How to Create a New Order (Legacy) on Mercury Network®

Overview

Creating a new order in Mercury Network® allows you to initiate and manage appraisal requests from start to finish. During the order process, you can enter property and assignment details, control vendor eligibility and selection, configure notifications, and set delivery and payment requirements. This article walks you through each step of placing a new order so you can ensure the right vendor receives the assignment with clear instructions and expectations.

How to Create a New Legacy Order

1. In the top navigation menu, click Orders.

2. Click the New drop-down menu and select the appraisal type.

   1. For Residential: Select Residential Appraisal - Legacy Forms to display the existing form used for legacy appraisal orders.

   2. For Commercial: Select Commercial Appraisal.

3. Complete each of the Order form sections. Fields marked with a red asterisk * are required.

Note: To restrict order delivery to specific order groups within your Fee Panel, navigate to the Assignment information section, select Edit order groups, and set vendor eligibility.

4. In the Contact and access information section, enter the contact details, select a preferred contact method, and choose an Appt. contact.

5. Enter email addresses (separated by semicolons) in the Additional Notification Recipients field.

   1. Select whether to attach completed reports to Completion or Pending Quality Review notifications.

Note: The following recipients will receive all notifications regarding the order, including: Inspection scheduled, Inspection complete, Document uploaded, New Messages, Delayed, Resumed, Order changed, Order assigned to client, Cancel revision request, Complete, Canceled, Appraisal submission accepted, Appraisal submission not successful.

6. Click Next and follow the workflow for your ordering method.

Note: If you are using double-blind or automatic ordering: If automated panel vendors are unavailable, click OK when prompted to expand the search to the broader Mercury Network® roster. Review the automatically selected vendor's details, then click Approve to confirm or Decline to choose a different vendor.

7. If you are not using double-blind or automatic ordering: Use the Fee Panel, Intelligent Selection System (ISS ranked), or Search feature to find a vendor.

   7. Click Modify selection settings to refine search criteria, or toggle between Switch to Appraiser and Switch to AMC/Firm on the toolbar.

   8. Click the checkmark to select the vendor.

8. Click Next.

9. Set Delivery Requirements and Vendor Instructions: Under Additional comments or instructions to the vendor, configure the following required options::

   1. Require MISMO XML: Enforces delivery in MISMO XML format (required for GSE UCDP submissions).

   2. Require ENV: Enforces delivery in ENV format.

   3. Require RealView Bridge: Runs the completed report against client-facing quality rules.

   4. Use Xcelerator: Enables automated inspection scheduling between the property contact and appraiser.

10. Select an order Expiration date, time, and time zone.

11. Select your payment method. If required, enter your credit card details, review applicable fee notes, set the order expiration parameters (date, time, and time zone), and select the checkbox to confirm your understanding of potential fee additions.

12. Click Next.

13. Once confirmed, you can attach order-specific documents. These attachments will be visible to all selected appraisers. Click Upload documents to attach specific documents or click Finished to submit the order.

Note: Order Acceptance & Expiration Guidelines:

• 24-Hour Window: Vendors have 24 business hours (excluding weekends/holidays) to accept an order. Track pending orders via Awaiting Acceptance or All Open Orders in the left sidebar.

• Expiration: If not accepted within 24 hours (or if declined), Mercury automatically reassigns the order or flags it for manual action based on your Vendor Selection Settings.

• Conditional Declines: If a vendor proposes a new fee or due date, the status updates to Conditionally Declined for your review and negotiation.

Outcome

After completing these steps, you will be able to successfully create and place a new order in Mercury Network®. You will know how to enter required order details, assign or route the order to the appropriate vendor, manage notifications and instructions, and finalize fees and payment. Once submitted, you will also understand how the order progresses through acceptance and reassignment, giving you full visibility and control over the ordering process.