support@valuelinksoftware.com | (888) 587-0805 x.2

Order Management (Appraiser) - Update Order Status

Appraisers have the ability to update the status of the order to inform the administrators and clients about the order progress. 

 

To update the status of an order, follow the steps below: 

 

1. Click the Actions -> Update Status option 

MANAGE ORDER: 232-00039 
Order Details Borrower Property Appraisal 
Vendor 
Client Comments 
Vendor Instructions 
Reports 
Documents 
Order Details 
Order Type 
Order Guidelines 
Appraisal Number 
Status 
Client Name 
Client Address 
Investor Name 
Loan Number 
Transaction Type 
Loan Type 
Date Needed (Due Date) 
Priority 
Residential Appraisal 
See instructions (see comments for details) 
232-00039 
File In Review 
M's Lender Co. 
One Fisher Island Drive, Fisher Island FL 331 
Bank John Doe 
7654321 
Purchase 
Conventional 
1/3112030 
Normal 
Order Type Group 
FHA Case Number 
Loan Closing Date 
= Actions 
General 
Comments 
Printer Friendl Version 
Update Status 
Order Management 
Appraisal 
Set Inspection Appointment 
Submit Appraisal Report(s) 
Certify AIR Compliance 
Invoices 
View Invoice 
N/A 
N/A

 

2. Select the status and check the email notification recipients 

Order G 
pral 
Status 
Client 
Client 
Invest 
Loan N 
Transa 
Loan T 
Date N 
Priority 
SET STATUS FOR APPRAISAL* 232-00039 
Current Status 
New Status 
Email Options 
Update Status 
File In Review 
Being Set up 
Being Set Up 
Being Typed 
Bid Placed 
Cancelled By Vendor 
Test Status 
Cl Copy Reviewer@ 
Cancel 
Tracking Number 
N/A 
Vendor File Number 
N/A

 

3. Click the Update Status button to update the status of the order\ 

SET STATUS FOR APPRAISAL* 232-00039 
Current Status 
New Status 
Email Options 
Update Status 
File In Review 
Cancelled ay Vendor 
Copy Company Users on Email@ 
Share with Client and notify by Email@ 
Cl Copy Matthew Fernandes@ 
Cl Copy Reviewer@ 
Cancel

Note: Appraisers have access to limited order statuses which pertain to their workflow. 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk