Knowledge Base
Getting Started
Administration
- How to Unlock a User
- How To Edit Appraisal Status
- How To Add New Appraisal Type
- How To Add New Payment Gateway
- How To Edit Appraisal Type
- How To Delete Appraisal Type
Order Management
- ★ How To Create An Appraisal Order
- ★ How To Edit Appraisal Information
- ★ How To Assign An Order To a Single Appraiser
- ★ How To Submit Or Resubmit An Appraisal Report
- ★ How To Search For An Appraisal
- ★ How To Add a Comment To An Appraisal
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
Appraisers
- 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
- Order Management - Add A Comment To An Appraisal
Reviewers
- View Review Orders
- View Appraisal Report
- Accept/Reject an Appraisal Report
- Update Order Status
- Submit Report to UCDP
- Submit Report to EAD
Client Management
- ★ 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
- How To Manage Clients Fee Tables
Vendor Management
- ★ How To Add New Appraiser
- ★ How To Modify Appraiser Coverage Area
- ★ How To Manage Appraiser Fee Tables
- ★ How To Add Or Modify Appraiser License Information
- ★ How To Add Or Remove Appraiser’s Supporting Documents
- ★ How To Add New User For Appraisal Companies
Company Settings
- ★ How To Set Up EAD Credentials For Your Company
- ★ How To Set Up Your Company Profile
- ★ How To Enable Automatic Numbering Scheme For Orders
- ★ How To Enable Manual Status Update Mode
- ★ How To Allow Clients, Appraisers and Salespeople To Sign Up With Your Company
- How To Change Your Company Logo
Accounts
- How to Issue Refunds for an Order
- How To Manage Accounts Receivable
- How To Manage Accounts Payable
- How To Receive Or Record A Payment For A Single Order
- How To Receive Or Record A Payment For Multiple Orders
- How To Make A Payment For A Single Order
Reports
- Search for Appraisers by Coverage
- How To Generate An Appraisal Order Report
- How To Generate Appraiser Management Reports
- How To Generate Ad-Hoc Appraisal Report
- How To Generate Salespeople Or Affiliates Reports
- How To Generate Accounts Receivable 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)