---
title: "How to Configure Modern Jobtypes in Appraisal Scope®"
slug: "clone-how-to-configure-modern-jobtypes-in-appraisal-scope-per-uad-3-6-updates"
tags: ["Appraisal Scope"]
updated: 2026-09-22T14:59:20Z
published: 2026-09-22T14:59:20Z
canonical: "docs.cotality.com/clone-how-to-configure-modern-jobtypes-in-appraisal-scope-per-uad-3-6-updates"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cotality.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Configure Modern Jobtypes in Appraisal Scope®

## 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.

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### Steps to Configure Customer Profile Settings

1. From the **Basic Information** tab, **General Information** section, enter the customer's personal details.
2. 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]
> **Note**: Separate plan selections are available for legacy forms and **UAD 3.6** orders.
3. 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.
4. Select any plans for **Expiration Times Plan**, **Business Hour Plan, Holiday Plan**, or **Batch Quotes Plan**.
5. Select checkboxes for any optional settings you want to associate with the profile.
  1. To configure orders associated with the customer profile to bypass the auto-assignment process, select Disable Service Provider Auto-Assignment.
  2. 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**.
  3. Select **Is Parent Customer** to enable your customer profile to manage other customer profiles beneath it.
6. Add any relevant **Government Sponsored Enterprise (GSE)** information or credentials to associate with the profile in the **Comments** section.
7. 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]
> **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®](/ext/docs/procedure-article-template-2#overview).
8. 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.**

**Related Articles:**

- [How to Configure Modern Jobtypes on Appraisal Scope® per UAD 3.6 Updates](/ext/docs/how-to-create-modern-jobtypes-in-appraisal-scope-1#overview)
- [How to Place a Modern UAD 3.6 parent URAR order and add related child orders in the Client UI on Appraisal Scope®](/ext/docs/client-ui-modern-uad-36-jobtype-ordering-instructions#overview)

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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.