Overview
The appraisal order details dashboard provides a comprehensive view of an individual order, including its status, history, and associated documents. You can use this dashboard to manage files, communicate with vendors, and review special instructions from a single centralized page. This helps streamline order management and ensure all parties have access to real-time updates.
Navigating the Order Details
Accessing the Order Details
Double-click the order from the table.
or
Select the order from the table.
Click View Order.
Appraisal Order Details: You can view high-level information such as the order status, client details, order date, loan details, product type, and client instructions.
Toolbar Actions: You can execute primary tasks using the toolbar options:
Send Message: Send direct message updates regarding the order.
Attach Documents: Upload and submit additional files to the order record.
Other Actions: Access a drop-down menu to place orders on hold, request revisions, duplicate, or cancel orders.
Print: Generate a print-ready summary of the order details.
Map: You can view the property location on an interactive satellite map to confirm geographic details.
Documents: You can view, open, and delete files associated with the appraisal, including invoices, compliance documents, and reports.
History: You can track all activities, updates, messages, and status changes in a chronological history log.
Inspection Contacts: You can view and manage contact details for the individuals responsible for coordinating the property inspection.
Special Instructions: You can view specific constraints, guidelines, or instructions provided by the client for the appraisal process.