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Order Management - Modify Users for an Order

You can also amend the list of users assigned to a particular order. To modify users for an order, follow the steps below: 

 

1. Click on the Actions button on the top right of the order to reveal options 

MANAGE ORDER: 231-00004( see Order ) Order Details Borrower Property Appraisal Client Comments Reports Documents Order Details Order Type Appraisal Number Status Client Name Client Address Client Branch Name Loan Number Transaction Type Sales Contract Date Loan Type Date Needed (Due Date) Priority Tracking Number Residential Appraisal 231-00004 Completed Request Status Update GMM-San Diego 4820 Eastgate Mall, Suite 100, san Diego CA 92121 City Branch 3 TC01-DU90 Purchase N/A Conventional 1126/2023 Normal N/A Comments Order Type Group Client Display Name Investor Name Property Appraised Before FHA Case Number Loan Closing Date Vendor File Number Actions Appraisal GMM-San Diego N/A False N/A N/A N/A

 

2. Click on the Modify Users for Order option 

MANAGE ORDER: 227-00026( see Order History) Order Details Borrower Property Appraisal Reports Documents Comments Order Details Order Type Appraisal Number Status Client Name Client Address Client Branch Name Loan Number Lender Different on Report? Lender Address Transaction Type Sales Contract Date Residential Appraisal 227-00026 Accepted by Vendor GMM-San Diego Request Status Update Order Type Group Client Display Name Investor Name Client/Lender on Report Secondary Lender Email Property Appraised Before Appraisal GMM-San Diego N/A United Wholesale Mortgage test@valsft.com False Actions General Printer Friendly Version Request Cancellation Duplicate This Order Modi Order Details Modify Users for Order Invoices View Invoice 4820 Eastgate Mall, suite 100, san Diego CA 92121 City Branch 3 210500051 g 585 S Blvd E Pontiac Ml 48341 Purchase N/A

 

3. Amend the Ordered By, Loan processor and Addl. Processor/ Assistant fields where necessary 

MODIFY USERS FOR ORDER Assign Appraisal Appraisal Number Property Address Property County Borrower Name Loan Number Client Name Appraisal Type Ordered By Loan Processor Addl. Processor/Assistant Addl. Processor/Assistant 227-00026 7700 Bellaire Blvd Houston TX 77036 Harris Justin Bieber & Anthony Fauci 2105000518 GMM-San Diego 1 004 Conventional Aac o — Select One — — Select One — — Select One — Client Branch Name Orderer Phone Submit Cancel City Branch 3 (713) 701-5322 Powered By: ValueLink Software

 

4. Click Submit to save changes 

MODIFY USERS FOR ORDER Assign Appraisal Appraisal Number Property Address Property County Borrower Name Loan Number Client Name Appraisal Type Ordered By Loan Processor Addl. Processor/Assistant Addl. Processor/Assistant 227-00026 7700 Bellaire Blvd Houston TX 77036 Harris Justin Bieber & Anthony Fauci 2105000518 GMM-San Diego 1004 Conventional Aac o — Select One — — Select One — — Select One — Client Branch Name Orderer Phone City Branch 3 (713) 701-5322 Submit Cancel Powered By: ValueLink Software

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