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How To Assign An Order To a Staff Member

To assign an appraisal order to a staff member, follow the steps below: 

1. Click on Actions to display the menu, and then on Assign To Staff. 

MANAGE ORDER: 232-00040 A @ (See Order History) 
Order Details Borrower Property Appraisal Vendor Review Reports 
€ValueLink' 
1598 RIVER LOOP EUGENE OR 97404 
Home 
Orders 
AVM 
Reports 
Accounts 
AVMS 
Admin 
Linked Orders 
Documents 
Comments 
Search 
General Options 
See History 
Update Status 
Printer Friendly Version 
Edit Order 
Duplicate This Order 
order 1004D 
Pause Automated Alerts 
Do Not Apply Follow Up Rules 
Allow for Auto Assignment 
Re-generate Engagement Letter 
Assignment Options 
Assign To Appraiser 
Assign via Broadcast 
Assign To Slatt 
Quote/8roadcast 
Cancel & Send New Quote Request 
Manage Placed Quotes 
Actions 
Order Details 
Order Type 
Appraisal Number 
Status 
Billing Method 
Client Name 
Client Address 
Investor Name 
Loan Number 
Lender Different on Report? 
Lender Address 
Transaction Type 
Loan Type 
Date Needed (Due Date) 
Appraiser Due Date 
Residential Appraisal 
232-00040 
Unassigned (Revision Request) 
Request Status Update 
Order Type Group 
Order Source 
Client Display Name 
Client/Lender on Report 
Secondary Lender Email 
Property Appraised Before 
FHA Case Number 
Loan Closing Date 
Order Management 
Set Inspection Date 
Submit Appraisal Report(s) 
Send Order 
Re-send Order To Appraiser 
Send Order Details To Client 
Invoices 
View Invoice 
View Appraiser Invoice 
Invoice 
Matthew Lender 
One Fisher Island Drive, 
ABC Bank 
Cons13579 
Construction 
Conventional 
1/3112030 
1126/2030 
Fisher Island FL 331 og

 

2. Select a staff member from the drop-down list. 

ASSIGN APPRAISAL TO STAFF @ 
Assign Appraisal 
Appraisal Number 
Property Address 
Property County 
Borrower Name 
Loan Number 
Client Name 
Appraisal Type 
Assign to Staff 1 
Assign to Staff 2 
Assign to Staff 3 
Assign To Staff 
232-00040 
642 HOWLAND INGLEWOOD CA 90301 
Los Angeles 
Jon Smith and Sally Smith 
consi 3579 
Matthew Lender 
1004 New Construction 
Select One 
Select One 
Account Manager user 1 
AMS Admin 
Assign Team user 1 
Flagstar Staff 
Harry Adams 
MK Staff 
Nancy White 
Paige Steve 
test staff support 
test user 
test role 
Account Manager 2 
Test userl 32 
Test User 
Temp Staff user 
Zack S 
Powered By: ValueLink Software

 

3. Click on Assign To Staff to assign the order to that staff member. 

ASSIGN APPRAISAL TO STAFF @ 
Assign Appraisal 
Appraisal Number 
Property Address 
Property County 
Borrower Name 
Loan Number 
Client Name 
Appraisal Type 
Assign to Staff 1 
Assign to Staff 2 
Assign to Staff 3 
Assign To Staff 
232-00040 
642 HOWLAND INGLEWOOD CA 90301 
Los Angeles 
Jon Smith and Sally Smith 
consi 3579 
Matthew Lender 
1004 New Construction 
Harry Adams 
Select One 
Select One 
Cancel

Note: The staff member is automatically notified by email when an order is assigned. Other staff members will not have access to this order. Orders can be reassigned to a different staff member by following the same procedure. 

 

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