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How To Put An Order On Hold

To put an order on hold, follow the steps below: 

 

1. If manual status updates is turned on for your company: 

a. Click on Actions to display the menu, and then on Update Status. 

MANAGE ORDER: R23-0000279 A @ Order Details Borrower Property Appraisal Vendor Vendor Instructions Review Potentially duplicate orders exist for this property. Click the expand icon to see details. Reports AVMs Linked Orders Order Details Order Type Appraisal Number Payment Status Client Name Client Address Investor Name Loan Number Transaction Type Sales Contract Date Loan Type Date Needed Residential Appraisal RE- 0000279 File In Review UNPAID ABC Bank Request Status Update Tum Time Billing Method Client Display Name Loan Application Date FHA Case Number General Options See History Update S'.stuc Printer Friendly Version Edit Order Modify Order Due Date Duplicate This Order Pause Automated Alerts Do Not Apply Follow Up Rules Re-generate Engagement Letter Appraiser/Vendor Assignment Assign To Appraiser,'Vendor Assign via Broadcast AMC Assignment Assign To AMC Other Assignment Options Assign To External Reviewer Assign To Staff Actions Order Management Set Inspection Date Submit Appraisal Report(s) Review Appraisal Report(s) submitto UCDP Rate Vendor Send Order Re-send Order To Vendor Send Order Details To Client Email Appraisal Report(s) Invoices View Invoice View Vendor Invoice 123 Broker, Houston TX 77054 N/A N/A Conventional 8/18/2023

b. Click on the New Status drop down to display the menu, and choose On Hold. 

Order T Apprai Status P aym Client Client Invest Loan N Tran Sales Loan T Date N Apprai Priori Tracki AMC R Inspe Inspe Last U SET STATUS FOR APPRAISAL* 232-00039 Current Status New Status Email Options Turntime Details Message: (included in email) Update Status Cancelled On Hold File In Review -Revised File In Review - SSR Report(s) Available File In Review - IJCDP Submission Failed In Progress Inspected Inspection Scheduled Levell Review Review Needed On Hold ne top tatus Order Sent By Broadcast Partially paid Payment Pending QC-2 Reconsideration Requested Reconsideration Requested ay Client Report Accepted Report Accepted - Awaiting Payment Review In Progress Cancel Cl Append Common Response to the text below Borrower Information Borrower (and Co-Borrower) John Doe

c. Select the reason from the drop down why the appraisal is being put on hold. 

err SET STATUS FOR APPRAISAL* 232-00039 Current Status New Status On-Hold Reason Email Options Turntime Details Message: (included in email) Update Status Cancelled On Hold Select One Select One Assignment — Extended Due Date Request Client/30rrower Requested Documents Required Inspection Delay — Agent/Tenant/Borrower Other Rush Order Verification Trip Fee Required Under Writer Clarification Unpaid Order Select from this list or type below Cancel Cl Append Common Response to the text below rower Email rower Work Phone N/A N/A Borrower Phone Borrower Cell Phone N/A N/A

d. Click on Update Status to mark the appraisal as On Hold. 

derT pral teN pral ority ICR SET STATUS FOR APPRAISAL* 232-00039 Current Status New Status On-Hold Reason Email Options Turntime Details Message: (included in email) Update Status Cancelled On Hold Select One Copy Company Users on Email@ Share with Client and notify by Email@ Copy Salesperson Copy Matthew Fernandes@ Copy Reviewer@ Pause Turntime Select from this list or type below Cancel Cl Append Common Response to the text below

 

2. If manual status updates is turned off for your company:


a. Click on Actions to display the menu, and then on Put Appraisal On Hold. 

MANAGE ORDER: R23-0000278 A @ Order Details Borrower Property Appraisal Vendor Review Reports AVMs Potentially duplicate orders exist for this property. Click the expand icon to see details. Linked Orders Documents General Options See History Printer Friendly Version Edit Order Modify Order Due Date Duplicate This Order Pause Automated Alerts Do Not Apply Follow Up Rules Put Apprsiosl Hob:l Cancel This Appraisal Appraiser/Vendor Assignment Assign To Appraiser,'Vendor Assign via Broadcast AMC Assignment Assign To AMC Other Assignment Options Assign To External Reviewer Assign To Staff Bidding Send New Bid Request To Appraiser Send New Bid Request To AMC Actions Send Order Send Order Details To Client Invoices View Invoice Order Details Order Type Appraisal Number Payment Status Client Name Client Address Investor Name Loan Number Transaction Type Loan Type Date Needed Vendor Due Date Tracking Number Residential Appraisal RE- 0000278 Unassigned UNPAID ABC Bank Request Status Update 123 Broker, Houston TX 77054 N/A 55522211 R&Finance Conventional 8/24/2023 8/24/2023 Normal N/A Tum Time Billing Method Client Display Name Loan Application Date FHA Case Number Est. Client Delivery Date Vendor File Number

b. Click OK to confirm. 

Are you sure you want to put this file ON HOLD? Cancel

Note:  To reactivate the order on Manual Status Update mode, just update the status again. If Manual Status Update mode is turned off, just click on Make Appraisal Active in Actions. 

 

 

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