Overview
The Appraisal Quality Management (AQM) Settings allow you to control how AQM and AQI are applied across your organization. From this area, you can select default QC modules, enable automatic ordering, and define rules that determine when and how appraisals are analyzed.
In the Appraisal Quality Management Settings (AQM) Settings, you can configure AQM and the final Appraisal Quality Index (AQI) to fit your company's needs. Here you can select which modules you'd like to order by default, choose which actions require comments, enable automatic AQM submission, and more.
To access the AQM settings:
Click Preferences in the toolbar at the top.
Select Review Settings from the drop-down menu.
In the window that appears, there are a number of options that can be adjusted. Below is a breakdown of the available settings:
Legacy Forms - Default View Modules:
RealView: Sends the report to Mercury's RealView tool for analysis and allows you to review results, respond, and request revisions.
RealView Bridge: Checks the appraisal against your specified ruleset before delivery.
Edit Your Preferences
Always order default modules and do not prompt per-order when AQM is started manually. | Allows you to skip the Start AQM screen and automatically order the modules selected in AQM Modules when selecting Start AQM. |
Automatically order default modules... | Here you can use the drop-down to choose if a module should be ordered the first time or every time an order's status changes, then use the second drop-down to select which status will trigger the order. |
Only automatically order when the CU score... | In this field you can enter a CU (Collateral Underwriter) score threshold from 0 - 5 to the tenth place, below which the modules will not be ordered. For instance, if you enter 3.9, only reports with a score of 3.9 or higher will be sent to your selected AQM modules. This lets you order the modules for the highest-risk reports. |
Automatically download the RealView Report PDF when results are returned. | Check this item if you'd like the RealView Report to be added to the order documents automatically when it is returned. |
Click the settings icon to open the Automatic settings window. | Here, you can select the form and loan types which will trigger the AQM order. Note that the order must meet the criteria in both tabs to trigger the automatic order. |
In the Form type tab, each AQM module contains a group of forms. Place a check next to each form type you'd like to automatically order for each AQM module.
In the Loan type tab, place a check next to each type of loan which will trigger the automatic order.
Click Save when you're done selecting form and loan types.
Outcome
After configuring AQM Settings, you will have consistent, automated quality control behavior aligned with your risk tolerance and workflow. You will be able to control which modules run, when they trigger, and which forms and loan types are included, ensuring efficient and targeted appraisal review.