Understanding Appraisal Statuses
The status workflow and what each status means for your cases.
A property dispute appraisal is not one task. It is twelve. Intake, scheduling, inspection, estimating, exchange, negotiation, sometimes umpire, agreement, report, invoice. If you cannot tell at a glance which of those twelve stages a case is in, you will drop the ball on at least one of them.
Statuses are how AwardLettr keeps the stages straight. They drive your dashboard counts, your filter views, your overdue indicators, and which automations fire when. Knowing what each status means and when to advance it is the foundation of staying on top of a case load.
Read this once carefully when you start using AwardLettr. After that, the workflow becomes muscle memory and you will move cases through statuses without thinking about it.
AwardLettr uses a status workflow to track appraisals from intake to completion. Statuses are organized into categories to help you understand where each case stands.
Not Started
| Status | Description |
|---|---|
| Intake | New case received, completing initial setup |
| On Hold | Case paused, waiting on external factors |
Active
| Status | Description |
|---|---|
| Ready to Schedule | Ready to book the inspection |
| Appointment Scheduled | Inspection date confirmed |
| Inspection Completed | Inspection done, ready for estimate work |
| Working on Estimate | Building your damage estimate |
| Initial Estimate Complete | First estimate finished, ready for exchange |
| In Negotiations | Negotiating with opposing appraiser |
| Going to Umpire | Escalated to umpire for resolution |
| Court-Appointed Umpire | Court-ordered umpire assigned |
| Award Agreed Upon | All parties have agreed on the award |
| Working on Report | Writing the final appraisal report |
Done
| Status | Description |
|---|---|
| Complete | Case fully closed |