Enterprise Appraisal Review Workflow

Project Summary

Designed an enterprise review workflow that helped appraisal reviewers and QA teams assess complex submissions efficiently, while maintaining consistency, clarity, and confidence in compliance decisions.

Context

Lenders and appraisal management companies rely on review appraisers and QA teams to evaluate completed appraisals before delivery. These reviews are high-stakes, time-sensitive, and require careful judgment across large amounts of detailed information.

Existing tools made the review process fragmented and inefficient, forcing reviewers to jump between sections, track issues manually, and rely on memory to assess completeness and consistency.

Problem

Reviewers needed a way to evaluate complex appraisal submissions thoroughly and consistently without being overwhelmed or slowed down by the tooling.

The challenge was supporting expert judgment at scale while reducing unnecessary friction and repeat work.

Approach

The review experience was designed around clarity, focus, and decision-making.

The goal was to help reviewers quickly understand the state of a submission, identify issues that required attention, and move through reviews efficiently without losing context or consistency.

Solution

The platform provided a structured review experience tailored to expert users.

• Reviewers could navigate the full submission easily without losing their place
• Issues and areas requiring attention were clearly surfaced
• Reviewers could assess completeness and quality without relying on memory or external notes
• The workflow supported repeatable, auditable review decisions

The experience reduced cognitive load while preserving the reviewer’s ability to apply professional judgment.

Outcome

• Faster review cycles for appraisal submissions
• More consistent review outcomes across teams
• Reduced back-and-forth between reviewers and appraisers
• Improved confidence in review completeness prior to delivery

Takeaway

I design enterprise workflows that help experts make better decisions without getting in their way.