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Create a New Order

Initiate a new order to begin processing.

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Lender Selection

Select the lender, branches, and assigned users.

Select the lender this order is being placed on behalf of.
The ordered by branch dictates what fees and due dates will be used for this order.
This specifies the lender that will own the appraisal.
Assign internal users to manage and monitor this order.
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Loan Details

Loan attributes that impact appraisal requirements.

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Subject Property

Where the appraisal will take place—address & basics.

Order Requirements

Choose the appraisal product, target due date, and any notes.

Fee is calculated from selected product and branch configuration.Fee: $525.00
Special instructions/comments for the AMC
Special instructions/comments for the appraiser

Contacts

Authorized contacts for this order and property access.

+ Add New Contact

Upload Files

Upload supporting documents for this order.

+ Click to Add Files

Billing

Choose how this order will be paid: card, invoice, or secure link.

◇ Select an Ordered By Branch first.

Overview

Open Orders

15524

Todays Orders

15

Daily Order Volume

Last 6 Months

Open Orders By Status

15524Orders

Open Orders By Progress

15524Orders

Open Orders by Lender

Top 10
5,6712,7281,1481,122

Unpaid Open Orders

2422 Knapps Way, Odenton, M... In Progress Accepted $100.00
7500 W 110th St, Overland Par... In Progress Accepted $100.00

Open Orders by Vendor

Organizations

114 results
LenderIdBranches
O
Oklahoma National Bank
Id: dc31636b-5d9c-4e30-b58a-8db03eeb4364

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

Select the client, then choose which settings should be inherited or applied for this Client on Report relationship.

Client on ReportStatusDefaultSettings UsedSourceActions

Prototype Placeholder

This clickthrough focuses on Search, Order Overlay, New Order, Overview, Organizations, and Oklahoma National Bank configuration.