Order Search
Create a New Order
Initiate a new order to begin processing.
Ordering Context
You are logged in as a client user. Your organization and branch are locked. Select the person in your organization you are ordering on behalf of.
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
Control which lender/client names Oklahoma National Bank can display on appraisal reports when orders are submitted through the portal.
Add Approved Client on Report
Select the client, set the status, then choose which settings should be inherited or applied to this relationship.
Approved Clients on Report
These are the report-client options available to Oklahoma National Bank users.
| 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.