How to Manage Client Company Profiles in Appraisal Scope®

Client Company Profile:

The Client Company Profile menu is located at the top of the Client Company Profile page. The tabs available on this menu offer customization options that impact how orders placed under a client company are assigned.

The tabs also give admin users options to customize client company profiles by adding users, assigning instructions and fee schedules, assigning Approved and Do Not Use vendor lists, or adding documents and notes to be kept with the client company profile. See the following sections for details on the options available from the Client Company Profile menu.

Client Company Profile submenu:

The Client Company Profile submenu is located just beneath the larger Client Company Profile menu. The tabs available on this submenu offer options for admin users to edit or disable a profile, set up links to be sent to members of the client company inviting them to sign up for their Appraisal Scope platform-version, or to see if the client company is synced with your QuickBooks integration.

The Details tab displays client company information saved to the client company profile. The tab page will display company-specific identification information for the Uniform Collateral Data Portal and Electronic Appraisal Delivery systems, as well as general information about the company. The page is broken into General Information, UCDP Account Information, and EAD Account Information sections. Staff users can edit any of the information by clicking the Edit tab from the profile submenu and clicking Save when finished.

In the Statistics field under the General Information section, users may note the Scorecard icon. When a staff user clicks the icon, they can view a running 12-month tally of appraisals completed by the client company, along with performance statistics in categories like turn-times and revision rates. To show all data excluding weekend, a user will select the exclude weekends check box. A user can point and hover on any Question Mark icon associated with the column headers to view an explanation of the statistical category the header represents.

The Show Notes tab offers a location for AMCs to keep notes related to the client companies they do business with.

To add and manage notes from a client company profile, click Add Notes on the far-right side of the Notes header. A text editor offering several style options will open. After a note has been created, click Save.

Notes associated with a client company will be displayed in separate boxes under the Notes header. Details on the admin user who created the note and the date and time the note was created are displayed in the header for each note. The notes will be organized chronologically, with the most recently created note appearing first. Any note can be edited or deleted by clicking on the Edit or Delete icon on the right side of the header for that note.

Note: Notes kept under the Show Notes tab are only accessible by AMC staff. These notes do not display to client users.

The Client on Report tab of a client company profile is where AMCs can manage the lenders available to be designated as Client Displayed on Report on the final appraisal report ordered by the client company or client user. In other words, client users can choose from a list created here which lender will display on the final appraisal report for an order that they place.

Creating lender options for Client on Report selection

From the Client on Report tab, click the Select Companies drop-down.

1. Select the check boxes associated with the lenders you want to appear as options for display on the final appraisal report.  

2. As check boxes are selected, the associated lender names will appear, replacing Select Companies in the drop-down.  

3. When all lenders have been chosen, click Add Selected Companies.

4. The selected companies will appear in a line across, beneath the other fields on the Set Client Displayed on Report section of the page.

5. A client user placing an order under this client company will now have the option to choose from a drop-down list populated with these lenders when ordering a new appraisal.

Each lender entry that appears in the Set Client Displayed on Report section of the Client on Report page is accompanied by a white Plus icon and a Delete icon. An admin user can delete each lender individually from this list by clicking delete.

Clicking the plus icon associated with a lender offers admin users a collection of choices for settings. Settings chosen here will be applied when an ordering client user has chosen this lender to display on report. The chosen settings will be “inherited” from this lender’s client company profile. When a client user placing an order chooses this lender as Client Displayed on Report, the settings inherited from the lender’s client company profile will replace the same categories of settings affiliated with the ordering client user or client company.

To choose the settings to be inherited from a Client Displayed on Report, an admin user will click the Plus icon associated with the lender name. In the Select Client Displayed on Report Settings dialog box, the user will select check boxes for settings to be inherited from the Client Displayed on Report. The check boxes that are deselected or that remain clear will represent settings to be applied using the client user or client company configuration.

Remember, at this point the client companies being set up as a Client Displayed on Report are simply going to be potential selections that an ordering client company can choose from when ordering a valuation product. To help admin users understand how to choose settings in this box, they should ask themselves the following question pertaining to situations when a client company would be placing an order in which they’ll choose a Client Displayed on Report.

Will the client company placing the order want Appraisal Scope to use certain settings associated with the Client Displayed on Report company when processing this order? If the answer is yes, then the admin user should select the check boxes associated with those settings in the Select Client Displayed on Report Settings dialog box. If the answer is no, then the admin user should leave all check boxes empty in this dialog box.

