Inspection & Appraisal Coordinator
Order, schedule, and chase the two biggest bottlenecks
Inspection and appraisal delays kill deals. This recipe sends scheduling requests to vendors, creates calendar placeholders, notifies buyers and sellers, and escalates when deadlines are at risk.
INGREDIENTS
PROMPT
Create an OpenClaw recipe that coordinates inspection and appraisal scheduling: - Send scheduling requests to vendors with deadline, availability, and access notes - Create calendar placeholders and follow-up tasks - Notify buyer/seller of confirmed appointments with prep steps - Escalate if vendor doesn't respond within X hours; suggest alternatives - On reschedule: update all stakeholders and re-check deadline risk Vendor email subject: "Inspection needed by {{deadline}} — {{address}}" Buyer SMS: "Inspection booked for {{date_time}}. Plan to attend if you can. I'll send the report as soon as we get it." My transaction tool is: [Dotloop / SkySlope / other]
How It Works
Once a transaction is accepted, this recipe tracks two critical milestones:
inspection and appraisal. It sends scheduling requests to your vendors with
deadline and availability windows, creates calendar placeholders, and notifies
all parties when appointments are confirmed. If a vendor doesn't respond in time,
it escalates and suggests alternatives.
What You Get
- Vendor scheduling request with deadline, availability windows, and access notes
- Calendar placeholders and tasks for follow-up
- Buyer/seller notifications with preparation steps
- Escalation on late vendors: team lead alert + alternative vendor suggestion
- Reschedule handling: all stakeholders updated, deadline risk re-checked
Setup Steps
- Connect your calendar, email/SMS, and task management tools
- Add your preferred vendor contacts (inspectors, appraisers)
- Set scheduling deadlines per transaction type
- Configure access instructions per property (codes, pets, alarms)
- Set escalation windows (default: vendor no-reply after 24h)
Tips
- For occupied homes, always confirm access details (pets, alarms, seller schedules)
- On tight timelines, request the earliest available slot and flag the constraint
- Send the inspection report to the buyer as soon as it arrives — don't wait
- Keep a backup vendor list for each trade in case your primary is booked
- Coordinate inspection and appraisal scheduling together when possible to reduce access disruptions