How to Use the Directory Tab in Appraisal Scope®

An appraiser profile gives an admin user information about an appraiser’s geographic coverage area, a rundown of certificates held, and a list of appraisal forms that he or she services with associated fees. Admin users can access an appraiser profile by clicking the entry associated with the appraiser from a list of Directory page search results.

Each appraiser profile has a main menu of tabs and a submenu of tabs. To view an appraiser’s contact information, information about their E&O coverage, and details about their certifications, how long they’ve been certified, and the expiration date of the certification, an admin user will click the Details tab on the main menu. Information about the geographic areas an appraiser covers is available from the Coverage / License tab. And an admin user can see what appraisal forms an appraiser offers and the fee that’s associated from the Appraisal Forms tab.

An admin user can invite an appraiser to register on a platform-version by clicking Invite Appraiser from the tab submenu. This button will change to show a status of Invite Sent after the invitation has gone out. After this appraiser has registered, the button will change to read Registered.

An admin user can also simply register an appraiser on their platform-version by clicking Register on the tab submenu. And finally, an admin user can see what Approved and Do Not Use lists an appraiser is on by clicking Approved / DNU Lists on the tab submenu.

Note: The preferred method for registering a new vendor user on an Appraisal Scope platform-version is to invite an appraiser. If an admin user does register the vendor user without invitation, it’s recommended that they ask the appraiser to review his or her information in the platform-version in case any profile details need to be updated.

An AMC profile gives an admin user information about an AMC’s geographic coverage area, a rundown of states and provinces where their AMC license is valid, and a list of appraisal forms that they service. Admin users can access an AMC profile by clicking the entry associated with the AMC from a list of Directory page search results.

Each AMC profile has a main menu of tabs and a submenu with a Register tab. To view an AMC’s contact information and a list of states and provinces where their AMC license is valid, an admin user will click the Details tab on the main menu. Information about the geographic areas an AMC covers is available from the Coverage / License tab. And an admin user can see what appraisal forms an AMC services and the fees associated with them from the Appraisal Forms tab.

An admin user can also register an AMC on their platform-version by clicking Register on the submenu.

The ASC tab gives admin users access to the nationwide ASC database. The profiles associated with the appraisers in the ASC database will include details on the geographic areas they cover and the licenses they hold.

Admin users can access ASC profiles by using the search control panel on the left side of the ASC page. Admin users will need to enter at least one search parameter before clicking Search to produce a list of results from the ASC database. The list of results will appear just beneath the search control panel. If a user needs to continue searching, clicking Clear will remove any search criteria from the search panel fields.

The length of the list of results can be controlled by using the text boxes and drop-down menus in the control panel. Admin users searching for appraisers can look for specific appraiser profiles by name, license number, years licensed, or by the zip code that’s associated with the appraiser. Admin users can also search for appraisers within an appraiser company. Users can narrow a list of results by using the State, County, and License Type drop-down lists, as well.

ASC profiles

An ASC profile gives an admin user information about an appraiser’s geographic coverage area and a rundown of the certificates they hold. Admin users can access an ASC profile by clicking the entry associated with the appraiser from a list of ASC page search results.

Each ASC profile has a main menu of tabs and a submenu of tabs. To view an appraiser’s contact information, information about their E&O coverage, and details about their certifications, how long they’ve been certified, and the expiration date of the certification, an admin user will click the Details tab on the main menu. Information about the geographic areas an appraiser covers is available from the Coverage / License tab.

The Show Notes tab allows an admin user to view any notes that have been added previously for an appraiser and also to add notes to an ASC profile by clicking Add Notes, typing and formatting in the Notes dialog box, and clicking Save. Notes added here can also be flagged by selecting the Flag check box. When an appraiser from an ASC profile list is registered with an AMC platform-version, the notes added here will be accessible in the appraiser’s vendor profile under the Notes tab.

The Appraisal Forms tab displays a list of standardized appraisal forms. Admin users will not see any fees associated with these forms, and so this list serves as an administrative reference for the standardized appraisal forms list.

An admin user can invite an appraiser on the ASC database to register on their platform-version by clicking Invite Appraiser from the tab submenu. This button will change to show a status of Resend Invitation after the invitation has gone out. After this appraiser has registered, the button will change to read Registered.

An admin user can also simply register an appraiser on their platform-version by clicking Register on the tab submenu. And finally, an admin user can see what Approved and Do Not Use lists an appraiser is on by clicking Approved / DNU Lists on the tab submenu

Note: The preferred method for registering a new vendor user on an Appraisal Scope platform-version is to invite an appraiser. If an admin user does register the vendor user without invitation, it’s recommended that they ask the appraiser to review his or her information in the platform-version in case any profile details need to be updated.

