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How To Add a Note To An Appraisal (For Internal Use)

Notes can be added to any appraisal order by the administrators and staff users for internal use. These notes are not made visible to the clients or appraisers. 

 

To add a note to an appraisalfollow the steps below: 

 

1. Click on Add Note in the Notes section of the Manage Appraisal screen. 

The order was accepted by Matthew Femandes with a fee of $350.00. 
The response was received from ValueLink Connect. 
Posted By Matthew Fernandes on 02/10/2023 12-18 PM 
The appraisal was assigned to Matthew Fernandes with a Fee of S350. 
A technology fee of SCOO will be deducted from the above fee. 
Posted By ValueLink suppport on 02/10/2023 12-18 PM 
Notes (for internal use only) 
No notes currently exist for this order. Click Add Note below to add a note to this order 
e. 
Cl Client Cl Appraiser 
D Client D Appraiser 
+ Add Note

 

2. On the Add Note screen, enter the comment in the space provided. 

ADD NOTE (INTERNAL USE ONLY) 
Order Details 
Order Number 
Borrower Name 
Note Details 
Note 
Label 
Notification Settings 
Add Note 
232-00040 
Jon Smith and Sally Smith 
Select from list or type below 
Cl Copy Company Users on Email @ 
Cancel 
Property Address 
Loan Number 
Cl Append Common Response to the text below 
642 HOWLAND INGLEWOOD CA 90301 
consi 3579 
Powered By: ValueLink Software

 

3. You may select a “Common Response” from the drop-down above the message box. 

ADD NOTE (INTERNAL USE ONLY) 
Order Details 
Order Number 
Borrower Name 
Note Details 
Note 
Label 
Notification Settings 
Add Note 
232-00040 
Jon Smith and Sally Smith 
Select from list or type below 
Select from list or type below 
ACT 
File Reviewed- Corrections Required 
Final Inspection Instructions 
Manufactured Home-Generation 
My Test Common Response 
payment method 
Test 
Test 101 
Test Comment 4 
Testing 
Testing 3 
ancel 
Property Address 
Loan Number 
Append Common Response to the text below 
642 HOWLAND INGLEWOOD CA 90301 
consi 3579 
Powered By: ValueLink Software

 

4. Click on Add Note to save the comment and return to the Manage Appraisal screen. 

ADD NOTE (INTERNAL USE ONLY) 
Order Details 
Order Number 
Borrower Name 
Note Details 
Note 
Label 
Add Note 
232-00040 
Jon Smith and Sally Smith 
Final Inspection Instructions 
Property Address 
Loan Number 
v @ Append Common Response to the text below 
642 HOWLAND INGLEWOOD CA 90301 
cone 3579 
A final inspection is needed for this order. Please contact the borrower at 1 1 1-222-3333. Testing comments. Adding another line here 
e. 
Cl Copy Company Users on Email @ 
Cancel 
Powered By: ValueLink Software

You also have the option to copy company users on the note by selecting the Copy Company Users on Email, this should trigger an email notification to the copied users. 

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