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How to Modify Order Details

1. Click on Actions to display the menu, and then on Edit Order under General Options.  

MANAGE ORDER: 232-00040 A @ (SeeOrderHistory) Order Details Borrower Property Appraisal Vendor Review Reports 1598 RIVER LOOP EUGENE OR 97404 AVMS Linked Orders Documents Comments Order Details Order Type Appraisal Number Status Billing Method Client Name Client Address Investor Name Loan Number Lender Different on Report? Lender Address Transaction Type Loan Type Date Needed (Due Date) Appraiser Due Date Residential Appraisal 232-00040 Assigned To Vendor (Revision Request) Request Status Update Order Type Group Order Source Client Display Name Client/Lender on Report Secondary Lender Email Property Appraised Before FHA Case Number Loan Closing Date General Options See History Update Status Printer Friendl Version Edit Order Duplicate This Order order 1004D Pause Automated Alerts Do Not Apply Follow Up Rules Allow for Auto Assignment Re-generate Engagement Letter Assignment Options Assign To Appraiser Assign via Broadcast Assign To Staff Quote/8roadcast Send New Quote Request N/A Actions Order Management Set Inspection Date Submit Appraisal Report(s) Send Order Re-send Order To Appraiser Send Order Details To Client Invoices View Invoice View Appraiser Invoice Invoice Matthew Lender One Fisher Island Drive, ABC Bank Cons13579 Construction Conventional 1/3112030 1126/2030 Fisher Island FL 331 og

 

2. Update any information of the order and click Continue at the end of the screen.  

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Salesperson John Doe Continue Commission Amount Cancel

 

3. Click on Save Changes to save the order in the system.  

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Note: Any edit to an order is recorded in the history of the order.  


 

 

 

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