APPRAISALGATEWAY.COM PROJECT BRIEF Project Summary: This project's goal is to develop an integrated e-commerce system into AppraisalGateway.com. The e-commerce system is to be built to handle appraisal orders from clients, create user accounts for clients and appraisers, and have an administrative overview section for editing, updating and reviewing status reports by internal employees. Background Information: We previously had a programmer working on this project that was unable to finish because of family issues. As you will see, the order form on AppraisalGateway.com is nearly complete (http://www.appraisalgateway.com/order.cfm). Project Goals: General • Develop a secure database to accept orders and store client and appraiser information. Ordering System • Partially Complete - Develop a web page to capture basic client information and register them as a user on the site (See Appendix 1.0 – 1.1) • Partially Complete - Develop a web page that will follow the basic client information page to capture specific appraisal information (See Appendix 2.0 – 2.1) • Partially Complete - Integrate Authorize.net a payment system into the appraisal ordering process (Major credit cards and e-checks) (See Appendix 3.0) o Payment amount will be contingent upon appraisal type and county (See Site's Order Form) o We will not be storing client payment information. • After the order/payment has been processed the client should be directed to a landing page that can have a generic message. o This page will need to have a place where the client has the option to upload any applicable files needed for the appraiser to complete the job.  Files uploaded are to be sent to Uploads at AppraisalGateway.com  Files sent need to have the order # automatically included either in the email subject line or body  File size limit 20mb • Partially Complete – Implement an email notification process that sends an email to the client ordering… o Once an order has been placed (See Appendix 4.0) o When a new account has been created (See Appendix 5.0) • Develop a system that distributes emails to 5 randomly selected appraisers based on the County specified by the client.(See Appendix 6.0 – Boiler plate email) o If a County does not have 5 appraisers the system is to automatically sent a request for appraisal email to AppraisalRequest at AppraisalGateway.com. • Integrate GoDaddy.com SSL certificate into the ordering section (GoDaddy.com SSL has been purchased & activated.) Client Management • Create a system for establishing user accounts for two groups; clients and appraisers o Clients should be able to view their order (unique order #), order status, etc (Appendix 7.0)  Partially Complete - Repeat customers should be able to order an appraisal without having to enter in their “basic information over again”  Ability to update profile information (Appendix 8.0) • Appraisers are to be able to view pending and completed jobs (Appendix 7.0) o Per each job, the appraiser will have the power to change the status of each job via an order status drop down menu:  Request Received (Default value)  Inspection Scheduled • This option needs to allow the appraiser to note the date and time of the planning inspection. • If the assigned appraiser does not set the scheduled date and time within 36 hours of accepting the appraisal, an email alert is to be sent to AppraisalRequest at AppraisalGateway.com (Appendix 7.1)  Inspection Complete  Report Complete • Each order status change will be reflected on the dashboard of the appraiser and client.  Upon each order status update, a notification email will be sent to the client (Appendix 9.0 – 9.3 – Boiler plate emails) • Appraisers are to be able to upload report documents per each individual order (job).  Maximum file size is to be 20mb.  Uploaded files per job are to be accessible for viewing/download on the dashboard of the client who ordered the appraisal.  Completed reports are to remain on the system for 30 days. • Clients, from their dashboard need to have a feature where they can send a short comment to the assigned appraiser for an order. o Comments are to be sent to the assigned appraisers email and to Comments at AppraisalGateway.com  Subject line should read “Comment from Order #XXXXX” o The email address that is to send this email should be noreply at appraisalgateway.com o Appraisers are not to have this function • Clients & Appraisers are to have a log-in page where they can go to access their dashboard by inputting their username and password. Back-End Administration • Develop a web page for administrator to create an account for appraisers. o Appraisers must apply to be part of our list. We will need a way in which we can manually create an account per appraiser  To include… • Fields to record appraiser information. This need to capture the same information as the ‘1. User information' found on http://www.appraisalgateway.com/order.cfm • A way in which to record counties the appraiser is available to work in. (See Appendix 10 - Counties) • A way in which to record appraisal products the appraiser is able to produce (See Appendix 10 – Products tab) • Develop an way in which we can change the percentage of sale allocated to the appraiser and to Appraisal Gateway (See Appendix 11) • Develop a way in which we can adjust appraisal product costs by type per county (See Appendix 12) • Develop back-end reports that will display o Orders Pending  Reference by order number, appraisal type, client name and email, appraiser name and email o Orders Completed  Reference by order number, appraisal type, client name and email, appraiser name and email o Invoices per job (Example Template - Appendix 11)  To be automatically generated once the appraiser changes to the order status to ‘Report Complete.' Project Scope: • All information gathering pages are to fit within the structure of AppraisalGateway.com • All user account pages are to fit within the structure of AppraisalGateway.com • Purchasing procedures are to be integrated into AppraisalGateway.com via Authorize.net • The back-end administration section is to be limited to specified users Success Measurement: • The ability of clients and appraisers to input information and that information to be stored in a usable manner in our database • The ability of users to update their profiles as specified • The ability of back-end users to update client and appraiser account information (basic information and order status for clients) • The ability of back-end users to view accurate reports showing orders pending, completed, payments received… • The ability of all orders put through and information gained to remain secure Reference Materials: • Appendices • Flowchart • www.appraiserloft.com – This is an Appraisal Management site that has many features we wish to have integrated into our site. Please refer to it for conceptual ideas. Key Milestones / Review & Approval Dates To be bid on per contractor.