Some of the topics and features we will discuss will include
- Exporting to Word
- Printing list views
- Printing valuation or inventory reports to reference and give to clients
- Sort by (example: accession number ) and printing
- Contacts within Collectrium
- Bulk edit
- Populate from previous appraisals
- Self-Service Importer
The Collectrium platform keeps getting more powerful and does more to save time and develop USPAP compliant appraisal reports. One of my favorite features is the output can be quickly and easily edited in Word, and therefore the final report can be personalized to your specific needs.
This webinar is designed for ISA appraisers, but if you are not an ISA appraiser and wish to attend and learn more about the features and benefits of using Collectrium you are of course welcome to participate.
If you wish to participate in any of the upcoming webinars on using the Collectrium appraisal module, follow the Register Now links in the below block quote below. After the Thursday webinar, Rebecca and I will be hosting another webinar on Dec 15th about getting new business and growing your appraisal practice through the Collectrium platform and portals.
Collectrium reports
ISA Training Series: Saving Time on Your Appraisals
Thursday, November 17, 1pm EST
Learn how to save time on your valuations with the leading appraisal management platform.
In this module Todd Sigety, from the ISA Board of Directors, will offer an introduction on the importance of managing appraisals efficiently and Collectrium Senior Collection Advisor Rebecca Rosenfield will outline time-saving strategies using Collectrium features:
- Organize your account, items and documents
- Configure fields tailored to your individual needs
- Create USPAP compliant appraisal reports
If you cannot attend, register below to receive a recording of the presentation after the webinar.
REGISTER NOW
ISA Training Series: Managing Clients and Getting New Business with Collectrium
Thursday, December 15, 1pm EST
Learn how to manage and grow your client base with the leading appraisal management platform.
In this module, ISA Board of Directors past President Todd Sigety will offer an introduction on the client-appraiser relationship and Collectrium Senior Collection Advisor Rebecca Rosenfield will go over ways that the platform connects you with new clients and features that streamlined communications between you and your clients:
- Gain new clients with Service Hub referrals
- Securely share collections by using a Private Viewing Rooms
- Automatically update groups by implementing Smart Groups
If you cannot attend, register below to receive a recording of the presentation after the webinar.
REGISTER NOW
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