CRM KitsReal estate appraisal firms
Every order, by the day it is due.
An order desk for residential appraisal offices: every order from AMCs, lenders, private clients and attorneys on one board by due date, with its product, inspection, report step, revision requests and fee as your office records them. Turntime tracks orders. It does not store opinions of value: those stay in your report software. It keeps lockbox and door codes, portal logins and borrower identifiers out.
See past due orders, late revisions and missed inspections first.
Orders past due with no submission, revision requests past their due date and inspections whose date passed with no inspected date lead. Then every open order sits in its column, past due, due today, tomorrow, the next 7 days or later, with its product, client kind, inspection line and an eight-step stage track.
Actual interface captures with fictional sample data. Open a screenshot to see it full size.
What’s in the kit
Screens
- Order board operating view
- Inspections operating view
- Revisions operating view
- Clients operating view
- Appraisers operating view
- Fees operating view
- Insights operating view
- Three native form drafts and three editable document templates
- Editable order checklists and preserved row history
four pipelines
- Appraisal orders · 8 stages
- Revisions and reconsideration requests · 7 stages
- Fees and invoices · 7 stages
- Client relationships · 7 stages
Optional. Install the ones that match your work, or connect drafts to a pipeline you already use.
nine workflow drafts
- Order intake
- Inspection set
- Document request
- Writing start
- Office review
- Delivery check
- Revision response
- Invoice reminder
- Client panel review
Inactive until you review and publish them. None send customer messages.
Forms and documents
- Private appraisal request
- Property access details
- Revision or reconsideration request
- Order intake sheet
- Inspection day sheet
- Revision response log
Editable native forms and document templates. Forms collect information for staff review.
Sample workspace
Explore 16 fictional appraisal orders for six clients: two past due, one due today, two due tomorrow, five in the next seven days and two later, with one submitted and three closed, four revision requests and eight document requests. Sample edits stay in memory and reset on navigation or reload.
No sample customers are added to your CRM.
Setup and source
- Guided setup and compatibility report
- Private rollback receipt
- AI-agent guide for customized installations
- Original editable source, configuration, and tests
How setup works
Full installation guideCheck your Seedly
Extract the kit and run the guided setup. It checks your installation and flags customized files before it changes anything.
Connect the helper
Deploy the included helper from your backend source, then build your web app and choose any starter pipelines and drafts.
Make it yours
Set business name, descriptor and default pipeline name. Then sign in and check the workflows and permissions your team uses.
Technical details and compatibility
Seedly CRM 5.8.4 · extension API 1. Node.js 20 or newer. The installer checks supported integration-file versions and does not deploy your web app or backend. The included original backend helpers are required for connected order creation, edits and resource setup. They preserve native account permissions, unrelated custom fields and row history, refuse codes, portal logins, borrower identifiers, bank details and opinions of value typed with a figure, and check revisions before saving. Deploy them from the authoritative backend source. Pipelines and workflow drafts are optional.
One contact-linked order holds the client and its order number, the office file number, the property as typed, the assignment type, the product (1004, 1073, 1025, 2055 exterior only, 1004D, desktop or field review), the inspection kind, the appraiser and trainee, the client portal by name only, the access contact and plain access instructions, the received, inspection, inspected, due, submitted and closed dates, the report step, the fee, invoice and payment dates as recorded, revision requests, document requests and an editable checklist.
Turntime records what your office wrote down. It does not store opinions of value; value conclusions stay in the appraiser's report software. It makes no USPAP, licensing, lender-guideline or appraiser-independence claim and calls nothing a valuation. It does not check reports, pick comparables, read or submit to any portal, assign work, schedule visits, invoice or send messages. Lockbox, gate, door and alarm codes, AMC and lender portal logins and passwords, borrower Social Security numbers, card and bank numbers and opinions of value typed with a figure are refused in recorded text and in the native form drafts, while order, file, FHA case and labelled parcel numbers are kept.
Four optional pipeline templates and nine inactive workflow drafts. 16 fictional in-memory appraisal orders.
Calling, messaging, signing, payments, and external integrations depend on your Seedly installation, account permissions, plan, and configured providers. Screenshots use sample data and reference imagery. Hosting, installation, and ongoing maintenance are your responsibility.
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Questions
How do I receive the kit?
Purchase securely through Whop. Your original source ZIP and installation documentation are delivered manually to the email used at checkout. This is a one-time purchase of this kit; Seedly software, hosting, and installation services are separate.
Does this include Seedly CRM?
You obtain and configure Seedly separately. The kit adds original frontend screens, a shared theme, starter definitions, and integration instructions. It does not include Seedly’s codebase, license, hosting, or a separate CRM database.
Is this one connected workspace?
Turntime keeps its light ruler rail and orchid dimension bracket across the kit views and native CRM tools in the same signed-in account. Contacts, Calendar, Estimates, Documents, and other full modules retain the functionality supplied by your own Seedly installation. Existing authored content and provider screens retain their own layouts.
Can I use it with existing customizations?
Yes, with a compatibility review. The installer checks the supported integration files. Changed integration files need a reviewed merge; the included AI-agent guide explains how to preserve custom extensions, permissions, providers, and routes.
Do I have to import all the starter content?
No. Choose individual pipelines and workflow drafts, use a compatible existing pipeline, or install none. Workflows remain inactive until reviewed and published. They use native triggers, internal tasks, optional notes, and timed waits. A wait does not verify task completion or recheck the current stage. The included drafts do not send customer messages.
Can I remove the examples and starter content?
Sample records stay in memory and never create customers in your CRM. Leave sample mode to return to your account. Starter setup lets you review removal of unused kit additions; server checks retain edited or published workflows and pipelines with live work or references. Removing the frontend does not delete account records.
Can different subaccounts use different kits?
The current design and branding apply to the whole web installation. Subaccounts still separate data and access. Use a separate web installation for another full-interface kit; running different kit designs by subaccount in one installation requires additional customization.
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