Guides - AMCs
Getting Started
Administration
- Set up the Dropbox integration and Import documents with Orders Import
- How to Open a Support Ticket
- How to Unlock a User
- How To Add, Edit and Delete an Order Status
- How to Add, Edit and Delete Product
- How To Add and Delete Transaction Types
Company Settings
- Setting State and County level GPM
- How to set up your payment gateway?
- How to Manage Default County Turn Times
- How to Manage Default State Turn Times
- How to set up a Holiday Schedule for the Company
- How To Set Up AMC Fee Schedule
Order Management
- Auto Complete Order on Report Submission
- Automatic Reviewer Assignment
- How To Automatically Submit a Report to both UCDP & EAD
- How To Automatically Submit Report to EAD
- How To Automatically Submit Report to UCDP
- How to Automatically Assign Orders to Team Members in a Team
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 Customize Client Email Alerts
- Managing Client Quote Requests
- Set Client Engagement Instructions
- Import Fee On Client Profile
- How To Import Investor Exclusionary List
- How To Set Client’s EAD Credentials
Appraisers
- How to Add/Update ACHWorks Details
- 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
Vendor Management
- How To Add New Appraiser
- How To Customize Vendor Email Alerts
- 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
External Reviewers
- Reviewing Order Process
- View Appraisal Report
- Accept/Reject an Appraisal Report
- Update Order Status
- Submit Report to UCDP
- Submit Report to EAD
Staff Management
Accounts Section
- Import Payments into Accounts Receivables
- Import Payments into Accounts Payables
- 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
Reports Section
- How To Delete Custom Report
- 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
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)