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How To Automatically Attach Compliance Certificates

ValueLink gives you the option to automatically attach a compliance certificate to every completed appraisal in the system. To enable automatic compliance certificate attachment, follow the steps below: 

 

1. Click on Admin at the top of the Dashboard to access Company Settings. 

 

2. Scroll down to Order Level Settings, and check the Automatically Attach Compliance Certificate box. 

Order Level Settings 
Enable Automatic Numbering@ 
Enable Monthly Numbering Scheme@ 
Disable Broadcast Assignment@ 
Disable Staff Assignment@ 
Disable Double Blind Comments@ 
Automatically Attach Compliance Certificate 
Allow the client to directly request revisions from the appraiser?@ 
Automatic Order Assignment to Reviewer@ 
Sort Order Comments in Reverse Chronological Order@ 
Sort Order Notes in Reverse Chronological Order@ 
Sort Order History in Reverse Chronological Order@ 
Highlight Client Comments on the order@ 
Allow Client Users to Download Reports Only when the Order is in Completed Status@ 
Force Staff Users to Schedule Inspection Priorto File Submission@ 
Enable State Compliance Review on Vendor Profile.@ 
Allow Order Assignment Expiration@ 
48.00 
Allow PDC Order Assignment Expiration@

 

3. Click on Save Changes at the bottom of your screen to confirm the changes. 

Make Borrower Email Required 
Make Access Information Required@ 
Make Due Date Required@ 
Make "Ordered By" Required@ 
Disable Engagement Letter@ 
Save Changes 
Cancel

Click here for directions on How To Change Your Compliance Certificate.

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