Mercury Network® - Secure

Choose from the library below to learn more about a task

• Secure Dashboard Overview

• Order Workspace Overview (UAD 3.6)

• Fee Panel Overview (UAD 3.6)

• Vendor Profiles Overview

• Fulfillment Business Workflow (UAD 3.6)

• Investigate Review Business Workflow (UAD 3.6)

Logging into your Account

• How to Log In to Mercury Network®

• How to Create An Account

Order Management > Create a New Order

• How to Create a New UAD 3.6 Order

• How to Create a New Order (Legacy)

• How to Create a New Commercial Appraisal Order

• How to Locate an Appraiser and Use the Top 10 Vendors Map

• How to Find an Order from the Order Workspace (UAD 3.6)

• How to Customize Your Columns View

• How to Manage Payment Summary

• How to Configure and Use the Action Required Folder

• How to Use the Action Required Folder

Order Management > Order Details

• How to View Order Details in the Order Workspace

• How to Edit Orders in the Order Workspace

• How to View Eligible Vendors in the Order Workspace

• How to Send Messages in the Order Workspace

Order Management > Set Status

• How to Set an Order's Status

• How to Set Inspection Status

• How to Place Orders on Hold

• How to Delay Orders

• How to Resume Orders That Are On Hold

• How to Request Revisions for Orders

• How to Review Completed Orders

• How to Access Property Details Request

Order Management > Submit to FHA

• How to Submit Completed Appraisals to FHA

• How to Monitor the FHA Submission Status of an Order

• Requesting FHA Revisions and Overrides

• How to Review and Resubmit Appraisals to FHA

• How to Submit Multiple Appraisals to FHA

• How to Edit or Enter an FHA Doc File ID

• How to Remove an Order's FHA Status

Order Management > Submit to UCDP

• How to Review Critical Rules and Automated Revision Requests (UAD 3.6)

• How to Submit and Manage the UCDP Submission (UAD 3.6)

• How to Monitor Submission Status

• How to Request UCDP Revisions and Overrides

• How to Resubmit Revised UCDP Reports

• How to Submit Multiple Appraisals for a Single Loan

• How to Edit or Enter a Doc File ID

• How to Submit and Manage the UCDP Submission

• How to Change the Fee of an Order

• How to Mark Orders Complete

• How to Cancel Orders

• How to Send an Order to Burrower via SureReceipts

Order Management > Reassign Orders

• How to Reassign Orders

• How to Attach Documents to Orders

• How to Add an Internal Note to an Order

• How to Manually Sync Status to VMP

• How to Duplicate Orders

• How to Print Orders

• How to Mark Appraisals as Paid

Order Management > Review Bids

• How to Review Bids for Orders

• How to Negotiate About Order Fees & Due Dates

• How to Address Modification Requests

• How to Retrieve Completed Orders

• How to Access OptiVal and RealCondition Reports

• How to Manage Assignment Ratings

• How to Award a Bid

• How to Decline Bids

• How to Message Appraisers

• How to Add a Vendor

• How to Forward an Order to a Client

• How to Rank Vendors

• How to Change a Bid's Due Date

• How to Add Notes to Bids

Quick Lists Clients

• How to Manage QuickList Entries

DataCourier

• How to use DataCourier Appraisals

• Tracking Appraisal Availability and Expiration in DataCourier

• How to Submit Appraisals to UCDP via DataCourier

• How to Enter a Doc File ID in DataCourier

• How to Add a file to DataCourier

• How to Request Revisions through DataCourier

• How to Send Appraisal Reports via SureReceipts in DataCourier

• How to Upload a Revised File on DataCourier

Fee Panel

• How to Select Appraisers/Vendors from the Roster

• How to Import Vendors

• How to Locate Vendors Using the Fee Panel Search

• How to Create a CSV Import File

• How to Edit Imported Candidates

• How to Block and Mark Vendors as Ineligible

• How to Create Order Groups

• How to Configure Fee Panel Options

• How to Configure Vendor Profiles

• How to Review Vendor Documents

• How to Request Vendor Credentials and Sample Work

• How to Contact Fee Panel Vendors

• How to Add and Manage AMCs/Vendors in Your Fee Panel

Clients and  Groups

• How to Add and Configure Client Group Profiles (UAD 3.6)

• How to Access the Clients Section

• How to Organize Client Users by Company

• How to Create Contacts

• How to Create Order Routing Groups

• How to Create and Customize Fee Tables

Users

• How to Manage User Passwords

• How to Create User Accounts

• How to Delete User Accounts

• How to Configure User Notification Settings

• How to Grant Permissions to Users

Preferences

• How to Create & Manage Fee Plan Value Tiers

• How to Create & Manage Vendor Fee Plans

• How to Create & Manage Vendor Exception Fee Plans

• How to Create & Manage Client Price Plans

• How to Create & Manage Client Exception Price Plans

Preferences > Vendor Selection Settings

• How to Configure Default Vendors in Vendor Selection Settings

• How to Configure Residential Appraisals in Vendor Selection Settings

• How to Configure AMC/Firms in Vendor Selection Settings

• How to Configure Commercial Appraisers in Vendor Selection Settings

• How to Configure Agent/Brokers in Vendor Selection Settings

• How to Configure Inspectors in Vendor Selection Settings

Preferences > Product Requirements

• How to Edit Preferences & Product Requirements

• How to Manage Engagement Letter Templates (UAD 3.6)

Preferences > Connection Settings

• How to Add UCDP DI Credentials

• How to Configure Connection Settings

• How to Set Up QuickBooks

• How to Prepare the QuickBooks Workflow for Mercury Network® Integration

• How to Enable and Use Xcelerator

• How to Configure SureReceipts

• How to Manage Your RealEC Configuration

• How to Integrate BlitzDocs

Preferences > Review Settings

• How to Review the UAD 3.6 Order Process

• How to Configure Review Settings

• Appraisal Quality Management Settings

Preferences > VMP Client Order Setup

• Edit Product List on VMP Client Order Setup

• How to Configure Order Form in VMP Client Order Setup

• How to Configure Field Constraints and Contact Methods

• How to Customize the Property Characteristics of an Order

• How to Configure Automatic Settings on VMP Client Order

• How to Configure Status Mapping on VMP Client Order Setup

• How to Configure Compliance Certificate on VMP Client Order

• How to Configure Client and Vendor Settings

• How to Configure Document Upload Options

Reports

• How to Generate and Export Reports

Account

• How to Access the Account Section

• How to Manage Your Security Settings

• How to Upload Your Logo

Payments

• How to Add Payment Methods

• How to Review Payment History

What Your Client Sees

• What Clients See As They Log

• What Clients See After Logging

• What Clients See When Ordering An Appraisal

• What Clients See When Managing Completed Orders

• What Clients See When Managing Existing Orders

• Configuration Guide & Resource Hub

• Facilitating the Transition to UAD 3.6 on Mercury Network®

• Understanding the Fees Module (UAD 3.6)

• UAD 3.6 Fee Templates

• Status Definitions

• Mortgage Solutions Release Notes

• End User Agreement for using Mercury Network®

• Mercury Network® UAD 3.6 Configuration Workbook

• Mercury Network® UAD 3.6 Configuration - Go-Live Checklist

• Mercury Network® UAD 3.6 Configuration - Appendix A

• Mercury Network® UAD 3.6 Configuration - Appendix B

Visit the FAQ page for answers to common questions about the product.

For support regarding Mercury Network®, please contact:

• Phone: 800-900-4954

• Email: mercuryinfo@cotality.com

• Availability: Weekdays: 7 a.m. – 7 p.m. CT