FAQs About Secure

To log in, you visit the Mercury Network® login page, enter your email address and password, optionally check Remember me, and click Sign In.

If you don’t have an account, you need to complete the sign-up process by selecting an account type, entering your company and contact information, and following the prompts to create your account.

If a matching account is found, you will be prompted to recover your password or review possible duplicate accounts and select the correct one.

You must provide details such as account type, company state, company name, phone number, and email address, along with any additional required fields.

You must agree to the End User License Agreement and complete any additional prompts before your account is activated and ready for use.

To manually request a revision, click Request Revision, review or edit the pre‑populated fatal warnings in the message, add any custom notes as needed, and send the message so the order and Investor Submission sub‑status update to Revision Needed, with the History Log recording the request along with user, date, and time information.

Related article:

Investor Submission - How to Manage UCDP Submission in Mercury Network® (Secure)

The automated rules run immediately when an appraisal is uploaded to ensure the file is technically sound and compliant, helping you identify completeness issues, formatting problems, UAD guideline conflicts, and high‑risk factors before manual review so that potential problems are caught earlier in the workflow.

Related article:

Navigate to the Order Management page and select the New menu. Click on Residential Appraisal.

Note: If you need to use the older forms for a legacy order, be sure to select Residential Appraisal - Legacy Forms instead.

While you must enter the Living Unit Excluding ADU, the specific ADU Count field is not required to move forward.

To keep your records connected, enter the Loan # and the Parent Tracking Number in the Assignment section.

Tip: If this is a second order for the same loan, use the Mercury Tracking # from the first order to link them together seamlessly.

The Investor Submission workspace provides real‑time insight into appraisal submissions sent to UCDP and other investors, and when a submission results in a fatal warning the order moves to Exception – Investor Submission status so users can view the findings and request appraisal revisions directly from the workspace to streamline corrections and improve efficiency.

Related article:

Investor Submission - How to Manage UCDP Submission in Mercury Network® (Secure)

To manually submit an appraisal, locate and open the order, go to the Investor Submission tab in the Workspace section, and click Submit, noting that automated submission clients have their files sent automatically while manually configured clients remain in Ready for Investor Submission until a user initiates the submission, and users may also view the appraisal PDF or download the appraisal ZIP before submitting.

Related article:

Investor Submission - How to Manage UCDP Submission in Mercury Network® (Secure)

Investor Submission sub‑statuses indicate where the appraisal stands in the investor review process, ranging from Not Started when no product has been delivered, to In Progress during submission, Successful when there are no fatal warnings, Rejected due to validation errors, Not Successful when fatal findings exist, Revision Needed when a revision is required, Ready for Submission when waiting for a manual submission, Not Applicable when the product is not set up for that investor, and Submission Error when a system issue occurs and is being resolved.

Related article:

Investor Submission - How to Manage UCDP Submission in Mercury Network® (Secure)

Revisions are automatically triggered when a UCDP submission encounters a fatal warning that requires an appraisal modification, causing the order status and sub‑status to change to Revision Needed, and if the system does not initiate the revision automatically a user can manually request one after reviewing the warnings.

Related article:

Investor Submission - How to Manage UCDP Submission in Mercury Network® (Secure)

Bulk actions allow you to select multiple orders from your Advanced Search results list and apply various actions to manage them more efficiently. These actions are available through the Actions dropdown menu located above the search results list.

You can perform a variety of bulk actions including:

• Modifying orders: Changing their status, adding products or fees, and updating the service provider.

• Managing assignments: Assigning a Loan Officer/Broker, Processor, Reviewer, Escalated Reviewer, or Service Provider.

• Adding notes or attachments.

• Transferring or deleting orders.

• Clearing Disclosures or Clear Follow-Up Messages.

• Composing New Messages.

• Managing Invoice Statuses and Task Statuses.

You can select orders in the results list in a few ways.

• Individual Orders: Select the associated checkboxes.

• All Orders on a Page: Click the Select Page button and select the embedded checkbox.

• All Orders in the Results List: Click the Select Page button, and once the label changes to Select All Pages, select the embedded checkbox.

1. From the search results, select Add New Products from the action dropdown.

2. Select your products from the Available Products menu and click Add to move them to Selected Products.

3. Choose any necessary assignment and payment options like Use Previous Service Provider, Use Previous Reviewer, Skip Duplicate Check, or Bypass CMS Direct payment workflow.

4. Check Order Selected Products to complete the bulk order.

No, profile configurations set up to limit assignment - such as those based on coverage area, license, capacity for service providers, or order attributes like product/sub loan type for loan officers/brokers and processors are generally not enforced on bulk assignments. Similarly, limits for reviewers/escalated reviewers based on Appraisal/BPO score ranges are not enforced.

When assigning a Reviewer or Escalated Reviewer, the order will move to Ready for Review status (for reviewers) or Ready for Escalated Review status (for escalated reviewers), unless you select the Keep Current Status option in the pop-up window.

1. Select Manage Invoice Statuses from the Action dropdown menu.

2. In the pop-up window, select Invoiced Paid or Pending in the Mark Service Provider Fees As and/or Mark Customer Prices As.

3. Click Update Invoice Statuses to apply the changes.

If automatic order-assignment is turned off and you are not in double-blind mode, you must manually select the vendor for a new or reassigned order using the available tools, including the vendor list and the top-ranked vendor map that helps you evaluate vendors based on proximity and other visible details.

The map displays blue push-pins indicating vendor locations near the subject address for the order, and these pins correspond to the top 10 vendors shown in the list on the left, allowing you to visually assess proximity before making a selection.

If the vendor is new or you have no prior transactions with them, certain historical metrics such as the average fee will display as N/A, indicating that no data is available for that vendor based on your past activity.

The available tabs include Fee Panel, which shows vendors in your fee panel who can fulfill the order; ISS Ranked, which displays vendors selected based on Intelligent Selection System settings; and Search, which allows you to find vendors using criteria entered manually.

The Action Required folder helps you track orders that need attention by automatically compiling them based on selected status events and timeframes, reducing reliance on email notifications and allowing you to focus on tasks that require immediate follow-up.

To configure the folder, you log in, open Order Management by clicking Orders, access the Action Required folder settings using the gear icon, select the status events you want to track, define the timeframe for including those events, and save your changes by clicking OK.

You can double-click the order to open its details, where a list at the top displays the status events that triggered its inclusion in the folder, including the date, time, and specific event associated with each entry.

Orders are automatically removed when they no longer meet any of the configured status event criteria, or they can be manually removed by selecting the order and choosing Remove from Folder in the toolbar, or by using the remove option within the order details view.

After removal, the order is still accessible in its appropriate folder within Mercury Network®, allowing continued access without it appearing in the Action Required list.

The UAD 3.6 update introduced a new Order Type filter that distinguishes between regular Residential Appraisals and Residential Appraisals using Legacy Forms, along with new status folders that help organize orders based on their stage in the workflow.

You can use the search box in the Orders view by entering criteria, selecting whether the term starts with or contains your input, choosing the field to search in, defining a timeframe, selecting the order type such as All, Unpaid, or Paid, and then running the search using the magnifying glass icon or Enter key.

You can change the default values for search fields by accessing the settings through the gear icon, where you can define default options for the field and timeframe selections and choose which fields appear in the search dropdown menu.

You can customize your columns by clicking My columns in the toolbar, selecting a folder group or specific folder, and then choosing items from the Available columns list to move into the Displayed columns list, where you can control which columns appear in the order view.

You can reorder columns by selecting an item in the Displayed columns list and dragging it up or down to the desired position, or by using arrow keys after selecting one or more items to adjust their placement.

To add a column, you move it from the Available columns list into the Displayed columns list, and to remove a column, you either double-click it or drag it back to the Available columns list (the exact behavior of multi-select movement with arrow keys may require clarification if multiple items are selected simultaneously).

You can reset column widths using Reset widths, restore default column settings using Load defaults, and apply your changes by clicking Save, while Close exits the configuration window without explicit confirmation of whether unsaved changes are discarded.

To send a message, you select the status folder containing the order, open the order by double-clicking it to view the Order Details, and then click Message in the top toolbar to begin the messaging process.

Yes, if the order is double-blind, you must choose from predefined messages, while if it is not double-blind, you can type a custom message into the provided box before sending it.

The messaging option is accessed from the Order Details screen by clicking the Message button located in the top toolbar after opening the order.

Sending messages through the Order Workspace allows you to communicate directly with the appraiser assigned to the order in a way that aligns with the ordering configuration, ensuring consistent and appropriate communication.

To mark multiple orders as paid, first locate the desired orders using the Find Orders tool or by selecting a folder, then click the Payments option in the toolbar, select one or more unpaid orders in the Payment summary dialog, enter the payment information, and click Save to apply the details to all selected orders.

