support@valuelinksoftware.com | (888) 587-0805 x.2

Order Management - Send Report(s) to Borrower

If the Borrower’s email address is entered on the order, the system can securely deliver reports for completed orders to the borrower in a compliant manner. To send the report(s) to the borrower, 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 Send Report to Borrower option 

MANAGE ORDER: 231-00004( see Order History) 
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 
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. Add a message with the report (Optional) 

Irder T 
SEND REPORT TO BORROWER @ 
,ppral 
tat us 
Borrower's Email Address: jdoe@valuelinksoftware.com 
Comments 
:lient 
oan N 
Submit 
ransa 
oan Type 
late Needed (Due Date) 
Cancel 
Conventional 
FHA Case Number 
Loan Closing Date 
N/A 
N/A

 

4. Click on the Submit button to send the email 

SEND REPORT TO BORROWER @ 
Borrower's Email Address: jdoe@valuelinksoftware.com 
Comments 
Submit 
Cancel

The borrower will be sent a secure link via email where they will be allowed to download the report 

 

Note: The acceptance of electronic delivery and the download of the report are time-stamped and logged into the audit trail of the order. A certificate of delivery mentioning the time of delivery and time of download of the report is automatically generated by the system and saved in the documents section of the order. 

 

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