The complete Appraisal Operating System, feature by feature.
AppraixOS folds the entire appraisal practice — documentation, e-signatures, AI estimate analysis, storm intelligence, team management, and client marketing — into a single platform. Here is every capability, explained in full.
Sign, edit, and send documents without leaving the file.
The PDF work an appraiser does every day — signing demand letters, merging reports, OCR-ing scanned pages, collecting legally binding signatures — handled natively and branded as yours. Cancel the separate DocuSign and PDF-editor subscriptions.
PDF Signer
Drop your signature, name, date, and custom text onto any PDF, then email it out as a branded message with the signed file attached.
PDF Editor
A full toolkit in five tabs — annotate, organize, merge, split, and OCR scanned pages — all saved to your private PDF library.
E-Sign Tool
Send any document, including demand letters, for a legally captured signature. The signer needs no account, and you're notified the moment it's signed.
- Branded output — every signed document carries your firm's identity, not a third party's.
- Annotate, organize, merge, split, and OCR scanned pages in one editor.
- Signers need no account, and you're notified the instant a document is signed.
- Everything saves to your private, access-controlled PDF library.
Know which roofs the storm hit — before the phone rings.
A full storm-intelligence suite built on official NOAA/NWS data and mapped against your own book of business — radar, damage maps, hail history, and targeted outreach, all in one place. It's built right in, so you can cancel your other hail-software subscriptions and weather report services and consolidate everything into AppraixOS.
Hail & Wind History Report — a branded, NOAA-sourced hail and wind record for any address and date of loss. Sample shown with demo claim details.
Download the full sample reportStorm Intelligence
Property-level hail alerts and nightly regional Storm Reports, cross-checked against official NOAA data.
Live Weather Radar
Full reflectivity radar with your active appraisals and umpire jobs plotted right on the storm cells.
Storm Damage Map
Map confirmed hail swaths against your book of business to substantiate claims and find new work.
Storm Tracker
Follow active cells in real time across every market you cover.
Hail History
Pull the verified hail record for any address and date of loss, straight from NOAA.
Hail Sniper
Pinpoint the properties inside a hail swath so outreach goes to the roofs that were actually hit.
Weather data is sourced from NOAA/NWS and can lag or be revised; treat alerts as leads, not proof, and confirm damage with a physical inspection.
Field photos, filed to the right claim automatically.
A dedicated photo-documentation app for the inspection itself. Capture loss-site photos on your phone and every shot lands on the correct file, organized and timestamped — no manual uploads, no lost SD cards.
Built for the loss site, not the desk
Inspections happen on the roof and in the field, where wrangling files is the last thing you want to do. Appraisal Snap turns the phone in your pocket into a structured documentation tool that feeds straight back into the claim file in AppraixOS.
- Every photo is filed by claim automatically — no end-of-day sorting.
- Shots are timestamped and tied to the inspection phase of the workflow.
- Photos sync straight into the file your whole team can see.
- Documentation is ready to drop into reports and demand letters.
- No more juggling camera rolls, SD cards, or separate upload tools.
Built for firms running multiple appraisers.
Assign files, monitor workload, and see where every appraisal stands without chasing updates across email threads or spreadsheets. One owner per file, every action on the record.
Assign & reassign
Drop any file onto an appraiser. Reassignments are logged with timestamp and reason.
Workload at a glance
Every appraiser's open files, current stage, and deadlines on one screen.
Schedule & claim status
Every appraiser's calendar on one board, every claim's stage in view — give clients an accurate, timely status update whenever they ask.
Per-file ownership
One clear owner per appraisal. Notes, comms, and uploads stay tied to the file.
Team performance
Cycle times, completions, and award outcomes — per appraiser, per month.
The numbers that run your business.
Every logged action rolls up into revenue and estimating dashboards — so you can see momentum, capacity, and what's outstanding without ever running a report.
One screen. Every stage at a glance.
- Live counts for every stage — Intake, Onboarding, Pending Appraiser, Inspection, Negotiations, Award.
