Overview
Assigning or reassigning review files ensures that each appraisal review is routed to the correct reviewer on Collateral Investigate™. You can manage these assignments directly from the Orders tab to keep your team's pipeline moving efficiently.
Assign or Reassign Files
Open the Unassigned (assigned) loan file from the Orders tab to view its details.
Click More actions and select Assign (or Reassign) to select a reviewer.
Choose a Tier and Reviewer in the dialog box, then click Assign reviewer.
Outcome
You can now assign or reassign a loan file to a specific review tier and reviewer. The file is now routed to the designated reviewer's active queue, and they can begin their evaluation.