Order Workspace Overview on Mercury Network®

New Order lets users create a new appraisal request by selecting the order type, entering basic property and contact details, and choosing or automatically assigning a vendor depending on their settings. After confirming fees, payment method, and any delivery requirements, the user submits the order, and the assigned vendor has 24 hours to accept before Mercury Network® reassigns or flags it for reassignment according to the organization’s Vendor Selection Settings.

Related Article: How to Create a New Order, How to Crate a New UAD 3.6 Order

To view order details, select an order from the list on the right, then click View in the top-left toolbar. Alternatively, double-click the order.

To send a message about an order, select it from the list and click Message in the toolbar at the top.

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

To delete an order, select with a single click, then click Delete on the toolbar. If the selected order has not been cancelled, the Order Delete window will pop up.

The Order Delete window lets you message the appraiser assigned to the order. Write your message to the appraiser and click OK to cancel the order and delete it at the same time.

Related Article: How to Cancel Orders

In My Columns, customize which columns appear in the order view and set their display order. You can also configure distinct column sets for each status folder.

Related Article: How to Customize My Columns View

Export orders to an XLSX file to view them in your preferred spreadsheet application.

To customize your report, use the My Columns option from the toolbar. Choose which columns appear on your order list, and the same columns will appear on your exported report.

Related Articles: How to Customize My Columns View Mercury Network®, How to Find an Order from the Order Workspace

Mark as Paid provides the ability to mark an order as paid and share the payment information with the appraiser.

The ability to mark orders as paid can be enabled on a per-user basis by turning on the Mark as Paid order management permission.

Related Article: How to Find an Order from the Order Workspace, How to Mark Appraisals as Paid

As part of the UAD 3.6 update, a new Order Type filter has been created to differentiate between regular Residential Appraisals and Residential Appraisals — Legacy Forms.

Related Articles: How to Create a New UAD 3.6 Order, How to Create a New Order (Legacy)

Assigned will narrow down the list to display orders assigned to a particular person.

Related Article: How to Find an Order from the Order Workspace

Client Groups give you detailed control of settings for clients who order appraisals through Mercury Network®. The settings affect the group as a whole, as well as very specific settings for each individual member of the group.

Related Article: How to Configure Client Group Profiles

Mercury Network® allows you to edit an order after it has already been created, giving you flexibility to update details as circumstances change.

Related Article: How to Edit Orders in the Order Workspace

On the Order Details page, review top-of-screen banner notifications if multiple orders exist for the same address. Click More info to view matching tracking numbers.

Review assigned vendor details, including supervisor and trainee pairings.

Under Assignment Information, click the assigned employee's name and select a new team member from the Assign to Employee drop-down menu.