Note: Admin users should be aware when configuring the Client on Report page for client company profiles that some check boxes in the Select Client Displayed on Report Settings dialog box are pre-selected. As a result, the admin user should make sure that these pre-selected settings don’t conflict with the configuration that they want to achieve.

To sum up, any check boxes left empty will essentially mean that Appraisal Scope has been instructed to use the ordering client company profile settings in those instances. Any check boxes filled in and displaying a checkmark will mean that Appraisal Scope has been instructed to use the Client on Report’s client company profile settings in those instances. Not all check boxes need be empty, and not all need be selected.

Note: In instances where the profile settings associated with the ordering client user’s profile, or the branch profile settings associated with that client user’s branch, take precedent over the client company profile settings of the ordering client user’s client company, Appraisal Scope will use the client user or branch profile settings when a relevant check box is left empty in the Select Client Displayed on Report Settings dialog box.

Managing Client Displayed on Report settings:

The check boxes in the Select Client Displayed on Report Settings dialog box correspond to settings configurable for each client company profile. The following information describes where each setting in the dialog box also appears in the client company profile, and it details exactly what each setting will mean to Appraisal Scope functionality if chosen in the dialog box.

Approved Panel. The Approved Panel check box references the Appraiser Approved Lists, located under the Vendor Panels tab of the client company profile. When the check box is selected, Appraisal Scope will use the approved vendor panels configured and assigned under the Client Displayed on Report’s client company profile. If the check box is empty, Appraisal Scope will use the approved vendor panels configured and assigned under the ordering client’s client company profile.

Auto Assign Setting. The Auto Assign Setting check box references the settings found under the Auto Assign tab of the client company profile. When the check box is selected, Appraisal Scope will use the auto-assignment settings associated with the Client Displayed on Report’s client company profile. If the check box is empty, the system will use the auto-assignment settings configured under the ordering client’s client company profile.

The Use FNC Setting, Use In House Setting, Use Mercury Setting, Use RealEC Setting, and UWM Sync check boxes reference these third-party integrations. When an admin user selects the check box for any of these options, Appraisal Scope will use the corresponding setting associated with the Client Displayed on Report’s client company profile. If the check box is empty, the system will defer to the client’s client company profile.

The Vendor Panels tab offers admin users the ability to assign a list of approved appraisers to a client company profile. Assigning a panel in this way ensures that orders placed by users within this client company are assigned to approved appraisers.

This tab also offers an option to assign a Do Not Use list of appraisers to a client company record. When a Do Not Use list is assigned, the platform-version will exclude the appraisers on the list as valid order recipients for orders placed on behalf of this client company.

Admin users can assign an Approved and/or Do Not Use list of appraisers from the Vendor Panels tab by clicking the relevant drop-down box and clicking the name of the appropriate list from the choices that appear. Next, the user will click Assign List.

All Approved and/or Do Not Use lists assigned to a client company profile at any given time will display under the List Name header associated with the Add Appraiser Approved Lists and/or Assign Appraiser Do Not Use Lists sections of the page. Details on how Approved and Do Not Use lists are created can be viewed in the Panels tab section.

The Auto Assign tab gives admin users options to set configurations impacting orders placed on behalf of the client company based on factors dictated by the client company (Auto Assign configurations can be made at the global, client user, and branch levels as well [see the section on functional levels for information regarding the Appraisal Scope levels]). Criteria set here will determine how Appraisal Scope chooses appraisers it assigns to valuation products ordered by client users of the client company.

Options can be chosen as follows.

Automatically Assign Orders:
To enable the criteria entered from this tab to be used to determine what appraisers are automatically assigned orders placed by this client company, select the check box. When the check box is left clear, orders placed by client users within the company can only be auto assigned using rules established at the branch or client user levels; otherwise, orders for this client company will have to be assigned manually.

Auto assign all orders to appraisers using the following criteria:
When auto assign is enabled, an admin user has the option to leave this check box alone — which will enable the platform-version to take the criteria settings chosen in the Search Criteria box into account when assigning appraisals ordered by this client company — or to select Auto assign all orders to AMCs. Leaving the check box alone brings two more options for configuration into play.

Disable for unpaid orders:
When this check box is selected, the platform will not auto assign orders placed under this client company if payment has not been received.

Note: Invoiced orders will still trigger auto assign if this check box is selected.

Disable for Rush orders: When this check box is selected, the platform will not auto assign orders in a Rush status placed under this client company.

