Standard Valuation Services (SVS) wanted a cleaner, more scalable way to manage appraisal requests and maintain accurate reporting. With growing submission volume and outdated processes, their team needed a streamlined intake model, better data structure, and modern automation to support long-term growth.
SVS managed all appraisal submissions in the Lead object, even when requests came from known clients. Over time, this created several obstacles:
The team needed a more reliable, scalable system to manage submissions and produce accurate reporting without adding administrative overhead.
After implementing Redtag’s modernization plan, SVS benefits from:
A cleaner, more scalable intake process – Appraisal submissions and new-business leads are now clearly separated.
More accurate reporting – Dashboards reflect consistent, reliable data aligned with the new structure.
Reduced redundancy – Duplicate controls minimize manual cleanup and improve data confidence.
Better long-term maintainability – Modern automation and cleaner architecture position SVS for future growth.
SVS now has a Salesforce environment that supports their expanding business with more accurate data, clearer workflows, and strong operational visibility.
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