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

How To Edit Client Details

Administrators may at any time edit information about the client if required. To edit client details, 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 
Cancelled By Vendor 
BAM 
1 OAM 12PM 
6PM 
8PM 
10PM 
QUICK STATS 
Open Orders 
2 
0 
0 
70 
1581 
ORDERS WITH UNREAD COMMENTS 
Comments Category 
Orders

 

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 
Apply Filter 
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

Click on the client name or use the search filters to locate the client whose information needs to be updated. 

 

3. On the client’s profile, click on Actions to display the menu and then on Edit Client Details. 

MANAGE CLIENT INFORMATION: ABCD LENDER 
Client Details 
Client Name 
Client Display Name 
Client Type 
Fax 
Phone 
Email 
Primary Contact Name 
Primary Contact Email 
Secondary Contact Name 
Secondary Contact Email 
Physical Address 
ABCD Lender 
N/A 
Mortgage Lender 
N/A 
(713) 111-2222 
email@valuelinksoftware.com 
N/A 
email@valuelinksoftware.com 
N/A 
N/A 
General 
Edit Client Details 
Manage Products 
Manage Wholesale Lenders 
Manage Investors 
Manage Email Alerts 
Manage Staff Assignment 
Report Delivery Options 
Non Appraisal Product Settings 
Manage Reports 
View Client Event Log 
Delete Client 
Customize Terms & Templates 
Set Engagement Instructions 
Set Client Order Instructions 
Compliance Certificate Settings 
= Actions 
Integrations 
Set EAD Credentials 
Set UCDP Credentials 
Set FNMA Credentials for PDC Portal 
Manage Automated Notifications 
Manage Fee & Turn Times 
Manage State Fee Table 
Manage County Fee Table 
Manage AVM Billing Rates 
Manage AVM Billing Rates 
Address 
3200 Wilcrest Drive ( Map )

 

4. Make the required changes to the client’s details. 

UPDATE CLIENT INFORMATION 
Client Information 
Client Details 
Integrations 
Client Name (required) 
ABCD Lender 
Client Display Name 
Client Type (required) 
Mortgage Lender 
Phone 
n 3-111-2222 
Email 
email@valuelinksoftware.com 
Primary Contact Name 
Primary Contact Phone 
n 3-111-2222 
Cl Use Display Name on Invoice & Client Statement 
Status (required) 
Active 
Alt Phone 
Fax 
Primary Contact Email 
email@valuelinksoftware.com

 

5. Click on Save Client to save the changes. 

Save Client 
Cancel

Note: If clients become inactive, then their status should be changed on this screen 

 

 

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