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Order Management - Email Appraisal Report

Once the order is completed, you have the ability to email the report(s) to the client or anyone else. To email an appraisal report, follow the steps below: 

 

1. Click on the Actions button on the top right of your screen to reveal options 

MANAGE ORDER: 231-00004( see Order History) 
Order Details Borrower Property Appraisal Client Comments 
Actions 
Reports 
Documents 
Order Details 
Order Type 
Appraisal Number 
Status 
Client Name 
Client Address 
Client Branch Name 
Loan Number 
Transaction Type 
Sales Contract Date 
Loan Type 
Date Needed (Due Date) 
Priority 
Tracking Number 
AMC Reg. Number 
Inspection Scheduled Date 
Inspection Completed Date 
Residential Appraisal 
231-00004 
Completed 
Request Status Update 
GMM-San Diego 
4820 Eastgate Mall, suite 100, san Diego CA 92121 
City Branch 3 
TC01-DU90 
Purchase 
N/A 
Conventional 
Normal 
N/A 
TX-1750 
N/A 
N/A 
Comments 
Order Type Group 
Client Display Name 
Investor Name 
Property Appraised Before 
FHA Case Number 
Loan Closing Date 
Vendor File Number 
AMC DBA Name 
Inspection Scheduled Time 
Inspection Completed Time 
Appraisal 
GMM-San Diego 
N/A 
False 
N/A 
N/A 
N/A 
Test DBA 
N/A 
N/A

 

2. Select the Email Appraisal Report(s) option 

MANAGE ORDER: 231-00004( see Order ) 
Order Details Borrower Property Appraisal Client Comments 
Reports 
Documents 
Order Details 
Order Type 
Appraisal Number 
Status 
Client Name 
Client Address 
Client Branch Name 
Loan Number 
Transaction Type 
Sales Contract Date 
Loan Type 
Date Needed (Due Date) 
Priority 
Tracking Number 
Residential Appraisal 
231-00004 
Completed 
Request Status Update 
GMM-San Diego 
4820 Eastgate Mall, Suite 100, san Diego CA 92121 
City Branch 3 
TC01-DU90 
Purchase 
N/A 
Conventional 
1126/2023 
Normal 
N/A 
Comments 
Order Type Group 
Client Display Name 
Investor Name 
Property Appraised Before 
FHA Case Number 
Loan Closing Date 
Vendor File Number 
Appraisal 
GMM-San Diego 
N/A 
False 
N/A 
N/A 
N/A 
Actions 
General 
Printer Friendly Version 
Request Cancellation 
Request Revision 
Request Reconsideration 
Duplicate This Order 
order 1004D 
Final Appraisal Review 
Modify Users for Order 
Send Order 
Email Appraisal Report(s) 
Send Repon To Borrower 
Invoices 
View Invoice

 

3. Select Client on the “Email Report(s) To” field to mail the report to the Client OR select Other to email the report to any email address 

EMAIL APPRAISAL REPORT 
Order Details 
Appraisal Number 
Property Address 
Client 
Loan Number 
Borrower Name 
Email Recipients 
Email Report(s) To 
Ahsan Diego X 
231-00004 
3750 Wilcrest Drive Houston TX 77042 
GMM-San Diego 
TCOI -OLEO 
Jonathan Doe 
@ Client 
O Other 
Add Additional Client users

 

4. Select the report(s) that you want to email to the recipient 

EMAIL APPRAISAL REPORT 
Order Details 
Appraisal Number 
Property Address 
Client 
Loan Number 
Borrower Name 
Email Recipients 
Email Report(s) To 
Ahsan Diego X 
Email Content 
231-00004 
3750 Wilcrest Drive Houston TX 77042 
GMM-San Diego 
Tcm -OLEO 
Jonathan Doe 
@ Client O Other 
Add Additional Client Users 
Client requires the following files for delivery. PDF Appraisal Reports, UCDP/EAD SSRs, Appraisal Invoice, Compliance Certificate, Vendor License, Vendor Insurance 
Attach 1004 Conventional@ 
Cl Attach IJAD XML Report@ 
Attach Invoice@ 
Attach Compliance Certificate@ 
Cl Attach Supporting Document(s)@ 
Message 
Email Appraisal Report 
Cancel

 

5.Add a message with your email (Optional) 

EMAIL APPRAISAL REPORT 
Order Details 
Appraisal Number 
Property Address 
Client 
Loan Number 
Borrower Name 
Email Recipients 
Email Report(s) To 
Ahsan Diego X 
Email Content 
231-00004 
3750 Wilcrest Drive Houston TX 77042 
GMM-San Diego 
TCOI -OLEO 
Jonathan Doe 
@ Client O Other 
Add Additional Client users 
Client requires the following files for delivery. PDF Appraisal Reports, UCDP/EAD SSRs, Appraisal Invoice, Compliance Certificate, Vendor License, Vendor Insurance 
Attach 1004 Conventional@ 
Cl Attach IJAD XML Report@ 
Attach Invoice@ 
Attach Compliance Certificate@ 
Cl Attach Supporting Document(s)@ 
Message 
Email Appraisal Report 
Cancel

 

6. Click on the Email Appraisal Report button to send the email 

Email Content 
Client requires the following files for delivery. PDF Appraisal Reports, UCDP/EAD SSRs, Appraisal Invoice, Compliance Certificate, Vendor License, Vendor Insurance 
Attach 1004 Conventional@ 
Cl Attach IJAD XML Report@ 
Attach Invoice@ 
Attach Compliance Certificate@ 
Cl Attach Supporting Document(s)@ 
Message 
Email Appraisal Report 
Cancel

 

Note: Only files under 10 MB in size can be mailed from the system. You must download larger files and send them by email to recipients. 

 

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