What advanced conditional automations can JaroBots perform?

JaroBots can execute advanced automations based on conditional data, like for example sending priority emails for rush appraisal orders, or alerts if an order has not been addressed for a set number of hours, ensuring timely order completion.

Frequently Asked Questions

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How can I customize fee splits and team assignments in Jaro?

In Jaro, you can create complex payment workflows easily by defining rule sets based on order types and roles. This allows for the customization of fee splits, either by a percentage or a dollar value, across your team. Such configurations help ensure that payment distribution is handled efficiently and according to your specific operational needs.

Can I create a dashboard for quality control processes in Jaro?

Yes, you can create dedicated Quality Control (QC) dashboards in Jaro that allow QC staff to quickly view and triage orders. These dashboards can be customized to include views for escalations, urgent orders, and specific product types, facilitating efficient and effective quality control processes.

What is the process for setting up and automating payment requests in Jaro?

Setting up and automating payment requests in Jaro involves connecting your preferred payment gateway, defining payment logic, and embedding client directives if applicable. You can schedule and automate these payment requests to coincide with specific stages of your appraisal processes, ensuring timely financial transactions and helping keep your orders moving forward efficiently.

How does Jaro assist with AMC operations?

Jaro is designed to simplify AMC operations involving multiple parties. It allows for clear demarcation and control of your order workflow, schedules, and service level agreements (SLAs ) that may be in place with different lenders or clients, facilitating smooth operations across your business.

How does Jaro improve client communication?

Updating and reporting order workflow through Jaro’s client communication tools ensures a seamless client experience, reducing stress for both parties. Our tools are designed to deliver excellent customer service at every order lifecycle stage.

Can JaroBots handle order reassignments efficiently?

Absolutely. JaroBots can automate communications and update tags relevant to a new appraiser when an order is reassigned, keeping order information current and accurate.

How does Jaro handle client billing and payment requests?

Jaro allows for flexible client billing management. You can run billing, accept credit card payments, ACH, checks, or any combination thereof. Jaro supports embedding the payment and billing preferences of lenders or clients directly into the system, allowing for automated billing and payment logic at scale. Additionally, you can use Jaro's branded payment links, which are customizable to reflect your company's branding.

How does Jaro handle payments to appraisers and billing to clients?

Jaro allows you to push payments to appraisers and bill clients directly as needed. Whether it's handling direct billing via credit card, ACH, or checks, or managing distributed payments according to client directives, Jaro provides a seamless solution. This capability ensures that all financial transactions are handled smoothly, aligning with the specific needs of your appraisal management operations.

Can I customize the emails sent from Jaro?

Customization and Automation are core to the Jaro platform. You can use our templates, customize them, or create new templates from scratch that pull in key data about an order, inspection, lender or any other data point, and then trigger these emails when needed.

How can I get started with JaroBots?

Getting started with Jarobots is easy. Simply log in to your account on our platform, navigate to the Tools area of JaroDesk, then select the JaroBots menu and get started. If you have any questions or need assistance, our support team is ready to help you maximize the benefits of automation.

What types of dashboards are available in Jaro?

Jaro offers a variety of dashboard templates, including Operations Team Dashboards for managing new orders and payments, Quality Control Dashboards for processing and triaging orders, and specialized dashboards for monitoring inspections and reviewing urgent orders. Each template is curated to meet the specific workflow needs of appraisal management teams or QC staff.

What are the benefits of using panels in Jaro for appraisal management?

Using panels in Jaro helps streamline the appraisal management process by organizing a network of professionals who can be quickly and effectively assigned to new orders. It enhances the speed and accuracy of appraisals, ensures a balanced workload among appraisers, and allows for scaling operations as order volumes change. Panels also enable more consistent communication and performance monitoring, leading to overall improvements in service delivery.

How does Jaro ensure the security and compliance of its payment processes?

Jaro has SOC Type 1 certification, ensuring that our internal controls for financial reporting and data security meet industry standards. Additionally, Jaro maintains rigorous audit trails and logs, and adheres to compliance and regulatory requirements with features like W9, EIN, tax records storage, and compliance reporting, reducing risk and enhancing legal surety.

Can JaroBots manage and update order statuses automatically?

Yes, JaroBots can automatically update order statuses based on specific triggers. For example, if the "Property Inspection Scheduled" trigger is activated, JaroBots can update the order status to "Appointment Set" and send a confirmation email to both the client and the borrower, ensuring everyone is up-to-date with the latest schedule.

How does Jaro enhance compliance with its payment features?

