How To Assign An Order To Multiple Appraisers Using Bid/Quote request

You may initiate a quote request from the system for any orders. Quotes can be monitored & reviewed by the admin & staff users. The appraiser with the best quote is selected and the order is assigned. 

To Assign an Appraisal using Quote Request to an appraiser, follow the steps below: 

1. Click on Actions to display the menu, and then on Send New Quote Request. 

2. Select appraisers from the list towards the bottom of the screen. There are different pre-defined filters to help you select the appraisers. 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

To sort the vendors in the list, click on the drop down and select the option

3. Select the vendors and click on Select Checked Appraisers at the bottom of the screen. 

4. Select a Quote Closing Date/Time and insert quote instructions in the comments area. 

5. Check the option that will be requested by the vendor at the time of placing the quote.

 

6. Click on Send Quote Request to initiate the quote.

7. Once quotes are received from the vendor, return to the Manage Appraisal screen for that appraisal and click on Actions to display the menu, and then on Manage Placed Quotes. 

8. To share appraiser quotes with client, select the quotes placed by appraisers and click on ‘Share Selected Quote(s) with Client’. 

Check the highlighted box, to auto assign the order to the vendor selected by the Client at the time of reviewing the quotes.

1. Client will review the appraiser quotes and select one. 
2. Order will be assigned to the Appraiser if the above check was selected 
3.  If the check was not selected, Company user will be able to view the Client selected quote

9. Choose the appraiser you want to assign the order to by clicking on Select Quote. 

The appraisers are automatically notified by email when the quote is initiated. The appraiser can then log on and place a bid. Once the administrator accepts a bid, the other bidders are notified by email that the bid was either cancelled or assigned to another appraiser.