To place a new appraisal order, select New Order from your dashboard. You may have numerous product types available, however, to place a traditional appraisal order, select Residential. 

After the product type has been selected, users are brough into the New Order screen, which contains up to four sections that collect Loan, Property, Order, and Payment information. Providing accurate property data helps the appraiser or AMC quickly identify pertinent order details. 

Loan

In the first section of the New Order screen, you will be required to enter the Loan information. Any fields marked with an asterisk (*) must be supplied, as these are requirements the lender has in place. 

Within the Loan section, you can add additional users that may need access to the order, enter borrower(s) contact information, loan type, loan purpose, etc. When a green checkmark appears at the upper right of the section, all required information has been input, and you can move onto the next portion of the New Order screen to continue filling out the order information.

Property

The Property section is where users can enter the subject property address, the entry contact information, designate what kind of property the appraisal is for, enter special instructions, and other information. Any fields marked with an asterisk (*) must be supplied, as these are requirements the lender has in place. When a green checkmark appears at the upper right of the section, all required information has been input, and you can move onto the next portion of the New Order screen to continue filling out the order information. 

Order

The Order section is where the form type is selected, date when the report needs to be delivered, special requirements, a payment method, and more. Any fields marked with an asterisk (*) must be supplied, as these are requirements the lender has in place. When a green checkmark appears at the upper right of the section, all required information has been input, and you can move onto the next portion of the New Order screen to continue filling out the order information. 

Payment

If Credit Card, Bank Account, or eCheck is selected as the payment method, this Payment section will be displayed to enter the borrower's payment information, if you are entering payment on their behalf. Any fields marked with an asterisk (*) must be supplied, as these are requirements the lender has in place. When a green checkmark appears at the upper right of the section, all required information has been input, and the Order button will become enabled. 

For additional information regarding payment method types, please refer to our Billing Payment Types and Processes articles. 

Placing the Order

Select the Order button to successfully place your order. Users will be presented with an overlay while the order is being created. 

Upon successful order creation, users will be directed to the Communications Log.