Suggest appraisers for assignment when manually assigning an order: When this check box is selected, the platform-version will use auto-assign criteria to try and suggest possible matches when an order placed under this client company is assigned manually, including instances when new orders are manually assigned and instances when orders fail to automatically assign and have to be manually assigned.

Notify the client when an appraiser is assigned. To set up an Appraisal Scope platform-version to automatically notify the client company when an appraiser is assigned, select the check box here.

Admin users can set conditions in the Search Criteria section that will determine which appraisers are considered when auto assign is carried out for orders placed by a client company. Note that admin users must click Save at the bottom of the Selection Criteria section of the page to apply the auto assign criteria selections they make here.

Admin users can set conditions in the Assignment Logic section that will determine whether auto assign will run under certain conditions, which appraiser will be chosen from among the results returned by a platform-version, or how reassignment is handled if the first appraiser chosen for assignment doesn’t accept. Note that admin users must click Save at the bottom of the Assignment Logic group section of the page to apply the auto assign criteria selections they make here.

The Add Checklist tab gives admin users the ability to create new checklists, duplicate and edit checklists currently in their platform-version, and assign checklists to client company profiles. Checklists assigned to a client company profile will be presented when any appraiser who accepts work ordered by that client company uploads the appraisal report.

Add new checklist and assign to client company profile:

1. From the Add Checklist page, click Add New Checklist.

2. Type the new checklist name into the Checklist text box and click Save.

3. Next, click the Select Checklists box and select the checklist name that you’ve just added.

4. Click Add Question to Checklist, type the first question to appear on the checklist into the Question text box, and click Save.

5. Repeat this step for each question you wish to add.

6. To assign the checklist to the client company profile, click Assign Selected Checklist (see Note following instructions).

7. This checklist will now appear to an appraiser who accepts an assignment for work ordered on behalf of this client company

Note: Any new checklist saved to your Appraisal Scope platform-version in this way will be available to clone, modify, or assign to any client company profile by choosing it from the Select Checklists box.

Duplicating and modifying an existing checklist:

1. From the Add Checklist page, click the Select Checklist box, choose the checklist you’d like to duplicate, and then click Clone Checklist.

2. In the Checklist text box, type the name to be given to the new checklist and click Save.

3. To add a question to the list, click Add Question to Checklist, type the question into the Question text box, and click Save. Repeat this step for each question you wish to add.

4. To edit an existing question, click the Edit icon associated with that question, modify the question in the Question Title text box, and click Save.

5. To delete an existing question, click the Delete icon associated with that question.

6. To associate the checklist with a client company profile, click Assign Selected Checklist.

7. This checklist will now appear to an appraiser who accepts an assignment for work ordered on behalf of this client company.

Deleting a checklist:

To delete a checklist from the Add Checklist page, an admin user will click the Select Checklist box, choose the checklist to delete, and click Delete Checklist.

Chaning the name of a checklist:

To change the name of a checklist from the Add Checklist page, an admin user will click the Select Checklist drop-down box, choose the checklist name to change, and click Edit Checklist. After the user changes the name that appears in the Edit Checklist text box, they will click Save and this checklist will now appear in the Select Checklist box under the new name.

The Add Users tab allows admin users to add client users to a client company profile and set permissions that will be associated with this client user in the platform. For instructions on adding a new user, see the Adding client user to an existing client company profile section of the User Guide.

All client users associated with a client company profile will be listed at the bottom of the Add Users page, beneath the Branch Name header of the branch they’re affiliated with.  Clicking the name of a client user from the list below the Branch Name header will produce that user’s client user profile.

This is also where admin users can give client admin user privileges to client users. To give client administrator privileges to a client user from the Add Users page, select the Client Administrator check box.

Setting user permissions:

An AMC admin user or client admin user has options for setting permissions from the Add Users tab. These permissions give a client user visibility into orders placed by other client or broker users within the same client company. Further permissions are available here that dictate whether status notification emails will be received by the client user to whom permission has been granted.

An AMC admin user or client admin user can set a client user up with permissions. The following procedural information covers different types of permission that a client user can be granted, and the methods for setting up these permissions.

Grant client users permission to see orders placed by other client users in their client company:

1. From the client company profile, click Add Users.

2. Go to the Client User list(s) at the bottom of the page under the Branch heading(s), find the client user you’ll be granting permission to, and click Set Permission in the Permission field of the list entry. When the Add Permission box opens, make sure that internal users is selected.

