They love the instant access to the information and ability to access the reports from anywhere with an internet connection.
See a Sample of how this Works
Here you can see a sample report and what the client experiences when using this unique service. Feel free to log in and check it out.
(Note: the reports on this site are sample reports only)
Visit http://secure.ruelle.com
Login – appraiser
Password – doyourbest
Feedback
Please comment and let me know what you think about this method of report delivery. Is this something you think is valuable, or not to your appraising practice?
Resources in this Blog
Gene Reulle
Ruelle’s
http://www.ruelle.com/
gene@ruelle.com
About the Author
Brian Hiatt
bhiatt@collectorpro.com
www.collectorpro.com
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Dave Maloney Said,
Great use of technology! From whom did you purchase your SSL certificate?
Posted on December 4, 2009 at 6:41 AM
Collectorpro Software Said,
Thanks for the comments. Certificate for this Ruelle sample site is from Go Daddy. I use Thawte for most of my sites. Both provide the same service.
Posted on December 4, 2009 at 4:16 PM