How To Add Or Remove Appraiser’s Supporting Documents

To add or remove supporting documents for appraisers (like scanned copies of licenses, copies of insurance policy), 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.

3. Click on Show Filter and search for the appraiser for whom you want to attach the supporting documents.

4. Click on the appraiser’s name to view the appraiser’s profile.

Supporting documents can be added and removed in the following way:

i. Adding a Supporting Document

To add a supporting document, click on Add Document towards the bottom of the screen. Enter the document name, the document expiration date (if applicable), and click Select to select the document from your local computer. Click Upload to upload the document to the system.

ADD SUPPORTING DOCUMENT FOR MATTHEW FERNANDES
Upload Document
Document Name (required)
Document Type (required)
— Select One
— Select One
Appraiser Agreement
Background Check
Continuing Education
Insurance
License
Other
References
Resume
Sample Appraisal
Tax Document
Vendor Agreement
o file chosen
Upload
Cancel ADD SUPPORTING DOCUMENT FOR MATTHEW FERNANDES
Upload Document
Document Name (required)
Document Type (required)
— Select One
Document Issue Date
3/1 /2023
Document Expiration Date
Upload Documen
Choose File
Cl Show on Order?
Cl Share With Appraiser
o file chosen
Cl Allow Appraiser To Delete Document@
Upload
Cancel

ii. Removing a Supporting Document

To remove a supporting document, scroll down to the bottom of the appraiser’s profile. All existing supporting documents are listed in the Supporting Documents section. Click on the Delete button to remove the file from the system.

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