3. The Users section in the Add Permission box displays a list of all client users under the client company (excluding the client user who’s being granted the permission). Select the check boxes associated with the client users whose orders you want to provide visibility into.

4. Note that the names of the selected client users will now appear in the User Permission column, signaling that orders placed by these client users will be visible to the client user to whom you’re granting permission.

Grant client users permission to see orders placed by any client users under a branch of the shared client company:

1. Repeat Steps 1 and 2 of the previous procedures. The Groups section in the Add Permission box lists all branches under the client company. Select the check boxes associated with the branches whose orders you want to provide visibility into.

2. You can select all branches by clicking Select All in the Groups header.

3. To have Appraisal Scope automatically add any newly branch-affiliated client users to the permission list as they’re added in a platform-version, select the Auto Add New Group check box in the Groups header.

Grant client users permission to see orders placed by any broker users affiliated with a client company:

1. After accessing the Add Permission box by following Steps 1 and 2 of the first procedure set under Setting user permissions, make sure that you select broker users at the top of the box.

2. The Broker Users section in the Add Permission box displays a list of all broker users under the client company. Select the check boxes associated with the broker users whose orders you want to provide visibility into.

3. The Brokers section of the box displays a list of client companies that a client company has a Client on Report relationship with. Select the check boxes associated with any client companies whose orders you want to provide visibility into.

Grant client users email permission to receive status notifications for visible orders:

1. After selecting the order-visibility permissions that you want to grant, select mail permission at the top of the Add Permission box.

2. In the Internal Users section (or Broker Users section; the setup in either case will be the same), click the Please select box and choose the user whose orders you want to trigger email notifications. If you want the email permissions to apply to all of the users you’ve selected previously, click Apply to All instead.

3. Select the check boxes for the order statuses that you want to trigger email notifications.

4. If you want to configure email settings that will automatically apply to orders placed by new users who will be subsumed into the client company in the future, click Set Automated Mail Permission. Set the permissions that you want to automatically apply by selecting the check boxes for the relevant order statuses.

5. When you’re finished with all configurations, click Close.

Client users can be grouped together into branches under a client company profile. Branches don’t necessarily need to refer to physical locations of a client company, so dividing a client company profile into branches allows the client company to establish its own criteria for what constitutes a branch. Adding branches and organizing client users under them gives client admin users and AMC admin users more choices when setting permissions for the client company, allowing more ways to divide permissions up among client-company-affiliated users.

To add new branches to a client company profile from the Add Users tab, an admin user will click the Add Branch button from the center of the menu bar at the bottom of the Add Users section of the page.  The admin user can enter as much information as desired into the text boxes that come up, but the only required information is Branch Name.

Accessing and disabling branch and client profiles from the client company profile

Once a branch is established, an admin user can view branch information by clicking Branch Settings, or disable the branch by clicking Disable Branch associated from the heading associated with a branch entry. When a branch is disabled, the branch entry will disappear, and client users within that branch will no longer have access to the platform-version. To reenable the branch and the client user profiles under it, the admin user will click the Show Disabled toggle switch, and the disabled branch entry will reappear. The user will then click Enable Branch in the branch entry heading.

Individual client users can also be disabled without the whole parent branch needing to be disabled.  An admin user will click Disable from the Action field associated with the client user entry. The user can then be reenabled by clicking Enable. Once a client user has been disabled, they will not appear under the branch entry until they’ve been reenabled or until the Show Disabled toggle switch has been activated

Note: When a previously disabled branch profile has been reenabled, the client user profiles organized under it will remain disabled until they are individually reenabled.

The Company Settings tab allows an AMC and its admin users to control how orders placed on behalf of any particular client company will behave in that AMC’s platform-version. Settings established from this tab will apply to the client users affiliated with that client company.

Note: Settings established from this tab will apply to all client users affiliated with a client company, except for those affiliated with a client user profile that prevails at the client user profile level.

The Company Settings options are grouped in the following sections. Each setting is documented under the heading of the Appraisal Scope functionality that it impacts.

New Order Group:

The New Order group controls the type and method of new order that a given company can place from their side of an AMC’s Appraisal Scope platform. Options are chosen as follows.

Client Users Group:

The Client Users group controls restrictions that an AMC can choose to place on certain functionality a client user has access to. Restrictions are set as follows.

New Order Form Group:

The New Order Form group controls what options show up on an order form that a given client user sees. Choices on these options are made as follows.