The Disabled tab gives admin users a search control panel to locate vendor users who have been disabled in an AMC’s Appraisal Scope platform-version. Admin users can access profiles of disabled vendor users by using the search control panel on the left side of the Disabled page.

As with other Appraisal Scope search control panels, admin users can produce a list of results by clicking Search. The list of results will appear just beneath the search control panel. If a user needs to continue searching, clicking Clear will remove any search criteria from the search panel fields.

The length of the list of results can be controlled by using the text boxes and drop-down menus in the control panel. Admin users searching for disabled vendor users can look for specific profiles by name, years licensed, or by the appraiser company that the vendor user is associated with. Users can also narrow a list of results by using the State, Vendor Status, License Type, and Quality drop-down lists.

When a vendor user is disabled in an Appraisal Scope platform-version, this user will no longer be active and so cannot have orders assigned to them. The user will also not be able to log in to the Appraisal Scope platform-version.

The number that appears in the Disabled tab represents the number of disabled vendor users on an Appraisal Scope platform-version. Procedures for reactivating a vendor user who is in a Disabled status can be viewed in the Disabling and enabling an appraiser’s vendor user profile in a platform-version section.

The Panels tab gives AMCs the functionality to organize the vendor users on their platform-version into lists that will help them make sure that they’re always assigning orders to the appraisers best suited to handle a job. Admin users can create, edit, and delete appraiser Approved and Do Not Use lists from the Panels page, as well as search for vendor users to see the Approved and Do Not Use lists that they’re associated with at any given time.

Panels tab search functionality

Admin users can use the text box fields and drop-down lists in the search control panel on the left side of the Panels page to search for appraisers registered on their AMC’s platform-version (see Note following this paragraph). Users can perform a search by name, appraiser company, or license number; or they can narrow a list of search results by Quality Rating, state covered, county covered, or License Type. Admin users can also click Advanced Search to search by email or zipcode, or to narrow search results by selecting from the additional certifications.

Note: The drop-down box located just above the search control panel must read Select a panel type in order to perform this general search.

Search results will display a list of entries that include an appraiser’s name and address, whether the appraiser is affiliated with an Approved or a Do Not Use list, and the client company that the Approved or Do Not Use list is assigned to. For appraisers associated with multiple Approved or Do Not Use lists, there will be separate entries in the search results for each list that the appraiser is affiliated with.

The Pending Users page allows admin users to approve or delete profiles for new client companies, client users, or vendor users who have registered to their Appraisal Scope platform-version. The Pending Users tab will display the number of profiles that are awaiting approval, thereby notifying admin users of the potential users still in the Pending status.

Admin users can use the search control panel on the left side of the Pending Users page to find specific users that are in a Pending status. When Client is selected at the top of the search control panel, the search panel will be configured to search the list of pending client companies or client users. When Appraiser is selected at the top of the search control panel, the search panel will be configured to search the list of pending vendor users.

Admin users can narrow the list of pending client companies or client users by clicking the Account Type or State drop-down menus and choosing from the options. Admin users can also find a specific entry for a pending client by typing in the Company Name or Email text boxes.

To narrow the list of pending vendor users, admin users can click in the License Type and State drop-down lists and choose to search that way. There is also the DNU List drop-down box where an admin user can click Yes or No to filter the pending Vendor User list to show only pending vendor users who are or are not on Do Not Use lists. Specific pending vendor users can be found by name, license number, email address, company name, city, or phone number.

The search results for pending client companies or client users will appear in a list on the right side of the page, under the Pending Clients header. The search results for pending vendor users will appear in a list on the right side of the page under the Pending Appraisers header. The Pending Clients and Pending Appraisers tabs will allow an admin user to toggle back and forth between the Pending Clients and Pending Appraisers lists.

Staff users can find information about approving new client companies and new client users in Chapter 2 of this User Guide. To register a pending vendor user, an admin user will click Approve from the Action column of the relevant entry under the Pending Appraisers header.

Once a vendor user has been approved, admin users have a variety of options to manage these users. The Appraiser tab section of this User Guide provides conceptual information on the vendor user profile and procedures on the ways that vendor user profiles can be managed.

In contrast to the ASC tab, which provides the ASC database of licensed appraisers, the License Tracking tab provides access to a database of all appraisal licenses issued nationwide. As an example of how the License Tracking database is different from the ASC database, one can imagine an appraiser who is listed on the ASC and who carries appraisal licenses in three states. This appraiser will be associated with one entry on the ASC database as a licensed appraiser, but the same appraiser will be associated with three entries coinciding with the three licenses on the License Tracking database. Admin users have several options for searching the License Tracking database by using the Search Licenses Tracking control panel at the top of the page.

Admin users can view the status of a specific appraiser’s licenses by entering that appraiser’s first and last name, or they can view the status of a specific license by entering the license number. They can also view the licenses that have been issued in a particular state.

For any list of appraisal licenses appearing at the bottom of the page, admin users can also refine the list by searching for specific status parameters that might be affiliated with an appraiser or appraisal license, such as disciplinary action and the date range of the action. It’s also possible for admin users to select whether to search by the statuses Inactive or Active for both old and new licenses, and to provide an expiration date range as parameters in the search of both old and new licenses. And after a list of search results has been obtained, admin users can click Export to download an Excel file of the list.

1. From the Appraisers – Approved section of the Panels tab, click the Select List Name drop-down box and choose the name of the list you want to modify.

2. To add appraisers to this Approved list, go to your search results list beneath the search control panel and select the check boxes that coincide with the appraisers that you want to add, then click Approve.

3. A new entry associated with this appraiser will appear in the Approved list on the Appraisers – Approved section of the Panels page.

1. From the Appraisers – Approved section of the Panels tab, click Add New List and enter the name of the new list in the New Appraiser List text box, then click Save.

2. Next, click the Select List Name drop-down box and choose the list name you just created.

3. From your search results list beneath the search control panel, select the check box that coincides with each appraiser that you want to add to this new Approved list, then click Approve.

4. All entries that are added to the new Approved list will appear on the Appraisers – Approved section of the Panels page as they’re added.

Note: Although these procedures offer a valid method for creating an Approved list, it’s recommended that the Importing an Approved List procedures be followed when longer lists are required.

1. If the list you’re importing will be imported under a list name that already exists in your platform-version, click the Select List Name drop-down box from the Appraisers – Approved section of the Panels tab and choose that list name.

2. If the list you’re importing will be imported under a new name, click Add New List, enter the name of the new list in the New Appraiser List text box, then click Save. Next, click the Select List Name drop-down box and choose the list name you just created.

3. After a list name has been selected, click Import List to open the Required Columns list.

4. The Required Columns list reflects the three different column configurations that are available to use as headings in your CSV file (see Note1). The CSV file, then, should have in it either the information shown in the first three elements in the Required Columns list, the information shown in the second two elements, or the information shown in the last four elements (see Note2).

Note: The requirements for importing an Approved list via the Panels tab are similar to those for importing a fee schedule. Please see the Requirements for importing a fee schedule section for details regarding the CSV file type and a discussion of headers and the importance of mapping.

Note: Although the column configurations chosen will ultimately be up to the admin user, it is the preference of the Appraisal Scope team that the last four elements of the Required Columns list be used if possible, and if not possible then the second two elements of the list, and then if needed the first three elements of the list. Also, please note that the numbers displayed alongside the entries in the Required Columns list on the Appraisal Scope platform are unimportant.

5. When your CSV file is prepared, click Select File, choose the file you want to upload, and click Open.

6. Two columns will appear: Imported File and Approved Appraiser Fields. The Imported File column displays the header names that are in your imported file, and the Approved Appraiser Fields column displays the standard headers recognized by Appraisal Scope.

7. Click and drag each header name under Imported File to the standard header that it corresponds to under Approved Appraiser Fields. This process is carried out to make sure that the headers in the imported file are mapped to Appraisal Scope’s standard headers (see Note1).

8. Click Start Import. When the message The Approved Appraiser List has imported successfully! appears, click Close.

9. Your Approved list will now be available to view by clicking the list name from the Select List Name drop-down menu.

Admin users can view the client companies and associated users that an Approved list has been assigned to from the Appraisers – Approved section of the Panels page by selecting a list name from the Select List Name drop-down menu and then clicking Assigned. A dialog box will open displaying the client company, branch user, and client user profiles that an Approved list is assigned to.

An admin user can add all vendor users from their platform-version to an Approved list at once by selecting a list name from the Select List Name drop-down menu, clicking the Add or Remove all registered appraisers drop-down list, and selecting Add all registered appraisers to this list. Admin users can also remove all vendor users included in an Approval list at the same time by clicking the Add or Remove all registered appraisers drop-down list and selecting Remove all appraisers from this list.

Admin users can add or modify Do Not Use lists from the Panels tab by clicking the drop-down box located just above the search control panel that reads Select a panel type. When admin users click the drop-down box and choose Appraisers – Do Not Use, a full list of ASC certified appraisers will appear beneath the search control panel. This list can be narrowed down or individual appraisers can be searched for by using the options in the search control panel.

Clicking Appraisers – Do Not Use from the drop-down list will also open the Appraisers – Do Not Use section on the right side of the Panels page. Admin users will find controls available here that will allow them to select Do Not Use lists that they’d like to add appraisers to, edit the names of existing Do Not Use lists, add new Do Not Use lists, and delete existing Do Not Use lists. Admin users will also be able to create new Do Not Use lists and see what client users a Do Not Use list is assigned to. Procedural descriptions for each task available to admin users are presented below.

Admin users can delete a Do Not Use list from the Appraisers – Do Not Use section of the Panels page by clicking the Select List Name drop-down box, and then clicking both the name of the list and Delete. Admin users can also edit the name of a Do Not Use list by choosing the list as above, clicking Edit List Name and entering the new list name in the New Appraiser List text box, and clicking Save.

1. From the Appraisers – Do Not use section of the Panels tab, click the Select List Name drop-down box and choose the name of the list you want to modify.

2. To add appraisers to this Do Not Use list, go to your search results list beneath the search control panel and select the check boxes that coincide with the appraisers that you want to add, then click Don’t Use.

3. A new entry associated with this appraiser will appear in the Do Not Use list on the Appraisers – Do Not Use section of the Panels page.

1. From the Appraisers – Do Not Use section of the Panels tab, click Add New List and enter the name of the new list in the New Appraiser List text box, then click Save.

2. Next, click the Select List Name drop-down box and choose the list name you just created.

3. From your search results list beneath the search control panel, select the check box that coincides with each appraiser that you want to add to this new Do Not Use list, then click Don’t Use.

4. All entries that are added to the new Do Not Use list will appear on the Appraisers – Do Not Use section of the Panels page as they’re added.

Note: Although these procedures offer a valid method for creating a Do Not Use list, it’s recommended that the Importing a Do Not Use List procedures be followed when longer lists are required.

1. If the list you’re importing will be imported under a list name that already exists in your platform-version, click the Select List Name drop-down box from the Appraisers – Do Not Use section of the Panels tab and choose that list name.

2. If the list you’re importing will be imported under a new name, click Add New List, enter the name of the new list in the New Appraiser List text box, then click Save. Next, click the Select List Name drop-down box and choose the list name you just created.

3. After a list name has been selected, click Import List to open the Required Columns list.

4. The Required Columns list reflects the three different column configurations that are available to use as headings in your CSV file (see Note1). The CSV file, then, should have in it either the information shown in the first three elements in the Required Columns list, the information shown in the second two elements, or the information shown in the last four elements.

Note: The requirements for importing a Do Not Use list via the Panels tab are similar to those for importing a fee schedule. Please see the Requirements for importing a fee schedule section for details regarding the CSV file type and a discussion of headers and the importance of mapping.

Note: Although the column configurations chosen will ultimately be up to the admin user, it is the preference of the Appraisal Scope team that the last four elements of the Required Columns list be used if possible, and if not possible then the second two elements of the list, and then if needed the first three elements of the list. Also, please note that the numbers displayed alongside the entries in the Required Columns list on the Appraisal Scope platform are unimportant.

1. When your CSV file is prepared, click Select File, choose the file you want to upload, and click Open.

2. Two columns will appear: Imported File and Do Not Use Appraiser Fields. The Imported File column displays the header names that are in your imported file, and the Do Not Use Appraiser Fields column displays the standard headers recognized by Appraisal Scope.

3. Click and drag each header name under Imported File to the standard header that it corresponds to under Do Not Use Appraiser Fields. This process is carried out to make sure that the headers in the imported file are mapped to Appraisal Scope’s standard headers (see Note1).

4. Click Start Import. When the message The Do Not Use List has imported successfully! appears, click Close.

5. Your Do Not Use list will now be available to view by clicking the list name from the Select List Name drop-down menu.

Admin users can view the client companies and associated users that a Do Not Use list has been assigned to from the Appraisers – Do Not Use section of the Panels page by selecting a list name from the Select List Name drop-down menu and then clicking Assigned. A dialog box will open displaying the client company, branch user, and client user profiles that a Do Not Use list is assigned to.

An admin user can add all vendor users from their platform-version to a Do Not Use list at once by selecting a list name from the Select List Name drop-down menu, clicking the Add or Remove all registered appraisers drop-down list, and selecting Add all registered appraisers to this list. Admin users can also remove all vendor users included in a Do Not Use list at the same time by clicking the Add or Remove all registered appraisers drop-down list and selecting Remove all appraisers from this list.