Order Management

ACI365™ offers a comprehensive system for managing appraisal orders and records, as well as communicating with clients and office personnel regarding order status.

Enter Order Information Quickly and Easily

ACI365™ stores order information for quick access so you never have to enter client, lender or other account information more than once. Client information including address and contact information auto-populate your records, saving time and eliminating data entry errors.

Communicate Status

ACI365™ automatically notifies the assigned appraiser of any pending orders. Confirmation includes all pertinent data required to begin the assignment. Clients are notified when an inspection is scheduled or if any changes are made to the order (e.g. address correction). Changes are kept in a history section so you can easily view the full progression of changes.

Change Status

ACI365™ gives you the ability to quickly update and notify all parties associated with an order. If a client asks you to put an order on hold, ACI365™ will notify all individuals of any status changes.

Keep Complete Control

Select from several methods to deliver your completed reports including email or PDF appraisals which can be uploaded to ACI365™ for client access (download). Appraisals stay in the system for 90 days. You can also attach the file to an email notification that your client receives when the report is completed.

Accounts Receiveable

Managing accounts receivables in ACI365™ is easy and enables you to better manage clients that have outstanding invoices.

Payment History

ACI365™ displays the client's payment history whenever you create a new order. This feature automatically keeps you in tune with your client’s payment history.

Monthly Activity Statements

ACI365™ includes detail reporting to help you manage your appraisal business. The system allows you to print and mail or email a detailed report to any clients with outstanding invoices.

Automated History

ACI365™ is designed so that all actions taken to collect an invoice are permanently recorded in the History section for that particular record.

Balance Due

ACI365™ provides instant access to overdue records as defined by parameters set by your office. It also determines the total amount of outstanding invoices by client.

ACI365™ tracks mismatched payments so you'll know when a client has sent a partial payment or if a payment that does not match the amount owed.

Finally, if you need to write-off a past invoice, ACI365™ allows you to flag the record which alerts you if that client orders another appraisal.

Report Generator

The ACI365™ Report Generator allows you to quickly generate three different types of reports. Results can be printed or saved (PDF). Report criteria can be saved as a template for future use.

List Reports

Create a List Report to meet your specific needs.
Example: List the number of appraisals an appraiser has completed in the month of March.
Example: Generate a list to submit to the state for licensing purposes.

Group Reports

The Group Report function in ACI365™ is similar to the List Report, except it allows you to break information into groups.
Example: List of all appraisals delivered in May and sorted by appraiser.

Compare Reports

The Comparison Report function in ACI365™ allows you to compare anything you want between two time periods.
Example: Compare how many appraisals delivered this year versus the same period last year.

Late Payment Notification

Tired of spending hours on the phone making collection calls for appraisal reports already delivered? The ACI365 Late Payment Notification system will help you reduce that time to almost nothing! We’ve enabled our users to send reminder email notices to those clients that are late paying.

Flexible and Customizable

You have complete control as to when notices are sent, what the messages is, and who receives the notice. Easy set-up enables you to configure and send up to three individual notices at the times you specify. Each notification is recorded in the History of the record so that you know when notices were sent.

Schedule Management

ACI365™ Schedule Manager provides daily, weekly, and monthly views to help organize your office. The advanced calendar allows you to view scheduled appointments along with the appraiser assigned to perform the work.

Schedule Manager also allows you to mark an event as either personal or business. Personal entries remain private while business entries become public for all managers and owners to view appointment details.

Import Contacts

Import your contacts from Outlook into the Schedule Manager so you can conveniently look up contact information without exiting ACI365™. A To Do List is also included, giving you the ability to keep notes without ever exiting ACI365™.

View Daily Details

Since you will likely be in the Schedule Manager system often, we have also incorporated an area that will show managers and owners that are logged in details regarding any record that has been updated that day. Example: Once an address for a record is corrected, the Schedule Manager will reflect a log with an entry that shows "05-0245 – Address Updated".

Payroll Manager

ACI365’s™ Payroll Management system is designed to save you hours in preparing payroll for your office. The Payroll Management system can handle any type of employee or independent contractor. As with all ACI365™ systems, the Payroll Management system is simple to use and features point and click technology.

Once set up, ACI365’s™ Payroll Management system can process payroll statements for a 10 person appraisal office in only a few minutes (literally, less than one minute per person).

Customizable Payments

You can pay virtually any person that works for you, any way you want. Regardless of whether fees are paid hourly, salaried, a flat fee, by commission or nearly any combination thereof, it can be done with ACI365’s™ Payroll Management System. If you need to pay more than one person for an appraisal report, ACI365™ allows you to pay up to three different people for the same appraisal.

Payroll Taxes

ACI365’s™ Payroll Management system allows you to set up your account so that it automatically calculates and deducts payroll taxes for employees for which you withhold payroll taxes. Or, if you prefer, you can still use IRS tax tables and manually enter payroll taxes when you prepare a pay statement. Also, when it is time to deposit your payroll taxes, you can print a payroll tax report that details how much to pay for FWA taxes, FICA taxes and State taxes (where required) for any payroll period.

Website Manager

ACI365™ Website Manager provides a user friendly interface for creating a professional looking website that will allow your clients to order appraisals, and view information about your company.

ACI365™ System Requirements

REQUIREMENT	MINIMUM	RECOMMENDED
Internet Connection	Dial-up, minimum 56.6 kbps connection speed	Broadband Internet Connection: 5000 kbps download, 1000 kbps upload
Input Devices	Keyboard and mouse	Keyboard and mouse
Operating system	Windows 2000	Windows XP
Internet browser	Microsoft Internet Explorer Version 6.0	Microsoft Internet Explorer Version 7.0
Internet browser security	Client-side scripting / JavaScript enabled	The worksite domain URL is in the Trusted Sites List and Internet Explorer default security settings are configured for Trusted Sites
Microsoft® XML Core Services*	MSXML6

* Required for desktop integration only.