Jaro helps ensure compliance through its robust data management system, which stores all notes, tasks, dates, and timestamps on each file. This storage capability provides a comprehensive audit trail that is essential for compliance and legal surety. Moreover, Jaro's compliance-ready features align with industry regulations, making it easier for you to adhere to legal standards and reduce risks associated with financial transactions.

What are the benefits of using AssignIQ?

AssignIQ offers benefits like accurate prediction of appraisal costs and time requirements, better fee disclosure, setting realistic expectations for borrowers, and enhancing the overall borrower experience. It enables efficient and accurate appraisal management for AMCs and Lenders.

Does JaroDesk’s Order Workflow accommodate different lender structures?

Yes. Whether you operate in various JV, wholesale, correspondent, retail, or a blend of these, Jaro adapts to your specific structure. It comes with ready-made configurations that cater to various business models, ensuring flexibility and scalability. We also have a customer success team that can reflect your unique business needs in your account.

Are there customizable review settings for different lenders in Jaro?

In Jaro, you can customize reviews for different lenders by controlling the questions, limiting them by loan type, excluding specific lenders, and adding overlays for additional questions. You can also create specific review templates tailored to the requirements of individual lenders.

What payment types does Jaro support?

Jaro supports various payment types, including ACH transfers, credit card payments, and checks. You can use your own payment gateway or opt for Jaro's integrated solutions, all within a secure environment. This flexibility allows you to handle payments according to your business needs and client preferences.

How do Jarobots improve the appraisal order management process?

Jarobots automate various steps in the appraisal workflow process by allowing users to set up custom triggers and actions. This automation can significantly reduce manual effort, decrease the likelihood of human error, and speed up the appraisal process, resulting in quicker turnaround times and better borrower experience.

Can I use Jaro for my staff firm and AMC without breaching compliance rules?

Yes, Jaro enables firms to separate their staff operations from AMC operations, addressing compliance, legal, and business requirements efficiently. By deploying Jaro instances tailored to different business units while sharing common processes and data models, you can meet these needs and remain efficient in your operations.

Can the QC tool be used to track the status of reconsideration of value (ROV) requests?

The Jaro QC tool includes a full reconsideration of value process. There is a separate ROV dashboard that allows you to track ROV requests and manage them efficiently.

What types of panels can I create in Jaro?

In Jaro, you can create various types of panels based on specific needs and the types of loans you are processing. For example, you can establish panels based on geographical criteria like country, state, or city, or on professional qualifications such as jumbo, higher-level certification, or specific appraiser types. This customization allows for more targeted assignments and improved efficiency in handling orders.

What kind of triggers and actions can I set up with JaroBots?

JaroBots support a wide range of triggers and actions, from sending automated emails or notifications to updating records and generating reports. The flexibility of JaroBots means you can automate nearly any repetitive task within our platform, tailored to the specific triggers that are most relevant to your operations.

How does the QC tool handle biased or health and safety words in reports?

The QC tool includes a bias word checker and a health and safety word checker. It comes pre-populated with a list of words to check for, and you can add your own words to this list. These words are flagged for reviewers to address any biased language or health and safety concerns.

How are automated payment links utilized in Jaro?

Jaro's automated payment links can be customized to include your company's branding, which helps reinforce your brand identity when sending out payment requests. These links make it easy for borrowers to understand who is requesting the payment and for what purpose, enhancing trust and clarity in financial transactions.

Can JaroBots facilitate payment and billing automations?

JaroBots can automatically send reminders about pending payments for orders on hold, and when combined with JaroDesk payment management features, ensures that appraisal orders proceed without unnecessary delays.

How does AssignIQ work?

AssignIQ utilizes a sophisticated scoring system based on linear regression analysis to assess the complexity of appraisal orders. It considers factors like the availability of appraisers in the property's county and the property's uniqueness, categorizing each property into complexity brackets.

Can the QC tool highlight changes made in revised reports?

Jaro's QC tool provides a side-by-side comparison of the original and revised reports, highlighting any changes made by the appraiser, which speeds up the review process.

Can Jaro integrate with other systems to get orders into the system?

Jaro seamlessly integrates with industry-standard APIs, submission portals from the GSEs, , leading Loan Origination Systems (LOS), and other appraisal management platforms. This ensures your workflow is streamlined across your ecosystem, keeping your work manageable and visible at all times.

How can I ensure quality and compliance when using panels in Jaro?

Jaro allows you to set specific criteria and qualifications for panel members, which helps ensure that only competent and qualified professionals handle your appraisal orders. Additionally, you can monitor the performance and compliance of panel members through Jaro’s tracking and reporting features. Regular reviews and updates of panel criteria based on industry standards and regulatory changes also help maintain high levels of quality and compliance in the appraisal process.

