Ordering Appraisals

When clients come to your site to order an appraisal, they must log in and place the order via your online ordering tools.  Your clients see one of two things when they visit your XSite depending on the order by fax settings you've put in place on your XSite.

 


Online Ordering Only

If you opted to leave the DirectFax links off of your order form, the process is as follows.

  1. Your clients log in to your XSite via the Order an Appraisal button.
  2. Then, they fill out the provided order form with the details of their request.  If they opt to pay you by credit card, your XSite prompts them for credit card information so that you can charge their card once the order is complete.  Then, when they're finished filling out the order, they click Next to submit it.
  3. A "Thank You" message appears offering your clients the option to place another electronic appraisal order or to submit documents related to the appraisal order.
  4. If your clients wish to place a new order, they click the provided link to do so and a new blank order form appears asking for the new request information.
  5. If your clients wish to fax related documents to you, they click the DirectFax Cover Sheet link to print a cover page for their fax including information about where to fax the documents.
  6. If your clients wish to upload related documents to you, they click Attach Documents and upload the documents directly to your XSite in the screen that appears.

 


Online or Fax Ordering

If you enabled the DirectFax links on your XSite, your clients have additional options available to them to place orders.  The process is as follows.

  1. Your clients log in to your XSite via the Order an Appraisal button.
  2. In the screen that appears, your clients see an overview of their active orders and three options they can use to place a new order: