Overview
By learning how to configure Modern Jobtypes tab in Appraisal Scope®, you will be able to set up specialized workflows for modern appraisals, such as URAR and Restricted Appraisal Updates. This process ensures your team can utilize the most up-to-date modern workflows while maintaining compliance with GSE requirements. Following these steps will help you streamline your order product management and ensure accurate file type selection for your appraisal documents.
Steps to Configure Customer Profile Settings
From the Basic Information tab, General Information section, enter the customer's personal details.
To associate the profile with fee, price, or product deposit plans, select from the Product Price Plan, Product Fee Plan, and/or Product Deposit Plan dropdowns.
Note: Separate plan selections are available for legacy forms and UAD 3.6 orders.
To associate the profile with legacy fee, price, or product deposit plans, select from the Legacy Forms Price Plan, Legacy Forms Fee Plan, and/or Legacy Forms Deposit Plan dropdowns.
Select any plans for Expiration Times Plan, Business Hour Plan, Holiday Plan, or Batch Quotes Plan.
Select checkboxes for any optional settings you want to associate with the profile.
To configure orders associated with the customer profile to bypass the auto-assignment process, select Disable Service Provider Auto-Assignment.
To configure orders associated with the customer profile to be put into an On Hold status after they’ve been auto-assigned to a service provider, select Set Orders on Hold After Service Provider Auto-Assignment.
Select Is Parent Customer to enable your customer profile to manage other customer profiles beneath it.
Add any relevant Government Sponsored Enterprise (GSE) information or credentials to associate with the profile in the Comments section.
For UCDP and EAD submissions, enter the Business Unit, Fannie Seller Service Number, Freddie Seller Service Number, and/or FHA Lender ID.
The Submit to Fannie, Submit to Freddie, and Submit to EAD checkboxes allow you to determine which GSE (you can include all) to submit files to. For GSE Waiver credentials, enter the Institution ID and Submitted Entity information.
Note: To configure UCDP/EAD, navigate to Investor Submission Preferences within the Administration section. For step-by-step guidance, refer to the following article How to Configure UCDP Submission in Collateral Management System®.
To set up a default processor to be assigned all orders associated with the profile, enter the Processor Group or Processor in the Default Processor Assignment section, then click Save.
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Outcome
After you complete these configuration steps, you will have successfully established Modern Jobtypes within your system. You will be able to process modern appraisal workflows, ensuring that the correct file types and product parameters are applied to your orders automatically.