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How To Import Appraisers Into The System

Appraiser Information can be imported using a valid CSV file format to quickly import multiple appraisers into the system. To Import Appraiser Data, follow the steps below: 

 

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. Click on Actions to display the menu and then on Import Appraisers. 

 

4. You can either download a sample by clicking on See Sample. 

 

5. Select your file, making sure the column names in your CSV data match with column names. 

 

6. Click on Upload to finish the Import. 

Note: All appraisers are added to the system with a Pending status. Once uploaded, the users need to be set up for these appraisers, and the license information needs to be added. Once all the information has been added, the new appraiser can be marked active. 

 

 

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