Real Estate · Sales

Appraisal Gap / Financing Shortfall Coordination

Coordinate quickly when an appraisal comes in below contract price.

Apps this needs

Transaction Management Contract milestones and contingency deadlines through to closing. Connect during setup
SIP Trunk Route inbound & outbound calls through your phone system. Connect during setup

How it works

  1. Is notified when an appraisal contingency reveals a shortfall, via the transaction management system, and immediately alerts both agent and client with the specific gap amount.
  2. Coordinates a call between the client, agent and lender to discuss options, via voice (Twilio, 3CX, RingCentral, or a carrier-direct SIP trunk).
  3. Tracks the agreed resolution path and confirms all parties aligned on next steps and any new deadline, written to the transaction system.
  4. Never advises on financial decisions itself — it facilitates the conversation between the professionals involved.

Data sources

Transaction management appraisal/contingency data Lender contact

What it targets

  • Appraisal gap situations addressed within 24 hours Target 95%