How does Jaro improve client communication?

Updating and reporting order workflow through Jaro’s client communication tools ensures a seamless client experience, reducing stress for both parties. Our tools are designed to deliver excellent customer service at every order lifecycle stage.

What does Order Workflow in JaroDesk cover?

Order Workflow is a comprehensive set features designed to manage orders for appraisals and property reports or inspections efficiently. It offers customizable dashboards that display the order and its status at various stages in the order lifecycle and at key moments or events, enabling users to monitor and control the appraisal process seamlessly.

How do permissions work within Jaro Dashboards?

In Jaro, you can set powerful permissions to control what data team members can access. This allows you to share necessary information while securing sensitive data according to client SLAs or internal policies. You can hide specific orders, areas, or lender information to maintain confidentiality and compliance.

What advanced conditional automations can JaroBots perform?

JaroBots can execute advanced automations based on conditional data, like for example sending priority emails for rush appraisal orders, or alerts if an order has not been addressed for a set number of hours, ensuring timely order completion.

How does the QC function prioritize orders?

The QC function prioritizes orders by automatically bringing past due orders to the top, ensuring that your QC team works on the highest priority orders first. JaroDesk can be customized to change the prioritization of the QC flow depending on client, or AMC needs.

Does AssignIQ provide suggestions for managing high-complexity appraisals?

While AssignIQ primarily predicts appraisal complexity, its insights can guide lenders and AMCs in allocating the right resources, adjusting fees appropriately, and managing timelines for high-complexity appraisals effectively.

What is the Order Workflow in JaroDesk?

Order Workflow is a comprehensive set of features designed to manage orders for appraisals and property reports or inspections efficiently. It offers customizable dashboards that display the order and its status at various stages in the order lifecycle and at key moments or events, enabling users to monitor and control the appraisal process seamlessly.

What support is available for setting up and troubleshooting JaroBots?

We offer comprehensive support for JaroBots, including detailed documentation, tutorial videos, and a dedicated support team. Whether you're setting up your first automation or need help troubleshooting, we're here to assist you every step of the way.

How do JaroBots manage appraisal order cancellations or changes?

JaroBots can automatically inform all parties involved via email about order cancellations or fee changes, ensuring transparency and avoiding potential disputes.

Are JaroBots easy to set up for someone without a technical background?

Yes, JaroBots are user-friendly and designed with a straightforward setup process. We provide a clear, step-by-step guide and visual tools to help users without a technical background easily create and manage their automation workflows.

Can I use Jaro for my staff firm and AMC without breaching compliance rules?

Yes, Jaro enables firms to separate their staff operations from AMC operations, addressing compliance, legal, and business requirements efficiently. By deploying Jaro instances tailored to different business units while sharing common processes and data models, you can meet these needs and remain efficient in your operations.

How are new orders and inspections handled on Jaro Dashboards for operations teams?

The Operations Team Dashboards in Jaro include features for instant views of new orders with key tags and alerts, as well as comprehensive views of scheduled inspections. This helps desk managers and operational staff keep track of all activities and status updates, ensuring timely and accurate management of orders and inspections.

How can JaroBots adapt to unique appraisal processes or requirements?

JaroBots’ flexibility allows them to adapt to unique processes or requirements through customizable triggers, actions, and conditional logic, providing a versatile solution for automating appraisal management tasks.

Who can benefit from using AssignIQ?

Both lenders and AMCs benefit from AssignIQ's predictive capabilities, particularly valuable for streamlining the appraisal process, reducing inaccuracies, and improving client satisfaction through better fee management and realistic timeline expectations.

How can I share a customized dashboard with my team?

After customizing a dashboard in Jaro, you can easily assign it to different users or teams based on their roles. This ensures that every team member has access to the relevant information they need to perform their tasks effectively.

How can I customize my dashboard view?

Our dashboards are fully customizable to meet the unique needs of each team member. You can change layouts and save your views on the fly, ensuring that the most relevant information is always at your fingertips. When done, simply click save on the filter view.

How can Jarobots assist in ensuring quality control during the appraisal review process?

During the QC Review stage, Jarobots can be configured to automatically trigger a range or QC related tasks and workflows. Book a demo to learn more or watch one of our recorded demos in the resources section of the website.

What are JaroBots?

JaroBots are a sophisticated automation tool integrated into our platform, designed to help appraisal managers, appraisal management companies (AMCs), and lenders streamline their operations. By setting up triggers and actions, users can automate repetitive tasks, improving efficiency and accuracy.

What are panels in Jaro?

