Opteon AMC

Opteon is a leading national appraisal management company, renowned for its commitment to providing high-quality, efficient, and innovative appraisal services. With a diverse client base spanning the mortgage, banking, and real estate industries, Opteon has built a reputation for reliability and speed in the appraisal process. The company remains at the forefront of adopting new technologies to streamline operations and enhance service delivery.

At the helm of these technological advancements is Heather McLaughlin, Opteon’s EVP of Operations. With a robust background in both technology and real estate, Heather has been instrumental in navigating the complexities of the appraisal industry. Her leadership has been crucial in integrating Jaro into Opteon’s operations, significantly enhancing the company’s workflow and service offerings.

Jaro has become an indispensable part of Opteon’s daily operations, handling everything from order intake to quality control. The platform’s seamless integration with numerous vendors and systems has streamlined the appraisal process, reducing errors and ensuring effective management from start to finish. Heather captures this integration perfectly, stating, “Jaro is our workday. We don't have a workday at Opteon operations that isn't seamlessly interwoven with Jaro.” This deep integration highlights Jaro’s role as more than just a tool; it is the backbone of Opteon’s operations, driving efficiency and accuracy at every stage.

One of Jaro’s key strengths is its ability to manage incoming orders with clarity and organization. Opteon team members can effortlessly track orders, assign them to the appropriate appraisers, and monitor their progress. As Heather notes, “Jaro allows us to be more efficient, to maximize the resources that we have available to us. Human capital is a difficult commodity, and the more we're able to provide the right tools to our teams, the more they're able to do and feel confident in their jobs.”

Quality control is a critical component of Opteon’s operations, and Jaro has brought significant advancements in this area. The platform automates the creation of sophisticated checklists, ensuring that every appraisal report meets the highest standards. Heather explains, “Jaro allows us the ability to create very sophisticated checklists for our quality control reviews... It lets the technology do the work of identifying the problems and puts our human capital to work solving the problems.” This capability has transformed Opteon’s quality control processes, making them faster and more accurate, and leading to more reliable appraisal reports and quicker delivery times.

Jaro’s end-to-end workflow capability has been a game-changer for Opteon, allowing the company to manage every step of the process within a single system. This seamless integration ensures that all team members, vendors, and clients are on the same page, reducing miscommunications and speeding up the entire process. Heather emphasizes, “We are able to take an order from the start all the way to delivery to our client inside of one system. That means our vendors, Opteon teams, and clients are all working within the same system, making us more efficient and able to solve problems for our clients.”

One of the standout features of Jaro is JaroBot, which automates complex processes based on custom rules. This allows Opteon to scale its operations efficiently without compromising quality. Heather describes this as “game-changing for appraisal processing... It allows us to create automated actions based on a series of 'if this, then that' rules that you can customize yourself, something I haven't seen in any other systems.” This customization feature has enabled Opteon to tailor Jaro to its specific needs, further enhancing operational efficiency and scalability.

Jaro’s support and data capabilities have also played a pivotal role in Opteon’s success. Heather acknowledges the unique level of support provided by Jaro, saying, “I can't say that I've ever received the same level of support—not just from the nitty-gritty transactional level but the innovative support—focused on providing solutions that go farther than where we are today.” This dedication to innovation and customer support has made Jaro a true partner in Opteon’s success.

Data-driven decision-making is critical in the appraisal industry, and Jaro provides the insights Opteon needs to manage its operations effectively. Heather explains, “I use the data insights provided in Jaro to effectively manage the team and understand where we may need to make pivots... We use that data to provide us with the intelligence we need to make business decisions moving forward.” These insights have been invaluable in helping Opteon identify areas for improvement, make informed decisions, and stay ahead of industry trends.

Reflecting on the impact Jaro has had on Opteon, Heather sums it up best: “Without Jaro, I don't know that we would have been able to as quickly or easily try to solve problems for the industry.” Jaro has transformed the way Opteon operates, enabling the company to be more efficient, innovative, and responsive to its clients' needs. As Opteon continues to grow and evolve, Jaro will remain an integral part of its strategy, helping the company lead the way in the appraisal industry. With Jaro as a key partner, Opteon is well-positioned to meet the evolving needs of its clients and remain a leader in the appraisal management space.

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