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How To Set Up Reminders On Orders

Company Users have the ability to set reminders on orders so that they can manage and keep track of orders in a timely manner and do not miss out on any details. To understand how to do so please follow the steps below:  
 

1. Click on Orders on the dashboard to display the menu, and then on Search Orders. 

ValueLink Home Orders Create Order Search Orders AVM Insights evisions Accounts Admin Appraisal (1124) Search BPO (0) Due Today Category Client Vendor Reviewer c 0 Manage Bid Requests Import Orders Order Calendar Open Orders 1140 @ Order Trends Created Assigned 0 12AM 4AM Pending Payment 3 6AM Flagged Orders 90 Rush Orders Create New Order • o O 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 Reviewed Completed SAM IOAM 12PM Cancelled Activities Followup 33 143 27 22 19 19 18 18 14 Past Due Date 845 @ Order Comments Order 648 428 384 2PM 4PM 6PM 18 BPM 1 oPM 109 18 20 19 18 17 16 14 12 Other My Expired Reminders Texas Appraisal Management 13 80b Acme 10 High Risk Orders A Unread Vendor SMS

 

2. You may search using the loan number, appraisal number, property address, vendor file number, tracking number, county name or borrower name using the Keyword field. You can also narrow your results by selecting any of the filter criteria available. 

SEARCH ORDERS Keyword Client Client Due Date From Completed Date To D Only Show Escalated Orders Order Type Group Branch All Branches Staff User Client Due Date To Transaction Type O Exclude On Hold Orders Order Type_ Wholesale Lender Order Status Vendor Due Date From D Only Show Revision Requests D Only Show Active Orders Priority Created Date From Vendor Due Date To O Only Show Client Rev. Requests Hide Filter Created Date To Completed Date From D Only Show Flagged Items Apply Filter Reset Form O Only Show Reconsideration Requests Show Records Per Page 50

Click Apply Filter to search the system. 

 

3. Click the order number to open the order management screen. 

SEARCH ORDERS Show Fitter Results 7 item(s) found Filtu(s) Order Inform atm 234-0001 g t? Order Date Show Filter DesceMng v Man new L ender Ordered By: Mattnew Fernanaos Man new L ordered By: NIL Ass igrH1 To Stacy Lynn Stacy Lynn ordered; a,' 17/2023 PM Oue Assigned: 2-07.12 PM Vendcr Due: Insp: WA Reviewed On: N/A Last Updated: 4,118/2023 112510 AN status Last [mated: Days open: og Vencc. Accepted: 18/2023 1 :2223 AM ordered; PM Due: Assigned: 4,0/2023 PM Vendor Due: Insp: WA Reviewed On: N/A Last Updated 4/7/2023 10641 PM status Las' 4/7/2023 1 PM vendc. Accepted: PM 1004 conventional 1025 conventional status Accept ed Dy Vencor Flag one F.sner Drive Fisner FL 33109 County Miami-can-FL Tyw ResiCentIaI Appraisal TXN TYR Purchase Loan WA Borrouer(s): Jane Doe o Downers IL 00515 County LJuPage-lL Ty12: Residential Appraisal TXN Acquisition Loan WA N/A

 

4. To set reminders for the order click on the clock icon at the top of the order. 

MANAGE ORDER: R23-0000279 Order Details Borrower Property Appraisal Vendor Vendor Instructions Review Potentially duplicate orders exist for this property. Click the expand icon to see details. Actions Reports AVMs Linked Orders Documents Active Invoice 50000 PM 50000 PM Comments Notes 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 Vendor Due Date Tracking Number Inspection Scheduled Date Inspection Completed Date Residential Appraisal RE- 0000279 Cancelled UNPAID ABC Bank Request Status Update 123 Broker, Houston TX 77054 N/A N/A Conventional 8/18/2023 8/18/2023 Normal N/A 8/3/2023 8/3/2023 Tum Time Billing Method Client Display Name Loan Application Date FHA Case Number Est. Client Delivery Date Vendor File Number Inspection Scheduled Time Inspection Completed Time

 

5. On the Add Reminder Interface you have the ability to set a reminder for all users or selected users (up to 3 Users) along with the time and date of the reminder. 

  • If Reminder for user(s) selected below is selected the you will need to select the users to receive the reminders along with the details or message of the reminder. 

Order Type Client Client Tran Residential Appraisal ADD REMINDER Date (required) 4/28/2023 S Reminder for user(s) selected below Assigned User 1 Harry Adams Detail (required) Time (required) 50000 PM O Reminderfor all users D Send email notification to assigned user(s) whe Submit Inspection Completed Date Last Updated By Staff On Borrower Information Borrower (and Co-Borrower) Borrower Email Borrower Work Phone Cancel WA 4fi/2023 PM WA signed User 2 Select One Select One Aaron Admin user AMS Administrator Angela VL Demo Admin External API Test frank Quinton Harry Adams Test User 1 test user Kevin Saliba M Admin Mansoor Khan New Admin Raveen Phifer Smoke Test Temp Admin Test Admin admin test name Tester Wester Order Type Group Assigned User 3 Select One Completed Time ed By Vendor On Cell Phone Appraisal N/A 4/7/2023 PM N/A N/A

 

  • If Reminder for all users is selected on the given time and date all company users will be reminded and notified.ADD REMINDER Date (required) 4/28/2023 Time (required) 50000 PM O Reminderfor user(s) selected below S Reminderfor all users Detail (required) Submit Cancel

Once you have selected your time and date and entered the details of the reminder click the green Submit button to save and set the Reminder. 

 

6. To view reminder notifications, On the dashboard click on the notification bell on the right-hand corner to view the reminder. 

ValueLink Horne Orders • AVM • Insights • Accounts • Adnün Appraisal (1144) Search Expired Reminders There are no expired reminders Open Orders 1160 @ Order Trends All Follow Ups 305 Reviewed Completed Active Revisions 172 Create New Order • Cancelled Activities Pending Payment e 137 €9 Flagged Orders 91 Rush Orders 81 Due Today Past Due Date 882 1 508 Order Comments Top Vendors DEF Appraiser Test AScope AMC HW Valuations Test - Clarocity Order Statistics Active Late Followup Ca tegory Client Vendor Reviewer Other Order 652

 

 

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