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Managing Client Quote Requests

ValueLink gives its Admin the ability to manage its client's Quote Requests. To understand how to manage client quote requests please follow the steps below: 

 

1. On the Dashboard scroll down to the Client Quote Requests section and click on Open Requests. 

Accepted by Vendor In Progress Inspection Scheduled Inspected Delayed File In Review Revision Requested File In Review - Revised Report Accepted 29 35 17 75 72 37 36 Pending Payment Orders Orders With Paused Tum-time Active Reconsideration Requests STAFF ORDERS STATISTICS 94 25 4 Vendor Activity Log CLIENT QUOTE REQUESTS Open Requests Completed Requests Client Response Pending Quote Requested From Vendor 2199 Get a Quote 22 6 2 Show All

 

2. On the Quote Requests screen you can select the quotes requested from clients or us the filters and select the quotes accordingly. 

QUOTE REQUESTS Select One Requested Date From Apply Filter Reset Form Open Request Requested Date To Client Client: Matthew Lender Requested By. Matthew Femandos Client- G MM-San Diego Requested By. ABC Userl O Client: GMM-San Diego Requested By. ABC User 3 Client Aces Corp. Requested By. Sam A Client- G MM-San Diego Requested By. Sam Test Client: Anderson Client 1 Requested By. Test Master Client: Test Client Company Requested By. Client User Client- Test Client Company Requested By. Client User Ordu Type Group Dates Requested Date: 5/8/2023 Preferred Delivery Date: 11/30/2023 Requested Date: 4/11/2023 Pref«red Delivery Date: 4/20/2023 Requested Date: 1/17/2023 Preferred Delivery Date: 1 /20/2023 Requested Date: 12/8/2022 Preferred Delivery Date: 12'31/2022 Requested Date: 8/5/2021 Preferred Delivery Date: 8/12/2021 Requested Date: 10/12/2020 Preferred Delivery Date: 10/29/2020 Requested Date: 1/4/2019 Preferred Delivery Date: 1 /30/201 g Requested Date: 1/4/2019 Pref«red Delivery Date: 1 /30/201 g Order Types Show records per page 25 Status Hide Filter Action Result: 8 item(s) found Quote Details Quote Number. 1 042 21 7 N Jefferson Ave Mount Pleasant TX 75455 Quote Number. 1039 6818 Mendenhall Way Sugar Land TX 77479 Quote Number. 1037 3200 Wilcrest Dr Houston TX 77042 Quote Number. 1 036 7909 Walerga Road, Suite 1 12 #286 Sacramento CA 95843 Quote Number. 1029 7487 E Broadway Blvd Arizona AZ 85710 Quote Number. 1 023 675 Berlin Tumpike Berlin CT 06037 Quote Number. 1 004 1 23 Massachusetts Ave Cambridge MA 02142 Quote Number. 1003 123 Massachusetts Ave Cambridge MA 02142 Items 1004 Conventional 1004 Single Family 1004 Conventional 1004 FHA 1004 MC 1004 Single Family 1007 Rent schedule 1004 Single Family 1004 Single Family 1004 Single Family

 

3. To view the quote click the Actions icon on the right side of the screen. 

QUOTE REQUESTS Select One Requested Date From Apply Filter Reset Form Open Request Requested Date To Client Client: Matthew Lender Requested By. Matthew Femandos Client- G MM-San Diego Requested By. ABC Userl O Ordu Type Group Dates Requested Date: 5/8/2023 Preferred Delivery Date: 11/30/2023 Requested Date: 4/11/2023 Pref«red Delivery Date: 4/20/2023 Order Types Show records per page 25 Status Hide Filter Action Result: 8 item(s) found Quote Details Quote Number. 1 042 21 7 N Jefferson Ave Mount Pleasant TX 75455 Quote Number. 1039 6818 Mendenhall Way Sugar Land TX 77479 Items 1004 Conventional 1004 Single Family 1004 Conventional

 

