Order Search
Create a New Order
Initiate a new order to begin processing.
Lender Selection
Select the lender, branches, and assigned users.
Loan Details
Loan attributes that impact appraisal requirements.
Subject Property
Where the appraisal will take place—address & basics.
Order Requirements
Choose the appraisal product, target due date, and any notes.
Contacts
Authorized contacts for this order and property access.
Upload Files
Upload supporting documents for this order.
Billing
Choose how this order will be paid: card, invoice, or secure link.
Overview
Open Orders
Todays Orders
Daily Order Volume
Open Orders By Status
Open Orders By Progress
Open Orders by Lender
Unpaid Open Orders
Open Orders by Vendor
Organizations
| Lender | Id | Branches |
|---|
Client on Report
Configure which lender/client names this organization can display on the appraisal report when placing orders.
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
Select the client, then choose which settings should be inherited or applied for this Client on Report relationship.
| Client on Report | Status | Default | Settings Used | Source | Actions |
|---|
Prototype Placeholder
This clickthrough focuses on Search, Order Overlay, New Order, Overview, Organizations, and Oklahoma National Bank configuration.