Adi - the first digital AI asisstant for valuations

When a person needs an expert appraisal, they are usually already facing an important decision – applying for a loan, buying or selling property, preparing accounting or audit documentation, settling an insurance or legal case, or needing to establish the value of assets and businesses. 

At this point, the first questions are often quite practical: What type of appraisal do I need? What documents do I need to prepare? How much will the service cost? How long can the appraisal be prepared? And how do I get started? 

In order to provide a faster and clearer answer at the first contact, DigiTech Consult created Adi for “Advance Valuations” – a digital assistant, available directly on our website. It guides the client according to the specific case, collects the necessary initial information and helps the inquiry reach the right expert with a fuller context. 

A clearer start to a professional appraisal is an individual service. The type of asset, the purpose of the appraisal, the requirements of the respective bank or institution and the specifics of the specific case determine both the necessary documents and the subsequent steps. 

With a standard contact form, the client must decide for himself how to describe his case. During a phone call, a significant part of the conversation sometimes goes into specifying basic parameters. Adi turns this initial stage into a consistent conversation: asks appropriate questions, explains the options and helps the client formulate his request more precisely. 

Thus, even before the involvement of an appraiser, the client has a clearer idea of ​​what is ahead, and our team receives structured information with which it can react faster and more specifically. 

How Adi can help Adi was created for the real questions that clients ask at the beginning of the process. 

Depending on the specific situation, the assistant can:

 - explain the main types of expert appraisals; 

- direct to an appropriate service according to the purpose and type of asset;

 - provide information about the assets that Advance appraises; 

- ask clarifying questions about the specific case; - indicate an approximate price and deadline for applicable standard cases; 

- collect the initial data necessary for the inquiry; 

- guide the client to the next step; 

- transfer the conversation to a team member when expert intervention is needed. 

Adi does not use the same script for everyone. The conversation changes according to the client's answers. A request for a residential property valuation in connection with a mortgage loan requires different information than a valuation of a business, machinery and equipment, agricultural land or intangible assets. Therefore, the assistant asks only the questions that are relevant to the selected case - for example, about the purpose of the valuation, the type and characteristics of the asset, the requesting institution and the data needed to start the request.

 Benefits for Advance clients With Adi, we make access to a professional valuation service more convenient, without simplifying the expert work itself. Faster orientation. The client can start with their questions and receive guidance without knowing the terminology or all the specifics of the process in advance. Accessibility at any time. 

The digital assistant is available through the website and allows the first step to be taken at a convenient time. Less missed information. Sequential questions help to capture key data from the beginning. More specific follow-up conversation. When the inquiry reaches our team, the expert already has the basic context and can focus on the specifics of the case. Clear connection with a member of the team. In the case of a complex, non-standard or sensitive case, the conversation can be taken over by an Advance specialist. 

Benefits for our expert team For Advance, Adi is another step towards better customer service and more efficient organization of initial inquiries. Structured initial information helps us direct the case to the appropriate specialist, reduce the re-clarification of basic data and spend more time on tasks where professional judgment brings the greatest value. This is especially important for a company with national coverage, a network of over 90 appraisers and more than 10,000 appraisals prepared annually. 

The digital channel allows us to meet more inquiries in a consistent manner, while maintaining an individual approach to each client. Technology supports the expert, but does not replace him Adi does not perform an expert appraisal and does not replace the independent appraiser. Determining a value requires professional competence, analysis of documents and market data, application of established methods and standards, and in many cases - an inspection and individual judgment. The role of the assistant is different: to make the entrance to the service more understandable and well-organized. 

When the case requires a professional opinion, additional clarifications or an individual offer, the client contacts a member of the Advance team. In this way, we combine the convenience of digital service with the most important thing in appraisal activities - experience, responsiveness