Order Management

XSite Order Manager > Order Management


	Order Management

Since XSOM is designed to work with your XSite, AMC's, and large lenders, the exact ordering and delivery process varies from one order to the next. Despite that, virtually every order follows a similar general ordering and delivery pattern. Here's a basic pattern for ordering and delivery through XSOM...

You receive the order as an .ORD attachment in e-mail or by synchronizing XSOM with your online XSites Network account.


		Note: Some of the lending institutions and AMC’s that integrate with our XSites Network and XSite Order Manager may only send you an attached .ORD file in an e-mail. If this is the case, you should not expect the order to appear in XSite Order Manager by synchronizing. In these cases, the order only appears in your XSite Order Manager Orders list when you open the attached .ORD in the original e-mail they send requesting the order.

You acknowledge the order. Of course, if your client placed the order through your XSite’s order form, you do not need to accept the order as your XSite does that automatically for you. In this case, you are not prompted to accept the order but are free to cancel it at any time. For orders you receive from 3^rdparty institutions, you must send an acknowledgement to the order to accept or decline it. To do so, open the order and click Acknowledge Order in the toolbar. Then, XSOM offers you the choice to accept the order, decline it, or decline it unless you mutually agree to certain conditions about the order.
After accepting an order, you click Export (while still viewing the order), to send the order to your formfilling software as a new request. From there, you complete the report in your formfilling software as usual.
As needed, you send proactive status messages to your client throughout the formfilling process using XSOM.
Finally, you deliver the report via the appropriate destination plugin for your client. Depending on the formfilling software you use, this process may vary slightly. For those appraisers that use WinTOTAL, you can initiate the delivery process within WinTOTAL using the delivery options in the Deliver Report menu.