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How To Set Up Reminders On Orders

Company Users have the ability to set reminders on orders so that they can manage and keep track of orders in a timely manner and do not miss out on any details. To understand how to do so please follow the steps below:  
 

1. Click on Orders on the dashboard to display the menu, and then on Search Orders. 

All €ValueLink' Appraisal Horne Ord«s • Create Order Search Orders apo AVM • Reports Accounts • Appraisal Admin ORDER STATISTICS Manage Quote Requests Manage Broadcast Requests Import Orders No orders wee created dwing this Bulk Reviewer Assignment Order Calendar Teams Workboard Today Orders Summary Created Assigned Reviewed Completed Cancelled Activities 58

 

2. You may search using the loan number, appraisal number, property address, vendor file number, tracking number, county name or borrower name using the Keyword field. You can also narrow your results by selecting any of the filter criteria available. 

SEARCH ORDERS Keyword Client Client Due Date From Completed Date To D Only Show Escalated Orders Order Type Group Branch All Branches Staff User Client Due Date To Transaction Type O Exclude On Hold Orders Order Type_ Wholesale Lender Order Status Vendor Due Date From D Only Show Revision Requests D Only Show Active Orders Priority Created Date From Vendor Due Date To O Only Show Client Rev. Requests Hide Filter Created Date To Completed Date From D Only Show Flagged Items Apply Filter Reset Form O Only Show Reconsideration Requests Show Records Per Page 50

Click Apply Filter to search the system. 

 

3. Click the order number to open the order management screen. 

 

4. To set reminders for the order click on the clock icon at the top of the order. 

MANAGE ORDER: 234-00010 @ O ( See Order History ) Actions Order Details Borrower Property Appraisal Vendor Review Reports AVMs Linked Orders Documents Comments Order Details Order Type Appraisal Number Billing Method Client Name Client Address Investor Name Loan Number Transaction Type Loan Type Date Needed (Due Date) Appraiser Due Date Residential Appraisal 234-00010 Accepted by Valdor Invoice Matthew Lender Request Status Update One Fisher Island Drive, Fisher Island FL 33109 N/A Acquisition Conventional 4/29/2023 4/26/2023 Normal Order Type Group Tum Time Order Source Client Display Name Property Appraised Before FHA Case Number Loan Closing Date Est. Client Delivery Date Notes Appraisal Active ValueLink M's Lender Co False

 

5. On the Add Reminder Interface you have the ability to set a reminder for all users or selected users (up to 3 Users) along with the time and date of the reminder. 

  • If Reminder for user(s) selected below is selected the you will need to select the users to receive the reminders along with the details or message of the reminder. 

Order Type Client Client Tran Residential Appraisal ADD REMINDER Date (required) 4/28/2023 S Reminder for user(s) selected below Assigned User 1 Harry Adams Detail (required) Time (required) 50000 PM O Reminderfor all users D Send email notification to assigned user(s) whe Submit Inspection Completed Date Last Updated By Staff On Borrower Information Borrower (and Co-Borrower) Borrower Email Borrower Work Phone Cancel WA 4fi/2023 PM WA signed User 2 Select One Select One Aaron Admin user AMS Administrator Angela VL Demo Admin External API Test frank Quinton Harry Adams Test User 1 test user Kevin Saliba M Admin Mansoor Khan New Admin Raveen Phifer Smoke Test Temp Admin Test Admin admin test name Tester Wester Order Type Group Assigned User 3 Select One Completed Time ed By Vendor On Cell Phone Appraisal N/A 4/7/2023 PM N/A N/A

 

  • If a Reminder for all users is selected on the given time and date all company users will be reminded and notified. 

ADD REMINDER Date (required) 4/28/2023 Time (required) 50000 PM O Reminderfor user(s) selected below S Reminderfor all users Detail (required) Submit Cancel

Once you have selected your time and date and entered the details of the reminder click the green Submit button to save and set the Reminder. 

 

6. To view reminder notifications, On the dashboard click on the notification bell on the right-hand corner to view the reminder. 

All €ValueLink' Appraisal Horne orders • AVM • Reports Accounts • Admin Today Orders Summary Created Assigned Reviewed Completed Cancelled Activities Search Expired Reminders There are no expired reminders CLIENTS BY VOLUME c 'orkMard apo ORDER STATISTICS No orders wee created dwing this time span ORDERS BY STATUSES Cancelled By Vendor Partially paid Being Typed Today QUICK STATS Open Orders Due Today To Clients Past Due - Client Due Date 61 1606 1176 No orders were created during this time span ORDERS WITH UNREAD COMMENTS Comments Category Client Comments Vendor Comments Orders 1105 451

 

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