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How To Configure The Appraisal Types On An Appraisers Profile

You can configure the appraisal types for a selected appraiser, to do so follow the below steps: 

 

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

ValueLink Home orders AVM Insights Accounts Admin Appraisal (1134) Search c Open Orders 1150 @ Order Trends Created Assigned Follow Ups 305 Reviewed Completed Active Revisions 172 ED Pending Payment 132 €9 Top Valdors Vendors DEF Appraiser Flagged Orders 90 Order Statistics Rush Orders 81 O O o O Create New Order • Cancelled Activities Followup 33 BPO (0) Due Today 3 Category Client Vendor Reviewer No orders were created during this time span Active 142 27 22 19 19 18 18 14 Late 18 21 19 18 17 16 14 12 0 Past Due Date 870 @ Order Comments Order 648 430 410 Test AScope AMC HW Valuations Test - Clarocity Test - ValuTrac AMC ProTeck Test Vendor Test - Clear Capital AMC ABC Appraiser Other My Expired Texas Appraisal Management 13 Reminders High Risk Orders

 

2. Click on Vendors on the left side menu, then select Appraisers to access the Manage Vendors screen. 

Company Settings Clients Vendors Appraisers AMCS Other Vendors Wholesale Lenders Salespeople Investors Users & Permissions MANAGE VENDORS Keyword State Appraiser Type D FHA Cl Is Problem Vendor? Cl Is Reviewer? Cl Is VLConnect Vendor? Hide Filter = Actions County Appraiser Company Name Cl Is Preferred Vendor? Cl Auto Accept Order? Certification Cl Commercial Cl Is Trial Vendor? Cl Auto Assignment Eligible? Status Cl Green Cl Is Wants Work? Cl Pause Order Automated Emails? Apply Filter Reset Form Show records per page 25

 

3. Use the Search filters to search for the appraiser. 

MANAGE VENDORS Key," ord Matthew Fernandes State Vendor Company Name Cl NYS Board Approved? Cl Is Reviewer? Cl Auto Assignment Eligible? Cl Is W-9 Verified? Reset Form Hide Filter = Actions Vendor Name County Cl FHA Cl Green Cl Is Broadcast Allowed? Cl Profile Status Is Busy? Vendor Type Select One Certification Cl Is Problem Vendor? Cl Is Wants Work? Cl Is Trial Vendor? Status Cl Commercial Cl Is Preferred Vendor? Cl Auto Accept Order? Cl Is PDC Vendor? Show records per page 25

 

4. Click on the Appraiser’s Name to open up their profile. 

MANAGE VENDORS Key," ord Matthew Fernandes State Vendor Company Name Cl NYS Board Approved? Cl Is Reviewer? Cl Auto Assignment Eligible? Hide Filter = Actions Vendor Name County Cl FHA Cl Green Cl Is Broadcast Allowed? Cl Profile Status Is Busy? Ascending Contact Vendor Type Select One Certification Cl Is Problem Vendor? Cl Is Wants Work? Cl Is Trial Vendor? Status Cl Commercial Cl Is Preferred Vendor? Cl Auto Accept Order? Cl Is PDC Vendor? Show records per page Cl Is W-9 Verified? Apply Filter Sort Results Using: Cl Vendor Reset Form Vendor Name 25 Results : Other info Cl Matthew Fernandes .11 Approval(s) Reviewer FHA 1 item(s) found Ö Status Active Phone: (888) ggg-7776 , (888) ggg-7776 Cell Phone: 88876600gg Email: matthewvaluelink@gmail.com Address: One Fisher Island Drive Fisher Island, FL 331 og (Miami-Dade) Vendor Type: Appraiser

 

5. Click the Actions button followed by selecting Manage Order Types/Products. 

MANAGE VENDOR: MATTHEW FERNANDES Vendor Details Vendor Name Company Name Print on Check as Vendor Type EIN/SSN Phone Cell Phone Number Email Matthew Fernandes Matt&Co. N/A Appraiser N/A (888) ggg-7776 *188876600gg Status Appraiser Type Fax Alt. Phone Send Receive SMS Accounting Contact Email Active N/A N/A (888) ggg-7776 True N/A Accounting System ID N/A Active Since Order Statistics Active 3 21/2023 Late One Fisher Island Drive On Hold Declined = Actions Edit Vendor Details Delete Vendor Modify Coverage Area Manage Order Types/Products Manage Properly Types Manage State Fee Table Manage County Fee Table Manage Email Alerts Schedule Vacation Mark Profile as Busy Send Email View Email History View Vendor Event Log Add ACHWorks Account Physical Address Address (Map)

 

6. Here you have two options to select from either Allow ALL order types for this vendor or Allow the order types SELECTED below for the vendor. 

SET ORDER TYPES FOR: MATTHEW FERNANDES Order Types Allowed for Vendor O Allow ALL order types for this vendor @ Allow the ordertypes SELECTED below for the vendor Order Type Residential Appraisal Commercial Appraisal Order Type Group Appraisal Appraisal Status Enabled Enabled Products View/ Modify View/ Modify

You also have the option to select, view, enable or disable products allowed to that specific vendor. 

SET ORDER TYPES FOR: MATTHEW FERNANDES Order Types Allowed for Vendor @ Alow ALL order types for this vendor O Allow the ordertypes SELECTED below for the vendor Order Type Residential Appraisal Commercial Appraisal Order Type Group Appraisal Appraisal Products View/Modify View/Modify olesal o Ord PRODUCTS FOR RESIDENTIAL APPRAISAL Products Allowed for Vendor Product 1004 Single Family 1004 FHA 1004 The Exchange USDA 1004 USDA Home Repair FHA 203K 1004 FHA 203«subject to) Order Type Residential Appraisal Residential Appraisal Residential Appraisal Residential Appraisal Residential Appraisal Residential Appraisal Residential Appraisal Close Status Enabled Enable Enabled Enabled Enabled Enabled Enabled nagement

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