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How To Customize AMC Email Alerts 

ValueLink offers a highly flexible and customizable email alert system, empowering you to tailor the notifications sent to vendors based on your unique requirements and preferences. To understand how to customize vendor alerts please follow the step by step guide. 

 

1. From the Dashboard click Admin to access the Company Setting section. 

ValueLink Home orders AVM Insights Accounts Admin Appraisal (1124) Search Due Today 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 O O o O Create New Order • Cancelled Activities Active Late Followup 33 143 27 22 19 19 18 18 14 Category Client Vendor Reviewer No orders were created during this time span 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 Vendors on the left side menu, then select AMCs to access the Manage Vendor: AMCS screen. 

Company Settings Clients Vendors Appraisers AMCS Other Vendors Wholesale Lenders Salespeople Investors Users & Permissions MANAGE VENDOR: AMCS Keyword Cl Is Problem Vendor? Cl Pause Order Automated Emails? Hide Filter = Actions State Cl Is Preferred Vendor? Ascending Phone 123456 123456 1234567890 County Cl Is Trial Vendor? Email testamc@valuelinksoftware.com test@valuelinksoftware.com Status Cl Auto Assignment Eligible? Apply Filter Sort Results Using: Vendor Reset Form Vendor Name Show records per page 25 Other into Accredited Appraisal Services 11351 South St Cerritos, CA 90703 (Los Angeles) AppraisalTek 3000 Wilcrest Dr Houston, TX 77042 (Harris) Result: 33 item(s) found Ö Status Active Active

 

3. You can use the filters provided and search for the AMCs whose fee table need to be added. 

MANAGE VENDOR: AMCS Keyword Cl Is Problem Vendor? Cl Pause Order Automated Emails? Hide Filter = Actions State Cl Is Preferred Vendor? County Cl Is Trial Vendor? Status Cl Auto Assignment Eligible? Apply Filter Reset Form Show records per page 25

 

4. Click on the AMCs name to open the AMC’s profile. 

MANAGE VENDOR: AMCS Keyword Cl Is Problem Vendor? Cl Pause Order Automated Emails? Hide Filter = Actions State Cl Is Preferred Vendor? Ascending Phone 123456 123456 1234567890 1234567890 County Cl Is Trial Vendor? Email testamc@valuelinksoftware.com test@valuelinksoftware.com test@valuelinksoftware.com Status Cl Auto Assignment Eligible? Apply Filter Sort Results Using: Vendor Reset Form Vendor Name Show records per page 25 Other into Accredited Appraisal Services CA 90703 (Los Angeles) AppraisalTek 3000 Wilcrest Dr Houston, TX 77042 (Harris) ARC AMC Test 5922 Wilcrest Dr Houston, TX 77042 (Harris) Result: 33 item(s) found Ö Status Active Active Active

 

5. Click on Actions, then select Manage Email Alerts. 

MANAGE VENDOR: ACCREDITED APPRAISAL SERVICES AMC Details Company Name Print on Check as Federal EIN Phone Cell Phone Number Email Company Website Order Statistics General Edit AMC Details Delete AMC ucts Manage Email Alerts Send Email View Email History View AMC Event Log Integrations Manage Integration Authorize _ Net Manage Credentials ACHWorks State = Actions Manage Fee Manage State Fee Table Manage County Fee Table Accredited Appraisal Services Accredited Appraisal Services 1 1-2223333 123456 N/A testamc@valuelinksoftware.com N/A Active 8 Late 11351 South St Cerritos On Hold Physical Address Address City ( Map)

 

Select:  

a: “Allow this vendor to receive ALL alerts” if the vendor wants to receive all the email alerts sent by the system.  

SET ALERTS FOR: ACCREDITED APPRAISAL SERVICES Use the screen below to set up vendor-specific alerts. The vendor will only receive the selected alert during the valuation process. Set Alerts Permissions for Vendor @ Allow this vendor to receive ALL alerts O Allow this vendor to receive only the alerts SELECTED below

 

b: “Allow this vendor to receive only the alerts SELECTED below” to select specific email alerts that the vendor would like to receive.  

SET ALERTS FOR: ACCREDITED APPRAISAL SERVICES Use the screen below to set up vendor-specific alerts. The vendor will only receive the selected alert during the valuation process. Set Alerts Permissions for Vendor O Allow this vendor to receive ALL alerts @ Allow this vendor to receive only the alerts SELECTED below Alert Description ACH Payment Initiated Alert ACH Payment Returned Alert ACH Payment Settled Alert Approve Order Report Alert Assign Order Alert Assign Order ay Broadcast Alert Select Selected Select Select Select Select

NOTE: The changes made on this screen are automatically saved.  

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