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Woodfinn Compass ®
Order Management, Panel Management and Quality Control
Overview
Compass provides order management, panel management and quality control processes designed to meet the needs of valuation providers in the real estate finance industry.
See How Woodfinn Compass ® Works
Streamline your operations with efficient order management. Configure assignment logic, create custom views and dashboards, receive real time updates, and automate tasks.
Build stronger relationships with robust panel management. Recruit and build your panels, validate appraiser profiles, set alerts, define scorecards, track work history and communicate seamlessly.
Deliver Quality with configurable controls and client specific rules. Define rules, configure workflows and leverage MISMO XML.
Panel Management Build stronger relationships with your appraisers. Compass has a full suite of panel management tools that gives you a 360° view of your workforce. Recruit and build your panels, validate appraiser profiles, engage your appraisers and monitor their performance. Order Management Streamline your operations and stop wasting time. Simplify order routing using assignment rules and manage order workflow rules by account. Leverage real time dashboards and reports to understand what’s going on with your orders, your appraisers and your customers. Ensure quality by defining client specific rules that leverage new data standards. Administration Take back control. Define permissions, hierarchies, groups and even custom sharing rules. Move your efficiency to the next level by automating routine activities and eliminating redundant tasks. Make sure order workflow doesn’t stop with custom triggers and alerts. Integration Say goodbye to information silos. Compass leverages the Force.com proven Web services API to deliver real-time integration. Use the existing connections to get work done faster. Need to integrate further, let us show you how.
Categories
- Business Needs
- Quotes & Orders
- Industries
- Engineering, Construction, & Real EstateFinancial Services
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpManaged PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsManaged Package
