Administrators that have access to Relationships can update an appraiser's or appraiser member's Settings, via the Lender Appraisers tab. This accessibility can aid in assisting your appraisers with any obstacles they may encounter when maintaining their Appraisal Firewall account and ensure you have accurate contact information.
To edit an appraiser's or appraiser member's settings, select Relationships along the left-hand side of the screen. Along the top, choose the Lender Appraisers tab.
Select an appraiser or appraiser group from your Lender Appraisers list and expand the arrow to the right.
Along the right-hand side of the screen, select Edit Settings.
This will present you with the full extent of an appraiser's settings.
By default, each section is auto-collapsed. To edit an appraiser's settings, you will need to expand the appropriate section via the arrow to the right.
Edit an Appraiser Member's Settings
Look for an appraiser group on the Lender Appraisers tab and expand the arrow to the right. Access the Group Member tab to display the list of appraiser members.
Expand the appraiser member you want to apply edits to by accessing the arrow to the right of the group member name. From the member Settings tab, select Edit Settings.
The following sections explain how to individually update any/all of the appraiser's or appraiser member's settings.
Edit Appraisal Types
The Appraisal Types section designates what types of appraisals the appraiser or appraiser member is eligible to perform. At least one of these options will be enabled. Any and all combinations of these types can be applied.
- Residential – Applies to all orders marked as Residential by the lender and determines assignment eligibility. For example, an appraiser that only marks Commercial would not be eligible to receive orders designated as Residential or Verisite Photo Agent.
- Commercial – Applies to all orders marked as Commercial by the lender and determines assignment eligibility. For example, an appraiser that only enables Residential would not be eligible to receive orders designated as Commercial or Verisite Photo Agent.
- Verisite Photo Agent – Applies to all orders created as the Verisite Mobile Property Inspection tool. With Verisite placed orders, you take photos of the subject property through the Verisite app on your mobile device.
Making any edits to the Appraisal Types will require you to select the SAVE button at the bottom.
Once Save is selected, an overlay will appear addressing that the edits made to the appraiser's settings are Pending until the appraiser approves the edits. Please note: you MUST click on the Close button. This action triggers the email notification sent to the appraiser or appraiser group administrator to review and approve the settings edits made on their behalf.
The appraiser or appraiser group administrator will receive an email notification alerting them of the lender that has initiated edits to their settings. From the email notification, the appraiser or appraiser group administrator can approve or deny the changes. Additionally, when an appraiser logs into their account directly, they will be presented with an overlay displaying what fields have been updated. Upon approval, the updated information will be adjusted. Should the appraiser or appraiser group administrator deny the changes, no lender made edits will be applied.
Edit Licenses
The Licenses section is where appraisers choose the state(s) they are qualified to perform appraisals, enter their License Number and License Expiration Date (if the state prefers the 'license' moniker), enter Certification Number and Certification Expiration Date (if the state prefers the 'certification' moniker), designate if the appraiser is eligible to perform FHA appraisal reports, and upload a PDF version of the license.
Most often you will be assisting the appraiser in updating the License and/or Certification Expiration Date and uploading the new PDF version of the license. Please note: you MUST enter the expiration date via the calendar date chooser. The expiration date IS NOT extracted from the uploaded PDF version of the license. The expiration date(s) entered in the Licenses section is how the system determines if the appraiser can accept and/or deliver an appraisal report. To add a new PDF version of the license that the appraiser has sent to you, add the PDF via the ADD ATTACHMENT button or Drag File(s) Here. The uploaded license will reflect the file name under Replace License PDF section.
Making any edits to the Licenses will require you to select the SAVE button at the bottom.
Once Save is selected, an overlay will appear addressing that the edits made to the appraiser's settings are Pending until the appraiser approves the edits. Please note: you MUST click on the Close button. This action triggers the email notification sent to the appraiser to review and approve the settings edits made on their behalf.
The appraiser will receive an email notification alerting them of the lender that has initiated edits to their settings. From the email notification, the appraiser can approve or deny the changes. Additionally, when an appraiser logs into their account directly, they will be presented with an overlay displaying what fields have been updated. Upon approval, the updated information will be adjusted. Should the appraiser deny the changes, no lender made edits will be applied.
Edit E&O
The E&O section is where the appraiser has their E&O policy number, E&O policy expiration date, and PDF version of their policy coverage.
Most often you will be assisting the appraiser in updating the E&O expiration date and uploading the new PDF version of the E&O policy. Please note: you MUST enter the expiration date via the calendar date chooser. The expiration date IS NOT extracted from the uploaded PDF version of the E&O policy. The expiration date(s) entered in the E&O section is how the system determines if the appraiser can accept and/or deliver an appraisal report. To add a new PDF version of the E&O policy that the appraiser has sent to you, add the PDF via the ADD ATTACHMENT button or Drag File(s) Here. The uploaded E&O will reflect the file name under Replace E&O PDF section.
Making any edits to the E&O section will require you to select the SAVE button at the bottom.
Once Save is selected, an overlay will appear addressing that the edits made to the appraiser's settings are Pending until the appraiser approves the edits. Please note: you MUST click on the Close button. This action triggers the email notification sent to the appraiser to review and approve the settings edits made on their behalf.
