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Integration

Your Operations and Marketing, Connected

Appraiser Machine handles your day-to-day operations. Next Level Pro handles your marketing. Connect them and they work together seamlessly.

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Two Tools, One Workflow

Appraiser Machine

Operations & Practice Management

  • Track every order from quote to payment
  • Manage clients and contact records
  • Create invoices and collect payments
  • Schedule inspections and deadlines
  • Plan routes and track mileage

Together

  • Contacts stay in sync automatically
  • Order status changes trigger marketing automations
  • Website form submissions create quotes in Appraiser Machine
  • See your Next Level Pro pipeline from within Appraiser Machine

Next Level Pro

Marketing & Client Acquisition

  • Capture leads from your website
  • Automated follow-up sequences
  • Email and SMS marketing campaigns
  • Review management and reputation
  • Getting new clients in the door

How the Integration Works

One-Click OAuth Connection

Connect your accounts with a single click from your Appraiser Machine settings. No API keys to copy, no technical setup. Secure OAuth keeps your credentials safe.

Bi-Directional Contact Sync

Add a client in Appraiser Machine and they appear in Next Level Pro. Update a contact in either platform and the change syncs automatically. One source of truth.

Order Lifecycle Triggers

When an order status changes in Appraiser Machine, it fires automations in Next Level Pro. Deliver a report? Trigger a review request. Get paid? Start a follow-up sequence.

Form to Quote Creation

When a prospect fills out a form on your Next Level Pro website, a quote is automatically created in Appraiser Machine. No manual data entry. Lead to order in seconds.

Pipeline Visibility

See your Next Level Pro pipeline stages right inside Appraiser Machine. Know where every lead and prospect stands without switching between platforms.

Integration FAQ

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Modern appraisal management software built for appraisers who want to run an organized, professional practice.

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(858) 289-6800

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