Australian Valuers – Structured Inquiry-to-Report Workflow

Who They Are

A valuation company handling a steady stream of requests that must be processed accurately, documented, and delivered on time.

Challenges

• Inquiries arriving from different channels
• Manual creation of cases and valuations
• Follow-ups and status updates depending on who remembered to act
• Need for a clean, auditable workflow without adding headcount

What We Built

1. AI-Powered Intake

Captures:

• Property details
• Purpose of valuation
• Client info

Standardizes every new request into a structured record

2. Automated Case Creation

Creates valuation jobs in their system with:

• All inputs attached
• Deadlines
• Assigned responsibility

3. Status & Communication Flows

Sends:

• Confirmation messages
• Progress updates
• Delivery notices when reports are ready

Reduces back-and-forth and "just checking in" noise

Impact

• Predictable, trackable workflow from first contact to final report
• Higher perceived professionalism and faster turnaround
• Strong base for future layers: pricing intelligence, SLA tracking, etc.

"Every valuation request is captured, structured, and tracked automatically. No more missed follow-ups or manual status chasing."