Claim file software built for modern appraisers.
Manage carrier assignments, PA and attorney referrals, homeowner files, contractor-referred claims, inspections, estimates, position letters, billing, and final packages from one organized command center.
PreviewBuilt around how appraisers actually work
Work arrives from everywhere
Carrier portals, IA firms, PAs, attorneys, and homeowners all send work differently. Without separate funnels it blurs into one inbox.
Inspections and estimates scattered
Measurements, field photos, and scope sit in different tools instead of attached to the file they belong to.
Position letters and umpire status
Disputed files need a clear record of positions, umpire activity, and award status — not buried email threads.
Billing and final packages
Invoices per assignment and complete final packages are hard to assemble when documents live everywhere.
How appraisers run the file
Separate pipelines for each source of work, with the right workflow on every file.
Carrier Files
Carrier, IA firm, and appraisal vendor assignments.
PA / Attorney Referrals
Appraisal demands, disputed scope, and evidence.
Homeowner Direct Files
Direct homeowner claims and document collection.
Contractor Referrals
Contractor-referred leads converted to active files.
Assignment received
Email intake captures the assignment and stages documents on a new file in the right funnel.
Inspection scheduled
Book the site visit, log measurements, and attach field photos to the file.
Estimate & position
Build scope and value, send the position letter, and track umpire status on disputed files.
Final package & invoice
Assemble the final package, invoice the assignment, and close with full audit history.
See it in a appraiser workspace
A look at the command center, organized around your funnels. Preview with sample data.
The modules appraisers rely on
Everything stays connected to the claim file. Add modules as your operation grows.
Claim File Hub
Every document, photo, estimate, note, and task organized per claim file — searchable and audit-ready.
Email-to-File Intake
Capture incoming email, group related messages, and stage attachments straight onto the right file.
Client Funnels
Separate pipelines for carrier, PA/attorney, and homeowner work — connected under one HQ.
Scheduling
Book inspections and appointments, coordinate calendars, and keep field work on track.
Photo Engine
Field photo capture and organized, claim-specific photo documentation built for reports.
Billing & Invoicing
Generate invoices per file or assignment and track outstanding balances through closeout.
Choose the setup that matches your operation
Whether you work your own files or assign across a network, there's a setup that matches how you appraise.
Solo Appraiser
For independent appraisers managing their own files.
- Claim CRM & client funnels
- Documents, notes & tasks
- Email intake
- Scheduling
- Final package tracking
Appraisal Firm
For 2–10 person teams with staff, reviewers, appraisers, and multiple clients.
- Team dashboard
- Workflow management
- Reviewer roles
- File assignments
- Billing
- Email-to-file automation
TPA / Appraiser Network
For companies assigning work to internal and external appraisers.
- External appraiser workspace
- Controlled file sharing
- Assignment center
- Reviewer oversight
- Private appraiser workspaces
- Network reporting
- Enterprise permissions
Find your best-fit ClaimFileHQ setup.
Answer a few quick questions and we'll point you to the right plan.
Resources for appraisers
Guides, checklists, and templates to run your files. Available to founding members.
Run every claim file from one command center
Be one of the first appraisers on ClaimFileHQ — with founding-member onboarding built for your workflow.