4. On the Manage Quote Request screen two options will be provided to be selected from: 

I) Send Quote response to client now  

II) Request quote(s) from vendor  

MANAGE QUOTE REQUEST: 1042 Actions Request Details Client Name Order Type Property Address Quote Requested Date Matthew Lender Residential Appraisal 1004 Conventional 21 7 N Jefferson Ave Mount Pleasant TX, 75455 05/08/2023 Client Preferred Delivery Date 11130/2023 Quote Expiration Time Client Comments Response Details @ Send Quote response to client now O Request quote(s) from vendor Please enter the Appraisal Fee and Delivery Date you want to quote to the client Additional Item 1 1004 Conventional 1004 Single Family Branch Name Additional Item Quote Requested By Item Fee Item Fee 1004 Single Family Matthew Fernandos 451 m Management Fee Total Fee 451.00

 

5. If the option Send Quote response to client now was selected then you will have the option to select the appraisal fee and delivery date you want to quote to the client and send the response accordingly. 

Response Details @ Send Quote response to client now O Request quote(s) from vendor Please enter the Appraisal Fee and Delivery Date you want to quote to the client Additional Item 1 Delivery Date Quote Expiration Hows Comments Internal Note Send Response 1004 Conventional 1004 Single Family Return to Quote Request List Item Fee Item Fee Management Fee Total Fee Leave blank or O if you do not want the quote to expire. 45100 451.00

 

6. If the option  Request quote(s) from vendor the option to Request Quote(s) will appear. 

MANAGE QUOTE REQUEST: 1042 Request Details Client Name Status Order Type Product Property Address Quote Requested Date Matthew Lender Open Residential Appraisal 1004 Conventional 217 N Jefferson Ave Mount Pleasant TX, 75455 05/08/2023 Branch Name Additional Item Quote Requested By Client Preferred Delivery Date 11/30/2023 Quote Expiration Time Client Comments Response Details O Send Quote response to client now @ Request quote(s) from vendor Request Quote(s) Actions 1004 Single Family Matthew Fernandos Powered By. ValueLink Software

After clicking Request Quote(s) you will be redirected to Send Quote Request for Quote screen. 

SEND QUOTE REQUEST FOR QUOTE O Potentially 1 duplicate orders exist for this property. Click the expand icon to see details. Send out a Quote request to selected vendors. Receive and select Quotes to assign the order Order Details Order Type Property Address Borrower Name Appraisal Types Property Type Date Needed Step 1: Select Vendors Residential Appraisal 21 7 N Jefferson Ave Mount Pleasant TX 75455 1004 Conventional, 1004 Single Family Single Family Residential 1 1130/2023 Appraisal Number Property County Client Name 235-00055 Matthew Lender Select vendors from the section below.

Here you will be provided with filters to choose the vendors to whom the quotes request is to be sent 