When an order is marked as paid, it becomes grayed out in the Payment summary dialog, indicating its paid status, and you can continue selecting additional unpaid orders to apply payment information as needed.

Yes, you can choose to share payment information with the vendor by selecting the Notify vendor of payment checkbox, which allows the vendor to view the payment details but not edit them.

You can export paid orders to a CSV file using the Export feature, and you can also upload payment data into the Payment summary dialog using a CSV file that includes required fields such as Loan number, Amount due, Issued date, and Payment method.

To add a bank account, you go to the Account section, click Manage under Payment methods, select Add a checking account, enter your bank details, optionally set it as primary, and click Save.

Yes, by enrolling your bank account and setting it as your primary method, you can auto-pay appraisers.

You can open the Order Details view by either double-clicking an order in the list or by selecting the order with a single click and then clicking View in the toolbar.

If multiple orders exist for the same property, a Matching Order Alert banner appears at the top of the Order Details, and you can click More info to view a list of those orders and access their details by selecting a tracking number.

To reassign an order, open the Order Details, click the assigned employee’s name in the Assignment Information section, select a new user from the drop-down list in the Assign to Employee window, and confirm the change by clicking OK.

The Vendor Information section displays details about the assigned vendor, and if a supervisor appraiser is involved, it can also include information about a trainee added to the order.

To edit an existing order, you first select the appropriate folder to filter and locate the order, then double-click the order to open it, click Edit in the top toolbar, make the necessary changes, and click Save to apply the updates.

You create a new user in the User Management section of your Appraiser XSite, then provide credentials so the user can log in and generate their Mercury Network® profile.

The option to modify an order is accessed from the Order Details view, where the Edit button appears in the top toolbar after opening the selected order.

Yes, you can return to an existing order at any time, open it from the order list, and update its information by editing and saving the changes.

After making changes, clicking Save updates the order information, ensuring the details remain accurate and up to date throughout the order lifecycle.

Only users with specific permissions can view eligible vendors, including Admin users, users with the Manage fee panel permission, users with the Fee Panel (Read Only) permission, and for double-blind orders, users who also have the Compliance permission.

To view eligible vendors, you open an automatically assigned order, go to the audit trail, and click the View eligible vendors link to display the list.

The list includes selection criteria such as priority rank, capacity, distance from the subject, years of experience, product fee, and license status for each vendor considered during assignment.

If there is a mix of vendors who are and are not on your fee panel, an additional column appears in the list to indicate which vendors belong to your fee panel.

You select vendors by building a Fee Panel using criteria such as license type, certifications, and performance, which generates a list of qualified vendor candidates to choose from.

Transaction fees are charged for each order accepted through Mercury Network®, and if applicable, the fees for all orders accepted during a given day are charged to the credit card on file each evening and appear on a single invoice for that day.

No, lenders and AMCs placing orders through Mercury Network® are not charged transaction fees as long as they have not previously chosen to pay the fee.

Yes, if the transaction fee applies, a credit card must be on file in your account in order to place appraisal orders.

To add or update a credit card, you sign in to your account, navigate to the Payment information section, select New Card, enter the required billing and card details, and complete the process by clicking Finish and confirming the action.

To update an order’s status, you access the Order Details view by following the referenced process, click Set Status in the toolbar, and then choose the appropriate status from the drop-down menu.

Depending on the selected status, additional options may appear such as date selectors, fields for fee changes or other information, options to upload and attach files, and message-related inputs that support the update.

Some status updates require a message to be sent, while others make it optional, depending on the specific status selected.

You can search for a canned comment using the search bar in the Set Order Status window, and if you cannot find a suitable option, you can request a new canned comment by selecting Suggest a canned comment and submitting the request form.

You can manually update the inspection status by opening the order from the All Open Orders folder, clicking Set Status in the toolbar, and selecting either Inspection Scheduled or Inspection Completed from the available options.

To enter an inspection date, you open the order, select Set Status, choose Inspection Scheduled or Inspection Completed, and then input the scheduled inspection date in the window that appears before confirming the update.

You begin by selecting All Open Orders from the list of order statuses, locating the order in the list, and then opening it by double-clicking to access its details.

Manual updates are necessary when a vendor does not send a status for scheduling or completing an inspection, allowing you to ensure the order reflects accurate inspection progress.

To place an order on hold, go to All Open Orders, locate and open the order by double-clicking it, click Set status in the toolbar, and select Place on hold from the drop-down menu.

Yes, when placing an order on hold, you have the option to enter a new due date using the fields provided in the hold screen.

If you are using double-blind ordering, you must select a predefined reason for the hold, while in non double-blind ordering, you can type a custom message explaining the reason before confirming.

Placing an order on hold allows you to pause the appraisal process when additional time, information, or action is needed, while documenting the reason and optionally adjusting the due date.

To delay an order, you select All Open Orders from the status list, locate and open the order by double-clicking it, click Set status in the toolbar, and choose Place on hold from the drop-down menu.

Yes, if there is a new due date, you can enter it in the New Due Date field when placing the order on hold.

If you are using double-blind ordering, you select a predefined reason for the hold, while in non double-blind ordering, you type a message explaining the reason before confirming the action.

To access a Property Order Details Request, go to the Orders tab in the main Order Management screen, navigate to the Product Details Request folder, and select an order from the Product Order Details Requested status list to open its details.

You approve changes by selecting the appropriate Accept checkboxes, and if you do not select the Accept option, the change is treated as rejected, with a required comment sent to the service provider for any rejected request.

After clicking OK, the order status returns to In Progress, the service provider receives a confirmation message, and the order continues forward with the updated property details.

Yes, after approving updates, you must confirm whether the changes affect the fee or turn time and manually update those data points on the order if necessary.

To resume an order, you select the folder containing the order from the list on the left, locate and open the order by double-clicking it, click Set status in the toolbar, and choose Resume from the drop-down menu.

Yes, when resuming an order, you can enter a new due date in the New due date field if one is required.

After resuming the order, it returns to active processing, with the reason documented and the due date updated if applicable, ensuring the status reflects the current progress.

To request a revision, you select Completed from the list of order statuses, locate and open the order by double-clicking it, click Set status in the toolbar, choose Request revision from the drop-down menu, and then enter a message explaining the reason before clicking OK.

Yes, since the order is already completed, you can send a free-form message when requesting a revision, as double-blind rules no longer apply.

You begin by going to the Completed folder in the list of order statuses, then find the order in the list and open it by double-clicking to access its details.

To cancel a revision request, you open the order, click Set status, select Cancel revision request, add notes for the status change, and click OK to complete the cancellation.

When a completed appraisal is delivered, it is automatically placed in the In QC - Level One status, indicating that it is ready for review before being delivered to the client.

To escalate an order, you click Set status and select a higher Quality Control level such as In QC - Level Two or In QC - Level Three from the available options.

To request revisions, you enter the necessary details in the comments section explaining the changes needed, and those comments are stored in the audit trail, with an option to update the status on VMP XSite and notify the client.

You can configure delivery by choosing whether to attach completed appraisal documents to email notifications, specify additional recipients, or use SureReceipts options to send secure access instructions to borrowers instead of attaching documents directly.

Before submitting, you must have your connection to the EAD portal set up and have the appropriate permissions to submit to FHA, otherwise the submission option will not be visible.

To submit an appraisal, you open a completed order from the Orders view, click Set Status in the toolbar, select Submit to FHA, complete the required fields in the dialog, and click Send to complete the submission.

You must select a Business Unit, enter or confirm the loan number, and provide the FHA Case number if it is not already populated, with the FHA Case number required to be a 10-digit value in the specified format.

After submitting, you are returned to the Order Grid where you will immediately see events related to the submission status, allowing you to monitor its progress.

To remove the FHA status, you open the order from the Orders view, click Set Status, select Remove FHA Status, enter a note for the change, and click OK to complete the action.

You may need to remove the FHA status if an appraisal was submitted to the EAD portal but the loan will no longer proceed as an FHA loan, making the FHA status no longer relevant.

No, the submission records are not deleted, as all EAD events remain visible in the audit trail and all records of the submission are still retained in the EAD portal.

To update your UAD 3.6 profile, you must update the user permissions in the Users section and ensure required permissions are enabled. If you encounter errors, the issue is likely related to missing permissions or incomplete profile configuration.

An account may appear inactive if the user has not agreed to the End User License Agreement (EULA). If the profile is not enabled to accept orders, it may also limit functionality (though not explicitly labeled “inactive”).

The automated payment system works as follows: 1. Transaction fees are charged daily for accepted orders; 2. Charges are processed automatically to the credit card on file; 3. Fees are grouped into a single daily invoice.

You must have Manage Account permission to update payment methods and view billing details.

It's 60MB, which is the same for the GSE file size limit.

You can track submission status through the order audit trail, which provides real-time feedback and displays events that indicate the progress and outcome of the submission.

The Doc File ID appears in the audit trail when an appraisal is submitted and identifies the submission, but it does not indicate whether the submission was successful, and it is only generated once per appraisal even if resubmitted.

You can review submission results by clicking the View Results link in the audit trail to see errors and take actions such as requesting revisions or overrides, or by downloading the Submission Summary Report using the View FHA SSR link.

You can view submission results in the order’s audit trail, where the Submission Summary Report appears along with links that allow you to review the results of the submission.

To check errors, you click the View Results link in the audit trail, which displays a detailed list of any errors returned during the submission.

If hard stop errors are present, the system defaults to Request revision, and you must select the relevant errors, confirm the request, and send it to the appraiser since overrides are not allowed for hard stop errors.

If there are no hard stop errors, you can select Override and resubmit from the drop-down, choose the errors to override, select or enter a reason for each one, and confirm your selections before submitting.

To resubmit a revised appraisal, you open the order from the Orders view by double-clicking it, click Set status in the toolbar, select Submit to FHA, review or update the fields in the dialog, and then click Send to complete the resubmission.

No, the submission dialog is pre-populated with the information entered during the initial submission, but you can make changes if needed before sending the appraisal again.

When the revised appraisal is submitted, it replaces the previous version in the EAD portal, but you can still view each version separately within Mercury Network®.

The Doc File ID identifies all appraisals associated with a single loan, and it must be manually entered on the second and third appraisal orders so they are properly grouped with the first submission.

After the first appraisal generates a Doc File ID, you must manually enter that same Doc File ID into the subsequent appraisal orders before submitting them, allowing the EAD portal to recognize them as additional appraisals for the same loan.

If an appraisal was submitted outside of Mercury Network®, the system will not be able to see it, and it may appear as “Empty or unknown” when using the same Doc File ID, since there is no two-way communication between Mercury Network® and the EAD portal.

If you submit an appraisal using a Doc File ID tied to an appraisal submitted outside of Mercury Network®, the new submission will replace the existing report in the EAD portal, as Mercury Network® assumes the ID is associated with a prior appraisal but cannot verify its contents.

You need to manually enter a Doc File ID when a loan requires more than one appraisal, since all appraisals for the same loan must be submitted to the EAD portal using the same Doc File ID.

To manually enter or update a Doc File ID, you open the order, go to the Assignment information section, click Edit or the existing Doc File ID link, enter the intended Doc File ID in the dialog, and click OK.

If you enter a Doc File ID that is already associated with another order, information about those related orders will appear near the top of the Order Details window.

When an appraisal is uploaded, the system runs Basic Virus and File Validation checks, UAD rules for the zip file, and Review Rules for compliance and risk factors, depending on the configuration and user type.

If a rule fails, the system may return a Document Failed status requiring the vendor to reupload the file, or move the order to Revision – Correction Needed and generate a revision request for the vendor to address the issues.

Revision requests can be viewed in the Revision Details PDF stored in the order’s document repository, and may also appear in the Investor Submission workspace or the Order History Log depending on the context.

Yes, users with the appropriate permissions can override Severe review rule failures, which allows the order to move forward without requiring corrections to be made.

To access the Investor Submission workspace, you search for and open an order from the UCDP Order Folders, then scroll to the bottom of the order to view the Investor Submission section where submission details are displayed.

The Investor Submission section shows the submission status, sub-status, Fannie Mae and Freddie Mac results, risk scores, and details for all related orders, with additional information available by expanding the Summary dropdown.

To submit an appraisal, you open the order, expand the Investor Submission Summary dropdown, and click Submit, after which the system processes the submission and updates the order status based on the result.

If a fatal warning occurs, the order moves to an Exception – Investor Submission status, and the system may automatically request a revision, or you can review the warnings and manually request a revision from the service provider.

To change the appraisal fee, you open the order by double-clicking it, click Set status in the toolbar, select Change fee, enter the new fee, add comments explaining the reason, and click Set fee to apply the update.

The option to change the fee is available within the Order Details view after opening the order and selecting Change fee from the Set status menu.

The updated fee and the comments explaining the change are shared with the vendor and stored in the order history so all parties remain informed.

Once the fee is updated, the change is applied to the order immediately and the new fee and associated comments are recorded in the order history.

You need to manually enter a UCDP Doc File ID when a loan requires more than one appraisal, since all appraisals for that loan must be submitted using the same Doc File ID to ensure they are properly associated.

To enter or update a Doc File ID, you open the order, go to the Assignment information section, click Edit or the existing Doc File ID link, enter the correct Doc File ID in the dialog, and click OK to save it.

You should only change the Doc File ID if intended, because using that ID for future submissions could replace a previously submitted appraisal associated with it.

If you enter a Doc File ID that is already associated with another order, information about those related orders will appear near the top of the Order Details window, showing the existing association.

To mark an order as complete, you open the order from the Orders view, click Set Status, select Mark as complete, upload the appraisal file if needed, add a note, and click OK to finish.

Yes, you must have the Compliance permission enabled in order to upload the report and mark the order as complete.

Yes, after uploading the report and marking the order complete, you can continue managing the order, documents, and status just as you would if the appraisal had been delivered through Mercury Network®.

To cancel an order, you select the order’s status from the filter list on the left, locate and open the order by double-clicking it, click Set Status in the toolbar, and choose Cancel from the drop-down menu.

Yes, you can cancel an order at any stage, whether or not the vendor has acknowledged the assignment.

If you are using double-blind ordering, you must select a predefined reason for the cancellation, while in non double-blind ordering, you can type a custom message explaining the reason before confirming.

After cancellation, the order status is updated and the cancellation, along with the selected or entered reason, is recorded in the order history for documentation and communication purposes.

To send documents, you open the order, click Set status in the toolbar, select Send via SureReceipts, choose recipients, select the documents to send, enter a message if needed, and click Send to complete the delivery.

You can send documents to up to four recipients per delivery by selecting contacts and adding additional recipients using the available option.

Recipients receive an email notification with a link that directs them to a secure delivery page where they can download the documents.

Borrowers must first provide consent to receive the appraisal electronically and use an authorization code before downloading the report, and their response is recorded in the order’s audit trail.

To change the due date, you open the order from the Orders view, click Set status in the Order Details toolbar, select Change due date, enter the new date or choose it from the calendar, and click Set date to apply the update.

Yes, you must enter comments explaining the reason for the change, and these comments will be visible to the vendor and recorded in the audit trail.

The Change Due Date option allows you to quickly update the timeline and notify the vendor without editing the full order details, while still maintaining a record of the change and the reason behind it.

Error colors indicate severity, where red represents hard stop errors that must be corrected before acceptance, orange represents errors that can be overridden manually, and yellow represents warnings that do not prevent a successful submission but may still be corrected.

If a hard stop error appears, you must request a revision from the appraiser and resubmit the corrected appraisal, as overrides are not allowed for these types of errors.

To request revisions, you select Request Revisions, choose the specific errors to be corrected, review the pre-populated message, add any additional notes if needed, and confirm the request so the appraiser can address the issues and provide an updated report.

To resubmit a corrected appraisal, you open the order from the Orders view, click Set status in the toolbar, select Submit to UCDP, review or update the submission details in the dialog, and click Send to complete the resubmission.

No, the submission dialog is pre-populated with the information entered during the initial submission, but you can modify the fields if any updates are needed before resubmitting.

Before resubmitting, you can review or update details such as the selected GSEs, Business Unit, loan number, and any internal notes that are stored within your Mercury Network® account.

When the revised appraisal is submitted, it replaces the previous version in UCDP, but both versions remain accessible within Mercury Network® for separate review.

To submit multiple appraisals for a single UCDP loan, you first submit the initial appraisal to generate a Doc File ID, then manually enter that same Doc File ID on the second and third appraisal orders before submitting them so they are all associated with the same loan.

All appraisals must use the same Doc File ID so UCDP can associate them with a single loan file and categorize them as Appraisal 1, Appraisal 2, and Appraisal 3.

To enter or update the Doc File ID, you open the order, locate the UCDP Doc File ID field in the Assignment Information section, click Edit or the existing link, enter the correct value in the dialog, and click OK.

If an appraisal was submitted outside of Mercury Network®, it will not be visible in Mercury Network®, and it may appear as “Empty or unknown” when using the same Doc File ID, since the systems do not share submission data.