Payment Group:

The Payment group controls the payment methods available to a client user when they submit an order. Controls can be set up as follows.

Payment Form. To choose whether to direct client users to a payment form when they submit an order, click Yes or No from the drop-down list. If you click Yes, proceed to the next set of options. If you click No, proceed directly to the Bill Me(Bank/Borrower) Options description.

Payment Options.

Integrations Group:

Appraisal Scope offers to AMCs integrations with commonly used data services. The Integrations group of controls on the Company Settings gives AMCs the ability to turn these integrations on and off by choosing Disabled or Enabled from the drop-down lists (see Note).

Note: A CoreLogic representative must configure integrations before they can be made available as settings from the Company Settings tab. Please contact Appraisal Scope customer support to inquire regarding integrations.

Appraisers Group:

The Appraisers group gives AMCs options to filter appraisers by certain criteria when assigning orders or to require information from appraisers when they upload a product. Choices among these options can be made as follows.

• Require appraised value. To require that an appraiser enters an appraised value before an appraisal can be uploaded to the platform, select the check box.

• Require explanation from appraiser if inspection date or estimated completion date is past appraiser due date. To make sure that an appraiser gives an explanation why an inspection date or estimated completion date they enter is past an established due date, click Enabled from the drop-down list.

• License Type. To set up the platform to check appraiser license types against those designated in the Select License Types filter when an order is assigned, click Enabled from the drop-down list.

• Years of Experience. To allow an appraiser or admin user to input the number of years the appraiser has in the profession, click Enabled from the drop-down list.

Order Management Group

The Order Management group controls the way the platform handles orders when they’re placed, whether certain information is communicated with the order details and to whom it’s communicated. Options can be chosen as follows.

Order Documents Group:

The Order Documents group offers options to control the types of document and types of information available to display on documents. These options can be controlled as follows.

Client – Order Completion Group:

The Client – Order Completion group offers settings that control whether the appraisal review process will be automated; if so, what parameters will be used to carry this process out; and in general, the timing and conditions of appraisal delivery to client companies and their borrowers. These settings can be controlled as follows.

Borrower Delivery Group:

The Borrower Delivery group provides extra choices as to what a client company can receive to verify report delivery, what borrowers might receive, and what client company details borrowers see on the platform pages they’re presented with. These choices can be made as follows.

Automatically send client Delivered Certificate. To set up automatic delivery to a client company of a certificate verifying that an appraisal report or document was emailed and downloaded by a borrower, click Enabled from the drop-down list.

Borrower Survey. To set up automatic delivery of a survey to a borrower, click Enabled from the drop-down list. The text of this survey can be created or modified by going to Settings > Emails > Borrower/Contact > Borrower Survey.

Replace Logo with Text on Borrower Delivery & Payment pages. To display your logo to the borrower on the pages that the borrower sees, click Enabled from the drop-down list.

Revisions Group:

The Revisions group provides options to limit who sees a revised report and to automate aspects of the report revision process. These options can be configured as follows.

Send revised reports to only the client user who requested the revision. To limit who receives the revised report to the client user that requested the revision, click Enabled from the drop-down list.

Automate the QC review for Report fields. To automate the QC review process for the report fields, click Enabled from the drop-down list.

Automatically check “Notify Client” when sending out a revision. To turn off the setting that auto-selects the Notify Client check box when a revision is sent out, or to just use the global level setting, click Disabled or Use Global Setting from the drop-down list.

Automatically check the “Checklist” button when sending out a revision. To turn off the setting that auto-selects the Checklist check box when sending out a revision, or to just use the global level setting, click Disabled or Use Global Setting from the drop-down list.

The Instructions tab allows admin users to create, edit, and assign instructions that will be presented to an appraiser when the appraiser accepts an assignment. Instructions can be uploaded as documents, and they can be typed into the Instructions page.

The Acceptance Message section of the page displays the message that a client user will receive when a job has been accepted by an appraiser. The message can be changed and reapplied by clicking Edit, typing the new message into the text box, and clicking Save.

The Documents section provides admin users the option to upload instruction documents that will display to an appraiser who has accepted an appraisal order.  Instruction documents that have been uploaded will appear in the Documents list in this area of the page.

Documents can be renamed by clicking the Pencil and Notepad icon, entering the new name into the Title box when the Edit Document dialog box opens, and clicking Update. Documents can be deleted by clicking the Delete icon.

When an instruction document has been added and assigned to a client company profile, an appraiser who accepts an appraisal assignment originating from this client company will be provided a link. Clicking this link downloads the instruction document listed. An admin user will assign the instruction document to a client company profile by clicking Assign in the Instructions section of the page (see details in the Instructions section description below).

The Instructions section of the page provides admin users the option to create and assign detailed instructions to an appraiser who accepts an assignment. Instructions provided in this section can be assigned by state and/or by appraisal form, giving admin users the ability to be selective about how Appraisal Scope passes along different sets of instructions to appraisers who accept orders from a client company.

Instructions appearing in the Instructions list can be edited at any time by clicking the Pencil and Notepad icon, making applicable changes in the Edit Instruction dialog box, and clicking Save. Instructions can be deleted by clicking the Delete icon.

Admin users can also access a log that tracks actions taken with a set of instructions over time by clicking the Clipboard icon.

Adding an Instruction Document to a client company profile

1. Click Add Document.

2. When the Add Document dialog box opens, enter a title in the Document Title text box.

3. Click Browse and double-click the document file to upload, then click Add.

Adding Order-Specific instructions to a client company profile

1. Click Add Instruction to open the Add Instruction dialog box.

2. To add a previously created instruction template, click Add existing instruction template, select a template from the drop-down to add as instructions, and then click Close and Save.

3. To add a new set of instructions, enter a title for the instructions in the Title text box and create the instructions in the Template content editor, using the style and formatting options available in the text box header to customize the text.

4. To use tags that will allow order-specific details to automatically appear in the instructions, click Select a tag and choose the relevant tags from the drop-down list.

5. Click Save when the set of instructions is complete.

6. This set of instructions will now appear in the Instructions list and will be assignable to the client company profile.

Assigning Instructions to a client company profile

1. In the Action column entry associated with the set of instructions to be assigned, click Assign.

2. To assign an uploaded instruction document to be attached when instructions are provided to an appraiser, in the Mass Assign menu box select the check box under Client Level Documents that’s associated with the document to assign.

3. To set the platform-version to provide the instructions to appraisers when orders pertaining to specific states are accepted, select the check boxes associated with the relevant states.

4. To set the platform-version to provide the instructions to appraisers when orders for specific valuation products are accepted, select the check boxes associated with the relevant appraisal forms.

5. Click Save after all selections are made.

Note: For more details regarding how instructions can be created and assigned in an Appraisal Scope platform-version, see the Instructions section in the Settings chapter.

The Fee Settings tab allows admin users to assign fee schedules to a client company profile. The fee schedules assigned to the client company determine what the fee to be paid will be for any of the valuation products offered when a client user places an order on behalf of the client company.

Assigning a fee schedule

1. To assign a fee schedule to a client company, click the Users tab from the main page and verify that Client is selected from the Users tab menu.

2. Search for the client company profile that will be assigned the fee schedule using the search fields on the left side of the page (see the Client tab search functionality section for more details).

3. Select the applicable client company from the list of search results to open the client company profile.

4. Click Fee Settings from the menu bar at the top of the client company profile.

5. Click the Select Job List drop-down and select the fee schedule to be applied from the list, then click Assign Job List.

The Additional Docs tab allows admin users to upload and store on their platform-version any documents they’d like to associate with a client company profile. Documents can be uploaded by clicking Select File, providing a document type in the Document Type box, and clicking Submit. Files added in this way will display as a list on the Additional Docs page, and these files can be accessed or deleted from this list at any time. Any documents added here will only be visible to AMC admin users.

The History tab allows admin users to view details about in-progress orders placed on behalf of a client company. Each order is displayed as an entry on a list. Admin users can choose how many entries will be shown per page by clicking the Per Page drop-down box and selecting a number.

To filter the number of entries by the name of the client listed on the appraisal report, an admin user will click the Client on Report box and choose the relevant client name. To narrow down the entries by the status of an order, an admin user will click the Process Status box and choose the appropriate status from the list. Users can then export the list they’ve created if they choose by clicking Export.

To access details about a specific order or the client that’s listed as Client on Report for an order, an admin user can click the File #, Borrower Name, or Client on Report fields associated with an entry in the list. Clicking the File # or Borrower Name fields of an entry will take the user to the Status tab menu of the Appraisals tab, where all general information regarding this order can be viewed, and where other functionality is available. Clicking the Client on Report field of the entry will take the user to the Details tab of the Client on Report’s client company profile.

