Oklahoma National Bank

Id: dc31636b-5d9c-4e30-b58a-8db03eeb4364 ⧉

Branch	Id	Users
U Utica Square mdixon@nan-amc.com	0475f96d-8b7b-44b0-9b2c-32038cbda34d	1 user(s)

User	Id	Permissions
MD Miles Dixon mdixon@nan-amc.com	dbbe7dc5-c573-4d3b-aabc-0e0f65310c23	Approve Invoices Create Order +4

Api Client	Id	Usage
N nessus https://cportal.uat.valueguardsolutions.com/api/valueguard	a8f4f23c-999c-11ec-b909-0242ac120002	141 organization(s)

Client on Report

Configure which lender/client names this organization can display on the appraisal report when placing orders.

Default Client on Report Oklahoma National Bank is always available as the default Client on Report for this organization. Additional approved clients can be added below and will become available in the New Order flow.

Add Approved Client on Report

Client to Add

Status

Client on Report	Status	Default	Source	Actions

Place New Appraisal Order

Broker/client order-entry prototype using locked organization context and approved Client on Report mappings.

Order Context

Ordering organization is derived from the authenticated user and is not editable.

Ordering Organization *

Locked

Client on Report *

Dropdown is sourced from the approved Client on Report list.

Product & Loan Information

Product *

Due Date

Loan Number

Reference Number

Property Information

Address 1 *

City *

State *

Zip Code

Review

Ordering OrganizationOklahoma National Bank

Client on ReportOklahoma National Bank

Product1004 URAR

PropertyProperty pending

Prototype only — submission is mocked.

Prototype Placeholder

This prototype focuses on Organizations › Settings › Client on Report and the New Order flow.

Oklahoma National Bank

Open Orders

Today’s Orders

No results found

Organization Name

Organization Email

Order Guidelines

Freddie Mac Seller Id

Require Encompass Integration

Client on Report

Add Approved Client on Report

Place New Appraisal Order

Order Context

Product & Loan Information

Property Information

Review

Prototype Placeholder