Acknowledging Orders

Since appraisers are always on-the-go, the Mercury Network offers three different ways you can acknowledge an order regardless of where you're located: at your desktop, from a mobile device, and through your XSite.

 

	Acknowledging Orders on the Desktop

Acknowledging a Mercury Network order from your desktop involves a different process depending on whether you are using the Aurora version of WinTOTAL or another formfilling program.

 

WinTOTAL Aurora

To accept an order through the Aurora version of WinTOTAL...

1. In the Files PowerView of the Appraisal Desktop, click net.X Connect in the top toolbar.
2. In the screen that appears, mark the option to Download New and Changed Orders from XSite.
3. Click Connect to download your new orders.
4. Once the download is complete, click the New Orders filter in the Tracking pane on the left side of the screen.
5. Find and click to select any order. Then, click the Order Form tab at the bottom of the screen.
6. In the toolbar in the center of the screen, click Acknowledge.
   
   
7. Indicate whether you want to accept the order, conditionally accept the order, or decline the order. Then, click OK.

 

WinTOTAL Athena & Other Formfilling Programs

To acknowledge an order with the Athena version of WinTOTAL or a third-party formfilling program...

1. Open XSite Order Manager and click Orders in the top toolbar.
2. Find and click the order you wish to accept. Then, click Acknowledge Order in the top toolbar.
3. Indicate whether you want to accept the order, conditionally accept the order, or decline the order. Then, click OK.

 

	Acknowledging Orders on a Mobile Device

You can acknowledge an order from a mobile device either by logging into your XSite's mobile tools OR by responding to the text notification that Mercury Network sends to your mobile device.

 

Acknowledging by Text Message

To acknowledge an order via text message...

1. Within 15-30 minutes of the time the lender places an order, you will receive a text message notifying you about the order if you have not already confirmed that you want to accept it. In the text message, note the different response numbers it provides so that you can accept or decline the order.
2. Reply back to the text message with only the number corresponding to whether you want to accept or decline the order.

 

Acknowledging from Your Mobile XSite

To acknowledge an order via your XSite's mobile tools...

1. Point your mobile device's Internet browser to <your web address>/mobile. For example, www.dockinsappraisals.com/mobile.
2. Log into the mobile area with your XSite username and password.
3. In the mobile office, click Orders.
4. Click the New Orders link.
5. Find the order you wish to acknowledge and click its link to open it.
6. Find the Accept/Decline link.
7. Mark the option to accept, decline, or conditionally decline the order. If you decide to conditionally decline the order, type a Fee and Due Date you would accept for the order into the provided fields.
8. If necessary, type a message you would like to send to your client into the Message box.
9. Click Save to send your acknowledgement.

 

	Acknowledging Orders from Your XSite

To acknowledge an order from your XSite...

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 Network order you wish to accept.
3. At the top of the order summary, indicate whether you want to accept the order, conditionally accept the order, or decline the order.
4. As necessary indicate why you're accepting or declining the order by typing a message into (or selecting it from) the available box.
5. Then, click OK.
   
   

 

 

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