Migration
Coming from Anow, Appraisal Inbox, or spreadsheets? The CSV import wizard does the heavy lifting — and our team will work through the migration with you. Keep your old tool running side-by-side until you're confident.
No card to join. First access this summer. Solo self-serve import takes about 15 minutes; multi-appraiser migrations wrap inside two weeks.
Leads — drag onto a stage to convert →
5540 Copper Ridge Dr
Colorado Springs, CO
128 Aspen Grove Ln
Monument, CO
4127 Maple Ridge Dr
Colorado Springs, CO
892 Birchwood Ln
Monument, CO
9820 Antelope Ridge Dr
Falcon, CO
215 Sycamore St
Colorado Springs, CO
3608 Eastwood Ct
Fountain, CO
7715 Oak Hollow Rd
Peyton, CO
1208 Cedar Park Way
Colorado Springs, CO
5031 Highland Pl
Manitou Springs, CO
9624 Willow Creek Dr
Colorado Springs, CO
418 Magnolia Ave
Monument, CO
2240 Riverbend Ln
Colorado Springs, CO
1576 Pinehurst Dr
Falcon, CO
830 Brookside Blvd
Colorado Springs, CO
6011 Stonegate Cir
Security-Widefield, CO
337 Hawthorne Ct
Colorado Springs, CO
What comes over
We move what matters and rebuild what doesn't translate. You don't start from scratch.
Source-specific notes
Every source is different. Here's the honest version of what we import, what we rebuild, and where the rough edges are.
From a forms tool only
If TOTAL or ClickFORMS is the only software you run today — and the rest lives in your head, a notebook, or a whiteboard — there's almost nothing to export. You start clean and connect your forms tool alongside. We set up your stages, clients, and AMCs together on the kickoff call.
From Anow
Anow's CSV export covers most operational data — orders, clients, AMCs, fees. We import it via the wizard. Per-appraiser config (Dropbox/Drive folder paths, signer profiles) is rebuilt during the walkthrough since Anow doesn't structure that data the same way. Moving because of the Anow ownership news? Start with the dedicated export guide below.
From Appraisal Inbox
Appraisal Inbox CSV export plus our smart-mapping wizard covers the appraisal data. Workflow stages are reconfigured during onboarding so the board mirrors the way you actually move work.
From spreadsheets, Outlook, or manual
The CSV import wizard handles spreadsheets — column mapping, validation, batch processing, and an audit log. It's built into every plan. And for our first 25 founding members, we'll run the whole migration for you, free, whichever plan you're on. If you don't have a CSV yet, we'll help you build one on the kickoff call.
The process
From kickoff to sunset, here's the entire migration timeline. Most multi-appraiser firms are running live in Appraisal Ally inside two weeks, with a 30-day parallel run so nothing gets dropped.
We walk through your current stack, your office shape (solo, paired, shared), and what data lives where. We send you the export checklist for your source.
You pull the exports from Anow, Appraisal Inbox, or your spreadsheet. We send you a one-page checklist with exactly which files we need.
We map columns, normalize fee structures, match clients and AMCs, and load the data into your workspace. You watch the dry-run.
A scheduled call with our team. Together we configure workflow stages, per-appraiser settings, integrations, and your team roster.
Keep your old system running alongside Appraisal Ally — we plan on roughly a 30-day parallel run, and you can extend it as long as you like. Side-by-side until your team is comfortable. No pressure, no cutover panic.
When you're ready, you cancel the old tool. We'll help you archive a final export so nothing's lost.
Jeff Prewitt
Certified Residential Appraiser
Colorado Springs, CO
For our first 25 founding members we run the migration for you, free — a real person on our team, not a contractor reading from a script.
We run a working appraisal business on this product every day and moved all of our own data into it, so we know exactly what a clean cutover takes.
“I built this tool because the four things I was duct-taping together were eating my week. If you've felt that, the migration is the easy part — we've done it on ourselves.”
Low-risk by design
The migration is the moment of highest risk. The trial and the parallel run are built to take that risk off the table.
No card to join. When we open, import your real pipeline and run it for two weeks before you pay anything.
Keep your old tool live the entire time. Change your mind at any point, walk away with your data.
CSV export available on every plan. If you leave, you take the data with you — same as you arrived.
FAQ
Everything we get asked before someone books the kickoff call.
14-day free trial when we open. No card to join. We'll help you bring your data over.