Mercury Network® can automatically reassign orders that expire after 24 hours without acknowledgment, orders that are declined by the vendor, and double-blind vendor orders.

To manually reassign an order, you go to the Requires Reassignment folder, open the order, adjust any selection settings if needed, and click Reassign to begin choosing a new vendor.

Yes, you can select one or more vendors and use the Email option to send a message, which will be delivered and recorded in the order’s audit trail.

Before completing reassignment, you review the order details, select a payment method, choose or enter a fee, provide any required payment details, and click Finish to assign the order to the selected vendor.

Manual status syncing allows you to send specific order status updates to VMP on an individual basis when automatic status mapping does not apply, giving you control over which statuses are shared.

After syncing, an icon appears next to the status event in the order history, where a green icon indicates no changes were made to comments and a blue icon indicates the comments were edited before syncing.

To print a vendor order, you select the order’s status from the folder list, open the order by double-clicking it, click Print in the top toolbar, and then use the standard Windows print screen to choose a printer and complete the print.

To attach documents, you select the order’s status from the folder list, open the order by double-clicking it, click Attach in the toolbar, choose the document type, and then either upload files directly or send them using the available methods.

You can attach documents either by uploading electronic files directly or by faxing paper documents using DirectFax, which converts the fax into a PDF and attaches it to the order.

Yes, when uploading documents, you can mark them as private so they are only available to internal staff with access rights to the order.

To duplicate an order, you select the order from the appropriate status folder, open it by double-clicking, click Duplicate in the toolbar, choose how the new order should be assigned and associated, and then proceed through the order setup process to complete and place the new order.

To attach documents, you select the order’s status from the folder list, open the order by double-clicking it, click Attach in the toolbar, choose the document type, and then upload files or fax them using DirectFax.

Yes, when attaching documents, you can mark them as private so they are only available to internal staff members with access rights to the order.

Attached documents appear in the Order Documents section within the Documents, Maps, and Stats panel in the Order Details view.

To add an internal note, you select the order’s status from the folder list, open the order by double-clicking it, click Add note in the toolbar, confirm the prompt, enter your note in the window provided, and click Add to save it to the order.

To record a payment, you click the Mark as Paid option in the toolbar, enter the payment date, method, and amount in the dialog, and confirm the entry to apply the payment to the order.

Yes, the ability to mark an order as paid must be enabled through the Mark as Paid order management permission on a per-user basis.

Yes, you can view or edit payment details later by selecting the Edit payment link from the payment entry in the order’s history.

The Review Bids dialog allows you to view and manage bids submitted for an order, giving you the ability to review vendor responses and take actions such as awarding or declining bids.

Yes, for residential appraisal orders, icons indicate whether the fee and due date are locked, while for commercial appraisal orders, these lock indicators are not displayed.

To respond to a conditionally declined order, you select Conditionally Declined from the status list, locate and open the order by double-clicking it, choose one of the available response options at the top of the screen, and click OK to proceed.

A conditional decline means the vendor is requesting a change to the fee or due date before agreeing to accept the order.

You can choose to Agree to accept the proposed fee and due date, Conditionally Agree to continue negotiating while updating the fee or due date, or Reassign the order to a different vendor.

If you select Reassign, you must choose a new vendor and accept that vendor’s payment terms before the order can continue.

To respond, you select the Modification Requested folder, open the order by double-clicking it, review the requested changes and the vendor’s reason in the order history, choose whether to agree or not agree, add comments if applicable, and click OK to submit your response.

When a vendor requests a modification, the order status changes to Modification Requested, and you must review and respond to the proposed changes before the order can continue.

A vendor can request changes to the job type, due date, fee, or payment method as part of a modification request.

To retrieve a completed order, you select the Completed folder from the list on the left, locate the order in the list, and open it by double-clicking to access its details and associated documents.

Completed orders include documents such as the Report PDF, MISMO XML file, and UARR Results, along with any additional documents attached during the order lifecycle.

To access documents for a completed order, you select the Completed folder, open the order by double-clicking it, and then view the documents in the Documents, Maps, and Stats panel within the Order Details screen.

Completed orders include files such as the Report PDF, MISMO XML file, and UARR Results, along with any additional documents attached to the order by you or the appraiser.

To rate a vendor, you open the order after it has been accepted, find the Assignment Ratings section under Documents, Maps, and Stats, select the rating by clicking on the stars, add any comments, and click Save to submit your feedback.

To award a bid, you select a vendor from the Review Bids dialog, open the Award bid dialog, review the order details, add an award note, confirm the payment method, add a decline note for other bidders, and click Award to finalize the selection.

When a bid is awarded, any vendors who have not yet been declined are marked for decline, but they are not notified until the awarded vendor accepts the assignment.

Yes, residential appraisal orders are automatically accepted by the appraiser when awarded, while commercial appraisal orders allow the appraiser to either accept or decline the award.

To decline bids, you select one or more bids in the Review Bids dialog, choose the Decline bid option, review the selected vendors in the dialog, add a note explaining your decision, and click Decline to notify the vendors.

Yes, the Decline bids dialog allows you to enter a note explaining why the bids are being declined, and this note is included in the notification sent to vendors.

Yes, you can undo a declined bid by clicking the Undo button in the Status column in the Review Bids dialog, but only if the decline was initiated by you.

You can only undo a declined bid if you originally declined it, and not if the bid was declined by the vendor.

To send a message, you select one or more appraisers from the Review Bids dialog, click the Send message option, enter your message, and select Send to deliver it to the selected appraisers.

Yes, you can select multiple appraisers in the Review Bids dialog and send a single message to all selected recipients.

No, appraisers who receive a message cannot see other appraisers who were also sent the message.

Yes, every message sent is recorded as an entry in the order history, providing a record of communication for the bidding process.

To add additional appraisers, you open the Review Bids dialog, select the Add vendor option, and use the Vendor selection screen to include more appraisers in the bid request.

You can add additional appraisers at any time before the bid has been awarded, allowing you to expand the pool of vendors being considered.

If you are using automatic vendor selection and have reached the maximum number of appraisers, you must decline one or more existing bids before you can add additional appraisers.

Adding more appraisers allows you to expand the pool of vendors being considered for the order, helping you evaluate more options before awarding the bid.

To forward bids to your client, you access the Review Bids dialog for a commercial appraisal order and use the available option to send the submitted bids for client review and selection.

To rank appraisal bids, you click the Rank vendors button in the toolbar and then enter a ranking value for each vendor in the Rank column to organize and compare the bids.

To update the due date for an active bid, you open the bid dialog, enter the new due date and time, add any comments for the vendor, and click Set date to apply the change.

Only vendors who have not declined to bid will receive a notification about the updated due date.

To add a note to a bid, you open the Review Bids dialog, select add or view for the specific appraiser’s bid, enter your note in the Add note dialog, and save it.

Yes, you can add multiple notes to each appraiser’s bid, and you can view, edit, or delete them through the Notes dialog.

Yes, if the order came from a client, you can choose to include your notes when forwarding bids to the client for review.

You can view and manage existing notes by selecting view for a bid in the Review Bids dialog, which opens the Notes dialog with options to view, edit, add, or delete notes.

QuickList entries are used to reduce repetitive typing by allowing you to insert commonly used text, such as messages or instructions, into fields throughout Mercury Network®.

You can access QuickList entries by hovering your cursor over a text field until the QuickList icon appears in the upper right corner, then clicking the icon to open the QuickList window.

To add a new entry, you open the QuickList window from a field, click New, enter a description and the text content, and click Save to store the entry.

To edit an entry, open the QuickList window from a field, click Edit next to the item you want to update, make your changes, and click Save to apply them.

To delete entries, open the QuickList window, select one or more items so they are highlighted, click Delete Selected, and confirm the deletion.

No, QuickList entries are specific to each field, so only entries relevant to that field will appear when you open the QuickList menu.

In the Property Details view, you can see key report data, a map with different viewing options, the appraiser’s email address, the date and time the report was uploaded, and the email address to which it was delivered.

You can download report files by navigating to the Docs section in Property Details and selecting either the PDF or MISMO XML option, then completing any browser prompts to save the file.

Yes, in the Comps section, you can view comparable sales mapped alongside the subject property, and you can interact with the map by moving it, zooming, or switching between map views.

Some features are available without an account, but having a free Mercury Network® account provides access to additional tools and lets you view appraisals delivered to your email address within the last 90 days.

Appraisals delivered via DataCourier are available for 90 days from the date they were delivered, after which they are no longer accessible in the system.

Yes, if an order includes an AQM Module such as Appraisal Quality Index (AQI) or AQI with QC Module, the order is not deleted after 90 days and remains permanently available.

