How to Configure Vendor Profiles & Assignment on Mercury Network®

1. On the Professional tab, check the box for each type of assignment that you fulfill. As you select each item, provide the year you started servicing that type of assignment.

   Note: In the product settings, differentiate between current and legacy formats by selecting the appropriate options. Residential Appraisal (UAD 3.6) and Residential Appraisal – Legacy are now managed as separate order types to allow for independent support.

2. Select the Residential Appraisal checkbox. This selection is mandatory to receive and accept UAD 3.6 work. Enter the year that matches your legacy forms year of service. Some clients have configuration preferences that require a minimum number of years of experience to be eligible for assignments. Entering 2026 as your starting year may make you ineligible.

3. Select the UAD 3.6 Opt Out checkbox if you do not wish to accept these assignments. Enabling this option performs the following:

   1. Notifies lenders that UAD 3.6 orders are not currently accepted.

   2. Disables the login splash screen reminder regarding profile updates for UAD 3.6 products.

4. Just below the assignment types, place a check next to each designation/certification you possess. If you hold an FHA designation, make sure that you check the FHA box - leaving it unchecked can prevent you from receiving FHA work.

1. Indicate how long you've been in business using the In business since fields.

2. Check each type of appraiser you employ.

In the Licenses section, you can manage your existing licenses and add new ones, plus you'll be able to see which licenses have a document attached, as well as the name of the document.

1. To add a license, click Add in the top toolbar, and select License from the drop-down menu, or click Add new license in the Licenses section.

2. In the window that appears, enter the requested information.

3. Next to License Document, there are a couple of options:

   1. If you have unlinked documents, you will see a drop-down listing available license attachments. You can select one, or choose to Upload new...

   2. If you do not have any unlinked documents, simply click on Upload License to attach a license.

4. Click Save to add this license to your profile.

5. Repeat steps 1 - 4 if you need to add additional licenses for your Mercury Network® profile, such as if you work in multiple states.

6. If you simply need to add an attachment to an existing license, from the license row you can click Choose from existing to select an unlinked license attachment, or edit the license to upload a document

Note: Mercury Network® validates license information using the national registry available at http://www.asc.gov. Make sure you enter your license exactly as it appears in the national registry - if your license is off by one number or has any additional characters, your license won't validate properly, which can prevent you from receiving orders. Your license can only be added to one Mercury Network® account at a time. If your license is set up on another account, remove it before adding it to the new account.

7. To manage any license, click the Edit or Remove icons on the far-right of any existing license listed in the Licenses section. If you remove a license, the associated document will be deleted.

In the Insurance Policies section, you can manage your existing policies and add new ones. You'll also be able to view any existing policies and see which ones have a document attached as well as the name of the document.

1. To add an insurance policy, click Add in the top toolbar, and select Insurance Policy from the drop-down menu, or click Add new policy in the Insurance Policies section.

2. When filling out the policy information, enter the aggregate or total amount covered by your insurance policy rather than the per-incident coverage.

3. Next to Insurance Document, there are a couple of options:

   1. If you have unlinked documents, you will see a drop-down listing available insurance attachments. You can select one, or choose to Upload new….

   2. If you do not have any unlinked documents, simply click on Upload Insurance to attach an insurance document.

4. Click Add to save this insurance information and close the dialog. To add multiple policies, repeat steps 1 - 4 for each policy.

5. To manage any policy, click the Edit or Remove icons on the far-right of any existing policy listed in the Insurance Policies section. If you remove an insurance policy, the associated documents will also be deleted. If you simply need to add an attachment to an existing insurance policy, you can click Choose from existing to select an unlinked insurance attachment, or edit the policy to upload a document.

6. An orange alert icon indicates a client request for document review. Check your notification email for specific client comments, then proceed with one of the following:

   1. Update Document: Click Edit, then select the document name to upload a replacement file.

   2. Correct Policy Data: If the document is accurate but the insurance information is incorrect, Delete the credential and create a new entry.

7. If E&O insurance is not required in your area, check the box in the Insurance Policies section that states I am not required to carry E & O insurance.

Here, you can enter your W-9 information so it's available to clients on your fee panel. We store this information securely on our servers, then provide a PDF to your fee panel clients which they can review along with your other documents.

1. Click Add new W-9.

2. In the form that appears, you'll see that a lot of your information is already populated. So, enter any remaining W-9 details just like you would on the W-9 form, then click Save.

3. Now, your W-9 will be listed, and there are a few things you can do:

   1. Click the link in the W-9 Document column to view your W-9 as your clients will see it.

   2. Click the Edit icon to make changes to your W-9.

   3. Click the Remove icon to delete this W-9.

Appraiser supervisors can add trainees to their profile, along with supporting documents. Those trainees can be added to orders in Order Details when they're working on an appraisal so their information will be visible to the client.

1. Click Add trainee.

2. In the Add Trainee form:

   1. Enter the trainee's first and last name.

   2. Enter the training state. The training state must match a state where the supervisor has a current, valid license.

   3. If the trainee has a state license, enter the license number and expiration date.

   4. To attach any relevant documents, click the Trainee Document paperclip icon, then select the file on your device.

   5. Click Save.

3. Once added, the trainee appears in the Trainees section of your profile. Use the following options to manage their information:

   1. View Document: Select the Trainee Document link to open the file.

   2. Modify Information: Select the Edit icon to update trainee details.

   3. Delete Trainee: Select the Remove icon to permanently delete the trainee record from your profile.

In the Attachments section, you can upload examples of your work, resumes, background checks, and other documents. License and insurance documents are uploaded separately, so this is not the place to attach those.

1. Click Add on the toolbar and choose Attachment. Or, in the Attachments section, click Add new attachment.

2. In the window that appears, use the drop-down to choose which type of document you're uploading.

3. Click Upload, then browse to and select the file you intend to upload.

4. To update an existing document, click the Update icon. In the Update Attachment window that appears, you can remove the document and upload a new one in its place. You can also use the Attachment type drop-down to select a different type of document.

5. To remove any document you've uploaded, click the Remove icon on the right of any document in the list. Removing any document in this list deletes the document.

6. Click Save to keep your changes and return to the Professional tab.

An orange alert icon indicates a client request for document review. Check your notification email for specific feedback, then follow these steps to update the file:

1. Click Update to remove the current version.

2. Upload the revised document as prompted.

In the Permissions section, you can configure permissions for each user. If you're editing the admin user, you won't see the Permissions section since they already have all available permissions.

In the Notification Settings section, check each box to enable the indicated notification.

1. The My Orders section lets you choose the notifications for orders that are assigned to the selected user. Choose different notification types, such as text messages or a daily summary email.

2. In the Managed Orders section, select notifications that should occur for each selected event on one of the user's managed orders. Like the My Orders section, you'll be able to choose notification types such as a text message, a fax, or a daily summary email.

   1. Click the Tool Icon next to Send an e-mail to choose specific events that should trigger an email.

Reading the Statistics

You can navigate through the Statistics window to see the information that's available. Here's how:

• Use the drop-downs on the upper-right to filter by county or time frame

• Click an individual product name from the list at the bottom to filter the graph by that specific product. By default, All Products is selected.

• Click the PDF and Excel links to export the stats currently being viewed for use outside of Mercury Network®.

Acceptance Statistics

This lets your clients know how conscientious you are about responding to their orders. When you are responsive, they don’t have to call you or follow-up on their orders. The percentages are color-coded so at a glance you can see how your performance rates.

• If the rework rate is 0-30%, this will display in green, 31-60% will be displayed in yellow, over 60% will be red.

• For the on-time rate - over 85% is green, 60-84% is yellow, and under 60% is red.

Rework Statistics

Click the drop-down near the chart and choose Rework to see stats on how often the client requested a revision from you.

• The table counts revisions for an order only once. For example, if there were five revisions on the same order, it would only count once here.

• The graph shows how many reports had 1 revision, 2-3 revisions etc, over time using color-coded lines.

Late Reports

Select Late Reports from the drop down to see your on-time statistics.

• The on-time rate is based on the due date saved in the order.

• Reports are considered late when the due date is less than the date you first marked the order complete. Orders that are put on hold or delayed during the order cycle are excluded.