Set Up a Do Not Use (DNU) Appraiser List on the Client's Profile

ValueLink allows administrators to set up a Do Not Use (DNU) Appraisers list using. Appraisers on the DNU list will not appear on the assignment screen for that client once the list has been uploaded. 

To set up a DNU appraiser list on the client profile, follow the steps below: 

1. Click on Admin at the top of the Dashboard. 

2. Click on Clients on the left side menu to access the Manage Clients screen. 

3. Click on the client's name or use the search filters to locate the client whose information needs to be updated. 

4. Scroll towards the bottom of the client’s profile page to the Do Not Use Vendors section, and click on the Manage Vendors tab. 

5. On the Add Appraiser To 'Do Not Use List For' you will be presented with two options

i) Add Appraiser(s) From List - This option allows you to select appraisers from the list of panel appraisers associated with the AMC.

6. You will see a list of appraisers where you will be able to use the filters provided to search appraisers by name or state.

Select the checkboxes to select the Vendors whom you would want to add to the DNU List.

7. Once the appraiser selection is complete click on the Actions button followed by Add Selected Appraisers.

On successful selection and addition of appraisers to the client DNU, you will get the following notification.

ii) Import Appraiser(s) From File - This option allows you to upload a DNU list using a CSV. file.

8. Click on the Choose File button and upload the CSV or Excel file. 

9. Click on the Import File button to add the appraisers to the DNU list. 

NOTE: The CSV or Excel file must contain Appraiser's First Name, Last Name, License State, and License Number. You may click on the See Sample button to see a sample of a CSV or Excel file for your reference.