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Set Up a Do Not Use (DNU) Appraiser List on the Client's Profile

ValueLink allows administrators to upload a list of Do Not Use (DNU) Appraisers using a CSV or Excel file. Appraisers on the DNU list will not appear on the assignment screen for that client once the list has been uploaded. 

 

To upload the DNU appraiser list, follow the steps below: 

 

1. Click on Admin at the top of the Dashboard. 

ValueLink Home orders AVM Insights Accounts Admin Appraisal (1124) Open Orders 1140 @ Order Trends Created Assigned Follow Ups 305 Reviewed Completed Active Revisions 172 5) Pending Payment 112 €9 Top Valdors Vendors DEF Appraiser Flagged Orders 90 Order Statistics Rush Orders 81 0 0 o O Create New Order • Cancelled Activities Active Late Followup 33 Search BPO (0) Due Today Category Client Vendor Reviewer No orders were created during this time span 143 27 22 19 19 18 18 14 0 Past Due Date 846 @ Order Comments Order 648 428 384 Test AScope AMC HW Valuations Test - Clarocity Test - ValuTrac AMC ProTeck Test Vendor Test - Clear Capital AMC ABC Appraiser 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. Click on Clients on the left side menu to access the Manage Clients screen. 

 

3. Click on the client's name or use the search filters to locate the client whose information needs to be updated. 

Company Settings Clients Vendors Wholesale Lenders Salespeople Investors Users & Permissions Payment Gateways MANAGE CLIENTS Hide Filter = Actions Keyword Matthew Apply Filter Client Matthew Lender ne IS er san State Reset Form Client Type Phone (251) 888-gggg (251) 888-gggg Status Show records per page 25 Result: 1 item(s) found Ö Client Type Mortgage Lender FL 33109 Email matthewwaluelink@gmail.com Status Active rive Fisher Island,

 

4. Scroll towards the bottom of the client’s profile page to the Do Not Use Vendors section, and click on the Manage Vendors tab. 

Approved Vendors No Approved Vendors currently exist for this client. Do Not Use Vendors No Vendors has been added to the Do Not Use list for this client Manage Vendors Manage Vendors

 

5. Select the Import Appraiser(s) From File option. 

Company Settings Clients Vendors Wholesale Lenders Salespeople Investors Users & Permissions ADD APPRAISER TO 'DO NOT USE LIST' FOR MATTHEW LENDER @ Add Appraiser(s) From Lis O Import Appraiser(s) From File ADD APPRAISER(S) FROM LIST @ Key," ord Reset Form Hide Filter Show records per page = Actions State Back 25

 

6. Click on the Choose File button and upload the CSV or Excel file. 

ADD APPRAISER TO 'DO NOT USE LIST' FOR MATTHEW LENDER O Add Appraiser(s) From List @ Import Appraiser(s) From File SELECT FILE TO IMPORT Choose File No file chosen Import File See Sample

 

7. Click on the Import File button to add the appraisers to the DNU list. 

ADD APPRAISER TO 'DO NOT USE LIST' FOR MATTHEW LENDER O Add Appraiser(s) From List @ Import Appraiser(s) From File SELECT FILE TO IMPORT Choose File No file chosen Import File See Sample

NOTE: The CSV or Excel file must contain the Appraiser's First Name, Last Name, License State, and License Number. You may click on the See Sample button to see a sample of a CSV or Excel file for your reference. 

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