Step 1: Select Vendors Select vendors from the section below. AVAILABLE VENDORS WITHIN 200 MILES OF THE SUBJECT PROPERTY Hide Filter Vendors within 00 miles Add Selected Vendors Approved Vendors For Client Vendors within 200 miles Vendors within 25 miles All Vendors with Coverage in Zipcode Check the box next to the vendor and click "Select Checked Vendors" to make your selection Results: 6 vendors found Vendors within 50 miles FHA Approved Vendors Details e Broadcast (E & O Expired) Broadcast (E & O Expired) (E & O Expired) Broadcast (E & O Expired) Distance Low to High Cl D D O Vendor RICHARD W CARTER - MyDFWAppraiser 406 McKenzie Place Rockwall, TX 75087 4698774614 wes@mydfwappraiser.com Last Assigned: N/A RANDY CASTILLO - Pronto Appraisal, inc L? 4849 Frankford Rd, #639 Dallas, TX 75098 888-311-6505 randy2@prontoappraisaLco Last Assigned: N/A Joshua R Arrington - Testing 12 7780 MCCALLUM BLVD APT 25106 DALLAS, TX 75252 469-269-7854, 0215021231 testappl@yopmail.com Last Assigned: N/A Blake Hoke - Norton Appraisals LLC 25 Secluded Pond Drive Frisco, TX 75034 2144086782 blake@nortonappraisals.com Last Assigned: N/A Certification Type: Certified Residential '2 Residential Type: Certified Residential '2 Residential Type: Certified Residential Residential Type: Licensed ea Residential Stats Active: O Late: 0 Distance 86.8 Mlles 90.6 Mlles 105.4 Mlles 107.5 Miles Status Completed: O Declined: Avg CU score: WA Vendor Score: N/A Turntime (Overall): N/A Tumtime (Last 30 days): WA Tumtime (Last go days): WA Rating (Overall): WA Rating (Last 90 days): WA Active: O Late: 0 Completed: O Declined: Avg CU score: WA Vendor Score: N/A Turntime (Overall): N/A Tumtime (Last 30 days): WA Tumtime (Last go days): WA Rating (Overall): WA Rating (Last 90 days): N/A Active: O Late: 0 Completed: O Declined: Avg CU score: WA Vendor Score: N/A Turntime (Overall): N/A Tumtime (Last 30 days): WA Tumtime (Last go days): WA Rating (Overall): WA Rating (Last 90 days): WA Active: O Late: 0 Completed: O Declined: Avg CU score: WA Vendor Score: N/A Tumtime (Overall): N/A Select Checked Vendors Cancel

After selecting the required vendors click the Select Checked Vendors button to send the quote requests to the selected appraisers. 

D D D Vendor RICHARD W CARTER - MyDFWAppraiser 406 McKenzie Place Rockwall, TX 75087 4698774614 wes@mydfwappraiser.com Last Assigned: N/A RANDY CASTILLO - Pronto Appraisal, inc L? 4849 Frankford Rd, #639 Dallas, TX 75098 888-311-6505 randy2@prontoappraisaLco Last Assigned: N/A Joshua R Arrington - Testing 12 L? 7780 MCCALLUM BLVD APT 25106 DALLAS, TX 75252 469-269-7854, 0215021231 testappl@yopmail.com Last Assigned: N/A Blake Hoke - Norton Appraisals LLC L? 25 Secluded Pond Drive Frisco, TX 75034 2148086782 blake@nortonappraisals.com Last Assigned: N/A MATTHEW A NORTON - Norton Appraisals LLC 21 Pristine Pond or FRISCO, TX 75034 214-5378228 nortonappraisals@gmail.com Last Assigned: N/A Certification Type: Certified Residential FHA ea Residential Type: Certified Residential FHA Residential Type: Certified Residential ea Residential Type: Licensed ea Residential Type: Certified Residential Residential Details e Broadcast (E & O Expired) Broadcast (E & O Expired) (E & O Expired) Broadcast (E & O Expired) e Broadcast (E & O Expired) Stats Active: O Late: 0 Distance 86.8 Mlles 90.6 Miles 105.4 Miles 107.5 Miles 107.5 Miles Status Completed: O Declined: Avg CU score: WA Vendor Score: N/A Tumtime (Overall): N/A Tumtime (Last 30 days): WA Tumtime (Last go days): WA Rating (Overall): WA Rating (Last 90 days): WA Active: O Late: 0 Completed: O Declined: Avg CU score: WA Vendor Score: N/A Tumtime (Overall): N/A Tumtime (Last 30 days): WA Tumtime (Last go days): WA Rating (Overall): WA Rating (Last 90 days): WA Active: O Late: 0 Completed: O Declined: Avg CU score: WA Vendor Score: N/A Tumtime (Overall): N/A Tumtime (Last 30 days): WA Tumtime (Last go days): WA Rating (Overall): WA Rating (Last 90 days): WA Active: O Late: 0 Completed: O Declined: Avg CU score: WA Vendor Score: N/A Tumtime (Overall): N/A Tumtime (Last 30 days): WA Tumtime (Last go days): WA Rating (Overall): WA Rating (Last 90 days): WA Active: O Late: 0 Completed: O Declined: Avg CU score: WA Vendor Score: N/A Select Checked Vendors Cancel

Post Vendor selection you will need to select the Quote Closing Date and Quote Closing Time and click Send Quote Request. 

