Retool Application for Document Management and Inspection Tracking

Learn how a US real estate appraisal company hired our Retool developers to transform its platform, delivering seamless Retool workflows and advanced data management system capabilities to meet its clients' growing demands.

Retool
MongoDB
Retool Application for Document Management and Inspection Tracking

Industry overview

Company Overview

Aloft Appraisal is a real estate appraisal company that streamlines the home valuation process through advanced tools and data-driven insights. Focusing on innovative technologies, modern business approaches, and customer satisfaction, the company serves homeowners, lenders, and real estate professionals across the U.S.

About the project

Challenges

Aloft’s previous application faced inefficiencies with document management, meaning manual processes with large files and bad user experience without friendly Retool workflows, working with CSV import, and new vendor creation.

Requirements

Find a skilled Retool developer who can develop a seamless document upload application using Retool with branded interfaces with centralized tables to manage and access documents by categories and enhanced inspection tracking features.

Key Deliverables

Deliver and deploy the new Retool application integrated with MongoDB in 2 months.

Main tool

Additional tools
Project Timeline
2 months
Element

Akveo’s team, who was working on the project

Mihail Kolesnikov
Mihail Kolesnikov
Full Stack Developer
Dmitry Sitnik
Dmitry Sitnik
Head of Low-Code Department

Solution

Retool Management Template

Document Management System

  • Akveo Retool developers created a file upload interface, allowing agents to upload reports directly into a centralized queue for processing.
  • Implemented tables with download and delete functionality, categorizing documents for easy access.

Inspection Vendor Tools

  • Our low-code agency developed a Retool workflow to enhance vendor profile automation, minimize manual work, and ensure accuracy in order coverage and regional details.
Learn More About Creating Retool Workflows

Finally, our low-code developers integrated real-time metrics tracking, including key performance indicators like turn-around times (TATs) and vendor assignment details.

Retool Document Management Template

Technology Stack

Retool: was used for the interface development.

MongoDB: For scalable database management.

Results

01

Efficiency Gains

Reduced manual work with centralized document and vendor management.

02

Enhanced Accuracy

Automated vendor data entry decreased errors and improved operational workflows.

03

Scalable Insights

Enabled real-time order tracking and demographic filtering for better decision-making.

04

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