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Add a supporting document to an order

Reviewers can add supporting documents related to the review to an order.  Documents can be added to any appraisal order with the exception of those that are completed or cancelled. 

 

To Add a document to an appraisalfollow the steps below: 

 

1. Scroll down to the Review Orders section and click on New Review Orders 

REVIEW ORDERS 
New Review Orders 
Review Orders In Progress 
Revised Review Orders 
0 
0

 

2. Click on the Order Number (e.g. R18-00000) to open the Manage Order screen 

NEW REVIEW ORDERS ( ) 
Order Details 
232-00047 
123 Houston TX 77042 
Type: Residential Appraisal 
Loan # 897g7587 
Borrower(s): Sam Smith 
Client 
ABCD Lender 
Dates 
Assigned: 2/22/2023 
Due: 2/24/2023 
Insp.: N/A 
Submitted: 2/23/2023 AM 
Item(s) 
1004 Conventional 
Status 
File In Review

 

3. Click on Add Document in the Other Supporting Documents section 
 

Other Supporting Documents 
File Name 
Report.pdf 
Document Type 
Appraisal Report 
Submitted By 
vlsupport 
+ Add Document 
Submitted On 
2/23/2023 AM

 

4. On the Supporting Document screen, Click on Choose file to upload the document needed 

ADD SUPPORTING DOCUMENT 
Order Details 
Prop«ty Address 
Loan Nunb« 
R234X)0028g 
3200 Nilcrest #123 Houston TX 77042 
59846810 
Select one or more documents below 
@ Upload From C Attach Templates 
Select Files or Wtiple) Choose Files 
Select One 
sutrnit 
Delete All Files 
Upload Dæument 
D Share with Client 
ucense 3112202300t 
Snare Vendor

 

5. Select the Document Type and browse to select the document from your computer.  

ADD SUPPORTING DOCUMENT 
Order Details 
Order Number 
Property Address 
Borrower Name 
Loan Number 
8230000289 
3200 Wilcrest *123 Houston TX 77042 
59846810 
Select one or more documents below 
@ Upload Document(s) From Disk O Attach Documelt From Document Templates 
Select Files (One or Multiple) 
Document Type 
Select One 
Select One 
AIR Certification 
Appraisal - Final Inspection 
Appraisal Report 
Attached Invoice 
Auto Assignment Failure Log 
Borrower Acknowledgment 
Borrower Delivery Repon 
Compliance Cert 
Condo/HOA Cert 
Construction Plans/Specs 
Credit Card Authorization 
CrossCheck Report 
EAD SSR 
ENV 
Fannie Mae SSR 
Freddie Mac SSR 
Hazard Disclosure 
Other 
Preliminary Title Report 
Upload Document 
License 31122023_pdf 
TArnett 2024 Lic_pdt 
Pgl pdf 
Access 
O 
O 
D 
O 
O 
D 
Share with Client 
Share with Vendor 
Share with Client 
Share with Vendor 
Share with Client 
Share with Vendor 
Delete All Files 
Delete 
Powered By. ValueLink Software

 

6. There are options to Check the “Share with Appraiser” box if you want the file to be visible to the appraiser or “Share with Clients” box if you want the file to be visible to clients. 

ADD SUPPORTING DOCUMENT 
Order Details 
Order Number 
Property Address 
Borrower Name 
Loan Number 
8230000289 
3200 Wilcrest *123 Houston TX 77042 
59846810 
Select one or more documents below 
@ Upload Document(s) From Disk O Attach Documelt From Document Templates 
Select Files (One or Multiple) 
Access 
Delete All Files 
Delete 
Document Type 
Select One 
Select One 
Select One 
Submit [hcument(s) 
Upload Document 
License 31122023_pdf 
TArnett 2024 Lic_pdt 
Pgl pdf 
O 
O 
O 
O 
D 
Share with Client 
Share with Vendor 
Share with Client 
Share with Vendor 
Share with Client 
Share with Vendor 
Cancel

 

7. Check the “Share with Vendor” box if you want the file to be visible to the appraiser 

ADD SUPPORTING DOCUMENT 
Order Details 
Order Number 
Property Address 
Borrower Name 
Loan Number 
8230000289 
3200 Wilcrest *123 Houston TX 77042 
59846810 
Select one or more documents below 
@ Upload Document(s) From Disk O Attach Documelt From Document Templates 
Select Files (One or Multiple) 
Access 
Delete All Files 
Delete 
Document Type 
Select One 
Select One 
Select One 
Submit [hcument(s) 
Upload Document 
License 31122023_pdf 
TArnett 2024 Lic_pdt 
Pgl pdf 
O 
O 
O 
O 
D 
Share with Client 
Share with Vendor 
Share with Client 
Share with Vendor 
Share with Client 
Share with Vendor 
Cancel

 

8. Click on Submit Document to add the document to the selected appraisal order.  

ADD SUPPORTING DOCUMENT 
Order Details 
Order Number 
Borrower Name 
232-00047 
Sam Smith 
Select one or more documents below 
Property Address 
Loan Number 
Upload Document 
Document Type 
Appraisal Report 
Select One 
Select One 
Select One 
Submit Document 
Choose File 
Choose File 
Choose File 
Choose File 
No file chosen 
No file chosen 
No file chosen 
No file chosen 
Cancel 
3200 Wilcrest #123 Houston TX 77042 
897g7587 
Access 
Cl Share with Client 
Cl Share with Vendor 
Cl Share with Client 
Cl Share with Vendor 
Cl Share with Client 
Cl Share with Vendor 
Cl Share with Client 
Cl Share with Vendor 
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