- What you've billed, collected, and what's still outstanding, at a glance.
- Click any tile to drill straight into the files sitting in that stage.
Trends that show where the work is going.
Period-over-period analytics broken down per month and per quarter, so you can spot momentum, capacity, and bottlenecks across your files, carriers, and outcomes.
- New appraisals and appraisals completed, tracked month over month.
- Inspections scheduled and inspections completed, per period.
- New umpire jobs and umpire jobs completed, charted by month and quarter.
Every stage of the file follows up on its own.
Most CRMs give you generic reminders. AppraixOS ships follow-up sequences purpose-built for the appraisal process — each one tied to the stage a file is actually in, so clients stay informed and files keep moving without anyone writing a single email.
Onboarding Follow-Up
New clients are automatically nudged until the engagement letter, retainer, and documents are in — no chasing paperwork by hand.
Demand Letter Confirmation
Once a demand letter goes out, the system follows up on its own until receipt is confirmed and the signature is captured.
Pending Appraiser Follow-Up
Files awaiting assignment send automatic status updates, so clients never wonder where their claim stands.
Negotiation Updates Every 10 Days
While a file sits in negotiations, clients receive a professional progress update every 10 days — automatically.
- Sequences are tied to the workflow stage — move the file, and the right follow-up takes over.
- Unpaid-invoice reminders and stale-file nudges run alongside them across every stage.
- Every automated touch is logged to the file's activity timeline.
- Follow-ups stop automatically the moment the file advances — no awkward double-sends.
The day-to-day operating system, plus the pro tools built in.
Billing, files, dashboards, and the team that runs them — the backbone every appraisal practice needs — bundled with the AI estimate tools, building-code research, secure file transfer, and contact marketing you'd normally buy piece by piece.
Automated Invoicing & QuickBooks Sync
Send invoices, sync to QuickBooks automatically, and let the system chase late payments for you.
Stale Appraisal Alerts
Every file is watched in every phase. The moment an appraisal ages without activity, AppraixOS flags it so nothing goes quiet.
Automatic Follow-Up Sequences
Purpose-built sequences: onboarding follow-up, demand-letter confirmation, pending-appraiser follow-up, and negotiation updates every 10 days — plus unpaid-invoice reminders. Nothing slips.
Umpire & Expert Witness Dashboards
Dedicated umpire and expert-witness workspaces that tie straight into the AI report tools.
Team & Appraiser Management
Assign appraisers, manage your directory, and coordinate the whole team's schedule from one place.
Revenue & Estimating Dashboards
See what you've billed, collected, and what's still outstanding — at a glance.
Estimate Compare
AI lines a carrier estimate up against the demand and explains the dispute like a seasoned appraiser — repair-vs-replace fights, agreed vs. disputed items, and red flags, by category.
Position Statement Generator
AI drafts a polished, persuasive position statement from your claim data, ready to review and export.
Report for Umpire
AI builds the complete Position Report to Umpire — five full sections, including a weather case built from real NOAA hail history — saved straight to the claim.
CodeSnap
Look up the adopted building codes for any U.S. address — and for roofs, the actual sheathing and ISO board thickness — as a branded PDF.
Disco Roofing
A searchable database of discontinued roofing products, plus AI roof identification from photos — manufacturer, line, color, and replacement.
Grok AI
A full AI chat assistant built right into your workspace — draft letters, research, and summarize without leaving the CRM.
The AI tools (Estimate Compare, CodeSnap, Disco Roofing, and the report generators) are AI-researched aids — always verify codes, products, and findings with the local authority before you rely on them.
Contact Management
Every client, carrier, adjuster, and insured in one organized, segmentable address book at the center of the platform.
In-House Email Marketing
Build lists and run automated drip campaigns powered by your contacts — no separate third-party email program.
Open & Engagement Tracking
Track opens and clicks so you know which messages land and who is worth a personal follow-up.
Secure File Transfers
Send or request huge files — up to 10 GB each — with secure, expiring, password-protected links. Fully logged, with no email size limits.