Content Includes:

Main Dashboard

Use the action links along the left-hand side of your account to perform specific actions in the system: view all your existing Orders, manage your lender Relationships, view all activities under your account using Messages, and run Reports pertaining to your company. For a free trial of the Verisite mobile property tool, select Verisite.



Along the top of your account, the gear icon allows you to modify your Settings, including license, E&O, coverage, fixed pricing, and more.



The profile icon allows you to edit your contact and account information.



Within My Profile, you can view and edit your personal information, including name, login information, and company address. You can also update your password or set a vacation time so that you will not be assigned orders while you are out of the office. You can even opt into text messages for new order assignments and/or order messages, so you never miss a notification while out in the field.



The question mark icon allows you to send a message to customer service via the Feedback section, or use the Help Center for various training guides. When you use the Feedback/Need Help feature to send a message, please provide a reference number, if applicable.



The New Orders tab will list all orders that are currently assigned to you that have not yet been accepted or declined. The Orders section contains all your appraisal orders. You can use the Pipeline and Post Delivery management tools to filter your search to specific order types. Announcements are where you can find new features, news, and more. The Pinned tab is where you can find all of you ‘Pinned’ orders. Click on an order within any list to open it, review order information, and work within it.



Relationships

With Relationships, you can view current lenders whose panel you are on and invite new lenders to join the system. You can also export the lender panel via the Export button, which will generate a .CSV file with the lender name, contact person, address, phone number, etc.

  • Lenders who have added you to their panel will automatically appear on your Lender Panels tab.
  • Expand a lender’s profile to create Notes about working with this lender, which will only be visible to you, and not visible by the lender.
  • Expand the lender’s information, click Open Dashboard to view all current orders you are working on for that lender.



Use the Appraiser Group tab if there are multiple appraisers working in your office that as opposed to managed numerous, individual accounts. The below screenshot is what you will see if you have set up an appraiser group account.



You can enter all appraisers at your company into the system and then when you receive an order to your account, designate the appraiser who will be performing the order. Once you are ready to deliver the report, you can upload the completed report through the system on behalf of the assigned appraiser.


If you are a standalone appraiser, your Appraiser Group tab will look as like the following.



Messages

The Messages section gives you a quick view of messages that go back and forth between you and your lenders. Messages you have not yet viewed by opening the order will display in the Unread list. Click on a reference number message to open and work within that specific order.



Under the Activities tab you can view all system activities including price changes, all messages (read and unread), and edits made by your lenders to orders.


You can mark messages as Read to clear them from your list. Opening the order also removes messages from your Unread messages list.


Reporting

The Reporting feature has a single report available, Appraiser Billing. This report is a great tool to track and manage orders you have completed through Appraisal Firewall.



Your billing report tracks the amounts owed to you, whom you can invoice, and any service fees you may owe. You can even set a report to run and email you automatically.



Verisite

For a free trial of the Verisite mobile property tool, click Verisite along the left-hand side. If you are interested, fill out the New Verisite Order – Free Trial form, and select Order.