Getting Started with Bpoflow

Accordion UI
Step 1: Locate Your Unique Email Address

1. Find Your Unique Email Address

After logging in, go to Settings to find your unique @bpoflow email address.

2. Choose a Setup Method

Option 1: Direct Vendor Email Update (Recommended)
Update your email directly in the vendor’s profile using your @bpoflow address.
Use this for fast-response vendors like:

  • RRR
  • ClearCapital
  • Estreet

This method is the fastest — emails deliver in about 4 seconds.

Option 2: Gmail Auto-Forwarding
Set up auto-forwarding from your Gmail to your @bpoflow email address.
Use this for vendors that send verification codes, such as:

  • Voxtur Appraisal
  • HomeGenius
  • Evovmp

This method is slightly slower — emails deliver in about 14 seconds total (12s Gmail + 2s system).

Important: Always send a test email after setting up forwarding.
Check the Emails section of your dashboard to confirm delivery.

Step 2: Add Clients & Zip Codes

1. Add Clients

Go to Clients → Add Client
Select the vendor from the dropdown

After adding the vendor, click Edit next to the vendor name, enter the login credentials, and then click Save.

⚡ You can add up to 13 vendors to your account.

2. Configure Settings

For each client, you can customize:

  • Daily Order Limit
  • Order Types (e.g., Exterior, Interior)
  • Minimum Order Fee

To apply a cap across all clients, go to:
Clients → Total Order Limit

🎛️ Daily Order Limit controls how many orders you’ll accept from a specific vendor per day.
Total Order Limit sets a cap on the total number of orders you’ll accept across all vendors combined.

3. Add Zip Codes

Go to Zip Codes in the top menu
Enter zip codes separated by commas

📍 We recommend adding as many zip codes as possible — up to 1,000 — to maximize your coverage area.

Step 3: Vendor Login Information

Some vendors require you to save your login credentials in your dashboard to:

  • Automatically accept new orders
  • Automatically update order statuses

⏱️ The system takes about 20 seconds to verify and confirm your login setup.

Vendors That Require Login Info

These vendors need your credentials to work properly:

  • Residential RealEstate Review
  • ThinkLattice
  • Voxtur Appraisal (Verification code required)
  • HomeGenius (Verification code required)
  • Class Valuation
  • Consolidated Analytics
  • E Street Appraisal
  • Evovmp (Security questions required)
  • Omnia

Where to Enter Login Info

To add or update login credentials:
Go to → Dashboard → Clients → Edit Client → Add Login Info

Step 4: Additional Instructions for special clients

Some vendors require additional steps (like verification codes or security questions) before login credentials can be saved in BPOFlow. Follow the steps only after completing the required setup.

🔒 ACCURATE GROUP (Voxtur Appraisal)
Requires a verification code to complete login.

Option 1 (Preferred):
Set up auto-forwarding from your Gmail to the email address we provide.
Once forwarding is active, update login credentials in BPOFlow.

Option 2:
Update the email ID in the vendor’s client profile with the one we provide.
Only after the email is updated, add login credentials in BPOFlow.

✅ Add login credentials only after setup is complete.

🔒 HomeGenius
Also requires a verification code to complete login.

Option 1 (Preferred):
Set up Gmail auto-forwarding to the email we provide.
Once forwarding is active, update login credentials in BPOFlow.

Option 2:
Update the email ID in the client profile.
⚠️ Note: Changing the email ID also changes your login ID.
Once updated, add login credentials in BPOFlow.

✅ Login credentials must only be entered after setup is complete.

🔒 Evovmp
Requires security questions and answers along with login credentials.

Option 1 (Preferred):
Set up Gmail auto-forwarding to the email we provide.
Once forwarding is active, update login credentials in BPOFlow.

Option 2:
Update the email ID in the client profile.
⚠️ Note: Changing the email ID also changes your login ID.
Once updated, add login credentials in BPOFlow.

✅ Credentials and security questions must be added only after setup is complete.

🛡️ Setting Up Security Questions (Evovmp Only)

  • Log in to your BPOFlow account.
  • Go to Clients → Edit (for Evovmp)
  • Click "Edit Security Questions"
  • Choose the exact questions listed in the client’s profile.
  • Enter the correct answers, then click Save.
  • Proceed to enter your login credentials.

Need Help? If you run into any issues or have questions, our team is here for you.
Reach out anytime at support@bpoflow.com

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