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

How To Add New Clients

You can add new clients into your system so that they may create orders directly from the system. To add a new client, 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 Actions to display the menu and then on Add New Client. 

MANAGE CLIENTS 
Key," ord 
Apply Filter 
Client 
ABCD Lender 
Hide Filter 
= Actions 
State 
Status 
Client Type 
Mortgage Lender 
Mortgage Broker 
Client Type 
Phone 
(713) 111-2222 
Add New Client 
Backup Client Data 
Email Client(s) 
Reset Form 
Show records per 
Search Client Users 
Result: 97 item(s) found Ö 
Email 
email@valuelinksoftware.com 
3200 Wilcrest Drive Houston, TX 77042 
Aces Corp. 
1 2 Clifton Ave Lakewood, AL 95828 
Status 
Active 
Active

 

4. Fill out the client’s details in the form. 

ADD NEW CLIENT 
Client Information 
Client Details 
Client Name (required) 
Client Display Name 
Client Type (required) 
Select One 
Phone 
Email 
Primary Contact Name 
Integrations 
Cl Use Display Name on Invoice & Client Statement 
Status (required) 
Select One 
Alt Phone 
Fax

 

5. Click on Save Client to add the client to the system. 

Cl This client requires IJAD report when 'UAD Report Needed' on orders@ 
Save Client 
Cancel

 

6. To add users for a client, Scroll down to Users for this Client and click on Add New User 

Users for this Client View Report) 
Add New User 
Edit 
User Name 
billomarclient 
Name 
Jack Black 
Master User 
True 
Email 
bill@valuelinksoftware.com 
Last Logged in 
8/31/2022 
Reset Password 
Powered ValueLink Software

7. Fill out all the fields and choose permissions you want them to have and then click on Save user 

ADD NEW CLIENT USER 
User Details 
Client (required) 
A3CD Lender v 
First Name (required) 
Email (required) 
Department 
User Notes 
Login Details 
Username (required) 
Password (required) 
Confirm Password (required) 
Cl Require Password Change@ 
Email new account details to the user 
Last Name (required) 
Phone 
Type 
Select One

Permissions 
Cl Is Master User@ 
Cl Has Read Only Access@ 
Cl Restrict this user from placing appraisal order?@ 
Cl Restrict this user from requesting a quote?@ 
Email Settings 
Copy on emails for orders?@ 
Save User 
Cancel

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