How to Navigate the Toolbar in the Order Details Workspace on Mercury Network®

How to send a message to another party regarding an order:

1. Double-click an order from your list of orders, or highlight an order and click View Order on the toolbar to open Order Details.

2. From the appraisal order details, click Send Message on the upper left.

3. In the Send Message screen, enter your message, check the Action Required box if needed, and click Send. When an order is in Review status, users can send a message to the reviewer. This communication automatically syncs with the Investigate module.

Related Article:
How to Send Messages from the Order Workspace in Mercury Network®

How to attach documents to an order:

1. Double-click an order from your list of orders, or highlight an order and click View Order on the toolbar.

2. Click Attach Documents on the toolbar when viewing the appraisal order details screen.

3. Choose the document type from the drop-down list:

4. Choose the option to Upload Documents or Print DirectFax™ cover sheet.

5. Attach existing electronic documents: If you already have documents in electronic formats such as PDF, Word, or Excel, click the Upload documents button and select your file to attach. You will see a progress bar while your document is uploading, and a checkmark once it’s done. You can remove the document by clicking the Check icon.

6. Attach paper documents using DirectFax™ : Our DirectFax technology lets you send us paper documents using any fax machine.  

   1. Click the Print DirectFax™ cover sheet button to print the special bar-coded cover page.  

   2. Select your print options and click Save or Print.

   3. Fax it along with your documents to the toll-free number (866-675-7808).

Once your document is attached to the order, it appears in the Documents section.

Related Article:
How to Attach & View Documents from the Order Workspace in Mercury Network®

Document Details in the Details:

1. Click any document in the list to view the Document section, which shows the Document Type and Date Uploaded.

2. To open a document, select it from the list and click it. It will open using your PC's default application. For instance, if you select a MISMO XML file and click Open, the file might open in Internet Explorer, and a PDF might open with Adobe Reader.

3. To open, download, or remove the document, select it from the list, then choose the action from the Details and Tools section.

The Other Actions menu allows you to update the status and change information about your order. Here are the options you will see when you click Other Actions:

• Place On Hold

• Delayed

• Resume

• Request Revision - Correction

• Request Revision - ROV

• Duplicate Order

• Cancel Order

1. Click Print.

2. Choose your print options and click print.

These standard fields are available on all orders:

The following fields are also visible on UAD 3.6 orders, providing a complete and granular view of the order.

Legacy Form Fields

There are also several fields present on legacy forms orders but not on UAD 3.6 orders. Although you do not see these fields on UAD 3.6 orders, this information is still collected and stored in UAD 3.6-specific fields that contain similar information.  

• Form Type

• Loan Type

• Loan Purpose

• Prop Type

• Occupancy

To edit the Closing Date for your order:

1. If your order already has a Closing Date, click the Closing Date to edit it. If the order does not have an FHA Case #, click Edit.

2. Enter the Closing Date and click OK.

You can change the Payment Method for an order:

1. Click the link next to Payment Type which reflects the current payment method.

2. Use the Payment Type dropdown to choose the new payment method.

3. Click OK.

To edit the FHA Case # for your order:

1. If your order already has an FHA Case #, click the FHA Case # to edit it. If the order does not have an FHA Case #, click Edit.

2. Enter the FHA Case # and click OK.

3. Click OK on the dialog confirming your changes.

To update the DU Case File ID for an order:

1. To update the DU Case File ID for an order, click Edit.

2. Enter the DU Case File ID, and click OK.

To edit the LPA Key for an order:

1. If your order already has a LPA Key click the LPA Key to edit it. If the order does not have a LPA Key, click Edit.

2. Enter the LPA Key, and click OK.

To edit the disclosure date for an order:

1. If your order already has a disclosure date, click the Disclosure Date to edit it. If the order does not have a disclosure date, click Edit.

2. Enter the disclosure date, any comments or additional information (if necessary), and click OK.

3. Click OK on the dialog confirming your changes.

To edit the property contacts for an order:

1. Click Edit Property Contacts.

2. Enter the contact's name, enter their contact information, and select up to 2 contact methods from the drop-down menus.

3. Click OK to submit the changes.

Note: If your client or lender has configured their order form to require certain information for the property contacts, the required fields are marked with a red asterisk and must be filled out before placing the order.  Additionally, the contact method drop-down menus for required fields are grayed out and cannot be changed when the client sets them as required fields.

Enter additional e-mail addresses to receive notifications for this order. Separate multiple e-mail addresses with a semicolon.

Special instructions are visible on the lower right side of the screen in your Appraisal Order Details. This is where you view any special instructions or notes that were added to the order.

Hover over the property placement icon to see the property address, this window also give you the option to enter Street View mode.

The Document Repository has been enhanced to improve usability. Files can now be downloaded directly, without opening them first.

1. Click any document in the list, to view the Document section, this will show the Document Type and Date Uploaded.

2. To open a document, select it from the list and click it to open. It will open using your PC's default application.

3. To Open, Download or Remove the document, select it from the list and select the action from the Details and Tools section.

Tip: For appraisal files, you can view or download the PDF for a quick review, access the XML file for data-specific needs, or download the complete ZIP file to obtain all related documents at once.

Click View changes next to any event to view the original information along with the new information that has changed.