After 90 days, the appraisal will no longer appear in DataCourier, meaning you will no longer be able to access its documents or audit trail through that system.

To upload a revised file, you open the DataCourier file by double-clicking it, click Upload Revised File in the toolbar, select Upload, browse to the revised MISMO XML file, and open it to begin the upload process.

You should upload a revised file manually when the appraiser delivers the updated report outside of DataCourier instead of returning it through the platform.

To send an appraisal, you open the DataCourier file, click Send via SureReceipts in the toolbar, enter the borrower’s email address, add any notes if needed, and click Send to deliver the report securely.

SureReceipts provides a secure delivery method that avoids sending appraisal files as unencrypted email attachments, helping protect sensitive information and support compliance requirements.

The borrower must first acknowledge or decline consent to receive the report electronically, then download an authorization code, enter it on the secure page, and use it to download the appraisal.

If the borrower declines consent, their response is recorded in the order’s audit trail and you are notified so that you can send a hard copy if needed.

To request a revision, you open the DataCourier file by double-clicking it, click Request Revision in the Property Details toolbar, enter the appraiser’s email if required, type your instructions, and click Send to submit the request.

You only need to enter the vendor’s email address if the file was uploaded manually and the system does not already have the appraiser’s contact information.

Yes, DataCourier records revision activity in the file history, including when the revised report was uploaded and the email address it was delivered from.

To upload a new appraisal file, you log into Mercury Network®, open DataCourier, click New File, choose Upload XML or Upload PDF, select the file, and complete any required information before creating the file.

You can upload appraisal reports as XML or PDF files, which are then stored and made available for review within DataCourier.

If you choose to update the existing file, the original appraisal is replaced with the new file you upload.

If you choose not to update the existing file, DataCourier creates a completely new file for the uploaded report.

Uploading appraisal files into DataCourier allows you to use its integrated compliance and review tools and centralize appraisal data for consistent management.

You should enter a Doc File ID only when you are submitting a revised appraisal that is intended to replace a previous submission for the same loan in UCDP.

When you submit an appraisal using an existing Doc File ID, the new appraisal replaces the previously submitted appraisal in UCDP.

It is important to be certain before entering a Doc File ID because replacing a previously submitted appraisal in UCDP cannot be undone and there is no system warning before the replacement occurs.

To enter a Doc File ID, you open the appraisal in DataCourier, click Edit next to the Doc File ID field, enter the existing ID, and then proceed to submit the appraisal.

You can find the Doc File ID in the History section of the DataCourier file.

To submit an appraisal, you open the report from the DataCourier list, click Submit to UCDP, complete the required fields such as GSE selection, Business Unit, and loan number, and click Send to finalize the submission.

You must select the GSE, choose the Business Unit, confirm or enter the loan number, and optionally add internal notes that are only visible within your Mercury Network® account.

If errors are returned, you can request revisions by selecting the relevant items in the results, generating a revision request with instructions, and sending it to the appraiser.

To access the Fee Panel Options, you click Fee Panel in the top navigation bar, then select Options from the toolbar to open the Fee Panel Options window.

When enabled, vendors must review and agree to a newly uploaded agreement before they can accept their next assigned order.

Yes, you can choose to publish or hide performance statistics such as acceptance rate, rework rate, and on-time performance by enabling or disabling the Publish statistics option.

When enabled, appraisers cannot reassign residential orders to another appraiser within their organization, and they are notified of this restriction when acknowledging or bidding on the order.

To build a Fee Panel, you go to the Fee Panel section, click Build fee panel, choose Mercury Network® vendors, select your desired criteria to filter vendors, define any limits, select coverage areas, and then finish to generate a candidate list.

To build a Fee Panel, you go to the Fee Panel section, click Build fee panel, choose Mercury Network® vendors, select your desired criteria to filter vendors, define any limits, select coverage areas, and then finish to generate a candidate list.

You can filter candidates using criteria such as vendor type, license type, certifications, license and insurance requirements, performance thresholds, and other metrics like turnaround time or acceptance rates.

You can select vendors in the candidate list and use the Accept or Reject options in the toolbar, or choose options to accept all individuals, invite all AMCs, or discard all candidates at once.

To import vendors, you go to the Fee Panel, click Build fee panel, choose Import custom vendor list, select your CSV file using Browse, and click Finish to load the vendors into the candidate list.

You can select one or more vendors from the candidate list and click Accept Candidates, or use the option to accept all available Mercury Network® vendors at once.

You can select the non-Mercury vendors and choose Invite Candidates, or use the option to email all non-Mercury vendors sign-up instructions, which sends them an invitation to join and be added to your Fee Panel.

To contact vendors, you go to the Fee Panel, open the appropriate fee panel list, select one or more vendors, click Contact vendor in the toolbar, compose your message in the editor, and click Send to deliver it.

To access the Review Documents tab, you must first enable document review in the Fee Panel Options, then go to the Fee Panel and click the Review Documents tab, which may display a red asterisk if documents require review.

You can view notes related to document review in the vendor’s profile under the Notes tab, which includes records of accepted or flagged documents along with any comments added during review.

To request additional credentials, you go to the Fee Panel, open the Candidate list tab, select one or more vendors, click Contact candidates in the toolbar, compose your message, and send it to request updated profile information.

Yes, you can select multiple vendors using the Ctrl or Shift keys and send a single request to all selected candidates.

To create and manage Order Groups, you go to the Fee Panel, click Order Groups in the toolbar, use Add new to create a group, manage included or excluded vendors within the group, and click Save to apply your changes.

You can include or exclude vendors by selecting the group, viewing the included or excluded lists, and using the available options to move vendors between those lists before saving your changes.

Yes, you can assign a vendor to one or more Order Groups by selecting the vendor and checking or unchecking the groups you want them to be part of, then saving your changes.

To mark a vendor as ineligible, you select the vendor from your fee panel, click Mark Ineligible in the toolbar, review the confirmation message, and click OK to add the vendor to the Ineligible Vendors list.

When a vendor is marked ineligible, they are removed from your fee panel and any order groups and will no longer receive new orders from you.

Yes, you can remove a vendor from the Ineligible Vendors list or move them back to your fee panel, but they will not be restored to their previous order groups.

You can manage the list by selecting vendors in the Ineligible Vendors tab and choosing Remove or Move to Fee Panel, or by adding new vendors to the list using the Add option and searching for them.

To find a vendor, you click Find in the toolbar, enter your search terms in the dialog, and click Find to display matching results from your fee panel.

Yes, you can enter partial search terms, such as the first few letters of a county or name, and the system will return matching results.

To search for a vendor, you click Find in the toolbar, enter your search terms in the dialog, and click Find to display matching vendors from your fee panel.

To edit a candidate, you go to the Fee Panel, open the Candidate List tab, select the candidate, click Edit Candidate in the toolbar, update the necessary contact information, and click Save to apply the changes.

To create a CSV file, you download the sample file, open it in a program like Excel, remove the sample data, enter your vendor information into the provided fields with one vendor per row, and save the file in CSV format.

Yes, you can use Excel or a similar program, or even a text editor, since CSV files are simple text files with values separated by commas.

If prompted about saving in CSV format instead of another format, you should choose to continue saving the file as a CSV.

To create a Client Group, you go to Clients in the top navigation, open Client Groups, select Manage Client Groups, click New Group, and then enter the required group details and settings.

Client contacts are created under a client company, and each contact is assigned to that company so they can log in and place or manage orders based on configured permissions.

You can enable unattended assignment to automatically assign orders using ISS settings, and also enable automatic reassignment for expired or declined orders with an option to limit the number of attempts.

Yes, you can configure SureReceipts delivery settings to always send, never send, or leave delivery unconfigured, and define timing, messaging, and recipient behavior.

You can enable automatic submission settings by selecting the appropriate submission trigger status, choosing a business unit, and defining which loan types and forms should be automatically submitted.

You can define permissions for placing, viewing, and editing orders, as well as managing group orders, setting statuses, updating payment information, and receiving notifications.

You can assign Order Groups as eligible or ineligible for the Client Group, which determines which vendors are considered for orders, with ineligible groups overriding eligible ones if a vendor appears in both.

If no Order Groups are set as eligible or ineligible, all vendors in your fee panel will be considered for orders placed by that Client Group.

The Clients section allows you to configure and manage settings for organizations that place appraisal orders, including payment methods, report groups, order groups, and fee tables to customize and automate the ordering process.

You create a company for each client and then assign individual contacts to that company, with each contact having their own login to place and manage orders.

Each contact can log in to the client portal to place new orders and manage existing ones based on the permissions and settings assigned to them.

Routing Groups determine which staff handle the order, while Fee Tables control pricing, helping ensure orders follow the correct internal and financial processes.

