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How To Change Your Order Instructions

ValueLink allows you to save your company’s default order instructions, which can be attached to appraisals when they are assigned to appraisers. To change the text of your appraisal order instructions, follow the steps below: 

 

1. Click on Admin at the top of the Dashboard to access Company Settings. 

e ValueLink Company Settings Clients Vendors Wholesale Lenders Salespeople Investors Users & Permissions Payment Gateways Email Alerts Automated Alerts Home Orders AVM Insights Accounts Admin Search COMPANY SETTINGS Company Details Company Name (required) Acme Mortgage Company Company Address 17350 State Highway 249 City Houston State Alabama Zip Code 77064 Phone 1 _888S87.0805 Federal EIN = Actions

 

2. Click on Actions to display the menu and then on Order Instructions. 

COMPANY SETTINGS Company Details Company Name (required) ValueLink Demo (Staging 3) Company Address 17350 State Highway 249 City Houston State Texas Zip Code 77064 Phone Federal EIN Email Address (required) General View Subscription Details Change pur Logo Manage Company Users Manage Holiday Schedule Manage Investor ONU Appraisers Integrations Set UCDP Credentials Set EAD Credentials Set ACHWorks Credentials Set Mercury Credentials Set Twilio Credentials Manage SimpleNexus Notifications Manage Automated Notifications Manage Fees & Turn Times Default Client State Fees Default Client County Fees Default Vendor State Fees = Actions Customize Terms & Templates Compliance Certificate Engagement Letter Set En a ement Letter Format Order Instructions Vendor Agreement Borrower Payment Terms Quote Request Settings Appraisal Invoice Vendor Recruitment Template Client Permissions Manage Alerts Manage Reports Vendor Selection & Permissions Vendor Alerts Minimum GPM for States Minimum GPM for Counties Vendor Self Registration Form

 

3. Edit the text for your order instructions. 

ORDER INSTRUCTIONS Set Order Instructions Modify the text below to customize the order instructions that will be shown to the appraiser. Use this screen to include default order instructions/guidelines for appraisers Source Order Instructions: TEst 1. Subject - Checked for inconsistencies - use address on request. If during data collection pu discover that address is different contact us for further instructions. - Verify address on site with photos if available - Place entire name given for borrower Last, First , Ml match name to requested borrower name - Verify Lender/Client is correct with correct address - If subject is vacant indicate in report that utilities were on at time of inspectiom If utilities were not on please call us for further instructions. - Verify using all available data systems to determine if property has been listed in the past 12 months. If s- report MLS number if applicable, list date and list price, and Days On Market 2. Contract - Checked for inconsistencies - Sales contracts will be provided on website along with order. Check the area marked Supporting Documents on request. - If order is a refinance place statement on available line Refinance Transaction' 3. Neighborhood Save Order Instructions Cancel

 

4. Click on Save Order Instructions to shave the changes. 

ORDER INSTRUCTIONS Set Order Instructions Modify the text below to customize the order instructions that will be shown to the appraiser. Use this screen to include default order instructions/guidelines for appraisers Source Order Instructions: TEst 1. Subject - Checked for inconsistencies - use address on request. If during data collection pu discover that address is different contact us for further instructions. - Verify address on site with photos if available - Place entire name given for borrower Last, First , Ml match name to requested borrower name - Verify Lender/Client is correct with correct address - If subject is vacant indicate in report that utilities were on at time of inspectiom If utilities were not on please call us for further instructions. - Verify using all available data systems to determine if property has been listed in the past 12 months. If s- report MLS number if applicable, list date and list price, and Days On Market 2. Contract - Checked for inconsistencies - Sales contracts Will be provided on website along with order. Check the area marked Supporting Documents on request. - If order is a refinance place statement on available line Refinance Transaction' 3. Neighborhood Save Order Instructions Cancel

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