--- title: "How to Configure Vendor Profiles & Assignment on Mercury Network®" slug: "profiles-assignment-vendor" tags: ["Mercury Network - Vendor", "Mercury Network"] updated: 2026-08-13T21:40:39Z published: 2026-08-13T21:40:39Z canonical: "docs.cotality.com/profiles-assignment-vendor" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.cotality.com/llms.txt > Use this file to discover all available pages before exploring further. # How to Configure Vendor Profiles & Assignment on Mercury Network® ## Overview The Vendor Profile serves as a centralized hub for managing professional information, enabling Mercury Network® customers to identify and assign the most qualified vendors for specific appraisal orders. By maintaining an accurate and comprehensive profile, you ensure that your business remains visible and eligible for the assignments that best match your professional expertise. --- ## Configuring the Details Tab In the Details tab, enter your contact information, including your physical address, email addresses, phone numbers, and time zone. You must complete all fields marked with a red asterisk (*) to activate your profile. 1. Navigate to the top navigation bar and select **Users**. 2. In the **Details** tab, select the **Accept orders from Mercury Network**® **clients** checkbox to enable order reception. > [!NOTE] > **Note**: Your account cannot receive orders until this box is checked. Leave it unchecked if the profile is for administrative or management purposes only. 3. To limit order assignment to specific clients, select the **Only accept orders from my fee panel clients** checkbox in addition to the **Accept orders from Mercury Network**® clients option. 4. Complete all **User Profile** required fields. ### Field Descriptions | Field | Description | | --- | --- | | Primary Email Address / Username | The email used for login and notifications. This must be unique to your profile. | | Password | Used to access the network. Click the Cog Icon to manage security settings. | | Additional Email Addresses | List additional notification recipients separated by semicolons (;). | | First / Last Name | The user’s legal name. | | Company Name | The associated business entity. | | Company Address | The user’s street address. Note: Using a P.O. Box may affect distance-based order filtering used by some clients. | | Billing Address | The billing location, if different from the physical address. | | Tax Identification | The user’s Employer Identification Number (EIN). Do not enter a Social Security Number. | | Corporate Office Time Zone | The user's local time zone. | | Phone / Extension / Fax | Contact numbers for office and fax notifications. | | Cell Phone / Wireless Provider | Used for delivery of mobile text notifications. | | Entity ID | An internal unique identifier for system access rights. | 1. The '**Out of Office**' feature helps you inform clients when you'll be unable to accept new assignments. Configure a date range to prevent receiving orders or correspondence while you are unavailable. This helps avoid missed deadlines or expired orders. 1. Click **Edit** to open the configuration screen. 2. Enter the **Date Leaving** and **Date Returning** using the **MM/DD/YYYY** format, or select them via the **Calendar** icon. 3. Click **OK**, then click **OK** again on the confirmation screen to save your settings. --- ## Configuring the Professional Tab On the Professional tab, you'll set up the types of orders you'll accept, as well as provide your professional qualifications and other details about assignment completion. The options on the **Professional** tab vary depending on what type of vendor you are. ### Professional Experience - Appraisers 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] > **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. #### Designation Descriptions | **Designation** | **Description** | | --- | --- | | FHA | designated roster of HUD/FHA appraisers/inspectors | | FHA203K | designated roster of HUD/FHA appraisers/inspectors for FHA 203k loans | | ASA | American Society of Appraisers member | | CDA | DAC (Designated Appraiser Coalition) Coalition Designated Appraiser | | GAA | NAR (National Association of REALTORS) General Accredited Appraiser | | Green | AI (Appraisal Institute) appraiser who is knowledgeable in the valuation of environmentally sustainable properties | | GRS | AI (Appraisal Institute) General Review Specialist | | IFA | NAIFA (National Association of Independent Fee Appraisers) Independent Fee Appraiser | | MAI | Member of the Appraisal Institute | | MNAA | Member of National Association of Appraisers | | RAA | NAR (National Association of REALTORS) Residential Accredited Appraiser | | RRS | AI (Appraisal Institute) Residential Review Experience | | Solar | AI (Appraisal Institute) appraisers with a degree of expertise in appraising homes utilizing solar energy systems | | SRA | AI (Appraisal Institute) Senior Residential Appraiser | | SRPA | AI (Appraisal Institute) Senior Real Property Appraiser | ### Professional Experience - AMCs 1. Indicate how long you've been in business using the **In business since fields**. 2. Check each type of **appraiser** you employ. ### Licenses 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] > **Note**: Mercury Network® validates license information using the national registry available at [http://www.asc.gov](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. 1. 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. ### Insurance Policies 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**. ### W-9 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. ### Trainees 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. ### Attachments 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. ### Permissions 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. | Permission | Description | | --- | --- | | View/Manage Other Users' Orders | Check this box to allow the user to manage order that are assigned to other users. Click the Users' link to select which users' orders this user can manage. | | Add/Manage User Accounts | Check this box to allow the user to create new users and manage existing users' settings. | | Manage Account | Check this box to allow the user to add and/or update the credit card on file used for transaction fees and view the transaction fee invoice history. | ### Notifications 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. --- ## Configuring the Products Tab On the **Products** tab, configure your payment methods and set the fees for each product you offer. 1. In the **Payment Methods** section, select the checkboxes for each payment type you intend to accept. 