When clients come to your site to order an appraisal, they must log in and
place the order via your online ordering tools. When your clients login, they
can see the see past orders they've placed, search their orders, check their
status, and place new orders.
Follow the instructions below to see how a client places an order on your
XSite:
- Your client logs in to their client account via the
Client Login link, or the
Order an Appraisal link. If they login with
Order an Appraisal, skip to Step 3.
- Next, your client clicks on New web order to
create a new appraisal order.
- Then, they fill out the provided order form with the details of
their request. When
they're finished filling out the order, they click Next to
submit the order.
- A "Thank You" message appears offering your clients
the option to place another appraisal order or to submit any documents related
to the appraisal order.