In Jaro, panels are groups of appraisers, AMC partners, or other professionals organized to deliver reports and inspections. These panels allow you to manage and distribute work efficiently across a network of skilled professionals, ensuring timely and accurate order fulfillment.

What data sources does AssignIQ use to predict appraisal complexity?

AssignIQ leverages a variety of data sources, including historical appraisal data, current market trends, property characteristics, and the availability of appraisers in the area. This comprehensive approach ensures accurate complexity predictions.

How can JaroBots enhance communication with borrowers?

JaroBots can automatically send emails to borrowers upon certain triggers, such as when a report is delivered or a property inspection is scheduled, enhancing transparency and improving the communication flow for lenders and AMC customers.

Can AssignIQ help in improving the borrower experience?

By providing upfront insights into appraisal complexity and its impact on the process, AssignIQ enables lenders to set realistic expectations for borrowers, significantly enhancing the overall customer experience.

What are the benefits of using Jaro's financial management features for appraisals?

Jaro's integrated financial management features streamline the entire payments and accounting process. By automating tasks such as payment requests, payroll, and billing, Jaro helps reduce the time and effort typically required to manage finances in the appraisal process. This results in a more efficient workflow and an exceptional customer and vendor experience.

Is there an additional cost for using JaroBots?

JaroBots are included as part of our platform, with no additional cost for basic usage. Some advanced features or custom integrations may incur additional charges. We believe in transparent pricing, so any potential costs will be clearly communicated upfront.

Does AssignIQ help predict fee adjustments?

AssignIQ's predictive capabilities correlate complexity with the likelihood of fee adjustments. Aligning complexity scores with fee estimates and your appraiser and client commnications upfront can help reduce incidence of fee adjustments or rework.

Can I customize JaroBots to fit my specific business needs?

Absolutely! JaroBots are designed to be highly customizable, enabling users to create automation workflows that precisely match their business requirements. Whether it’s triggering an action after a specific event or automating routine tasks, JaroBots can be tailored to suit your unique operational needs.

Can JaroBots be used to monitor and enforce compliance?

Yes, JaroBots can monitor for compliance-related triggers and send automated alerts for immediate review and action, ensuring adherence to industry standards and regulations.

How does the drag-and-drop feature enhance dashboard customization in Jaro?

Jaro's drag-and-drop feature simplifies the customization of dashboards by allowing you to rearrange elements quickly without needing any coding skills. This intuitive interface lets you adapt dashboard layouts to better suit the changing needs of your team, making it easier to monitor and manage the appraisal process effectively.

How does AssignIQ categorize properties?

Properties are categorized into five complexity brackets based on their score: Easy (lowest 50%), Moderate (next 25%), Hard (next 15%), Very Hard (next 5%), and Exceptionally Hard (top 5%). This helps in understanding the effort and time required for an appraisal.

How can Jarobots help automate the appraisal order process?

Jarobots can automate various aspects of the appraisal order process from the moment a new order is created. For instance, when a "New Order Created" trigger is activated, Jarobots can automatically "Add a Note to the Order" detailing next steps, or "Send an email to the Lender" to confirm receipt. This streamlines communication and ensures all parties are informed at each stage.

Does JaroDesk’s Order Workflow accommodate different lender structures?

Yes. Whether you operate in various JV, wholesale, correspondent, retail, or a blend of these, Jaro adapts to your specific structure. It comes with ready-made configurations that cater to various business models, ensuring flexibility and scalability. We also have a customer success team that can reflect your unique business needs in your account.

How can I customize a Jaro Dashboard?

Each Jaro Dashboard can be customized to reflect the specific needs of a team or user. You can filter data, adjust layouts through simple drag-and-drop actions, and use out-of-the-box templates or create your own custom dashboards for more specific requirements. No technical skills are required to build and customize these dashboards.

Can JaroBots integrate with other software or platforms?

While JaroBots are primarily designed to automate tasks within our platform, we are constantly working on expanding their capabilities, including integration with other popular software and platforms. For specific integration requests, Book a Demo with us to discuss.

How can I create and manage panels in Jaro?

You can build and manage panels in Jaro by navigating to the panel management section of the platform. Here, you can add or remove panel members, define the criteria for panel assignments (such as geographic location or certification level), and customize the distribution of orders to avoid overloading panel members. This helps maintain balanced workloads and optimal turnaround times.

How can I ensure data security when using Jaro Dashboards?

Jaro Dashboards are equipped with robust permission settings that help you manage data visibility and ensure compliance with client requirements and industry standards. You can restrict access to sensitive information, ensuring that data security is maintained while still allowing team members to perform their necessary functions.

