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How To Assign An Order To an Appraiser

To assign an order to appraiser, follow the steps below: 

 

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

A screenshot of a computer

Description automatically generated

 

2. In the Assign By feature, select whether you want to search for appraisers based on distance from the subject property or by the appraiser's name.  

i. If you choose the option to assign an appraiser by distance: 

a. Select an appraiser from the list towards the bottom of the screen. 

Vendor Details 
Select a vendor from the list shown below. Set the fee and click Assign Order to assign the order. 
Assign By 
Assign To 
Billing Method 
Vendor Due Date 
Vendor Notes 
Technology Fee Amount 
Order Assignment Expiration 
in Business HOURS 
Additional Message 
Fee Guide 
Assign Order 
@ Distance 
Stacy Lynn 
Invoice 
1004 FHA 
1/1/2030 
100.00 
4800 
O Name 
Item Fee 
Order Fee 
680.00 
68000 
Vendor Fee 
coo 
Total Vendors Fee 
coo 
Select Common Response 
5441 = 578 612 
Cancel 
D Append Conunon Response to the text below 
= 170 204 238140% 272145% 3061 3401 55% = 374 408 = 4421 
AVAILABLE VENDORS WITHIN 100 MILES OF THE SUBJECT PROPERTY 
+ Add New Product 
Hide Filter 
Approved Vendors For Client 
All Vendors with Coverage in Zipcode 
Vendors who do not offer this product 
Results: 1 8 vendors found 
Vendors within 25 miles 
Find Vendors within 50 miles 
Assign ValueLink Connect Vendors 
Vendors within 50 miles 
Find Valuel_ink Connect Vendors 
Vendors within 1 00 miles 
FHA Approved Vendors 
Distance Low to High

 

 b. Click on Select corresponding the required appraiser. There are different pre-defined filters that can help you select the appraiser. The filters available are: 

  
. Approved Vendor for Client

. Approved Vendor for Branch 
. Vendors within 25 miles of the subject property zip code  
. Vendors within 50 miles of the subject property zip code  
. Vendors within 100 miles of the subject property zip code  
. Vendors with Coverage in the subject property zip code 

. FHA Approved Vendors

AVAILABLE VENDORS WITHIN 100 MILES OF THE SUBJECT PROPERTY 
Hide Filter 
Approved Vendors For Client 
All Vendors with Coverage in Zipcode 
Vendors who do not offer this product 
Results: 1 8 vendors found 
List View Map View 
Vendor 
R Wade White - W2 Appraisals LLC 
4115 Alpine Drive Paris, TX 75462 
Report Writing Software: N/A 
Last Assigned: WA 
Mark Woodson - Woodson Appraisal L? 
POB 1342 Hallsville, TX 75650 
19036605271 1 mark@woodsonappraisal.com 
Report Writing Software: Alamode 
Last Assigned: WA 
Edwin Thieman - Thiemann & Assoc L? 
1 STONE ROAD STE 101 KILGORE, TX 75662 
Vendors within 25 miles 
Find Vendors within 50 miles 
Assign ValueLink Connect Vendors 
Certification 
cert: N/A 
'2 Residential 
Cert: Licensed 
Residential 
cert: N/A 
'2 Residential 
cert: N/A 
Residential 
Vendors within 50 miles 
Find Valuel_ink Connect Vendors 
Vendors within 1 00 miles 
FHA Approved Vendors 
Distance Low to High 
Details 
Broadcast 
(E & O is not available) 
9 Zip Code Covered 
Broadcast 
e 
Broadcast 
(E & O is not available) 
e 
Broadcast 
(E & O is not available) 
Stats 
Active: O 
Late O 
Distance 
46.3 
Miles 
50.7 
Miles 
53.4 
Miles 
57.9 
Miles 
Status 
Completed: O Declined: 0 
Turntime (Overall)' N/A 
Turntime (Last 30 days): N/A 
Turntime (Last 90 days): N/A 
Rating (Overall): N/A 
Rating (Last go days): N/A 
Active: O 
Completed: O Declined: 0 
Turntime (Overall) N/A 
Turntime (Last 30 days): N/A 
Turntime (Last go days): N/A 
Rating (Overall): N/A 
Rating (Last go days): N/A 
Active: O 
Late O 
Report Writing Software: N/A 
Last Assigned: WA 
James Blair - Blair Appraisal L? 
333 links Drive, *301 Texarkana, 
Report Writing Software: N/A 
Last Assigned: WA 
AR 71854 
Completed: O Declined: 0 
Turntime (Overall): N/A 
Turntime (Last 30 days): N/A 
Turntime (Last 90 days): N/A 
Rating (Overall): N/A 
Rating (Last go days): N/A 
Active: O 
Completed: O Declined: 0 
Turntime (Overall) N/A 
Turntime (Last 30 days): N/A 
Turntime (Last go days): N/A 
Rating (Overall): N/A 
Rating (Last go days): N/A  

 

ii: Alternatively, if the Name is chosen:  
a. Enter a name in the search box and select the appraiser from the search results. 

 

3. Fill out the Appraiser's Fee section. (If fee tables exist for this appraiser, the fee will populate automatically). 

 

Add any additional product by clicking the Add New Product button and selecting the Additional Item 1.

 

4. Click on Assign Appraisal to assign it to the appraiser. 

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Note: The appraiser is automatically notified by email when an order is assigned.  

To explore default filters for assignment screen, go to this article How To configure

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