Umpire Inspection Scheduling
Schedule a separate inspection for the umpire to view the property.
The umpire was not at the original panel inspection. To make an informed decision, they almost always want to see the property themselves, often with both appraisers present so they can hear the disputed positions in context. That is a separate visit on a separate day with its own scheduling headaches and its own date on the file.
If you only have one "Inspection Date" field, you have to decide which inspection lives there. Overwriting the original panel inspection date loses important history (when did the appraisers actually see the property?), and reporting on cycle times gets misleading. You end up keeping the umpire inspection date in a sticky note or a calendar that nobody else can see.
A dedicated umpire inspection date field keeps both visits on the record. The panel inspection stays put, the umpire inspection lives in its own slot, and both show up on the timeline so anyone reviewing the file later can see the full chronology.
Umpire Inspection Date
Once an umpire is assigned, a new "Umpire Inspection Date" field appears on the appraisal. This is separate from the original "Inspection Date" (panel inspection).
Setting the Date
- Navigate to the appraisal Overview tab
- Find the "Umpire Inspection Date" field
- Click to edit and select the date/time
- Coordinate with all parties for attendance
Coordinate Attendance
On-Site or Virtual
Not every umpire inspection needs everyone at the property. Toggle to Virtual on the Umpire Inspection card and either paste in a meeting link (Zoom or similar) or generate a Google Meet link with one click, once your calendar is connected and the inspection date is set. The link rides along with the calendar invite, so the whole panel has it.
A virtual umpire inspection still counts toward your daily capacity, but it is never factored into travel-time or drive-time logic, since nobody has to be on the road for it.