Modifying Orders

Loan Apps > Ordering Appraisals > Working with Appraisal Orders > Modifying Orders


	Modifying Orders

Using the tools provided with your online loan app management system you can easily update an appraisal order with changes or new information. To do so...

From the loan app manager in your site, find and click to select a loan app for which you placed an appraisal order.
Click the Vendors tab and then click New Order in the Appraisal section.
In the screen that appears click Order, All Open Orders from the menu.
Use the options in the Appraisal Orders pane to locate any appraisal which you have ordered online.
Once the order is displayed, double-click it to open it. Now, click the Order menu and choose an action you wish to perform. Options include:
- Edit - To change any information in your order, select Edit. From here, you return to the original order form with all fields available for editing except the due date and form type. Make any desired changes and click Save.
- Cancel - To delete an order, choose Cancel. You're presented with a screen allowing you to type a note you'd like sent to the appraiser along with the order cancellation.
- Send Message - To send a status message to the appraiser, choose Send Message. Type your subject and comments in the fields and click Send. Not only is the appraiser sent the message via e-mail, but it also becomes a permanent part of your appraisal order file, for future reference.
- Place on Hold - To place this order on hold, choose Place on Hold. Once again, you're presented with a box where you can add your comments to the appraiser.
- Resume - Once an order has been placed on hold, you can reset it to active status by choosing Resume. The available box allows you to send your comments along with the message.
- Reassign - If an order you've placed with an appraiser is not acknowledged within 24 hours, you have the ability to reassign the order to another appraiser. Choose Reassign from the Order menu or click the Reassign button that appears in the Order Details page if necessary. Then, select a new appraiser for the order.
- Attach Document - If you need to attach a supporting document to your order, whether electronic or paper, choose Attach Document. See the Attaching Documents to Orders section of this user guide for specific instructions on this feature.
- Request Revision - On a completed appraisal order, you can quickly order a revision from the appraiser without creating an entirely new order. Select Request Revision from the menu, then type your request in the text field and click OK.
- Print - To print a copy of the order form, choose Print.
- Delete - This option is the same as canceling an order.
- HMDA - Another benefit to the appraisal ordering process is that we geocode the subject property with the latitude, longitude, census tract, etc - information necessary for HMDA reporting that you'd normally have to pay for. You can attach additional HMDA information by clicking HMDA. Later in this guide, we discuss exporting this information for use in your HMDA reporting system.