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How To Backup Appraiser Data

Information of all appraisers can be backed up at any time in a CSV file format to facilitate the import and export of data. To create a backup of appraiser data, follow the steps below: 

 

1. Click on Admin at the top of the Dashboard. 

All 
€ValueLink' 
Appraisal 
Home 
Orders 
AVM 
Reports 
Accounts v 
BPO 
Admin 
Today 
Orders Summary 
Created 
Assigned 
Reviewed 
Completed 
Cancelled 
Activities 
Search 
CLIENTS BY VOLUME 
Switch To Teams Workboard 
Create New Order v 
Today 
ORDER STATISTICS 
No orders were created during this time span 
No orders were created during this time span 
54

 

2. Click on Vendors on the left side menu to access the Manage Vendors screen. 

 

3. Click on the CSV Icon to save a file of all the vendors to your system.

MANAGE VENDORS 
Keyword 
State 
Vendor Company Name 
Cl NYS Board Approved? 
Cl Is Reviewer? 
Cl Auto Assignment Eligible? 
Cl Is W-9 Verified? 
Vendor Name 
County 
Cl FHA 
Cl Green 
Cl Is Broadcast Allowed? 
Cl Profile Status Is Busy? 
Ascending 
Vendor Type 
Select One 
Certification 
Cl Is Problem Vendor? 
Cl Is Wants Work? 
Cl Is Trial Vendor? 
v Hide Filter 
Status 
Cl Commercial 
Cl Is Preferred Vendor? 
Cl Auto Accept Order? 
Cl Is PDC Vendor? 
Show records per page 
= Actions 
25 
Sort Results Using: 
Reset Form 
Vendor Name 
Results : 6737 item(s) foun

 

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