Guide for Lenders / Brokers
Contents
How to update the status of an order:
How to send a message through the system:
How to change your profile:
1. After logging in, you should be on the Dashboard tab, and at the right top corner, there will be a link called “My Profile”, click the link, it will lead you to the page that you can update your profile;
2. On the “My Profile” Screen, you can update your information like “First Name”, “Last Name”, “Work Phone”, etc. After you update your information, remember to click the button “Save Profile”,
3. After you click the button “Save Profile”, there should be note saying “Profile Updated Successfully”
How to change your password:
1. Go to “My Profile” screen, on the right you will see the password section, you need to enter the new password, and verify it by entering it again, then click “Change Password” button
1. After you click the button “Change Password”, there should be note saying “Password Updated Successfully”
How to place an order:
1. When you log in, you will be at “Dashboard” tab, and you will see “Dashboard”, “Open Appraisals”, “Completed Appraisals”, “Order an Appraisal”, etc. Click “Order an Appraisal”
2. After you click “Order an Appraisal”, you should be on “Add Order” Screen, on this page, you will need to enter all the information for this order, after you enter the information, you need to click the button “Create This Order” on the bottom, if there is a popup box telling you “You’re missing required info.”, you need to check the fields followed by an asterisk(*), those field are mandatory, please see picture 3.2
Picture 3.2 Entering Order Information
3. After you click the button “Create This Order”, if credit card processing is enabled for the order you will next see a page called “Credit Card Information”, on the top you can choose “Bill entire amount to a credit card” or “Enter order and complete credit card info later”:
a. If you choose “Bill entire amount to a credit card”, you need to enter the credit card information and click the button “Accept”. After you click “Accept” it will take few seconds for the order to go into our system, you will then see the newly created order under “Open Appraisals” tab;
b. If you choose “Enter order and complete credit card info later”, you can click the button “Save Order”, the system will save this order for you, and after you click the button “Save Order”, it will lead you to “Dashboard” tab, please see picture 3.5;
How to update the status of an order:
1. You will find the order under either the “Open Appraisals” or “Completed Appraisals” tab, you can then click the link ‘Status Updates’;
2. After you click the link, you should be on the “Status Updates” page, under the “Update Order Status” drop down, you can choose “Place order on hold”, “Cancel Order”, etc. When you choose one of the options in the drop down, you can leave a reason, upload a file, but remember you need to click the button “Submit” to finish the action, please see picture 4.2
How to send a message through the system:
On the “Status Updates” page, from the drop down “Update Order Status”, you can choose “Send messages to Appraiser” or “Send Messages to Manager”, all you need to do is leave a subject, the message, and upload a file if you need to. After you click the “Submit” button, you message will be sent to the manager or appraiser based on which option you choose.
How to request a correction
On the Status Updates page (for an complete order), from the drop down “Update Order Status”, you can choose “Correction Requested”, all you need to do is leave a reason, and upload a file if you need to. After you click the “Submit” button, the correction request will be submitted through the system