∞ways to order
Ordering, made effortless
Book from your LOS, in the platform, by personalised link, email or API. However the order arrives, it lands prefilled with the details you already hold.
Order management, for lenders
The order desk that runs itselfon autopilotwithout the chasing
Instruct valuations directly from your LOS, or send a personalised booking link prefilled with the borrower and property details. Geowox handles allocation, status updates and revisions from there, with every report fully EBA and CRR compliant.
∞ways to place an order
<0%revision rate
0%EBA & CRR compliant
What's happeningOrders land prefilled, from your LOS or a booking link.
New order Received
14 Ashfield ParkRanelagh, Dublin 6 · D06 X2P4Via booking link
Order detailsLender, borrower and property prefilled. LOS or linkPrefilled ✓
Allocation Matching live
S. O'ConnorBest match0.2 km · 1.8d avg · full inspection
M. Byrne0.6 km · 2.4d avg · full inspection
A. Kelly1.1 km · 2.1d avg · full inspection
Borrower updates Synced
Borrower's view
No follow-up neededEvery change reaches the borrower itself
Valuer confirmed: notified
Inspection date: notified
Live tracker link: shared
Synced ✓
Report Signed
Valuation reportSigned and delivered, compliant to lender policy
RICS Red Book
·
Full audit trail attached
Four pillars of order management
Ordering, tracking, revisions and panel performance, in one place
Everything a lender needs to run valuation orders end-to-end, without a spreadsheet, a phone call or a status-chasing email in sight.
Livestatus & updates
Status tracking that updates itself
Every order shows its live status, and borrowers are kept informed automatically: booked, scheduled, inspected, delivered, with nobody chasing on your side.
<10%need revision
Revisions, resolved fast
Reports are screened before they reach you, so few need a change, and any request that's raised is tracked and closed out inside the same workflow.
4KPIs per valuer
Full visibility on panel performance
Turnaround, revision rate, distance and resolution time are tracked for every surveyor, so you always know how your panel is actually performing.
Placing an order
Order however fits your workflow
No single way of working: instruct straight from your loan origination system, or hand the booking off with a link that's already filled in.
One click, no re-typing
Order the valuation from inside the loan file you're already working in. Customer, property and loan reference travel with the order, nothing gets re-keyed, and nothing gets missed.
Order valuation: Loan #IE-88213
Sent from LOS · fields auto-mapped
Let the broker or borrower book
Send a unique link, prefilled with the customer and property details and your internal reference. The broker or borrower simply confirms and picks a time, no manual handoff required.
🔗 book.geowox.com/nua-money/8821-ashfield
BorrowerS. Nolan
Property14 Ashfield Park, Dublin 6
Loan ref.IE-88213
What happens after the order
Borrowers stay informed. The system does the matching.
The two things lenders spend the most time on manually, chasing status and picking a surveyor, happen automatically.
Keeping borrowers informed, without you lifting a finger
Every stage of the order triggers an update to the borrower and broker, so nobody's calling your team to ask "where's my valuation?"
Order confirmed: inspection being scheduledDay 0
Inspection booked for Thu, 10:30amDay 1
Report submitted for reviewDay 3
Report delivered to lenderDay 4
The right surveyor, the right valuation type, every time
The system allocates automatically, based on live availability, track record and what the loan actually requires.
Surveyor allocation
Ranked by distance, availability & performance history
Valuation type allocation
Full inspection, desktop or drive-by, matched to loan criteria
Compliance
Every delivered report: EBA and CRR compliant, by design
Compliance isn't a check done after the fact. It's built into the workflow that produces the report in the first place.
EBA guidelines on loan origination and monitoring, applied to every valuation.
CRR property valuation requirements, met on every report before it's delivered.
A full, auditable trail of every status change and revision, ready on demand.
Every report delivered through Geowox meets EBA and CRR requirements, no exceptions, no manual sign-off needed.
Less busywork, more automation
We automate the whole order, end to end
This is the modern, digital mortgage experience borrowers already expect, and it means less manual work for your team, at every step.
Valuer panel management & compliance
Coverage, vetting and licensing kept current across the whole panel, automatically.
Booking
Instructed from the LOS or a prefilled link, no manual entry, no back-and-forth.
Payment collection
Fees are collected as part of the order flow, nothing to invoice or chase separately.
Valuer allocation
Best-matched surveyor selected automatically by availability and performance.
Inspection scheduling
A time is arranged directly with the borrower, with no lender coordination needed.
Report compliance with EBA & CRR
Every report is checked against EBA and CRR requirements before it's delivered.
Swift revision cycles
Change requests are tracked and resolved fast, inside the same order workflow.
Integration with lender systems
Orders, updates and reports flow straight back into your LOS.
Eight steps a lender used to manage by hand. Zero of them require manual work from your team once an order is placed.
Competitive advantage
What automated order management wins you
The knock-on effects show up in the numbers that matter to the business, not just the workflow.
Customer satisfaction
A faster, transparent process that meets the digital experience borrowers already expect elsewhere.
On-time closing
Fewer delays and bottlenecks in the valuation step mean loans close when they're supposed to.
Payment collection
Fees are collected automatically as part of ordering, with nothing left to reconcile manually.
Revision resolution
Change requests are rare, and the ones that do arise are resolved quickly inside the same workflow.
Getting started
Up and running in three steps
No core system rebuild, and no change to how borrowers experience the process, just less work on your side.
Choose how you'll order
Connect your LOS, or start with personalised booking links, both can run side by side from day one.
Activate your panel
Your surveyor panel is matched and activated against your criteria, or use Geowox's own accredited network.
Go live
Start placing orders immediately, with automatic status updates, allocation and compliance running from the first instruction.
Questions
Frequently asked, about order management
The practical details, answered before you switch on a demo.
Yes. Both methods run side by side: order directly from your loan origination system for your own team, and send a personalised booking link when you want the broker or borrower to book it themselves.
The link is generated with the borrower's name, the property address and your internal loan reference already populated, so whoever books it only needs to confirm and pick a time.
The borrower receives an automatic update at each stage: order confirmed, inspection booked, report submitted and report delivered, without your team needing to send anything manually.
The system ranks available surveyors by distance, track record and current workload, and selects the valuation type, full inspection, desktop or drive-by, based on your lending criteria for that loan.
Reports are screened before delivery, which is why fewer than 10% need a revision. Any change request is logged and resolved inside the same order, with full visibility on progress.
Yes. Compliance checks are built into the workflow itself, so every report delivered through Geowox meets EBA and CRR requirements before it reaches you, with a full audit trail available on demand.
Ready to take the busywork out of ordering?
See how Geowox turns instruction, tracking, revisions and compliance into one automated workflow, with less admin for your team and a better experience for your borrowers.