2. Click the tab for the type of product you intend to add or edit. You can choose: **Residential Appraisal**, **Residential Appraisal** - **Legacy**, **Commercial Appraisal**, **Broker Price Opinion**, or **Inspection**. > [!NOTE] > **Note**: **Residential Appraisal** and **Residential Appraisal – Legacy** forms are now separated into distinct sections, allowing you to view and configure **UAD 3.6** and legacy products independently. Two of the primary **UAD 3.6** data points, Property Valuation Method and Property Type, provide the basis for our **UAD 3.6** product list. > > If you select any of the **Traditional Appraisal** products, you must also select the **Completion Report** and **Restricted Appraisal Update** products, as these are follow-up orders to the Traditional Appraisal (much like the legacy 1004D). 3. In the Fee column in the table below, type your fee for each product for which you'll accept an order. 4. In the Commercial appraisal tab, check the box in the Offer column for each product you intend to offer. 5. Depending on your account type, for some product types, you can click All or None to select/deselect all products in the tab. 6. For each fee you've entered, click the Note link in the Fee Notes column and type any notes your client should read before they place an order with you. They are required to read and agree to these notes before finishing their order. So, while fee notes are not required, it is recommended that you provide any important information your clients should have about your fees. > [!NOTE] > **Note**: If you are an FHA Appraiser, make sure to enter your fees for FHA Products. Neglecting to do so prevents clients from assigning you orders for these products. --- ## Configuring the Eligibility Tab **UAD 3.6 Support** and **Eligibility**: This tab, exclusive to **UAD 3.6** orders, details a vendor’s supported services and fulfillment qualifications. Vendors are only eligible for assignments where the order details align with their confirmed eligibility criteria. Please check all applicable boxes to specify your coverage of the following property and loan characteristics. By checking the box, you indicate that you accept work on properties with that particular characteristic. This will influence your eligibility for order assignments. > [!NOTE] > **Note**: Please make sure your selections on the **Eligibility** tab are aligned with your supported products. For example: > > - If you have selected any **Single Family** products on the **Products** tab, you must check the **Single Living Unit** box under the Living Units Excluding ADU section on the Eligibility tab. > - If you have selected Two to Four Family products on the Products tab, you must at a minimum check the **Two Living Units** on the Eligibility tab. Check Three Living Units and Four Living Units if you also appraise those properties. ![Eligibility criteria for property characteristics and mortgage types in a profile section.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/Vendor Eligibility.png?sv=2026-02-06&spr=https&st=2026-11-06T03%3A26%3A35Z&se=2026-11-06T04%3A26%3A35Z&sr=c&sp=r&sig=Ed7GyGvp8BdHmKXjhe7TPQsInT3j6AiL%2FA4hfLMsEcc%3D) --- ## Configuring the Coverage Tab On the Coverage tab, select the areas where you intend to accept Mercury Network® orders. You can select an unlimited number of states and counties to accurately reflect your coverage area. 1. Select the **state** you'd like to add to your coverage. 1. For AMC coverage, select the checkbox for each state where you provide services. Use the **All** or **None** options to bulk-select or clear all state selections. 2. Select a **county** or **city** you'd like to add to your coverage. 3. Click the **Select** button to move the selected **county**/**city** to your coverage. > [!NOTE] > **Tip**: Hold down the CTRL key on your keyboard to highlight multiple counties at once, and click Select to add them all simultaneously. 4. Click the **Save** button on the toolbar near the top. --- ## Configuring the My Panels Tab The **My Panels** tab shows you all the fee panels to which clients have added you, plus you can view your stats for these panels as well as auto-accept orders from those clients. 1. For each **Client Company** listed, the **Client Stats** column may contain a **View Stats** link which will show you statistics describing your performance with this client. The client has the ability to disable sharing these stats, or if you haven't yet worked with the client, there will not be any stats to display. 2. For each client, you can place a check in the **Auto-Accept** column. With that checked, you'll immediately accept any new orders for that client. 3. You can make yourself unavailable for orders for a specific fee panel if you click the Set dates link for that panel, then specify the date range during which you won't accept orders from that fee panel. 4. To completely remove yourself from a fee panel, click the **red x** in the **Remove column** for the intended panel. When you do, the client will be notified, and if you intend to re-join that panel, you'll need to be re-invited. You need to meet a couple of conditions before you can remove yourself from a fee panel: 1. You can't have any open or pending orders on the intended fee panel. 2. You'll need to provide a reason for removing yourself from the fee panel. That reason will be included on the notification which is sent to the client. 5. AMCs and appraisal firms will see an additional section called Fee Panel Invitations. There are a couple of things you can do here: 1. Enter the email address where you'd like to receive fee panel invitations in the first field. 2. Below, in the Response column, you can click **Accept** or **Decline** to respond to the invitation. 6. After you make any changes, click **Save** in the upper-left to keep your changes. ### Reviewing Statistics #### 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. --- ## Profile Status Dashboard The Profile Status indicator displays incomplete sections of a vendor's profile. Ensure all fields are finalized, as incomplete profiles may cause an interruption in order assignments. ![Profile status showing enabled, W-9 issue, and product coverage details.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/Profile Status Dashboard.png?sv=2026-02-06&spr=https&st=2026-11-06T03%3A26%3A35Z&se=2026-11-06T04%3A26%3A35Z&sr=c&sp=r&sig=Ed7GyGvp8BdHmKXjhe7TPQsInT3j6AiL%2FA4hfLMsEcc%3D) --- ## Outcome By completing these configurations, your Vendor Profile is compliant with UAD 3.6 requirements. You can now accept current Residential Appraisal assignments while maintaining separate support for Legacy forms. Additionally, the Eligibility tab reflects your specific fulfillment qualifications, ensuring you only receive orders that align with your confirmed criteria.