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How To Assign An Order To a Staff Member

To assign an appraisal order to a staff member, follow the steps below: 

 

1. Click on Actions to display the menu, and then on Assign To Staff. 

ValueLink Home Orders AVM Insights Accounts MANAGE ORDER: R23-0000218 A @ Order Details Borrower Property Appraisal Vendor Client Comments Review Admin Reports AVMS Linked Orders D Order Details Order Type Appraisal Number Status Payment Status Client Name Client Address Client Branch Name Loan Number Transaction Type Sales Contract Date Loan Type Date Needed Vendor Due Date Priority Residential Appraisal RE- 0000218 File In Review Request Status Update NO AMOUNT DUE ABC Bank 123 Broker, Houston TX 77054 branch 1 99027599 Purchase N/A Conventional 7/17/2023 7/17/2023 Normal Billing Method Client Display Name Investor Name Loan Application Date FHA Case Number Est. Client Delivery Date Search General Options See History Update Status Printer Friendly Version Edit Order Duplicate This Order order 1004D Pause Automated Alerts Do Not Apply Follow Up Rules Re-generate Engagement Letter Appraiser/Vendor Assignment Assign To Appraiser/Vendor AMC Assignment Assign To AMC Other Assignment Options Assi n To External Reviewer Assign To Slatt N/A = Actions Order Management Set Inspection Date Submit Appraisal Report(s) Review Appraisal Report(s) submit to ucop Rate Vendor Send Order Re-send Order To Vendor Send Order Details To Client Email Appraisal Report(s) Invoices View Invoice View Vendor Invoice

 

2. Select a staff member from the drop-down list. 

ASSIGN APPRAISAL TO STAFF @ Assign Appraisal Appraisal Number Property Address Property County Borrower Name Loan Number Client Name Appraisal Type Assign to Staff 1 Assign to Staff 2 Assign to Staff 3 Assign To Staff 232-00040 642 HOWLAND INGLEWOOD CA 90301 Los Angeles Jon Smith and Sally Smith consi 3579 Matthew Lender 1004 New Construction Select One Select One Account Manager user 1 AMS Admin Assign Team user 1 Flagstar Staff Harry Adams MK Staff Nancy White Paige Steve test staff support test user test role Account Manager 2 Test userl 32 Test User Temp Staff user Zack S Powered By: ValueLink Software

 

3. Click on Assign To Staff to assign the order to that staff member. 

ASSIGN APPRAISAL TO STAFF @ Assign Appraisal Appraisal Number Property Address Property County Borrower Name Loan Number Client Name Appraisal Type Assign to Staff 1 Assign to Staff 2 Assign to Staff 3 Assign To Staff 232-00040 642 HOWLAND INGLEWOOD CA 90301 Los Angeles Jon Smith and Sally Smith consi 3579 Matthew Lender 1004 New Construction Harry Adams Select One Select One Cancel

Note: The staff member is automatically notified by email when an order is assigned. Other staff members will not have access to this order. Orders can be reassigned to a different staff member by following the same procedure. 

 

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