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How To Backup Appraiser Data

Information of all appraisers can be backed up at any time in a CSV file format to facilitate import and export of data. To create a backup of 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 the CSV Icon to save a file of all the vendors to your system   

MANAGE VENDORS Keyword State Vendor Company Name Cl NYS Board Approved? Cl Is Reviewer? Cl Auto Assignment Eligible? Cl Is W-9 Verified? Vendor Name County Cl FHA Cl Green Cl Is Broadcast Allowed? Cl Profile Status Is Busy? Ascending Vendor Type Select One Certification Cl Is Problem Vendor? Cl Is Wants Work? Cl Is Trial Vendor? v Hide Filter Status Cl Commercial Cl Is Preferred Vendor? Cl Auto Accept Order? Cl Is PDC Vendor? Show records per page = Actions 25 Sort Results Using: Reset Form Vendor Name Results : 6737 item(s) foun

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