Downloading Appraisal Orders

As you complete and deliver each appraisal order to your XSite, your clients automatically receive notice that their order is complete with a link to your site to download the order.  Despite this, clients can still log in to your site through your Client Login tools and manually download the report.  The process is as follows:

  1. Clients come to your site and log in via the Client Login button.
  2. In the screen that appears, they find the order that you uploaded in the list of recent orders at the bottom of the screen and double-click it to open it.
  3. In the Appraisal Order Details screen, your clients then double-click the PDF attachment to download the appraisal order.

  4. If you enabled the required payment before pickup feature in your XSite, your clients are prompted to pay their outstanding invoice before they can download the order.
  5. If you have credit card processing enabled, they can pay by credit card immediately and download the order.  On the back end of your XSite, your invoice and account history are updated with the payment information automatically.
  6. If you're not using credit card processing on your XSite, they're prompted to print their outstanding invoice and overnight it with a check to download the order.  When you receive the check, log the payment.  Once the payment has been recorded, your client can download the order.