The Branch menu is located at the top of a Branch page. The tabs available on the Branch menu offer options for admin users to customize settings that will apply to all client users within the branch. The settings applied by admin users here, then, will determine whether order features displayed by orders coming from this branch will differ from those coming from other branches within the same client company. See the following sections for details on the options available from the Branch menu.

Note: The settings that are configured via the Branch or Client User Profile menu will apply, respectively, only to branch users organized under the relevant branch, or to the relevant individual client user. As a consequence, if no settings are configured at the branch level or in a client user profile, then orders placed by a client user will be processed in accordance with settings configured either at the global level or at the client company level of the affiliated client company.

The Details tab displays branch information saved to the client user profile. Admin users can edit any of this information by clicking the Edit tab from the profile submenu, entering relevant changes, and clicking Save.

The Client on Report tab of a Branch page is where AMCs can manage the lenders available to be displayed on a final appraisal report ordered by a client user within that branch. In other words, client users within the branch can choose from a list created here which lender will display on the final appraisal report for an order that they place. Step by step instructions for how to create lists of lenders from which client users may designate a Client on Report are available in the Client on Report portion of the Client Company Profile menu section, along with details about other setting functionality.

The Vendor Panels tab of a Branch page offers admin users the ability to assign an Approved and/or Do Not Use list of appraisers to that branch. Assigning panels in this way ensures that orders placed by client users within the branch are assigned to appraisers on the Approved list and/or that appraisers on the Do Not Use list are excluded as valid order recipients.

Admin users can assign an Approved or Do Not Use list to a branch from the Vendor Panels tab by clicking the relevant drop-down box and clicking the name of the appropriate list from the choices that appear. Next, the user will click Assign List.

All Approved and Do Not Use lists assigned to a branch at any given time will display under the List Name header associated with the Add Appraiser Approved Lists and/or Assign Appraiser Do Not Use Lists sections of the page. Details on how Approved and Do Not Use lists are created can be viewed in the Panels tab section.

The Add Checklist tab of a Branch page gives admin users the ability to create new checklists, duplicate and edit checklists currently in their platform-version, and then assign checklists at the branch level. Checklists specific to a branch will be presented to any appraiser that accepts work ordered by client users within that branch. For details on how to configure the Add Checklist settings, see the Add Checklist portion of the Client Company Profile menu tabs section.

The Branch Settings tab allows an AMC and its admin users to control certain features that impact orders placed by client users within a certain branch and the types of functionality these client users will experience. Branch settings can be configured as follows.

The Instructions tab of the Branch page allows admin users to create, edit, and assign instructions that will be presented to an appraiser when the appraiser accepts an assignment for an order placed by a client user affiliated with a branch. Instructions for this purpose can be uploaded as documents, and they can be typed into the Instructions page. The process impacting Instructions here is identical to the process for the client company profile, and detailed procedures can be found in the Instructions portion of the Client Company Profile menu tabs section.

The Fee Settings tab of the Branch page allows admin users to assign fee schedules that will apply for orders placed by a client user affiliated with a branch. The process impacting Fee Settings here is identical to the process for the client company profile, and detailed procedures for assigning a fee schedule can be found in the Assigning a fee schedule section.

The Auto Assign tab of a Branch page gives admin users options to set configurations that will impact how orders placed by client users affiliated with a branch will be assigned based on factors specific to the branch with which the client user is affiliated. Criteria set here will determine how Appraisal Scope chooses appraisers it assigns to valuation products ordered by the client users within the branch. Please see the Auto Assign portion of the Client Company Profile menu tabs section above for details on how to configure the Auto Assign options.

Accessing the client user profile

A client user profile can be accessed in two ways. First, an admin user can access a client user profile through any Client Company list produced using the Search options on the Client page. The user will click the plus icon to the far left of an entry on the Client Company list. This will open a drop-down list of the client users organized under the client company profile. Clicking on any client user from the drop-down will open their client user profile.

A client user profile can also be accessed from the Add Users page of the client company profile. To access a client user profile here, an admin user will click on the name of the client user from the Branch Name section under which the user is organized.

Note: Client users will, by default, be organized under Branch Name: Default Branch if no branch names have been created for a client company profile.

Any time a client user profile is directly accessed, a user will be able to toggle between this client user profile and the client company profile with which it’s affiliated. An admin user will click Company Profile on the Client User Profile submenu to access the client company profile. To get back to this client user profile, an admin user will click Go back to [Client User Name Here] profile on the Client Company Profile submenu.

