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Order Management - Duplicate An Appraisal

If you wish to order additional reports for the same property, you have the ability to quickly duplicate an order. To duplicate an appraisal, 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 ) 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) 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 Comments Order Type Group Client Display Name Investor Name Property Appraised Before FHA Case Number Loan Closing Date Actions Appraisal GMM-San Diego N/A False N/A N/A

 

2. Click on the Duplicate This Order 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 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 Comments Order Type Group Client Display Name Investor Name Property Appraised Before FHA Case Number Loan Closing Date Appraisal GMM-San Diego N/A False N/A N/A Actions General Printer Friendly Version Request Cancellation Request Revision Duplicate This Order order 10040 Final Appraisal Review Modify Users for Order Send Order Email Appraisal Report(s) Send Report To Borrower Invoices View Invoice

 

3. Select the Appraisal Type, Branch, Transaction Type, and Report Type and specify a Due Date and click Next 

DUPLICATE THIS ORDER Order Type Group Appraisal Number Property Address Borrower Name Client Name Client Branch Name Appraisal Type Date Appraisal Needed (Due Date) Ordered By Addl. Processor/Assistant Appraisal 231-00004 3750 Wilcrest Drive Houston TX 77042 Jonathan Doe GMM-San Diego City Branch 3 — Select One — ABC user10 — Select One — These are test comments by a client when placing an order. Order Type Loan Number Transaction Type Loan Processor Addl. Processor/Assistant Residential Appraisal TCOI -OLEO Purchase Harry Adams — Select One Comments Cancel Next

 

4. Click on the Duplicate This Order button to place the order 

)val rder -der T )pral ient ient ient B PAYMENT INFORMATION O Use Existing Billing Method @ Use New Billing Method Payment Method Name on the Card Expiration Date Billing Address Billing City Credit Card 2023 Billing State Payment Option(s) Card Number Card Code Alabama com I would like to provide a credit card now Actions Billing Zip I acknowledge that I have been authorized by the card holder to use this card to pay for the fees associated with this appraisal order Back Cancel Duplicate This Order

A new order will be created in the system 

 

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