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

How To Schedule A Vacation For The Appraiser

You can schedule a vacation for an 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 whom you want to schedule a vacation for. 

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 Schedule Vacation. 

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. Enter the vendors Vacation Start Date and Vacation End Date  

SCHEDULE VACATION 
Please input the date at which you will stop accepting new orders prior to the vacation 
Vacation Start Date 
Please input the date at which you can resume accepting new orders 
Vacation End Date 
Schedule Vacation 
d Workflow 
Cancel

 

7. Click on Schedule Vacation. 

SCHEDULE VACATION 
Please input the date at which you will stop accepting new orders prior to the vacation 
Vacation Start Date 
Please input the date at which you can resume accepting new orders 
Vacation End Date 
Schedule Vacation 
Cancel

The appraiser's profile status would automatically move to 'Vacation' once the holiday period commences. The status would also revert back to the status that was previously set once the vacation period ends.  

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