You can set up auto reviewer assignment on the order. The reviewer is assigned when the report is uploaded on the order. Follow the steps provided below to enable automatic reviewer assignment.
1. Enable the product-level configuration.
2. Enable configuration on the client profile. Go to the client profile à Actions tab à Edit Client Details.
3. Scroll down to ‘Vendor Selection Settings’ and enable the highlighted option.
4. Enable the configuration on the External Reviewer’s profile. All vendors who have the below setting enabled will be eligible for automatic reviewer assignment.
Go to the External Reviewer’s profile à Actions tab à Edit Vendor Details.
5. Scroll down to Reviewer Options & enable both the highlighted options.
Set the reviewer fee as fixed fee, this will be the same for all the orders or set is as fixed percentage that will be calculated based on the order fee.
6. Set up workload % between the external reviewers by following the below steps:
On Manage Vendors screen à Go to the Actions tab à Reviewer Workload.
7. Define the workload % between the External Reviewers eligible for automatic reviewer assignment and save the settings.
After the above configurations, the system will auto assign the orders to external reviewers.
Note: Auto Reviewer assignment can also be configured on the wholesale lender profile, similar to how it is done on the client profile.
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