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How To Put An Order On Hold

To put an order on hold, follow the steps below: 

 

1. If manual status updates are turned on for your company: 

a. Click on Actions to display the menu, and then on Update Status. 

MANAGE ORDER: 232-00039 A @ (SeeOrderHistory) Order Details Borrower Property Appraisal Vendor Client Comments Vendor Instructions Review Reports AVMS Order Details Order Type Appraisal Number Status Payment Status Client Name Client Address Investor Name Loan Number Transaction Type Sales Contract Date Loan Type Date Needed (Due Date) Appraiser Due Date Priority Residential Appraisal 232-00039 Cancelled UNPAID Request Status Update Matthew Lender One Fisher Island Drive, Bank John Doe 7654321 Purchase N/A Conventional 1/3112030 1/3112030 Normal Fisher Island FL 331 og Order Type Group Turn Time Order Source Billing Method Client Display Name Property Appraised Before FHA Case Number Loan Closing Date Est. Client Delivery Date General Options See History Update Status Printer Friendly Version Edit Order Duplicate This Order Pause Automated Alerts Do Not Apply Follow Up Rules Allow for Auto Assignment Re-generate Engagement Letter Delete Appraisal Assignment Options Assign To Appraiser Assign via Broadcast Assign To Reviewer Assign To Staff N/A N/A = Actions Order Management Set Inspection Date Submit Appraisal Report(s) Review Appraisal Report(s) submit to ucop Rate Vendor Send Order Re-send Order To Appraiser Send Order Details To Client Email Appraisal Report(s) Invoices View Invoice View Appraiser Invoice View Reviewer Invoice

 

 
b. Click on the New Status drop-down to display the menu, and choose On Hold. 

Order T Apprai Status P aym Client Client Invest Loan N Tran Sales Loan T Date N Apprai Priori Tracki AMC R Inspe Inspe Last U SET STATUS FOR APPRAISAL* 232-00039 Current Status New Status Email Options Turntime Details Message: (included in email) Update Status Cancelled On Hold File In Review -Revised File In Review - SSR Report(s) Available File In Review - IJCDP Submission Failed In Progress Inspected Inspection Scheduled Levell Review Review Needed On Hold ne top tatus Order Sent By Broadcast Partially paid Payment Pending QC-2 Reconsideration Requested Reconsideration Requested ay Client Report Accepted Report Accepted - Awaiting Payment Review In Progress Cancel Cl Append Common Response to the text below Borrower Information Borrower (and Co-Borrower) John Doe

 

 
c. Select the reason from the drop-down why the appraisal is being put on hold. 

err SET STATUS FOR APPRAISAL* 232-00039 Current Status New Status On-Hold Reason Email Options Turntime Details Message: (included in email) Update Status Cancelled On Hold Select One Select One Assignment — Extended Due Date Request Client/30rrower Requested Documents Required Inspection Delay — Agent/Tenant/Borrower Other Rush Order Verification Trip Fee Required Under Writer Clarification Unpaid Order Select from this list or type below Cancel Cl Append Common Response to the text below rower Email rower Work Phone N/A N/A Borrower Phone Borrower Cell Phone N/A N/A


d. Click on Update Status to mark the appraisal as On Hold.

derT pral teN pral ority ICR SET STATUS FOR APPRAISAL* 232-00039 Current Status New Status On-Hold Reason Email Options Turntime Details Message: (included in email) Update Status Cancelled On Hold Select One Copy Company Users on Email@ Share with Client and notify by Email@ Copy Salesperson Copy Matthew Fernandes@ Copy Reviewer@ Pause Turntime Select from this list or type below Cancel Cl Append Common Response to the text below

 

2. If manual status updates are turned off for your company: 

a. Click on Actions to display the menu, and then on Put Appraisal On Hold. 

MANAGE ORDER: 232-00039 A @ (See Order History) Order Details Borrower Property Appraisal Vendor Client Comments Vendor Instructions Review Reports AVMS Order Details Order Type Appraisal Number Status Payment Status Client Name Client Address Investor Name Loan Number Transaction Type Sales Contract Date Loan Type Date Needed (Due Date) Appraiser Due Date Priority Residential Appraisal 232-00039 File In Review UNPAID Matthew Lender Request Status Update One Fisher Island Drive, Bank John Doe 7654321 Purchase N/A Conventional 1/3112030 1/3112030 Normal Fisher Island FL 331 og Order Type Group Turn Time Order Source Billing Method Client Display Name Property Appraised Before FHA Case Number Loan Closing Date Est. Client Delivery Date General Options See History Printer Friendly Version Edit Order Modify Order Due Date Duplicate This Order Pause Automated Alerts Do Not Apply Follow Up Rules Allow for Auto Assignment Re enerate En a ement Letter Put Appraisal on Hold Cancel This Appraisal Assignment Options Assign To Appraiser Assign via Broadcast Assign To Reviewer Assign To Staff N/A Actions Order Management Set Inspection Date Submit Appraisal Report(s) Review Appraisal Report(s) submit to ucop Rate Vendor Send Order Re-send Order To Appraiser Send Order Details To Client Email Appraisal Report(s) Invoices View Invoice View Appraiser Invoice View Reviewer Invoice

 b. Click OK to confirm. 

 

 

 

Note:  To reactivate the order on Manual Status Update mode, just update the status again. If Manual Status Update mode is turned off, just click on Make Appraisal Active in Actions. 

 

Click here for directions on How To Enable Manual Status Update Mode.

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