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How To Import Appraisers

Appraiser Information can be imported using a valid CSV file format to quickly import multiple appraisers into the system. To Import Appraiser Data, follow the steps below:

  1. Log on to your ValueLink Appraisal Management System account.
  2. Click on Admin at the top of the Dashboard.
  3. Click on Appraisers on the left side menu to access the Manage Appraisers screen.
  4. Click on Actions to display the menu and then on Import Appraisers.
  5. Select your file, making sure the column names in your CSV data match with column names as prescribed below.
  6. Click on Upload to finish.

Note: All appraisers are added to the system with a Pending status. Once uploaded, the users need to be set up for these users, and the license information needs to be added. Once all the information has been added, the new appraiser can be marked active.

 

The following fields are allowed for appraiser import. See details below:

Field

Description

Required

Comments

Name

The name of the appraiser

Yes

The First Name and Last Name of the  appraiser

CompanyName

The name of the company the appraiser works for

No

 

EIN

The EIN or SSN number for the appraiser

No

 

Email

The email address where the appraiser can be reached

Yes

The email address is required for notifications

Phone

The phone number where the appraiser can be reached

Yes

 

AltPhone

The alternate phone number where the appraiser can be reached

No

 

Fax

The fax number where the appraiser can be reached

No

 

Address

The street address of the appraiser

Yes

This address will be used for assignment assistance

City

The city where the appraiser is located

Yes

 

State

The two digit code of the state where the appraiser is located

Yes

Please enter the state abbreviation. Wrong entries may cause the import to fail

Zip

The zip code when the appraiser is located

Yes

This zip code will be used in appraisal assignment assistance.

MailingAddress

The appraiser's mailing street address

No

 

MailingCity

The appraiser's mailing city

No

 

MailingState

The appraiser's mailing state

No

 

MailingZip

The appraiser's mailing zip

No

 

CertTypeID

The appraiser's certification

No

Please enter a value between 1 and 5
1 = Licensed
2 = Certified General
3 = Certified Residential
4 = Transitional License
5 = Trainee

FHA

If the appraiser is FHA certified

No

Only TRUE/FALSE values are allowed

InsCompanyName

The name of the insurance company providing  E and O coverage

No

 

InsCoverageAmount

The coverage amount for the E & O policy

No

A valid number should be entered for this field

InsExpDate

The expiration date for the E & O policy

No

A valid date must be entered for this field when populated.

VA

If the appraiser is VA certified

No

Only TRUE/FALSE values are allowed

Commercial

If the appraiser has a commercial license

No

Only TRUE/FALSE values are allowed

 

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