Automation Data Schema - JaroBots

Get the factsheet on which data points across the appraisal order or vendor lifecycle can be automated with JaroBots via this handy factsheet.

What data points are available as triggers or actions in JaroBots for automation?

JaroBots are a sophisticated automation tool integrated into our platform, designed to help appraisal managers, appraisal management companies (AMCs), and lenders streamline their operations.

By setting up triggers and actions, users can automate repetitive tasks, improving efficiency and accuracy.

What automation components are available?

• Triggers: Triggers are moments when a JaroBot will start. They can be changes to orders or data, or a time specific format (so a JaroBot can run at different times.
• Order Status: The stage an order is in can drive an automation.Actions: The action a JaroBot can take, which includes adding tags, sending emails or other actions.
• Delays/Time periods: numbers of minutes, hours, or business days or hours that can drive delays or action moments.
• Conditional Data: These are data points that can be used to create conditional statements or advanced logic, such conditionals like Is Equals to or Not Equals To - for example IF Lender name = “National Mortgages” do XYZ action.
  

JaroBot Data Schema

Triggers

Triggers are moments when a JaroBot will start.

Disclosed Fee Updated
FHA Number Updated
Lender Loan Number Updated
New Order Created
Order Assigned to an Appraiser
Order Assigned Accepted By Appraiser
Order Reassigned to a Different Appraiser
Property Inspection Scheduled
Property Inspection Rescheduled
Report Delivered to Lender
Appraisal Revision Requested
Appraisal Revision Request Cancelled
Reconsideration of Value Requested
Reconsideration of Value Approved
Reconsideration of Value Rejected
Appraisal Order Cancelled
Appraisal Order on Hold
Appraisal Order Resumed
Order Fee Decreased
Order Fee Increased
Order Approved by Client
Order Declined by Client
QC on hold due to non-payment
QC on hold Payment Needed
QC on Hold for Management Review
QC on Hold due to UCDP/EAD Issue
Tag Created
Appraised Value Updated
County Updated
Occupancy Updated
Priority Updated
Property Type Updated
Purchase Price Updated
Residence Type Updated

Order Status

The stage an order is in can drive an automation.

New Order
Order Assigned
Order Accepted
Appointment Set
Inspected
QC Review
Revision Requested
UW Revision
Reconsideration Request
Reconsideration of Value
Reconsideration Review
Pending Cancellation
On hold, Awaiting Payment
Client Approval
Cancelled
Order Completed

Time Delay Elements

The time based delay variables a JaroBot can have.

Number of business hours
Number of business days
Number of minutes
Number of Hours
Number of Days

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Actions

The action a JaroBot can take, which includes 
adding tags, sending emails or other actions.

Add a Note to the Order
Add a Critical comment to the order
Add an Order Note
Add a Tag to the order
Add multiple tags to the order
Delete a tag from the order
Send an email to the Lender
Send an Email to the AMC Admin
Send an email to the Appraiser
Send an email to the Borrower

Conditional Data

These are data points that can be used to create 
conditional statements or advanced logic.

Appraiser Name
Appraisal Product ordered (1004, 1099 etc)
Appraisal Company Name
Billing Method
Client Name
County
State
Zip Code
Due Date
Fee Schedule 
Lender Name
Lender Team
Loan Type (Conventional, FHA, Veterans Affairs loan)
Loan Officer
Loan Order Type (Jombo Loan, Construction Loan)
Priority of the order (Rush, regular)
Property Type (Single Family Home, Condo, Townhouse, Duplex)
Integration Source (Mercury, Mortgage Director, Regorra, Encompass, Empower)
Order Status (New, Assigned, Accepted, Appointment Set, 
Inspected, QC Review, Revision requested, Reconsideration of Value)
Tags
Order Value ($ Currency Value)