Important information to make note of when using Client Hub:
Appraisal must be assigned to an appraiser.
Appointment Date must be set.
Contact(s) must be set with at least one of the following filled out: phone number and email address.
Please note that reminder notifications will only be delivered during the hours of 7am - 6pm.
To enable Client Hub notifications from the New Order form:
Enable appointment confirmation, automatic notifications (if the appointment time or assigned appraiser is changed), and reminders for each client type on the Create New Appraisal long form by checking off the box by each relevant contact. You can choose to hide these checkboxes in the field settings modal on this page.
Remember! You must set the appointment date and assigned appraiser from the New Order form as well.
To enable Client Hub notifications after the order has already been created:
First, set the appointment date and assign an appraiser. Next, make sure the client(s) you want to turn on notifications for have been selected by checking off the "Enable appointment confirmation via email" box by each relevant client.
Next, click the Client Hub button to trigger the notifications. You can manually resend the notification anytime by clicking the button again.
When Client Hub notifications have been enabled:
A notification will be sent right away to the selected client, confirming the appointment time.
Update notifications will be sent automatically to the client if the appointment date/time is changed, or if the assigned appraiser is changed.
A reminder notification will be sent to clients 1 hour prior to the scheduled appointment time. Please note that reminders will only be sent out between 7am and 6pm; we do not send automated reminders too early or too late in the day.
When the client gets a notification they will also get a link to the Client Hub appraisal details page where they can access:
Map preview of property location
Inspection appointment details
Who is performing the inspection (assigned appraiser and company logo)
Tips to help prepare a property for inspection
Continue reading to see previews of the notifications and appraisal details page that your clients will receive.
Attention: American Appraisers
Please Note: At the top of the Client Appraisal Details page there are resources for your clients to get started with Young Alfred, the best way to buy and compare home insurance online. Homeowners can enter basic information to receive custom-fit recommendations in minutes and compare carriers based on rating, price and coverage.
Assist your clients in making a smart and safe decision when it comes to purchasing homeowner insurance. This 5-star service is easy to offer, and will blow your clients away and make them remember you whenever they need another appraisal.
If you don't want the Young Alfred banner to appear on your Client Hub details page, purchase Anow Credits to opt out. The opt out cost is 30 Anow Credits, per order.
*It is important to note that you will not be compensated for any potential insurance purchased through Young Alfred.
Click here to learn more about the Anow & Young Alfred partnership.
Attention: Canadian Appraisers
Client Hub has quickly become one of the most heavily used features in Anow. In order for us to continue to provide the best experience for you and your clients, the use of Client Hub reminders and notifications will now require Anow Credits.
Why?
Client Hub requires time from our Development Team in order to ensure all systems are running smoothly.
Regular testing of the Client Hub by our Support Team.
The costs we incur for notifications sent through Client Hub to Canadian users continue to rise. For this reason, we need to charge for the tool accordingly.
When you enable Client Hub notifications on an appraisal in Anow, you will now be charged 30 Anow Credits. For all Canadians, it will cost $0.30 per order.
If you don't have enough Anow Credits in your wallet, Client Hub notifications will be disabled on the order and you will receive a notification on your screen about purchasing Credits.
Custom Branding for Client Hub
Set up your logo, company name, phone number and reply-to email in Connect Settings. The relevant information will appear on notifications to clients and on the Client Hub landing page.
Please Note that custom branding is a paid feature. If you're interested in learning more about custom branding and upgrading your plan, click here!
Client Text Preview for Canadian customers (including custom logo):
Client Email Preview:
Client Hub Appraisal Details Preview:
