Track-It Plus is an appraisal order, job and account management system for
the small to large appraisal office. Track-It Plus provides tracking of invoices, accounts receivable and
job performance by appraiser, by office location, and by client.
Track-it Plus provides the office manager with quick and easy access to the information necessary to
maintain smooth business operations and to meet client’s expectations in a timely, efficient manner.
Track-It Plus saves time by organizing all of the job and property information on just one screen, and
supports any size appraisal business from single appraisers to much larger shops employing hundreds of
appraisers. With Track-It Plus, you may query the database for the information you need using any of the
several options. You may choose to search by File Number, Reference Number, Census Tract, Appraiser,
Borrower, Lender, Client, Owner, Street Address, Subdivision or Zip Code. Track-It Plus allows the
appraisal business owner to consistently deliver a service that meets or exceeds the client’s expectations.
Track-It Reports Include:
- Aged Receivables
- Appraiser List
- Appraiser Production
- Cash Receipts
- Client List
- Client Status
- Client Volume
- Commissions Report
- Completed Work by Appraiser
- Completed Work by Client
- Completed Work - Not Invoiced
- Incomplete Work by Appraiser
- Incomplete Work by Client
- Monthly Log
- Multiple Invoice
- Past Due Work by Appraiser
- Past Due Work by Client
- Statement of Account by Appraiser
- Statement of Account by Client
- Statement of Account by Invoice Number
- Assignment Status Sheet
- Triplicate Invoice
- Work On Hold by Client
- Work Received by Client
- Work Summary Report
- Credit Balances
Features:
- Quick creation of records (with minimum keystrokes)
- Save and reuse comments for invoicing
- Calculate productivity/commissions with flexible pay scales (different pay rates for different appraisers)
- Multiple invoices for each appraisal; main invoice, later inspection, and as needed
- Improved security. Specify what you want each employee to see and edit
- Improved stability with less maintenance. Modern programming techniques reduce problems associated with abnormal shut downs
- Full Accounts Receivable - Calculate/track lender records/ payments. Journal Voucher Adjustments
- Expanded/easier search engine to find previous appraisals
- Convert existing Track-It records for a reasonable fee
- Reads/Writes to Appraise-It or can be used stand alone