Delivering Orders

The process of delivering an order to your client through the Mercury Network is different depending on the formfilling software you've used to create the report.

 

	Delivering through Aurora

To deliver a report from Aurora through the Mercury Network...

1. Open your report in WinTOTAL and click Deliver Report, Using any XSite Order Manager Plugin from the menus.
   
2. From the list of plugins, select Mercury Network and click Next.
3. The Aurora Print Engine appears, allowing you to select which forms in your report you want to include in the final document. Select the forms you want to include, set any other options necessary, and click OK.
4. When the Mercury Network Wizard appears, click Next to start the delivery process.
5. Verify the order details in the screen that appears and click Next.
6. In order to deliver your report, you must verify several items about it. Run through the delivery guidelines checklist, check each box to verify it and then click Next.
   
7. The next step in the wizard presents you with the results of an Errors and Omissions review of your report. Confirm that the report is acceptable.
   • Click Detailed View to get more information about the errors that may have been found.
   • Click Print if you wish to print the E&O report.
   • If you do find a problem that needs to be corrected, click Cancel to leave the wizard and return to WinTOTAL. Modify the report as needed and then start the process over at Step 1.
8. Click Next to continue.
9. If the E&O report turned up any errors that your lender client believes to be "critical", the Mercury Network Delivery Wizard, notifies you.
   • To cancel the delivery process and repair the error, mark the Cancel option and click Next to return to WinTOTAL.
   • To request that the lender make an exception for this report, mark the Request an Exception option and click Next.
10. Click Finish and then OK to complete the report and deliver the message to your client.

 

	Delivering through Athena

To deliver a report from Athena through the Mercury Network...

1. With the report open in WinTOTAL, click Deliver Report, Any XSite Order Manager Plugin from the menus.  
2. Choose Mercury Network in the list of XSOM plugins and then click Next. Mark the pages you wish to include in your client’s PDF report and click OK to create the PDF.
3. When the Mercury Network Wizard appears, click Next to continue.
4. Before delivering your report, XSite Order Manager (XSOM) downloads any available updates for the Mercury Network plugin.  When this is complete, click Next.
5. XSOM attempts to match your report with the correct XSOM order in your account.
   • If it finds a likely order, verify whether the order is correct, mark the respective option and click Next.
   • If XSOM cannot find a likely order for the report you're delivering or it incorrectly guesses, you must select the appropriate order. In the screen that appears, mark the Show Open Orders Only or Show All Orders option to filter the list accordingly.  When you find your order click to select it and then click Next.
     
6. You must verify several items about your report. Run through the delivery guidelines checklist, check each box to verify it and then click Next.
7. XSOM runs a quick E&O review of your report before delivery.  Review the E&O results and click Next.
8. If the E&O report turned up any errors that your lender client believes to be "critical", the Mercury Network Delivery Wizard, notifies you.
   • To cancel the delivery process and repair the error, mark the Cancel option and click Next to stop the delivery process.
   • To request that the lender make an exception for this report, mark the Request an Exception option and click Next.
9. When finished, click Finish to upload the report to Mercury Network and make your file available for immediate pickup.

XSOM uploads your reports, marks its status as "Complete," and sends a notice to your client(s) explaining how to securely pick up their report.

 

	Delivering ACI Reports

To deliver a report you created with ACI through the Mercury Network...

1. Log into your XSite admin, hover your cursor over Business Management in the top toolbar and then click Orders in the toolbar that drops down.
2. From the order manager, find and double-click the Mercury order you want to complete.
3. When the order details appear, click Status in the toolbar.
4. Mark the Status of the order as Completed using the drop-down menu.
5. Click Browse beside the Upload the report field and locate the PDF copy of your completed report.  When you find it, select it and click Open.
   
6. If necessary, type a message for your client in the Message text box. 
7. When finished, click Send Now to deliver your report and notify the client that it is ready for pickup on the Mercury Network.

 

	Delivering Reports Created with Other Formfilling Software

To deliver a report created in any other formfilling software through the Mercury Network...

1. Create a PDF of your appraisal report in your formfilling package as if you were going to deliver it to a client using regular e-mail.
2. When the PDF is complete, close the file and open the XSite Order Manager.
3. Click Plugins in the main toolbar.
4. On the left, under Source Plugins, click the plugin for your appraisal software.
5. On the right, under Destination Plugins, click Mercury Network.  Then, click Begin. 
   
   
   
6. Review the information XSOM provides about the Mercury Network delivery plugin. Then, click Next to continue.
7. In the screen that appears, click Browse and browse out to the source file (not the PDF) for your report.  Depending on the software you use to produce reports, the exact location of your source files varies. Once you find it, click it once, click Open, and then click Next.
8. In the next screen, click Browse again and select the PDF file that matches the appraisal report you selected in the previous step.  Then, click Next to continue.
9. XSOM converts your original source file into the popular XML format used to relay information to your client in the format they need. Of course, the PDF copy of your report accompanies the XML to ensure that your clients have an original copy of the report. Once the conversion finishes, either scroll through the accuracy review or click Full Screen to open a larger view.  (When in the Full Screen view, click Close when you’re ready to get back to the wizard.) 
10. If you’re satisfied with the converted report, click Next.
11. Click Next to open the Mercury Network Wizard. 
12. An overview of the Mercury Network delivery process appears.  Once you’ve reviewed the information provided, click Next to continue.
13. In the screen that appears, match up with file you’re delivering with the appropriate order in XSOM.  Mark the Show Open Orders Only or Show All Orders option to filter the list accordingly.  When you find your order click to select it and then click Next.
14. You must verify several items about your report. Run through the delivery guidelines checklist, check each box to verify it and then click Next.
    
15. Finally, XSOM runs an E&O review so you can verify that everything is addressed in your report.  After looking through the E&O results, click Next.
16. If the E&O report turned up any errors that your lender client believes to be "critical", the Mercury Network Delivery Wizard, notifies you.
    • To cancel the delivery process and repair the error, mark the Cancel option and click Next to stop the delivery process.
    • To request that the lender make an exception for this report, mark the Request an Exception option and click Next.
17. Once your message is composed, click Finish to upload it to Mercury Network and make your file available for immediate pickup.

XSOM uploads your reports, marks its status as "Complete," and sends a notice to your client(s) explaining how to securely pick up their report.

 

 

 

 

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