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

How To Automatically Attach Compliance Certificates

ValueLink gives you the option to automatically attach a compliance certificate to every completed appraisal in the system. To enable automatic compliance certificate attachment, follow the steps below: 

 

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

e Value 
Link 
Company Settings 
Clients 
Vendors 
Wholesale Lenders 
Salespeople 
Investors 
Users & Permissions 
Payment Gateways 
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 
= Actions

 

2. Scroll down to Order Level Settings, and check the Automatically Attach Compliance Certificate box. 

Order Level Settings 
Enable Automatic Numbering@ 
Enable Monthly Numbering Scheme@ 
Disable Broadcast Assignment@ 
Disable Staff Assignment@ 
Disable Double Blind Comments@ 
Automatically Attach Compliance Certificate 
Allow the client to directly request revisions from the appraiser?@ 
Automatic Order Assignment to Reviewer@ 
Sort Order Comments in Reverse Chronological Order@ 
Sort Order Notes in Reverse Chronological Order@ 
Sort Order History in Reverse Chronological Order@ 
Highlight Client Comments on the order@ 
Allow Client Users to Download Reports Only when the Order is in Completed Status@ 
Force Staff Users to Schedule Inspection Priorto File Submission@ 
Enable State Compliance Review on Vendor Profile.@ 
Allow Order Assignment Expiration@ 
48.00 
Allow PDC Order Assignment Expiration@

 

3. Click on Save Changes at the bottom of your screen to confirm the changes. 

 

Make Borrower Email Required 
Make Access Information Required@ 
Make Due Date Required@ 
Make "Ordered By" Required@ 
Disable Engagement Letter@ 
Save Changes 
Cancel

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

Comments

Powered by Zendesk