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:
“In Progress: County records pulled”
“Inspection Scheduled: Lender requests this as a rush order and agreed to rush fee”
“Delayed: Rainy weather and gate was locked”
“Inspection Complete: Will complete report Thursday evening after more urgent assignments”
“Revision Needed: Client called to ask that we use one more comp”
To change the Internal Status of an order:
In the Orders pane, select the order for which you wish to change the internal status.
Near the top of the Orders pane, click Add Internal Status.
A Set Order Status dialog appears, and provides several options:
Use the Select Action drop-down to choose the status you'd like to set.
Depending on the status you select, more options may appear. For instance, if you choose Inspection Has Been Scheduled, additional fields appear where you can enter the date and time of the scheduled inspection.
Enter additional information in the Comments text field, if necessary.
If you want to notify your client of the Internal Status update, check the box(es) next to e-mail, fax, or both, depending on how you'd like to notify them. Remember that this does not update the order status
Use the tabs at the bottom to review additional information or update time frames and distances for the client and/or property:
Order
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.
Fees
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.
Client 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.
Property
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.
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.