The appraiser will receive an email notification alerting them of the lender that has initiated edits to their settings. From the email notification, the appraiser can approve or deny the changes. Additionally, when an appraiser logs into their account directly, they will be presented with an overlay displaying what fields have been updated. Upon approval, the updated information will be adjusted. Should the appraiser deny the changes, no lender made edits will be applied.
Edit Resume
The Resume section is not a required section for an appraiser to have a resume uploaded or keep up to date. Should you be requested by an appraiser to upload a resume on their behalf, you can upload the resume via the ADD ATTACHMENT button or Drag File(s) Here.
Making any edits to the Resume section will require you to select the SAVE button at the bottom.
Once Save is selected, an overlay will appear addressing that the edits made to the appraiser's settings are Pending until the appraiser approves the edits. Please note: you MUST click on the Close button. This action triggers the email notification sent to the appraiser to review and approve the settings edits made on their behalf.
The appraiser will receive an email notification alerting them of the lender that has initiated edits to their settings. From the email notification, the appraiser can approve or deny the changes. Additionally, when an appraiser logs into their account directly, they will be presented with an overlay displaying what fields have been updated. Upon approval, the updated information will be adjusted. Should the appraiser deny the changes, no lender made edits will be applied.
Edit W-9
The W-9 section is where the appraiser can supply their 1099 for tax purposes. You may be requested to upload a W-9 on behalf of the appraiser, which can be accomplished by uploading the document via the ADD ATTACHMENT button or Drag File(s) Here.
Making any edits to the W-9 section will require you to select the SAVE button at the bottom.
Once Save is selected, an overlay will appear addressing that the edits made to the appraiser's settings are Pending until the appraiser approves the edits. Please note: you MUST click on the Close button. This action triggers the email notification sent to the appraiser to review and approve the settings edits made on their behalf.
The appraiser will receive an email notification alerting them of the lender that has initiated edits to their settings. From the email notification, the appraiser can approve or deny the changes. Additionally, when an appraiser logs into their account directly, they will be presented with an overlay displaying what fields have been updated. Upon approval, the updated information will be adjusted. Should the appraiser deny the changes, no lender made edits will be applied.
Edit Sample Appraisal
The Sample Appraisal section is a required section for appraisers to provide during the account creation process, where a minimum of one appraisal report is to be provided as an example of how their reports will look. You may be requested to upload a sample appraisal on behalf of the appraiser, which can be accomplished by uploading the document via the ADD ATTACHMENT button or Drag File(s) Here.
Making any edits to the Sample Appraisal section will require you to select the SAVE button at the bottom.
Once Save is selected, an overlay will appear addressing that the edits made to the appraiser's settings are Pending until the appraiser approves the edits. Please note: you MUST click on the Close button. This action triggers the email notification sent to the appraiser to review and approve the settings edits made on their behalf.
The appraiser will receive an email notification alerting them of the lender that has initiated edits to their settings. From the email notification, the appraiser can approve or deny the changes. Additionally, when an appraiser logs into their account directly, they will be presented with an overlay displaying what fields have been updated. Upon approval, the updated information will be adjusted. Should the appraiser deny the changes, no lender made edits will be applied.
Edit Coverage
The Coverage section displays what counties the appraiser performs work. You may be request to add or remove counties on behalf of the appraiser. Adding more counties to the Coverage section can be accomplished by selecting Add County or Add Multiple Counties.
- Add County – Select the State from the dropdown. This will populate a list of all counties within that state, which can be selected under the County dropdown. The Zip field is where you can enter a singular zip code within that county. Please note: if you enter a zip code, the appraiser will only be eligible to receive orders placed in that same zip code. After you have entered the proper county, select the SAVE button.
- Add Multiple Counties – Select the State from the dropdown. All counties within that state will be listed. Pick the counties the appraiser has indicated they cover via the box to the left. Once you have selected the counties, select the SAVE button at the bottom.
Removing counties can be accomplished by selecting the red 'X' to the left of the county name.
Making any edits to the Coverage section will require you to select the SAVE button at the bottom.
Once Save is selected, an overlay will appear addressing that the edits made to the appraiser's settings are Pending until the appraiser approves the edits. Please note: you MUST click on the Close button. This action triggers the email notification sent to the appraiser to review and approve the settings edits made on their behalf.
The appraiser will receive an email notification alerting them of the lender that has initiated edits to their settings. From the email notification, the appraiser can approve or deny the changes. Additionally, when an appraiser logs into their account directly, they will be presented with an overlay displaying what fields have been updated. Upon approval, the updated information will be adjusted. Should the appraiser deny the changes, no lender made edits will be applied.
View Pending Changes
Until the appraiser approves or denies the changes, fellow Administrators will see the Notes tab highlighted in yellow within the Parties tab of an order when selecting Assign Appraiser, via Manage Appraisers, and when refreshing the Lender Appraisers tab.
The Notes tab will also act as the edit log, so Administrators can see who initiated the settings changes and when those changes were submitted. Once the appraiser approves or denies the changes, the Notes tab will revert to its previous color, i.e. gray or green.