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

How To Add Direct Deposit Information For Appraisers

You can keep track of direct deposit information for appraisers using the system. To add direct deposit information for appraisers, follow the steps below: 

 

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

 

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 Show Filter and search for the appraiser whose direct deposit information needs to be updated. Click on the appraiser’s name to view the appraiser’s profile. 

MANAGE VENDORS 
Key," ord 
Matthew Fernandes 
State 
Vendor Company Name 
Cl NYS Board Approved? 
Cl Is Reviewer? 
Cl Auto Assignment Eligible? 
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? 
Hide Filter 
Status 
Cl Commercial 
Cl Is Preferred Vendor? 
Cl Auto Accept Order? 
Cl Is PDC Vendor? 
Show records per page 
= Actions 
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

 

4. Click on Actions to display the menu, and then on Add ACHWorks Account. 

MANAGE VENDOR: ALAN WILSON 
Vendor Details 
Vendor Name 
Company Name 
Print on Check as 
Vendor Type 
EIN/SSN 
Phone 
Cell Phone Number 
Email 
Alan Wilson 
Alan Wilson Appraisal 
N/A 
Appraiser 
N/A 
N/A 
N/A 
Status 
Appraiser Type 
Fax 
Alt. Phone 
Send Receive SMS 
Accounting Contact 
Email 
Active 
N/A 
N/A 
N/A 
True 
N/A 
Accounting System ID N/A 
Active Since 
Order Statistics 
Active 
Physical Address 
N/A 
Late 
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

 

5. Fill in the required information. 

ADD ACHWORKS ACCOUNT FOR MATTHEW FERNANDES 
Vendor Details 
First Name 
Matthew 
Address 1 
One Fisher Island Drive 
Address 2 
Apartment or Suite Number 
City 
Fisher Island 
Vendor Account Details 
Account Type (required) 
@ Checking O Savings 
Account Transaction Type (required) 
@ Personal (PPO) O Corporate (CCD) 
State 
Florida 
Last Name (required) 
Fernandes 
33109 
Account Number (required) 
Routing Number (required) 
Save Information 
Cancel

 

6. Click on Save Direct Deposit Information. 

ADD ACHWORKS ACCOUNT FOR MATTHEW FERNANDES 
Vendor Details 
First Name 
Matthew 
Address 1 
One Fisher Island Drive 
Address 2 
Apartment or Suite Number 
City 
Fisher Island 
Vendor Account Details 
Account Type (required) 
@ Checking O Savings 
Account Transaction Type (required) 
@ Personal (PPO) O Corporate (CCD) 
State 
Florida 
Last Name (required) 
Fernandes 
33109 
Account Number (required) 
Routing Number (required) 
Save Information 
Cancel

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk