Guides - Lenders
Automatic Assignment
Staff Workboard
Administration
- Reconsideration of Value
- How To Add New Users
- How To Change User Password
- How To Backup User Data
- How to Unlock a User
- How To Deactivate A User
Company Settings
- How To Set Up EAD Credentials For Your Company
- How To Set Up UCDP Credentials For Your Company
- How To Automatically Attach Compliance Certificates
- How To Change Your Engagement Letter
- How To Change Your Order Instructions
- How To Change User Profile Information
Order Management
- How to Import Orders
- How To Set Up Reminders On Orders
- Review Client Revision Request and Forward it to the Appraiser
- Reviewing Order Process
- Review Fee and Due Date Conditions Proposed by the Vendor
- How To Email Appraisal Report To The Client
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 assign an order to AMC
- How To Set Client’s EAD Credentials
- How To Set Client’s UCDP Credentials
- How To Add Branch For Clients
- How To Change Client's User Password
- How To Add New Clients
Appraisers
- How to Add/Update ACHWorks Details
- Sync Your Vendor Profile with ValueLink Connect Account
- Sign-up (Without Invitation) To Use System
- Order Management (Appraiser) - Accept An Appraisal Order With Conditions
- Order Management (Appraiser) - Decline An Appraisal Order
- Order Management (Appraiser) - Search For An Appraisal
Vendor Management
- How To Add New Appraiser
- How To Modify Appraiser Coverage Area
- How To Manage Appraiser Fee Tables
- How To Add, Modify and Delete Appraiser License Information
- How To Add Or Remove Appraiser’s Supporting Documents
- How To Add A New User For Appraisers
External Reviewers
- View Review Orders and Appraisal Reports
- Accept/Reject an Appraisal Report
- Update Order Status
- Submit Report to UCDP
- Submit Report to EAD
- Add a supporting document to an order
Accounts Section
- Collecting Payments on the Order
- How to Issue Refunds for an Order
- How To Manage Accounts Receivable
- 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 Section
- Insights
- How To Generate An Appraisal Order Report
- How To Generate Appraiser Management Reports
- How To Generate Accounts Receivable Reports
- How To Generate Accounts Payable Reports
- How To Set Up A Delivery Schedule On Custom Reports