You can edit a contact by selecting it from the list and clicking Edit or by double-clicking the contact to open and modify their details.

To create a custom fee table, you go to the Clients view, open Fee Tables, select Manage Custom Fee Tables, click New Fee Table, add products, set client fees and fee notes, and click Save to finalize the table.

To assign a fee table, you select a client with an XSite login, choose Fee Tables, and assign the client to the desired custom fee table from the available options.

Yes, you can remove a client by reassigning them to the Default Fee Table, which takes effect immediately.

Yes, you can add additional charges such as rush or complex fees, which are automatically included when those conditions apply to an order.

Once a fee table is saved and assigned to a client, the updated fees are applied when the client places orders using the Appraiser XSite.

To create an Order Routing Group, you go to the Clients view, select Order Routing, open Manage Round Robin Groups, click New Group, enter a description, add users if needed, and save the group.

You remove a routing assignment by selecting the contact and choosing the option to unassign or change the routing group.

To assign a client, you select the contact in the Clients view, click Order Routing, choose Assign to Round Robin Group, and select the desired group to apply the routing.

Yes, you can assign a client directly to a specific employee by selecting the contact, choosing Assign to Employee from the Order Routing options, and selecting the intended user.

To create an Order Routing Group, you go to the Clients view, open Order Routing, select Manage Round Robin Groups, click New Group, enter a description, and save the group, optionally adding users to it.

A default Order Routing Group ensures that any user who is not assigned to a specific group will have their orders automatically routed to that default group.

You can assign the client directly to a specific employee through Order Routing settings rather than using a group.

To create a contact, you go to the Clients view, click Add, select New Contact, enter the contact details, configure any required options, and click Save to complete the setup.

A contact is marked as ad hoc only if it is not intended to be permanent, and typically this option is not used for standard contact setup.

To enable login, you select the appropriate contact type, check the option to allow login, assign a username and strong password, and ensure the permissions to sign in and place orders are enabled.

You can control permissions such as viewing all orders, placing orders, editing orders, signing in to the portal, and changing login information, depending on the role assigned to the contact.

To create a company, you go to the Clients view, click Add, select New Company, enter the company details, and click Save to complete the setup.

The Shared option controls visibility, where keeping it enabled makes the company visible to other authorized users, and disabling it restricts it to only the current user.

After saving the company, you can add, edit, or delete contacts within the Contacts in Company section of the company record.

To set permissions, you open User Management, select a user, scroll to the Permissions section, and check the boxes for the tasks you want that user to be able to perform.

You can control access to tasks such as placing orders, editing orders, assigning or reassigning orders, submitting to UCDP or FHA, and managing clients or fee panel settings.

If a permission is not selected, the user will not be able to access or perform that action within Mercury Network®.

Yes, the Compliance permission should be used carefully, as it allows access to sensitive information and actions such as viewing appraiser contact details and modifying completed orders.

To update notification settings, you go to the Users section, scroll to the Notification Settings area, select the desired options, and click Save to apply the changes.

“My Orders” notifications apply to orders placed by the user, while “Managed Orders” notifications apply to orders the user is responsible for managing.

Yes, you can individually select which notification types the user will receive for both their own orders and any orders they manage.

To delete a user account, you select the account from the user manager list, click Delete User in the toolbar, and confirm the action by clicking Yes.

Users should be created in the User Management section of your Appraiser XSite to ensure they can manage appraisal orders and be assigned to routing groups.

After creating the user, they must log in to Mercury Network® using the provided credentials, which creates their Mercury Network® profile.

To manage user security options, you select a user in the Users view, click the cog icon next to the Password field, and use the Security options window to manage access and password settings.

Locking a user account prevents the user from logging in until their access is restored by selecting Activate.

You can force a password reset by selecting Expire today, which requires the user to create a new password the next time they log in.

Designation settings determine whether vendor designations have no effect, are preferred, or are strictly required for a given product, and while requiring a designation ensures only vendors with that qualification are assigned, it can reduce coverage by excluding others, whereas preferring a designation gives priority to qualified vendors without preventing other eligible vendors from receiving orders, allowing you to balance assignment control with order coverage.

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How to Edit Preferences & Product Requirements

Assignment options let you enable or disable double‑blind communication, automatic vendor selection, unattended order assignment, and unattended order reassignment for each product, and these product‑level settings override global vendor selection settings so you can fine‑tune assignment behavior differently for specific products such as turning off automatic assignment for certain order types while leaving it on globally.

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How to Edit Preferences & Product Requirements

For legacy forms, commercial appraisals, inspections, and other product types, an additional Required Forms section appears where you can enforce specific requirements and quantities such as needed forms, photos, comps, or listings, although mismatches may trigger warnings because some vendors use non‑standard forms, so these rules generate warnings rather than hard failures.

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Vendor Fee Plans allow you to pre‑set the recommended fees paid to a vendor for any product in any geographic area, and these plans apply specifically to UAD 3.6 products, giving you control over automated vendor fee calculations using product type, region, and property value as inputs.

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How to Create & Manage Vendor Fee Plans in Mercury Network® (Secure)

To create a new Vendor Fee Plan, navigate to Preferences, select Fees, open the left sidebar, choose Vendor Fee Plans, and select Create New Plan, then use the Bulk Upload method by naming the plan, optionally marking it as the default catch‑all schedule, choosing a base fee methodology, downloading the appropriate template, completing both the Plan and List tabs with all required fields, and uploading it back into the system before saving and reviewing validation results.

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How to Create & Manage Vendor Fee Plans in Mercury Network® (Secure)

To edit or update an existing Vendor Fee Plan, locate the plan through the Fee Plans section, open it using View Fees, rename it if needed, and use Export to download the spreadsheet for updates before uploading the revised file with Update Fee Plan, keeping in mind that deleting a default plan requires assigning a different plan as the default first.

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How to Create & Manage Vendor Fee Plans in Mercury Network® (Secure)

You must configure complexity tiers first. Tiers are determined by the property’s Sales Price or the Owner’s Estimate of Value. The article references, “How to Create New Tiers in Mercury Network®” for detailed instructions. Tiers are determined by the property’s Sales Price or the Owner’s Estimate of Value.

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After uploading your plan, go to Vendor Exception Fee Plans and click View Fees to monitor the upload status and confirm that validation passed; if validation fails, you will receive an email notification and a failed icon (🚫) will appear in the Status column.

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Click the History Log next to Create New Plan to review every successful and attempted upload in your current profile and you will see a description of each attempt, including the reason for any validation errors.

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Use Bulk Upload. The article specifies that the bulk spreadsheet method is the primary way to create multiple fee plans.

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Engagement letter templates are separated by product type because UAD 3.6 orders collect different data points than legacy forms, and this separation prevents templates from using incompatible fields while ensuring that each template matches the data structure required for the specific product category.

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Engagement Letter Templates in Mercury Network®

To create or edit an engagement letter template, navigate to Preferences from the top navigation bar, select Product Requirements, click Engagement Letter Templates, and either select an existing template or choose to create a new one; if creating a new template, enter a name, choose a template type (Legacy Form Template for older forms or Products for UAD 3.6) and then add or paste text into the editor, and finally click Preview to generate a sample PDF then Save to finalize the template.

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You can paste and format content copied from external word‑processing applications directly into the editor, and the system will allow you to modify or style the content further before saving the template.

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The merge fields available in the editor (whether under My Fields, Client Fields, Vendor Fields, or Order Fields) are restricted based on the template category selected during setup, meaning legacy templates only show fields compatible with legacy products and 3.6 templates only show fields compatible with UAD 3.6 products.

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To assign a template to a product, return to the main Product Requirements page, select the desired product, open the Statement of Engagement dropdown, and select the appropriate template, with the system automatically ensuring that only 3.6 templates appear for 3.6 products and only legacy templates appear for legacy products.

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Client Exception Price Plans override baseline client price plans whenever an order is associated with the selected client or client group, and they apply specifically to UAD 3.6 products so that fee calculations can be customized for different client relationships within the updated UAD 3.6 workflow.

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The system’s primary method for creating multiple Client Exception Price Plans is the Bulk Upload process, which requires downloading the correct client or client group template, completing both the Plan and List tabs using red‑highlighted required fields and green‑highlighted optional fields, and then uploading the completed spreadsheet through the Fee Plans interface.

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To edit an existing Client Exception Price Plan, go to the Fee Plans section, locate the plan through search or filters, open it with View Fees, and use the edit icon to rename it if needed while noting the open question of whether default settings apply to client plans [clarification required], and then export the plan for edits, complete the spreadsheet revisions, and upload it again using Bulk Upload followed by Update Fee Plan.