The Client User Profile menu is located at the top of the Client User Profile page. The tabs available on the Client User Profile menu offer options for admin users to customize individual client user profiles. The settings applied by admin users here, then, will determine whether the order features displayed by an individual client user’s order will differ from other client users within the same branch of the same client company. See the following sections for details on the options available from the Client User Profile menu.\

Client User Profile submenu

The Client User Profile submenu is located just beneath the Client User Profile menu. The tabs available on this submenu offer options for admin users to edit or disable the profile, send platform-version login details to the client user, and set permissions that will control what a client user sees on their dashboard and whether they get email notifications for orders that other client users in their client company place. The functionality of each submenu tab is explained below.

The Details tab displays client user information saved to the client user profile. Admin users can edit any of this information by clicking the Edit tab from the profile submenu, entering relevant changes, and clicking Save.

The Show Notes tab offers a location for AMCs to keep notes related to specific client users.

To add and manage notes from a client user profile, click Add Notes on the far-right side of the Notes header. A text editor offering several style options will open. After a note has been created, click Save.

Notes associated with a client user will be displayed in separate boxes under the Notes header. Details on the admin user who created the note and the date and time the note was created are displayed in the header for each note. The notes will be organized chronologically, with the most recently created note appearing first. Any note can be edited or deleted by clicking on the Edit or Delete icon on the right side of the header for that note.

Note: Notes kept under the Show Notes tab are only accessible by AMC staff. These notes do not display to client users.

The Client on Report tab of a client user profile is where AMCs can manage the lenders available to be displayed on a final appraisal report ordered by that client user. In other words, client users can choose from a list created here which lender will display on the final appraisal report for an order that they place. Step by step instructions for how to create lists of lenders from which client users may designate a Client on Report are available in the Client on Report portion of the Client Company Profile menu section, along with details about other setting functionality.

The Vendor Panels tab of a client user profile offers admin users the ability to assign an Approved and/or Do Not Use list of appraisers to that client user profile. Assigning panels in this way ensures that orders placed by the client user are assigned to appraisers on the Approved list and/or that appraisers on the Do Not Use list are excluded as valid order recipients.

Admin users can assign an Approved or Do Not Use list to a client user profile from the Vendor Panels tab by clicking the relevant drop-down box and clicking the name of the appropriate list from the choices that appear. Next, the user will click Assign List.

All Approved and Do Not Use lists assigned to a client user profile at any given time will display under the List Name header associated with the Add Appraiser Approved Lists and/or Assign Appraiser Do Not Use Lists sections of the page. Details on how Approved and Do Not Use lists are created can be viewed in the Panels tab section.

The Auto Assign tab of a client user profile gives admin users options to set configurations impacting how orders placed by the client user will be assigned based on factors specific to the client user or client company with which the client user is affiliated. Criteria set here will determine how Appraisal Scope chooses appraisers it assigns to valuation products ordered by this client user. Please see the Auto Assign portion of the Client Company Profile menu tabs section for details on how to configure the Auto Assign options.

The Add Checklist tab of a client user profile gives admin users the ability to create new checklists, duplicate and edit checklists currently in their platform-version, and then assign checklists at the client user level. Checklists specific to a client user profile will be presented to any appraiser that accepts work ordered by that client user. For details on how to configure the Add Checklist settings, see the Add Checklist portion of the Client Company Profile menu tabs section.

The User Settings tab allows an AMC and its admin users to control certain features that impact a client user’s orders placed on the AMC’s platform-version and the types of functionality these client users will experience. An admin user can choose the functional level from which their platform-version will draw certain materials or apply fee, payment, and other settings; the types of communication a client user will receive; and the permissions the client user will have to acquire or send appraisal documents, all from the User Settings tab. User Settings can be configured as follows.

The Instructions tab of the client user profile allows admin users to create, edit, and assign instructions that will be presented to an appraiser when the appraiser accepts an assignment for an order placed by a client user. Instructions for this purpose can be uploaded as documents, and they can be typed into the Instructions page. The process impacting Instructions here is identical to the process for the client company profile, and detailed procedures can be found in the Instructions portion of the Client Company Profile menu tabs section.

The Fee Settings tab of the client user profile allows admin users to assign fee schedules that will apply for orders placed by a client user. The process impacting Fee Settings here is identical to the process for the client company profile, and detailed procedures for assigning a fee schedule can be found above.