Can Jaro integrate with other systems?

Jaro seamlessly integrates with industry-standard APIs, submission portals from the GSEs, , leading Loan Origination Systems (LOS), and other appraisal management platforms. This ensures your workflow is streamlined across your ecosystem, keeping your work manageable and visible at all times.

Can I adjust the distribution of orders among panel members in Jaro?

Yes, in Jaro, you can develop a distribution strategy across your panel members to ensure that no individual member is overloaded, which can help maintain consistent turnaround times. This distribution can be adjusted based on current workloads, member availability, or specific project needs, providing flexibility and efficiency in order management.

What are Jaro Dashboards?

Jaro Dashboards are no-code, customizable views designed specifically for appraisal workflow management. They provide instant insights tailored to different teams or user stages, helping streamline operations and improve efficiency across your organization.

Can Jaro automate the payroll process?

Yes, Jaro can fully automate your payroll processes. You can set up automated, sequenced rules to manage payroll, ensuring compliance with state and federal regulations. This automation helps reduce the overhead and complexity of managing payroll manually, allowing your finance and office teams to focus on other tasks.

How can I see orders in different stages of the appraisal workflow process?

Our dashboards are fully customizable to meet the unique needs of each team member. You can change layouts and save your views on the fly, ensuring that the most relevant information is always at your fingertips. When done, simply click save on the filter view.

How does auto-assignment of orders work in Jaro?

Jaro's auto-assignment feature enables you to automatically assign orders to appropriate panel members based on predefined criteria within your panels. This automated process helps ensure that orders are quickly assigned to the most suitable professionals, reducing manual efforts and accelerating the appraisal process.

What automated checks does the QC tool run?

The Jaro QC tool runs over 100 automated checks on orders. These include verifying specific conditions, identifying failed checks, and allowing manual addition of conditions that need verification.

Can I create JaroBots without technical help?

Yes! JaroBots are designed to be a no-code solution that is easy to use for non-technical folks. You can set up triggers and actions from scratch, or use one of our pre-built templates to get started. Once running, you can always check in with our Customer Success team for an Automation Session on the platform to ask questions and get the team to inject more best practices into your workflow.

What is Complexity Scoring, and how does it benefit my workflow?

Complexity Scoring or AssignIQ, is a feature within Jaro that models and predicts the difficulty of delivering an order based on data modeling and prediction. This helps in prioritizing tasks, allocating resources more efficiently, and setting realistic timelines, ensuring a smooth workflow and timely delivery.

How accurate is the complexity scoring system of AssignIQ?

The AssignIQ scoring system is highly accurate, employing advanced linear regression analysis to assess property complexity. It has been rigorously tested and refined to ensure its predictions reliably reflect real-world appraisal challenges.

Is AssignIQ suitable for all types of properties?

AssignIQ is designed to assess and predict the complexity of a wide range of property types, however it is only relevant to residential real estate properties, based on a corpus of prior residential property data.

What benefits do the Jaro Dashboards offer for appraisal management?

Jaro Dashboards streamline the appraisal process by providing teams with tailored views that highlight critical information like new orders, payment issues, and inspection statuses. This helps teams manage their workflows more efficiently, prioritize tasks, and address urgent issues promptly, enhancing overall operational effectiveness.

How can I start using AssignIQ?

AssignIQ is available as part of the JaroDesk platform. Book a demo to see how it can work for your company today.

What is AssignIQ?

AssignIQ is a prediction engine developed by Jaro to address challenges in the property appraisal process. It uses data intelligence to predict appraisal complexity, improving efficiency, accuracy, and client trust.

Is AssignIQ integrated into JaroDesk?

Yes, AssignIQ is a fully integrated feature of JaroDesk, providing a seamless experience for managing property appraisals, combining order workflow with predictive tools.

How do I handle changes in panel composition or criteria in Jaro?

Changes in panel composition or criteria can be managed directly within the panel management section of Jaro. You can add new members, remove inactive ones, or update the assignment criteria as needed based on evolving business requirements or market conditions. This flexibility ensures that your panels remain effective and relevant over time.

How does AssignIQ impact the appraisal ordering process for lenders and AMCs?

AssignIQ streamlines the appraisal ordering process by offering early insights into potential complexities, allowing for better planning, accurate fee estimation, and improved turnaround times, thus optimizing operational efficiency.

How does Jaro assist with AMC operations?

Jaro is designed to simplify AMC operations involving multiple parties. It allows for clear demarcation and control of your order workflow, schedules, and service level agreements (SLAs ) that may be in place with different lenders or clients, facilitating smooth operations across your business.