Overview
Clients must have an XSite login to place appraisal orders or manage existing orders on your site. Depending on whether a client already has a login, they can either sign in with existing credentials or create a new account directly from your XSite. This article explains both login paths and what clients can expect after signing in.
For Clients that Have a Login
When a client arrives at your XSite, they'll need to have an XSite login to access the pages of your site where they can order appraisals or manage existing orders. If you've already created an XSite login for a client, they can use the username and password you gave them to log directly into your site. If they don't have a login, you can create one for them in the Clients view, or they can create an account for themselves on your XSite.
Here's how this works if the client already has a login:
On your XSite, the client will click Client Login or Order an Appraisal.
Note: If your client has forgotten their username or password, they can retrieve it by clicking Forgot your login?; or, you can send it to them by accessing their contact record in the Clients view of Mercury Network®.
After the client enters the username and password, they'll click Next which will validate their login information. If they initially clicked Client Login, they'll be taken to the My Orders area of your XSite. If they initially clicked Order an Appraisal, they'll be taken directly to the appraisal order form.
For Clients That Don’t Have a Login
The client will click Client Login or Order an Appraisal.
Under Don't have a free account? Create One, they'll enter the required information to create an account for the XSite.
When the client has entered the required information, they'll click Next. If they initially clicked Client Login, they'll be taken to the Open Orders area of your XSite. From there, they can click New Order, they'll be taken directly to the appraisal order form.
Outcome
After reviewing this information, you will understand how clients access your XSite with or without an existing login. You will know what clients see when signing in or creating an account, where they are directed after login, and how they can proceed to place or manage appraisal orders through your site.