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How To Email Appraisal Report To The Client

Once a report has been approved, it can be released to a client: 

 

1. Click on Actions to display the menu, and then on Email Appraisal Reports(s). 

MANAGE ORDER: 232-00039 A @ (SeeOrderHistory) 
Order Details Borrower Property Appraisal Vendor Client Comments 
Vendor Instructions 
Review 
Reports 
AVMS 
Order Details 
Order Type 
Appraisal Number 
Status 
Payment Status 
Client Name 
Client Address 
Investor Name 
Loan Number 
Transaction Type 
Sales Contract Date 
Loan Type 
Date Needed (Due Date) 
Residential Appraisal 
232-00039 
File In Review 
UNPAID 
Matthew Lender 
Request Status Update 
One Fisher Island Drive, 
Bank John Doe 
7654321 
Purchase 
N/A 
Conventional 
1/3112030 
Fisher Island FL 331 og 
Order Type Group 
Turn Time 
Order Source 
Billing Method 
Client Display Name 
Property Appraised Before 
FHA Case Number 
Loan Closing Date 
General Options 
See History 
Update Status 
Printer Friendly Version 
Edit Order 
Modify Order Due Date 
Duplicate This Order 
Pause Automated Alerts 
Do Not Apply Follow Up Rules 
Allow for Auto Assignment 
Re-generate Engagement Letter 
Assignment Options 
Assign To Appraiser 
Assign via Broadcast 
Assign To Reviewer 
Assign To Staff 
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 Appraiser 
Send Order Details To Client 
Email Appraisal Report(s) 
Invoices 
View Invoice 
View Appraiser Invoice 
View Reviewer Invoice

 

2. Select Client on the “Email Report(s) To” field to mail the report to the client OR select Other to email the report to any email address. 

EMAIL APPRAISAL REPORT 
Order Details 
Appraisal Number 
Property Address 
Client 
Loan Number 
Borrower Name 
Email Report(s) To 
Email Content 
232-00039 
One Fisher Island Drive Fisher Island FL 331 og 
Matthew Lender 
7654321 
John Doe 
@ Client 
O Other 
Add Additional Client users 
Client requires the following files for delivery. PDF Appraisal Reports, UAD XML File, UCDP/EAD SSRs, Appraisal Invoice, Compliance Certificate 
Attach 1004 New Construction@ 
Attach IJAD XML Report@ 
Attach Invoice@ 
Attach Compliance Certificate@ 
Message

 

3. Select the report(s) that you want to email to the recipient. 

EMAIL APPRAISAL REPORT 
Order Details 
Appraisal Number 
Property Address 
Client 
Loan Number 
Borrower Name 
Email Recipients 
Email Report(s) To 
Email Content 
232-00039 
One Fisher Island Drive Fisher Island FL 331 og 
Matthew Lender 
7654321 
John Doe 
@ Client 
O Other 
Add Additional Client Users 
Client requires the following files for delivery. PDF Appraisal Reports, UAD XML File, UCDP/EAD SSRs, Appraisal Invoice, Compliance Certificate 
Attach 1004 New Construction@ 
Attach IJAD XML Report@ 
Attach Invoice@ 
Attach Compliance Certificate@ 
Email Appraisal Report 
Cancel

 

4. Add a message with your email (Optional). 

Add Additional Client Users 
Email Content 
Client requires the following files for delivery. PDF Appraisal Reports, UAD XML File, UCDP/EAD SSRs, Appraisal Invoice, Compliance Certificate 
Attach 1004 New Construction@ 
Attach IJAD XML Report@ 
Attach Invoice@ 
Attach Compliance Certificate@ 
Message 
Email Appraisal Report 
Cancel

 

5. Click on Email Appraisal Report to send the email. 

Email Content 
Client requires the following files for delivery. PDF Appraisal Reports, UAD XML File, UCDP/EAD SSRs, Appraisal Invoice, Compliance Certificate 
Attach 1004 New Construction@ 
Attach IJAD XML Report@ 
Attach Invoice@ 
Attach Compliance Certificate@ 
Message 
Email Appraisal Report 
Cancel

 

 

 

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