Step 2 Customize Quote Request Quote Closing Date (required) Quote Closing Time (required) Reply-To Email (required) 5/10/2023 AM info@valuelinksoftware.com Request the following item(s) in the Quote Request: Fee Quote@ u Est. Completion Date@ u Email Subject (required) Quote Request Email Text (required) @ sourceiB 1 Hello [AppraiserName] - (217 N Jefferson Ave Mount Pleasant TX 75455 ) We have a new 1004 Conventional orderfor the following property. Please let us know ifyou are interested in completing this for us and what your fee/turn time would be. 217 N Jefferson Ave Mount Pleasant TX 75455 Thank you and have a great day! Regards, Se-ld Cute Request Retum to Quote Request

 

7. Once an appraiser has responded to the quote it will be indicated in the Quote requests section. 

QUOTE REQUESTS Client Select One Requested Date From Reset Form Result: 41 item(s) found Quote Details Quote Number 1042 217 N Jefferson Ave Mount Pleasant TX 75455 All Requests Requested Date To Cl ient Client: Matthew Lender Requested By. Matthew Fernandos Order Type Group Dates Requested Date: 5/8/2023 Preferred Delivery Date: 1 1 '30/2023 Order Types Show records per page 25 Status Hide Filter Action Items 1004 Conventional 1004 Single Family QUOTE RECEIVED FROM VENDOR

 

8. On the Manage Quote Request section you have the option to select the Quote. 

MANAGE QUOTE REQUEST: 1042 Request Details Client Name Order Type Property Address Quote Requested Date Matthew Lender QUOTE RECEIVED FROM VENDOR Residential Appraisal 1004 Conventional 21 7 N Jefferson Ave Mount Pleasant TX, 75455 05/08/2023 Client Preferred Delivery Date 11130/2023 Quote Expiration Time Client Comments Response Details Placed Quotes (1) Appraiser Branch Name Additional Item Quote Requested By Comments 1004 Single Family Matthew Fernandos Shared with Client Actions a Quote Details Quote Amount S550 Management Fee: S 200 Total Amount: S750_oo Est. completion Date: 05/25/2023 Quote Placed on: 5/8/2023 312-23 PM Select Select Quote Joshua R Arrington - Testing 12 Distance: 105.4 Miles Email Response(o) There are no email response sent by appraisers. Declined Quotes (O) Awaiting Response (O) Return to Quote Request List

If you click the Actions button you have the following options available: 

I) Add Appraisers to Quote Requests – This option will allow you to send the quote request to more appraisers. 

II) Share Selected Quote(s) with Client – This option will allow you to share quotes with clients so that they can review said quoted and accept or reject the quotes from appraiser at their discretion.  

III) Cancel Quote Requests for Appraisers – This option will cancel the quote for all the selected appraisers. 

IV) Send Quote Response to Client now – This option will allow you to directly respond to the Clients quote.  

V) Cancel Client Quote Request – This option will cancel the request and send the cancelation to the client  

Response Details Placed Quotes (1) Appraiser Joshua R Arrington - Testing 12 Distance: 105.4 Miles Email Response(o) There are no email response sent by appraisers. Declined Quotes (O) Awaiting Response (O) Quote Details Quote Amount S550 Management Fee: S 200 Total Amount: S750_oo Est. completion Date: 05/25/2023 Quote Placed on: 5/8/2023 312-23 PM Comments Shared Actions Add Appraisers to Quote Request Share Selected Quote(s) with Client Cancel Quote Request for Appraisers Send Quote Response to Client ncy.' Cancel Client Quote Request Return to Quote Request List

 

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