Automatic Assignment Introduction

The auto order assignment runs a set of rules to attain a pool of appraisers that are eligible to appraise the subject property. From that pool, it sorts the appraisers according to the defined configuration and selects one appraiser to whom the order is assigned. If that appraiser declines and/or does not respond to the request in the given time frame, the request will expire, and this process will be executed again.  

The system also keeps a record of the previous appraiser(s) that declined and/or did not respond to the request and those appraisers are automatically excluded from assignment on the subsequent attempts. This process will keep running until an appraiser accepts the order. If no appraiser is found after running all the rules of auto-assignment, then the order status will move to 'Auto Assignment Failed'. 

General Settings 

To enable the automatic assignment feature, at least one rule under the General Settings tab must be enabled

Enable automatic assignment for new RESIDENTIAL orders 

Enable this setting to turn on automatic appraiser assignment on NEW residential orders as soon they are placed. 

Auto-assign orders based on order status 

To queue an order for auto-assignment based on the order status: 

• Enable “Only Auto-assign orders in the following statuses“ option 
• From the “Add additional Order Status“ drop-down select one or more order statuses

Prevent auto-assignment for specific loan types

Users can restrict orders for certain loan types to be queued for auto-assignment by:

• Turning on the option “Disable Auto-assign orders in the following loan types“

• From the drop-down select the loan types you want to prevent order assignment for

Auto-assign declined orders

The orders that were declined by a vendor, can be reassigned using auto-assignment module, to do that:

• Turn the “Enable automatic assignment for Declined Orders“ toggle on

Auto-assign orders after full payment is received 

Users can add orders that are paid in full, to do this 

• Turn the “Automatically assign orders only if they are PAID IN FULL” toggle on 

The rule for PAID IN FULL is only applicable on orders where the billing method is Credit Card  

Reassign orders automatically after a custom time limit 

The orders that were initially assigned to an appraiser but has not been accepted within a particular time frame can also be queued in again for automatic assignment. This can be done by: 

• Enabling the option to “Automatically reassign orders if the original Vendor does not accept the order within [n] hours“ 
• Once enabled, you can set up a time limit (in hours). When the time limit is reached, the order will be automatically placed in the reassignment queue 

This option is only applicable for orders that were auto-assigned 

Set a time duration before the order is queued in for auto-assignment: 

A cool off limit can be set before an order is queued in for assignment after order creation. 

• This can be done by toggling the “Limit the automatic assignment attempts on an order to an aggregate of [  ] business hour(s) from order creation” on 

When the order is still not assigned after the configured business hours, the users can decide which status the order should be placed in by select the order status in the following setting: 

Automatically assign RUSH orders 

To automatically assign a vendor to rush orders: 

• Turn on the setting “Enable automatic assignment for RUSH orders” 

Prevent auto-assignment on orders with Duplicate Addresses 

The following option will control automatic vendor assignment on orders that has duplicate addresses. Orders having the same State, City, Zip Code, and Street Address are considered duplicates by the system: 

• Disable automatic assignment for orders having Duplicate Address 

Automatically assign orders only if they are PAID IN FULL for the following branches. 

Enable this setting to trigger automatic vendor assignment only when the order is PAID IN FULL for selected branches. This rule is applicable on orders where the Billing method is Credit Card 

Auto-assign orders after full payment is received for specific branches 

Users can add orders that are paid in full for selected branches, to do this 

• Turn the “Automatically assign orders only if they are PAID IN FULL for the following branches” toggle on 
• From the drop-down select a Lender and the Branches you want to configure this setting  

The rule for PAID IN FULL is only applicable on orders where the billing method is Credit Card

Prevent auto-assignment for orders with client instructions 

Automatic assignment can also be prevented for orders having client instructions  

• This can be achieved by turning on the setting “Disable automatic assignment for orders that contain Client Comments 

We can also pre-define phrases in the client instruction that would exempt orders from the above setting and they can still be queued in for automatic assignment. To do this: 

• Type in the phrase you want to included in the “Attempt to assign orders automatically if the client instructions on the order contains any of the following phrases” section 
• Click “Add“ to add a phrase. More than one phrases can be added to this section.