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Bulk Reviewer Assignment

ValueLink provides the convenience of assigning multiple orders to multiple reviewers all at once on a single screen. To perform a Bulk Reviewer Assignment, please follow the steps outlined below: 

 

1. On the Dashboard, Click on Orders and select Bulk Reviewer Assignment. 

€ValueLink' 
Appraisal 
ORDER STATISTICS 
apo 
Home 
63 
Orders 
Create Order 
Search Orders 
AVM 
Reports 
Accounts 
Appraisal 
Manage Quote Requests 
Manage Broadcast Requests 
Import Orders 
Bulk Reviewer Assignment 
Order Calendar 
Teams Workboard 
Admin 
Today 
Orders Summary 
Created 
Assigned 
Reviewed 
Completed 
Cancelled 
Activities 
Search 
CLIENTS BY VOLUME 
ABCD Lender 
Switch To Teams Workboard 
Create New Order v 
Today 
2 
1 ZAM 2AM 4AM SAM 
BAM 
1 OAM 
12PM 
6PM 
8PM 
10PM 
2 
2 
0 
0 
0 
14

 

2. In the 'Assign Bulk Order(s) to Reviewer(s)' screen, you can utilize filter options to search for and assign multiple orders for review 

ASSIGN BULK ORDER(S) TO REVIEWER(S) 
Keyword 
Submitted Date From 
Apply Filter 
Client Name 
Submitted Date To 
State 
Order From Date 
Hide Filter 
Product 
Order To Date 
Reset Form

 

2. To assign an external reviewer to an order, click the Reviewer dropdown and select the required reviewer for the order(s). 

Order Information 
R12-00006 C.B 
1234 ABC street Houston AL 77005 
County. N/A 
Type: N/A 
Due: 10/18/20121 2-OO:OO AM 
Submitted On: 10/9/2012 PM 
R12-00017 C.B 
1234545 Test street Houston TX 77006 
Client 
GMM - Houston TX - Westchase 
Ordered ABC user 4 
Other Details 
Product: Ordered: 10/9/20121 
TXN Type: Purchase 
Loan # 4332344563 
Loan Type: N/A 
-26:28 PM 
GMM - Houston TX- 
Ordered N/A 
Willowbrook 
Product: Ordered: 10/25/2012 1 . 
•58111 PM 
TXN Type: Re-Finance 
Vendor 
Vendor Name: DEF Appraisals 
Vendor Name: DEF Appraisals 
Reviewer 
Select One 
Select One 
A Kent Anders 
A Michael Hickox 
Aaron Greaver 
ABC Appraisals 
ABC Appraiser 2 
A ac raiser 5

 

3. To assign the orders to the selected reviewers, click on Review() Selected Orders(s) button. 

Order Information 
R12-00006 C.B 
1234 ABC street Houston AL 77005 
County. N/A 
Type: N/A 
Due: 10/18/20121 2-OO:OO AM 
Submitted On: 10/9/2012 PM 
R12-00017 C.B 
1234545 Test street Houston TX 77006 
County. N/A 
Type: N/A 
Due: 10/25/20121 2-OO:OO AM 
Submitted On: 10/28/2012 6.5520 PM 
R12-00011 C.B 
1233445 Testing Houston TX 77006 
County. N/A 
Type: N/A 
Due: 10/17/20121 2-OO:OO AM 
Submitted On: 4/24/2013 AM 
Client 
GMM - Houston TX - Westchase 
Ordered By. ABC User 4 
GMM - Houston TX 
Ordered By. N/A 
GMM - Houston TX 
- Willowbrook 
- Westchase 
Ordered By. ABC Mortgage User 
Two 
Other Details 
Product: Ordered: 10/9/2012 1. 
•2628 PM 
TXN Type: Purchase 
Loan # 4332344563 
Loan Type: N/A 
Product: Ordered: 10/25/2012 1 _ 
-58:1 1 PM 
TXN Type: Re-Finance 
Loan # 1236549985 
Loan Type: N/A 
Product: Ordered: 10/12/2012 PM 
TXN Type: Purchase 
Loan 1233445455 
Loan Type: N/A 
Review (3) Selected Order(s) 
Vendor 
Vendor Name: DEF 
Appraisals 
Vendor Name: DEF 
Appraisals 
Vendor Name: DEF 
Appraisals 
Results : 100 item(s) found 
Reviewer 
Matthew Fernandes 
Fee % 75.00 
Default Fee: N/A 
337.50 
Matthew Fernandes 
Fee % 75.00 
Default Fee: N/A 
337.50 
Matthew Fernandes 
Fee % 75.00 
Default Fee: N/A 
337.50

 

4. On the following screen, proceed to finalize the assignment of the selected orders to the chosen reviewers by clicking on "Assign to Reviewer." 

ASSIGN BULK ORDER(S) TO REVIEWER(S) 
Selected : 3 item(s) 
Order Information 
RI 2-00006 C.B 
1234 ABC street Houston AL 77005 
CountyN/A 
Type: N/A 
on 8/2012 1200:oo AM 
Submitted On: 10/9/20121 PM 
RI 2-00017 C.B 
1234545 Test street Houston TX 77006 
CountyN/A 
Type: N/A 
0/25/2012 12-OO:OO AM 
Submitted On: 10/28/2012 PM 
RI 2-00011 C.B 
1233445 Testing Houston TX 77006 
CountyN/A 
Type: N/A 
Duel 0/17/2012 1200:OO AM 
Submitted On: 4/24/2013 AM 
Client 
GMM - Houston TX - Westchase 
Ordered ABC user 4 
GMM - Houston TX - 
Willowbrook 
Ordered N/A 
GMM - Houston TX 
- Westchase 
Ordered ABC Mortgage user 
Two 
Other Details 
Product: Ordered: 10/9/2012 1 _ 
-2628 PM 
TXN Type: Purchase 
Loan # 4332344563 
Loan Type: N/A 
Product: Ordered: 10/25/2012 1 
TXN Type: Re-Finance 
Loan # 1236549985 
Loan Type: N/A 
-58:11 PM 
Product: Ordered: 10/1 2/2012 PM 
TXN Type: Purchase 
Loan # 1233445455 
Loan Type: N/A 
Vendor 
Vendor Name: DEF 
Appraisals 
Vendor Name: DEF 
Appraisals 
Vendor Name: DEF 
Appraisals 
Reviewer 
Matthew Fernandes 
Fee % 75.00 
Default Fee: N/A 
337.50 
Matthew Fernandes 
Fee % 75.00 
Default Fee: N/A 
337.50 
Matthew Fernandes 
Fee % 75.00 
Default Fee: N/A 
337.50 
Powered By: ValueLink Software 
Assign To Reviewer 
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