Overview
Configuring the order form allows you to tailor the intake process to meet your specific operational and regulatory requirements. By managing field visibility, setting data constraints, and establishing mandatory requirements—such as sales contracts or payment methods—you ensure that every order arrives with the necessary documentation and data. This customization simplifies the client experience by providing a clear, branded interface while simultaneously protecting your workflow from incomplete or inaccurate submissions.
Configure the Order Form
You can make many changes to the order form that clients use to order appraisals on your VMP XSite. To change settings for your default order form:
Navigate to the top navigation bar and select Preferences.
Select VMP Client Order Setup in the drop-down menu.
If you have multiple VMP XSites connected to your Mercury Network® account, use the drop-down under VMP Client Portal to Mercury Network® Configuration to select the site for which you'd like to make changes.
On the left, click Configure Order Form.
In the Configure Order Form section, you can modify several settings to customize the order form.
Allow clients to enter fee: When checked, clients ordering an appraisal will be able to type their own fee for the product they're ordering. This essentially gives them the ability to override the default fee when ordering a product.
Provide Disclosure Tracking: This lets you track whether or not the disclosure is complete or pending expiration for the order. With this box checked, you'll see two new filters in Mercury Network®'s Order's view: Requires Disclosure and Pending Disclosure Expiration. The disclosure date can be updated by the client via your VMP XSite, or by editing the order in Mercury Network®.
Click the gear icon to configure your disclosure tracking so that tracking is only applied to orders with specific loan purposes.
Note: If you've enabled Disclosure Tracking, orders will not show in the Requires Assignment filter until the disclosure date has been provided and the disclosure date has passed. To enable Disclosure Tracking per client, check the box here, then use Client Groups to turn off tracking for specific clients.
Enable Global Login: This setting allows clients to log in to the VMP Client Portal using an account created on any XSite. Leave this option disabled if you prefer your clients to use an account you created.
Require sales contract: Check this so your client will always be required to upload a sales contract for orders with a loan purpose of Purchase. In order to ensure you always know the loan purpose, we recommend you place a check in the Required column for Loan purpose in the Configure Order Form page, so that field will always be required on your order form.
Click the gear icon to choose which products should require a sales contract.
Click the Order Requirements button to enter requirements, instructions, disclaimers, or anything important that must be confirmed by the client before placing an order.
Acceptable Payment Methods: Check the boxes here to enable any payment method you intend to accept.
Click Edit Required List to require Clients to Pay By Credit Card.
On the Require Clients to Pay By Credit Card page, click Require next to a client's name to mandate credit card payments for that account.
Select Require for all clients.
Select Require for all new clients.
In the grid on the bottom portion of the page, you can make changes to each of the items to adjust how it appears on the order form, as well as how your clients interact with the form while ordering an appraisal.
Each row in the grid represents an order form field. The columns within each row define the specific settings for that field. The column descriptions are listed below from left to right:
Show: A check in this column simply means this field will be displayed on the order form.
Require: Place a check here to make sure your client completes this field before submitting the form.
Section/Field: This shows you which field you're currently editing, displaying the default label for the field.
Custom Label: Here you can change the field's label if you don't want to use the default label. Click the text directly to edit it.
Default Text: The text you enter here will be displayed in the field by default. Click anywhere in this column to begin changing the text. Depending on the field, you may choose the text from a drop-down or enter your own text.
Constraints: For some fields, you can set validation criteria to help eliminate data entry errors. To set the constraints, click the Edit link in this column to open the Field Constraints dialog. See the Field Constraints section for further detail on how to set the criteria.
Note: The Configure prop field has been expanded from 8 to 12 characters to accommodate increased usage requirements in version 3.6. This is the only change from the previous legacy configuration.
Click Save in the upper-left corner to commit your changes.
Outcome
You have now created a specialized order intake system that enforces your specific business rules and compliance standards.