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How To Manage State Details

Mortgage companies pay different sales taxes in each state. All this information can be stored within ValueLink for records and taxation purposes. To add state details, follow the steps below: 

  1. Log on to your ValueLink Appraisal Management System account. 

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2. Click on Admin at the top of the Dashboard to access Company Settings. 

ValueLink 
Home 
orders 
AVM 
Insights 
Accounts 
Admin 
Appraisal (1124) 
c 
0 
Open Orders 
1140 @ 
Order Trends 
Created 
Assigned 
0 
12AM 4AM 
Follow Ups 
305 
Reviewed 
Active Revisions 
172 5) 
Create New Order • 
Pending Payment 
112 €9 
Flagged Orders 
90 
Rush Orders 
81 
Top Valdors 
Vendors 
DEF Appraiser 
Test AScope AMC 
HW Valuations 
Test - Clarocity 
Test - ValuTrac AMC 
ProTeck Test Vendor 
Test - Clear Capital AMC 
ABC Appraiser 
Order Statistics 
Active Late 
o 
O 
Cancelled 
Activities 
Followup 
33 
Search 
BPO (0) 
Due Today 
Category 
Client 
Vendor 
Reviewer 
Past Due Date 
845 @ 
Order Comments 
Order 
648 
428 
384 
Completed 
SAM IOAM 12PM 
18 
BPM 1 oPM 
143 
27 
22 
19 
19 
18 
18 
14 
109 
18 
20 
19 
18 
17 
16 
14 
12 
Other 
My 
Expired 
Reminders 
Texas Appraisal Management 13 
6AM 
2PM 4PM 6PM 
80b Acme 
10 
High Risk Orders A 
Unread Vendor SMS

 

3. Scroll down and click on the State Details tab on the left sidebar. 

Common Responses 
Review 
CrossCheck SAT i ngs 
State Details 
Order Statuses 
Prcxiucts 
Transaction 
Kansas 
Kentucky 
Louisiana 
Maine 
Maryland 
Massachusetts

 

4. On the Manage State Details screen to Set the Sales Tax Rate just enter the rales tax rate in the given space for the state. 

図 ロ 図 ロ 図 ロ 図 図 ロ 図 
を 怛 山 mo 〕 40 
0 」 02 つ 
引 円 S 
引 明 xeIS 引 es 
s 山 地 1 Ⅱ u ⅸ 日 
④ Ⅳ 亠 ヨ 0 ヨ 亠 S ヨ マ

 

5. Click on the Engagement Terms button to enter state-specific appraiser engagement terms that you would like to add to any orders placed in that state. 

000000000 
ep リ 0 日 
印 q 山 川 00 」 0 リ に ℃ 
田 0 ! に ヨ LILIO ] 
OPE 」 02 ] 
印 u 」 0 川 e ] 
PBP!AOJd 叫 ^ 杞 S 
xeL 記 怛 S 
② S7 Ⅳ 亠 ヨ 0 ヨ 亠 V 亠 S ヨ 9VNVbN

 

6. Click on Save State Details at the bottom of your screen to save the changes. 

Wisconsin 
VWoming 
Save State Detaüs 
Cancel

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