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

How To Add New Clients

You can add new clients to your system so that they may create orders directly from the system. To add a new client, follow the steps below: 

 

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

€ValueLink' 
Appraisal 
ORDER STATISTICS 
Home 
Orders 
AVM 
Reports 
Accounts 
apo 
Admin 
Today 
Orders Summary 
Created 
Assigned 
Reviewed 
Completed 
Cancelled 
Activities 
Search 
CLIENTS BY VOLUME 
Matthew Lender 
Switch To Teams Workboard 
Create New Order v 
Today 
Appraisal Orders Trend for Today 
1 ZAM 2AM 4AM SAM 
ORDERS BY STATUSES 
BAM 
1 OAM 12PM 
6PM 
8PM 
10PM 
2 
0 
0 
70 
QUICK STATS 
ORDERS WITH UNREAD COMMENTS

 

2. Click on Clients on the left side menu to access the Manage Clients screen. 

Company Settings 
Clients 
Vendors 
Wholesale Lenders 
Salespeople 
Investors 
Users & Permissions 
Payment Gateways 
MANAGE CLIENTS 
Key," ord 
Client 
ABCD Lender 
Hide Filter 
= Actions 
State 
Reset Form 
Client Type 
Phone 
(713) 111-2222 
Status 
Show records per page 
25 
Result: 97 item(s) found Ö 
Client Type 
Mortgage Lender 
Mortgage Broker 
Mortgage Broker 
Email 
email@valuelinksoftware.com 
3200 Wilcrest Drive Houston, TX 77042 
Aces Corp. 
112 Clifton Ave Lakewood, AL 95828 
Allianze Broker 
3200 Wilcret Drive Houston, TX 77042 
Status 
Active 
Active 
Active

 

 

2. Click on Actions to display the menu and then on Add New Client.MANAGE CLIENTS 
Key," ord 
Apply Filter 
Client 
ABCD Lender 
Hide Filter 
= Actions 
State 
Status 
Client Type 
Mortgage Lender 
Mortgage Broker 
Client Type 
Phone 
(713) 111-2222 
Add New Client 
Backup Client Data 
Email Client(s) 
Reset Form 
Show records per 
Search Client Users 
Result: 97 item(s) found Ö 
Email 
email@valuelinksoftware.com 
3200 Wilcrest Drive Houston, TX 77042 
Aces Corp. 
1 2 Clifton Ave Lakewood, AL 95828 
Status 
Active 
Active

 

3. Fill out the client’s details in the form.ADD NEW CLIENT 
Client Information 
Client Details 
Client Name (required) 
Client Display Name 
Client Type (required) 
Select One 
Phone 
Email 
Primary Contact Name 
Integrations 
Cl Use Display Name on Invoice & Client Statement 
Status (required) 
Select One 
Alt Phone 
Fax

 

4. Click on Save Client to add the client to the system. 

Cl This client requires IJAD report when 'UAD Report Needed' on orders@ 
Save Client 
Cancel

 

5. To add users for a client, Scroll down to Users for this Client and click on Add New User 

 

6. Fill out all the fields and choose the permissions you want them to have and then click on Save user 

 

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk