Knowledge Base
Getting Started
Staff Management
Administration
- How to Unlock a User
- How To Add, Edit and Delete an Order Status
- How to Add, Edit and Delete Product
- How To Create Custom Reports in the System
- How To Delete Custom Report
- How To Add and Delete Transaction Types
Order Management
- How To Set Up Reminders On Orders
- Review Client Revision Request and Forward it to the Appraiser
- Reviewing Order Process
- Review Fee and Truntime Conditions Proposed By The Vendor
- Dashboard - Order Statistics
- Dashboard - Orders By Statuses
Company Settings
- How To Set Up AMC Fee Schedule
- How To Add, Edit and, Clone a Custom Checklist
- How to Update Payment Method
- How To Set Up EAD Credentials For Your Company
- How To Change Your Company Logo
- How To Enable Automatic Numbering Scheme For Orders
Clients
- Order Management - Create An Appraisal Order
- Order Management - Search For An Appraisal
- Order Management - Add A Comment To An Appraisal
- Order Management - Add A Supporting Document To An Appraisal Order
- Order Management - See Order History
- Order Management - View Invoice For Appraisal Order
Client Management
- How To Import Investor Exclusionary List
- How To Set Client’s EAD Credentials
- How To Add Branch For Clients
- How To Change Client's User Password
- How To Add New Clients
- How To Edit Client Details
Appraisers
- Sync Your Vendor Profile with ValueLink Connect Account
- Order Management - Accept An Appraisal Order
- Order Management - Accept An Appraisal Order With Conditions
- Order Management - Decline An Appraisal Order
- Order Management - Search For An Appraisal
- Order Management - Submit Or Resubmit An Appraisal Report
Vendor Management
- Issue ACHWorks Payments to Vendors
- Retrieving ACHWorks details form Connect Appraisers
- How To Mark Appraiser Profile As Busy
- How To Schedule A Vacation For The Appraiser
- How To Set Up External Reviewers
- How To Configure The Appraisal Types On Vendor Profile
External Reviewers
- Reviewing Order Process
- View Appraisal Report
- Accept/Reject an Appraisal Report
- Update Order Status
- Submit Report to UCDP
- Submit Report to EAD
Accounts Section
- How to Issue Refunds for an Order
- Transfer a Payment to a Different Order
- Accounts Receivable - How To Manage
- Accounts Receivable - How To Receive Or Record A Payment For A Single Order
- Accounts Receivable - How To Receive Or Record A Payment For Multiple Orders
- Account Receivable - How To Search For Payments Received From Clients
Reports Section
- How To Set Up Scheduled Reports
- How To Set Up A Delivery Schedule On Custom Reports
- How To Create Custom Reports in the System
- Search for Appraisers by Coverage
- How To Generate An Appraisal Order Report
- How To Generate Appraiser Management Reports
Calyx Integration
- Calyx Ordering Instructions
- Ordering a New Appraisal
- Checking the Status of an Appraisal Order
- Posting Comments
- Adding Documents to an Existing Order
- Getting the Completed Appraisal Report(s)