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Set Up A Team For Workboard

ValueLink provides administrators with a powerful feature that enables them to create and manage teams, allowing for better organization and efficient distribution of workload. By utilizing this feature, administrators can streamline workflows and improve collaboration within their organization. This not only improves productivity but also helps to ensure that orders are completed on time and to the highest standards of quality.  

 

To Understand how to set up a team for the workboard please follow the below steps: 

 

1. From the Dashboard click on Admin to access the Admin Section. 

All €ValueLink' Appraisal Horne orders • AVM • Reports Accounts apo Admin Today Orders Summary Created Assigned Reviewed Completed Cancelled Activities Search CLIENTS BY VOLUME Switch To Teams Workmard Create New Order v Today ORDER STATISTICS No orders wee created dwing this time span No orders were created during this time span 52

 

2. In the Admin Section Click on Users & Permission followed by Manage Teams. 

Convmy Settings Clients Vendors Wholesale Lenders Investors Users & Permissions All Users Convmy Users Manage Staff Roles Manage Staff Workload Teams MANAGE TEAMS Search By Name / Team Member Q C Reset Create Team Active Name AC Team - West Admin Team Alpha Team Assign Team - FAM Assign Team 1 Assign Team 2 Charlie Details Team Members: Account Manager User 1 O Team Members: Nancy White Team Description: This is a team for Admin Users in the System Team Members: AMS Administrator, Aaron Admin User O Team Members: AMS Administrator, Account Manager 2, Account Manager User 1 , Assign Team 1, External API Test, AMS Admim Aaron Admin User O Team Members: Kevin Saliba, Smoke Test, AMS Administrator, AMS Admin, Nancy White ValueLink Suppport, Aaron Admin User, Temp Staff User Team Description: This team will be responsible for assignment O Team Members: AMS Admim Account Manager User 1 , Account Manager 2, Nancy White test role O Team Members: Nancy White Team Description: This is team Charlie Edit

 

3. To create or set up a new team, On the Manage Teams interface click the Create Team button. 

MANAGE TEAMS Search By Name / Team Member Q C Reset Create Team Active Name AC Team - West Admin Team Alpha Team Assign Team - FAM Assign Team 1 Assign Team 2 Details Team Members: Account Manager User 1 O Team Members: Nancy White Team Description: This is a team for Admin Users in the System Team Members: AMS Administrator, Aaron Admin User O Team Members: AMS Administrator, Account Manager 2, Account Manager User 1 , Assign Team 1, External API Test, AMS Admim Aaron Admin User O Team Members: Kevin Saliba, Smoke Test, AMS Administrator, AMS Admin, Nancy White ValueLink Suppport, Aaron Admin User, Temp Staff User Team Description: This team will be responsible for assignment O Team Members: AMS Admim Account Manager User 1 , Account Manager 2, Nancy White test role Edit

 

4. On the Create Team interface the following steps will need to be followed: 

Step 1: Create - Here you can select the name of the team and add a description for the team. 

 

Step 2: Add Member(s) - Here you have the option to search users by Name/Username, by Role, or even from the list provided 

MANAGE DETAILS FOR: TEAM OUT OF THE BOX Team Info Add Member(s) Configure 3 Status(es) 4 Son(s) 5 Q Rol Cu SMS Number(s) 6 Select One Select One Admin Account Manager AMSAppraiser AMSStaff Assigner Customer Service New Reviewers Tag(s) 7 Team Workload 8 2 Add Member(s) Search Users Search by Name/Username o Available Users Use mame amsadmin2 Selected Users AMS Admin Default View(s) C Clear Action O Add

 

Step 3: Configure – In this step you can select whether this team works with all or selected clients, states, order types, and if they can get orders with specific wholesale lenders on them or all orders included. 

If you wish to choose selected clients, states or order types you will be provided with a list where you will be able to make the said selections. 

MANAGE DETAILS FOR: TEAM OUT OF THE BOX Team Info Add Member(s) Configure O Selected Clients Clients Address Status(es) 4 Son(s) 5 SMS Number(s) 6 Tag (s) 7 Team Workload 8 3. Configure (Click Next to skip) e Clients O All Clients @ Selected Client(s) Search Clients O Available Clients Clients Name ABCD Lender Aces Corp. Allianze Broker American Pacific Mortgage Anderson Client 1 Citizens Bank AppraisalPort OAT Client ClosingCorp Test Client Crosscountry ClosingCorp CSS Test Client Q C Clear 3200 Wilcrest Drive Houston TX 77042 1 1 2 Clifton Ave Lakewood AL 95828 3200 Wilcret Drive Houston TX 77042 3000 Lava Ridge ct. Suite 200 Roseville CA 95661 2672 King George Hwy surrey AL V3W 4E3 1 Citizens Drive East Providence RI 02915 3200 Test Lane Houston TX 77042 6850 Miller Road Brecksville OH 44141 123 Test Lane Houston TX 77498 Default View(s) C Selectec Action O Add O Add O Add O Add O Add O Add O Add O Add O Add

Note: This step is optional and can be skipped. 

 

Step 4: Status(es) – In this section you can select specific status(es) this team can work with or go head and select all statuses if no specific selection is needed. 

MANAGE DETAILS FOR: TEAM OUT OF THE BOX Team Info Add Member(s) Configure Status(es) O Son(s) 5 SMS Number(s) 6 Tag(s) 7 Team Workload 8 4 _ Status(es) O All Statuses @ Specific Status(es) Available Statuses AVM-NO Hit o Selected Statuses Accepted By Vendor with Conditions Accepted by Vendor Assigned To Non-panel Appraiser Assigned To Vendor Automatic Assignment Failed Being Set Up Default View(s) O Add O Add O Add O Add O Add O Add O Add O Add

 

Step 5: Sort(s) – In this section you can choose how the orders can be sorted if needed. 

 

Step 7: Tag(s) – You can select tags that will be available to the team. 

 

Step 8: Team Workload – In this step you can choose to distribute orders by workload percentage, you will need to specify the percentage of workload that each staff member will be responsible for, ensuring that the total percentage adds up to 100.  


 

Step 9:  Default View(s) – In this step you can update the name of the default view for this specific team and add new views.  


The option to lock the default view is also available so that view shows up as soon as the user logs in. 

 

5. Once all the steps are completed click on the Finish button. 


 

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