support@valuelinksoftware.com | (888) 587-0805 x.2

How To Set Up External Reviewers

External reviewers are set up in the vendors section of the system. Please follow the below steps provided below to set up external reviewers on your panel: 

 

1. Click on Admin at the top of the Dashboard. 

All 
€ValueLink' 
Appraisal 
Home 
Orders 
AVM 
Reports 
Accounts v 
BPO 
Admin 
Today 
Orders Summary 
Created 
Assigned 
Reviewed 
Completed 
Cancelled 
Activities 
Search 
CLIENTS BY VOLUME 
Switch To Teams Workboard 
Create New Order v 
Today 
ORDER STATISTICS 
No orders were created during this time span 
No orders were created during this time span 
54

 

2. Select Vendors from the left sidebar on the settings page. 

 

3. Use the Search filters to search for the appraiser  for whom you want to set up as an external reviewer. 

MANAGE VENDORS 
Key," ord 
Matthew Fernandes 
State 
Vendor Company Name 
Cl NYS Board Approved? 
Cl Is Reviewer? 
Cl Auto Assignment Eligible? 
Cl Is W-9 Verified? 
Reset Form 
Hide Filter 
= Actions 
Vendor Name 
County 
Cl FHA 
Cl Green 
Cl Is Broadcast Allowed? 
Cl Profile Status Is Busy? 
Vendor Type 
Select One 
Certification 
Cl Is Problem Vendor? 
Cl Is Wants Work? 
Cl Is Trial Vendor? 
Status 
Cl Commercial 
Cl Is Preferred Vendor? 
Cl Auto Accept Order? 
Cl Is PDC Vendor? 
Show records per page 
25

 

4. Click on the Appraiser’s Name to open up their profile. 

MANAGE VENDORS 
Key," ord 
Matthew Fernandes 
State 
Vendor Company Name 
Cl NYS Board Approved? 
Cl Is Reviewer? 
Cl Auto Assignment Eligible? 
Hide Filter 
= Actions 
Vendor Name 
County 
Cl FHA 
Cl Green 
Cl Is Broadcast Allowed? 
Cl Profile Status Is Busy? 
Ascending 
Contact 
Vendor Type 
Select One 
Certification 
Cl Is Problem Vendor? 
Cl Is Wants Work? 
Cl Is Trial Vendor? 
Status 
Cl Commercial 
Cl Is Preferred Vendor? 
Cl Auto Accept Order? 
Cl Is PDC Vendor? 
Show records per page 
Cl Is W-9 Verified? 
Apply Filter 
Sort Results Using: 
Cl Vendor 
Reset Form 
Vendor Name 
25 
Results : 
Other info 
Cl Matthew Fernandes 
.11 
Approval(s) 
Reviewer 
FHA 
1 item(s) found Ö 
Status 
Active 
Phone: (888) ggg-7776 , (888) ggg-7776 
Cell Phone: 88876600gg 
Email: matthewvaluelink@gmail.com 
Address: One Fisher Island Drive Fisher 
Island, FL 331 og (Miami-Dade) 
Vendor Type: Appraiser

 

5. Click the Actions button followed by selecting Edit Vendor Details. 

 

6. Scroll down and select the is Reviewer? Checkbox  

Reviewer Options 
Is Reviewer@ 
Cl Auto Assign Review Orders@ 
O Pay as a Fixed Fee @ Pay as a Fixed Percentage 
Review Fee Rate 
75.00

 

7. You can enable Auto Assign Review Orders to have review orders assigned automatically to the appraisers   

Reviewer Options 
Is Reviewer@ 
Cl Auto Assign Review Orders 
O Pay as a Fixed Fee @ Pay as a Fixed Percentage 
Review Fee Rate 
75.00

 

8. Click on Save Vendor to save the changes. 

Last Updated On 
3/1 /2023 AM 
Last Updated By 
vlsu ort 
Save Vendor 
Cancel

 

9. You have the option to distribute reviewer workloads, to do so click on Actions on the Manage Vendors screen and select Reviewer Workload. 

MANAGE VENDORS 
Key," ord 
Matthew Fernandes 
State 
Vendor Company Name 
Cl NYS Board Approved? 
Cl Is Reviewer? 
Cl Auto Assignment Eligible? 
Vendor Name 
County 
Cl FHA 
Cl Green 
Cl Is Broadcast Allowed? 
Cl Profile Status Is Busy? 
Ascending 
Contact 
General 
Add New Vendor 
Manage Vendor Companies 
Import Vendor Metrics 
Recruitment 
Recruit Vendors 
Dashboard 
Vendors Panel Dashboard 
Hide Filter 
Communication 
Email Vendors 
= Actions 
Vendor 
Certif- 
Cl Is Problem 
Cl Is Wants W 
Cl Is Trial Ven 
Email Selected Vendors 
Valuelink Connect 
Invite Vendors to join Connect 
Invited Vendor List 
Connect Recruit Vendors 
Vendor Recruitment Dashboard 
Request ACHWorks Account Details 
Setup 
Order Type Mapping 
Reviewer Workload 
Probation / Trial Settings 
Automatic Turntime Score 
Cl Is W-9 Verified? 
Apply Filter 
Sort Results Using: 
Cl Vendor 
Reset Form 
Vendor Name 
Results : 
Approval(s) 
Reviewer 
FHA 
Other info 
1 item(s) found Ö 
Status 
Active 
Cl Matthew Fernandes 
Matt&Co 
Address: One Fisher Island Drive Fisher 
Island, FL 331 og (Miami-Dade) 
Vendor Type: Appraiser 
Phone: (888) ggg-7776 , (888) ggg-7776 
Cell Phone: 88876600gg 
Email: matthewvaluelink@gmail.com

 

10. On this interface the percentage(%) of the workflow can be set for the reviewers. 

DISTRIBUTE REVIEWER WORKLOAD 
Reviewer Name 
Aaron Greaver 
Properly Valuation Services, LLC 
2613 Silver Dust Drive Buford, GA 3051 g 
DEF Appraisals 
DEF Appraisal Workshops 
Test Address Houston, TX 77006 
Save Settings 
Result: 2 item(s) found 
Percentage % 
1 oooo 
Cancel

 

11. Click Save Settings to save the assigned workload 

DISTRIBUTE REVIEWER WORKLOAD 
Reviewer Name 
Aaron Greaver 
Properly Valuation Services, LLC 
2613 Silver Dust Drive Buford, GA 3051 g 
DEF Appraisals 
DEF Appraisal Workshops 
Test Address Houston, TX 77006 
Save Settings 
Result: 2 item(s) found 
Percentage % 
1 oooo 
Cancel

 

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