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Before creating a Client Exception Price Plan, you must configure complexity tiers, which are based on either the property’s sales price or the owner’s estimate of value, and detailed tier creation instructions are referenced in the article titled “How to Create New Tiers in Mercury Network®.”

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You can verify upload success by selecting View Fees on the VMP Client Exception Price Plans page, where the system shows validation results, displays a failed icon if validation errors occur, and sends an email notification to the user who performed the upload. Finally, you can also use the History Log to review all attempted and successful uploads along with any validation errors, which will be outlined next to the attempted upload date.

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To configure Default Vendors, you go to Preferences in the top navigation, select Vendor Selection Settings, click Default Vendors in the toolbar, map product types to preferred vendor types, and click Save to apply the settings.

To configure Lender Compliance settings, you go to Preferences, select Vendor Selection Settings, open the Residential appraisers tab, choose the Lender compliance options you want, and click Save to apply your changes.

Double-blind communication prevents you from selecting a specific vendor, hides the vendor’s identity until the order is complete, and limits communication to essential messages only.

No, double-blind communication cannot be enabled if Allow order bidding is turned on.

Enabling order bidding allows users to issue residential orders as bids, but it disables double-blind communication and unattended order assignment.

Automatic vendor selection uses your Intelligent Selection System (ISS) settings to select either a single vendor for assignment or multiple vendors for bidding based on configured criteria.

The ISS allows you to define criteria such as license validity, experience, proximity, and performance ratings to help Mercury Network® recommend or select qualified vendors for assignments.

To configure AMC/Firm settings, you go to Preferences, select Vendor Selection Settings, open the AMC/Firms tab, adjust the selection and ordering options, and click Save to apply your changes.

Automatic Vendor Selection uses your Intelligent Selection System (ISS) settings to automatically choose the most qualified AMC/Firm for each order assignment.

Unattended order assignment automatically assigns orders to vendors without manual involvement when orders are placed through the VMP Client Portal.

Yes, you can enable the Pay all transaction fees option to cover Mercury Network® transaction fees for your vendors.

This option allows you to require or prefer vendors with approved documents when assigning orders, with a grace period for resolving document issues.

To configure commercial appraisers, go to Preferences, select Vendor Selection Settings, open the Commercial Appraisal tab, choose the commercial appraisal selection options you want, and click Save to apply the changes.

When this option is enabled, the lender’s information is not shown on the vendor’s notifications or order details before the bid is awarded, and the text notes that a vendor agreement requirement could still reveal the lender’s identity depending on what the agreement contains.

Automatic Vendor Selection uses your Intelligent Selection System (ISS) settings to select qualified vendors for a commercial order, and when bidding is used it selects a set of appraisers between the “at least” and “at most” values you enter, using either the nationwide Mercury Network® directory or your custom fee panel, with an option to use the nationwide directory as a backup.

To configure Broker Price Opinion selection, go to Preferences, select Vendor Selection Settings, open the Agent/Brokers tab, choose your Broker Price Opinion selection options, and click Save before navigating to other settings.

When Automatic Vendor Selection is enabled, Mercury Network® uses your configured Intelligent Selection System (ISS) settings during order assignment to automatically select the most qualified vendor for each Broker Price Opinion assignment.

To configure these settings, you go to Preferences, select Vendor Selection Settings, open the Agent/Brokers tab, adjust your Broker Price Opinion selection options, and click Save.

When Unattended Order Assignment is enabled, orders placed through the VMP Client Portal are automatically assigned to a vendor without manual involvement, and it cannot be enabled if order bidding is being used.

To edit Product Requirements, you go to Preferences, select Product Requirements, choose the appropriate product tab, and double-click a product to open its settings.

You can choose to not restrict by designation, prefer vendors with certain licenses or designations, or require them, which may limit available vendors if set to required.

To create or edit a template, you go to Preferences, select Product Requirements, click Engagement Letter Templates, then choose to create a new template or edit an existing one.

You can type or paste content directly into the editor, format it as needed, and use field dropdowns such as My Fields or Client Fields to insert dynamic information from the order.

To assign a template, you open a product from the Product Requirements page, use the Statement of Engagement dropdown, and select the appropriate template.

To create or edit a template, you go to Preferences, select Product Requirements, click Engagement Letter Templates, and then choose to create a new template or edit an existing one.

You can select between Legacy Form Templates for older appraisal forms or Products templates for UAD 3.6 products.

You can use the Preview option to generate a sample PDF and review how the template will appear.

To assign a template, you open a product from the Product Requirements page and select the template from the Statement of Engagement dropdown.

Xcelerator is used to verify the property contact’s information and collect their availability for inspection scheduling, allowing the appraiser to coordinate or select a time based on that availability.

To enable Xcelerator globally, you go to Preferences, select Connection Settings, check the option to use Xcelerator for scheduling inspections, and click Save.

Yes, even if Xcelerator is enabled globally, you can choose to turn it off when placing a new order.

To configure these settings, you go to Preferences, select Connection Settings, enter your DI User ID and password, and configure automatic submission options such as when and how appraisals are sent to UCDP or FHA.

A DI User ID is required to submit appraisals to UCDP through Mercury Network®, and it must be obtained by registering Mercury Network® as a vendor with Fannie Mae or Freddie Mac.

When enabled, appraisals are automatically submitted to UCDP based on the order status you select and the configured loan and form types.

To configure SureReceipts, you go to Preferences, open Connection Settings, adjust the SureReceipts Settings options, and click Save to apply your changes.

You can choose to always enable or disable automatic delivery, set a delivery delay in hours or business days, and include custom comments in the notification email.

Yes, you can enable the Include co-borrower option to send notifications to the co-borrower if an email address is available.

To configure BlitzDocs, you go to Preferences, open Connection Settings, enter the Company ID and Loan Number Attribute ID provided by Xerox, select which document types to send, and save your settings.

No, documents are not delivered in real time and may show as pending before they are accepted in BlitzDocs.

Before setup, you need a compatible version of QuickBooks, the QuickBooks Web Connector installed, and existing Accounts Receivable, Accounts Payable, and Expense Accounts created in QuickBooks.

To enable the integration, you open QuickBooks, go to Preferences in Mercury Network®, select Connection Settings, check the option to enable QuickBooks Web Connector Integration, enter your account names, and click Save.

After saving, you download and open the .QWC file, authorize the new web service, and enter your Mercury Network® administrator password in the QuickBooks Web Connector.

You must create a Vendor record for each appraiser, a Customer record for each client, and an Item called Appraisal Fee in QuickBooks.

The invoice must be for an XSite order, include a date, have a date after the integration or last sync, have a fee greater than $0, and include bill-to contact information.

No, only the first completion of an order is synchronized to Accounts Payable even if the order is completed more than once.

Exact naming ensures that records match Mercury Network® data, allowing accounting information to sync correctly.

You issue a refund in QuickBooks by creating a credit memo, selecting the customer and job, applying the credit to the invoice, and saving the changes.

You can configure options to automatically send status updates back to RealEC and to automatically send appraisal reports to the borrower when the order is completed or when a UCDP Findings Passed event occurs.

These options are found within the Connection Settings section under Preferences, where you configure other integration-related settings.

Once the service provider uploads the appraisal, the order moves to the Delivered status, and if configured, the client order status may sync to Pending Quality Review at that point.

The system checks if the customer is contracted for review or if the product is configured to require or bypass review, based on settings in Review Plans.

To configure Review Settings, you go to Preferences, select Review Settings, and use the Legacy Forms and Investigate tabs to manage your review workflow preferences.

The CU score setting determines when automatic review modules are ordered, based on whether the appraisal meets the defined score threshold.

To access AQM settings, you go to Preferences, select Review Settings, and configure options within the Legacy Forms tab.

Yes, you can enable the option to automatically download and attach the RealView report PDF when results are returned.

You can enable modules such as RealView and RealView Bridge to analyze appraisal reports and apply rule-based checks.

To set up a compliance certificate, you go to Preferences, select VMP Client Order Setup, choose the appropriate XSite if applicable, select Compliance Certificate, and configure the available settings before saving your changes.

You can customize the certificate by uploading a logo, choosing its position, editing the introductory content, selecting formatting options, and modifying the text in the editor.

You can preview the certificate by generating a sample PDF, save changes at any time, or restore the certificate to default settings if needed.

To configure the order form, you go to Preferences, select VMP Client Order Setup, choose the correct XSite if applicable, and click Configure Order Form to edit the available settings.

You can enable or disable features such as allowing clients to enter their own fee, enabling disclosure tracking, requiring sales contracts, and selecting acceptable payment methods.

To configure the compliance certificate, you go to Preferences, select VMP Client Order Setup, choose the appropriate XSite if applicable, and select Compliance Certificate to begin customizing it.

