Add Internal Status

TOTAL Connect lets you easily track and change the internal status of your report using the same status messages you're accustomed to using in Mercury Network.  Historically, when you changed the status of a job, the alert was immediately sent to the client while it was also updated in your internal system.  That’s a problem when you don’t want to communicate a message externally.  Here are some examples of statuses and correspondence an appraiser might want to keep for internal use only:

To change the Internal Status of an order:

  1. In the Orders pane, select the order for which you wish to change the internal status.
  2. Near the top of the Orders pane, click Add Internal Status.

    Add Order Status

  3. A Set Order Status dialog appears, and provides several options:

    Set Order Status

  4. Use the tabs at the bottom to review additional information or update time frames and distance for the client and/or property:
    This tab contains any available information about the current order, including the client and lender name, which product was ordered, the fee for the order, the due date, and the number of business days until the due date.
    This tab shows the fee for the current order, as well as the published fee for the product that was ordered.  On the right, you'll see the product that was ordered, and the county and state where the subject is located.
    This tab gives you information about your interaction with the client for the current order.  Use the Time Frame drop-down to select a range of dates, then see the total fees paid to you, the total number of orders placed with you by that client, as well as the number of orders you accepted, declined, conditionally declined, or canceled.
    This tab gives you information about the subject property.  Use the Time Frame and Distance drop-downs to to view the number of nearby appraisals from the last 30 Days, 90 Days, 6 Months, or 1 Year that are within 5, 10, 15, 20, or 50 Miles of the subject property for the current order.

    Order Status Tabs

  5. When you're finished setting the status, entering relevant data, and reviewing the available information, click OK to update the internal status.  The internal order history is immediately updated, and any associated notifications are delivered.