You can customize elements such as the logo, intro content, company information, formatting, and the main body text of the certificate.

You can click Preview to generate a sample PDF of the certificate and click Save at any time to apply and retain your changes.

To configure the order form, you go to Preferences, select VMP Client Order Setup, choose the appropriate XSite if needed, and click Configure Order Form to adjust the settings.

You can require payment methods such as credit card payments and add order requirements, instructions, or disclaimers that clients must confirm before submitting an order.

To manage the Product List, you go to Preferences, select VMP Client Order Setup, choose the appropriate XSite if needed, and use the Product List view to add, edit, or delete products.

To add a product, you click New Product, enter the product description, default fee, and fee notes, optionally apply it to all client fee tables, and click OK, then Save.

Yes, you can edit a product by selecting it and clicking Edit Product, or delete it by selecting it and clicking Delete Product, then confirming and saving your changes.

Yes, you can add Rush and Complex fees using the Add Fees option, and optionally apply those fees across all client fee tables.

To configure Status Mapping, you go to Preferences, select VMP Client Order Setup, choose the correct XSite if needed, and click Configure Status Mapping to begin editing the synchronization settings.

The arrows indicate the direction of status updates, with left arrows showing updates sent from Mercury Network® to the XSite, right arrows showing updates sent from the XSite to Mercury Network®, and blank or grayed-out cells indicating no sync or unavailable directions.

You can use the Document Upload Options to select which document types are automatically synced between Mercury Network® and the VMP XSite for both client and vendor uploads.

Yes, the settings are configured separately for Appraisers/Agents and AMC/Firms, and some status events or behaviors may differ between the two.

To configure client document sync, you click the gear icon next to the Document Uploaded status in the VMP XSite (Client) column, select the document types you want to sync, and click OK followed by Save.

To configure vendor document sync, you click the gear icon next to the Document Uploaded status in the Mercury Network® (Vendor) column, select the document types, and click OK followed by Save.

Yes, you can use the All option to select all document types or the None option to clear all selections in the configuration window.

Field constraints are used to control what type of data can be entered into a field, helping prevent data entry errors and reducing delays in the appraisal process.

Yes, you can use a regular expression (regex) to define advanced validation rules, although this requires knowledge of how regex functions.

To configure contact methods, you go to Preferences, open VMP XSites, navigate to Configure Order Form, locate Inspection Contacts and Access Info, and set default or required contact methods before saving your changes.

To configure client comment behavior, you click Client Settings in the VMP XSite column, choose the desired action for each status, and save your changes to apply how comments are distributed.

When you select Use custom comments, you can enter a message for each status, and that message will automatically be sent to the client whenever the status is applied and synced.

To configure vendor comments, you select Vendor Settings in the Mercury Network® column, choose how each status should behave, optionally add custom comments, and save your settings.

To create a Value Tier, you go to Preferences, select Fees, open the sidebar, choose Value Tier Management, add a new tier by entering a maximum value, and click Save Changes.

You can define up to ten Value Tiers for your account.

When you add or remove a tier, you must update your fee plans to ensure each product has a defined base fee for each tier.

When you delete a tier, the system updates the final tier to extend to infinity and you must confirm the deletion.

Yes, each product must have a defined base fee for every Value Tier, so changes to tiers impact product fee configurations.

The Value Tier is determined by the property value entered at order creation, such as the sales price or owner’s estimated value.

A Vendor Exception Fee Plan overrides the baseline vendor fee plans when an order is associated with specific vendor(s), applying custom fees for those vendors.

You must configure Value Tiers first, as fee plans rely on property value ranges for calculating base fees.

To create a plan, you go to Preferences, select Fees, open Vendor Exception Fee Plans, click Create New Plan, choose Bulk Upload, define the plan details, and upload the completed spreadsheet template.

You must include product and geographic combinations, base fees for each Value Tier (if applicable), and list the vendors the plan applies to.

You must delete the failed plan, update the spreadsheet to fix the errors, and upload a new plan.

To create a Client Price Plan, you go to Preferences, select Fees, open Client Price Plans, click Create New Plan, choose Bulk Upload, enter a plan name, select the fee method, upload the completed spreadsheet, and save the plan.

You can export the plan, update the spreadsheet, upload it using Modify Plan, and click Update Fee Plan, or delete the plan and re-upload a corrected version if validation fails.

A Client Exception Price Plan overrides the standard client price plan when an order is associated with specific clients or client groups, ensuring those orders use the exception pricing instead of the default pricing.

To create a plan, you go to Preferences, select Fees, open Client Exception Price Plans, click Create New Plan, choose Bulk Upload, define the plan, populate the spreadsheet, upload it, and save the plan.

If validation fails, you delete the failed plan, correct the spreadsheet based on the error details, and upload a new plan with the corrected data.

To create or modify Value Tiers, go to Preferences, select Fees, open the left sidebar, and choose Value Tier Management where you can add a tier by entering a maximum value, after which the system automatically creates a final tier up to Infinity, and you can define up to ten tiers while removing or adjusting them as needed, noting that changing existing value ranges does not require fee plan updates unless tiers are added or deleted.

Related articles:

How to Create and Manage Fee Plan Value Tiers in Mercury Network®

If tiers are added or deleted, you must update all associated fee plans to ensure each tier contains a defined base fee, and if those plans use manually added fees you must revise them accordingly so fee calculations remain accurate across all tier levels.

Related articles:

How to Create and Manage Fee Plan Value Tiers in Mercury Network®

To run a report, you click Reports in the menu and select the report you want, and Mercury Network® will generate the report based on your selection.

To print a report, you click Print in the top toolbar and use your computer’s standard print function to complete the process.

To export a report, you click Export in the top toolbar and choose a format such as Excel 2007, Excel XP and 2003, or Comma Delimited to download the file.

You can export reports as Excel 2007 Workbook, Excel XP and 2003 Workbook, or Comma Delimited formats.

After selecting a report, Mercury Network® displays the report with the data you requested.

To access the Account view, you must have the Manage Account permission enabled, then log in to Mercury Network® and click Account in the top toolbar.

You can view pending transactions, unpaid invoices, paid invoices, and yearly invoice totals related to your orders.

Pending Transactions show invoices for orders that have been accepted but where the transaction fee has not yet been processed.

Unpaid Invoices display orders where a transaction fee was attempted but failed or could not be processed, along with invoice details and totals.

The Yearly Invoice Totals section gives a summary of invoice activity for a selected year, including totals for transactions, credits, and fees.

To add a bank account, you go to the Account section, click Manage under Payment methods, select Add a checking account, enter your bank details, optionally set it as primary, and click Save.

To manage credit cards, you open the Payment methods section, click Manage, select Add a credit card, enter the card details, optionally set it as primary, and click Save, with options to edit or delete the card afterward.

You can have one bank account and up to two credit cards on your account.

The primary payment method is used first for transaction fees, while any additional methods act as backups if the primary method cannot be used.

Yes, you can edit or delete any payment method from the Manage payment methods window.

To configure password security, you go to the Account section, locate the Security settings, adjust options such as password reset or expiration, and click Save to apply your changes.

This option forces all users to reset their passwords after a specified number of days.

When enabled, users must update their passwords after the set number of days, and they will begin receiving expiration notifications 7 days before the deadline.

NPI Protection options control which borrower information is masked when details are displayed together in platform-generated emails.

When a client logs in through the Client Login button, they are taken to the All Open Orders page where they can view, search, and manage their existing orders.

Clients can search for orders, filter by status using folders, sort the order list by column, and double-click an order to view or manage it.

After completion, a client can request a revision, duplicate the order, send the report via SureReceipts, upload documents, send messages, or fax documents.

The client can click Request Revision, enter a message in the window that appears, and send it to update the order status and notify the appraiser.

Duplicate Order allows the client to quickly create a new order for the same property with the form pre-filled using existing information.

The Duplicate Order option creates a new order form that is already populated with the property information from the completed order.

Clients can upload documents, send messages, fax documents, and view completed files such as the report PDF and any included documents like compliance certification or UARR results.

Fees are no longer based primarily on appraisal form numbers and are instead calculated using property and loan characteristics provided at order creation.

Products are now based on key data points such as Property Valuation Method and Property Type, rather than traditional form numbers.

Fee plans can be based on vendor default fees, calculated as a percentage of the client price, or manually defined using base fees and add-on fees.

There are two main types of fees: vendor fees, which are paid to service providers, and client prices, which are charged to the client placing the order.

Templates are used to create fee and price plans by capturing the specific information required for each fee calculation method.

Different templates are required because each fee plan method needs different types of information to properly calculate fees.