FAQs About Vendor

To log in, you visit the Mercury Network® login page, enter your email address and password, optionally check Remember me, and click Sign In.

If you don’t have an account, you need to complete the sign-up process by selecting an account type, entering your company and contact information, and following the prompts to create your account.

If a matching account is found, you will be prompted to recover your password or review possible duplicate accounts and select the correct one.

You must provide details such as account type, company state, company name, phone number, and email address, along with any additional required fields.

You must agree to the End User License Agreement and complete any additional prompts before your account is activated and ready for use.

To search, enter a term in the Find box, choose whether it Starts With or Contains the term, select a field in the In Field dropdown, choose a timeframe in the Placed field, and click the magnifying glass or press Enter.

Yes, you can click the gear icon next to the In Field dropdown to set default search fields, timeframes, and available search options.

Filters allow you to quickly view orders by status by clicking on the status folders on the left side of the Orders view.

Search is best when you have specific details about an order, while filters are useful for browsing orders based on their current status.

Investigate customers may choose which review rules they want classified as Severe, and if one of these Severe rules fires during appraisal upload, the order is automatically moved to Revision – Correction Needed and the vendor receives a revision request detailing what must be corrected before the order can proceed.

Related articles:

Critical Rules and Revision Requests in Mercury Network® per UAD 3.6 Updates

Yes, users with the appropriate permissions can override a Severe review rule firing when a special circumstance requires the order to proceed without an appraisal update, allowing the workflow to bypass the correction step and move forward immediately instead of remaining in Revision – Correction Needed.

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Critical Rules and Revision Requests in Mercury Network® per UAD 3.6 Updates

Automated revision requests are generated when a UAD rule or Review Rule identifies an issue that requires correction, and they are also triggered if the system detects a UCDP fatal submission finding that needs appraisal updates, with the full details available to vendors and secure users in the Revision Details PDF in the document repository and in the Investor Submission workspace when applicable.

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Critical Rules and Revision Requests in Mercury Network® per UAD 3.6 Updates

Revision requests can be accessed through the Order History Log for legacy forms, the Investor Submission section for Secure users when the revision results from a fatal finding during appraisal upload or investor submission, and the Order Document Repository where a PDF containing the full revision details is automatically added for review.

Related articles:

Critical Rules and Revision Requests in Mercury Network® per UAD 3.6 Updates

If a vendor identifies discrepancies between a property's actual features and the information in the order or Engagement Letter, they can use this new Property Order Details Collaboration feature to submit a modification request to the lender. The lender is immediately alerted to the property order details request.

Related articles:

Property Order Details Request in Mercury Network®

It's 60MB, which is the same for the GSE file size limit

The only acceptable format is a .zip file, and vendors cannot upload PDFs or MISMO XML files for UAD 3.6 orders.

The order is temporarily locked during upload, and the Attach Documents and Complete buttons remain disabled until the .zip file is fully uploaded.

The system runs virus and file validation checks, UAD compliance rules for the zip file, and review rules for compliance and risk factors.

If validation fails, the order may move to Document Failed or Revision - Correction Needed status, and the vendor will be asked to correct and reupload the file.

To attach documents, open the order, click Attach Documents in the toolbar, select the document type, choose Upload Documents or DirectFax, and complete the process.

Attaching documents is used for supporting files, while uploading a completed appraisal report requires using the Complete button, not the Attach Documents option.

Click Upload Documents, browse to the file on your computer, select it, and wait for the upload to complete before closing the window.

You can find new orders by clicking the New Orders filter in the Orders view, where all orders awaiting your acceptance are listed.

To respond, open the order, click Accept/Decline Assignment, choose your response option, add notes, and click OK to notify the client.

This option allows you to suggest changes to the fee or due date, but it is treated as a decline unless the client accepts your proposed terms.

Yes, if a vendor agreement is present, you must review it and check the box to accept it before proceeding.

To deliver a report, you open the order, click Complete in the toolbar, upload the required file(s), add a message to the client, and click OK to finalize delivery.

You can upload a PDF if no specific requirements are set, or upload MISMO XML or ENV files if your client requires those formats.

No, if a MISMO XML file is required, it already contains the PDF, so only the XML file is needed unless the client specifically requires both.

When you receive an awarded bid, you need to open the order and use the Accept/Decline Assignment option to respond.

Yes, if a vendor agreement is present, you must review it and check the box to accept it before continuing.

After confirming your response, you will see a fee acknowledgement screen, and clicking OK will finalize and send your acknowledgement to the client.

There are two types of bid requests: residential and commercial, and both appear in the Bidding Orders folder but have different workflows.

To respond, open the order, click Submit Bid, enter your fee or turn time if applicable, or indicate you are unable to bid, optionally add a message, and submit your response.

You must complete a certification confirming you can meet USPAP requirements, and provide comments if needed for any certification items.

To send a message, open the order from the appropriate status folder, click Send Message in the toolbar, and follow the prompts to send your message.

You can find the Send Message option in the top toolbar after opening an order from the Orders view.

For double-blind orders, you must select from predefined messages and cannot enter a custom message.

The Property Details Collaboration feature allows service providers to notify you of discrepancies between a property's actual characteristics and the information included in the order (or Engagement Letter), allowing you to quickly review those discrepancies, approve any updates, and ensure the appraisal proceeds with accurate data. All in all, the process reduces delays and improving workflow.

Related articles:

Property Details Request in Mercury Network®

Any time between order acceptance and product delivery, and it may be initiated through the vendor's Mercury platform interface or through an AMC’s third‑party integration, causing the order to move into the Product Order Details Requested status so that Mercury Secure users can be immediately notified.

Related articles:

Property Details Request in Mercury Network®

To access a Product Order Details Request, select the Orders tab from the main Order Management screen, scroll to the Product Details Request folder, and choose the order listed under Product Order Details Requested to open the details window where you can review the vendor’s proposed changes and respond accordingly.

Related articles:

Property Details Request in Mercury Network®

The new automated rules run immediately when an appraisal is uploaded and check for completeness, technical validity, compliance with UAD guidelines, and high‑risk factors so that potential issues can be detected earlier in the process and addressed before manual review is required.

Related articles:

Critical Rules and Revision Requests in Mercury Network® per UAD 3.6 Updates

If the Basic Virus and File Validation rule fails, the system identifies a problem with the file’s formatting or safety, returns a Document Failed status, and prompts the vendor to reupload the file so that the order can continue with a valid and safe document.

Related articles:

Critical Rules and Revision Requests in Mercury Network® per UAD 3.6 Updates

To update an order’s status, open the order details, click Set Order Status in the toolbar, select the appropriate status, and confirm your update.

Keeping the status updated ensures clients and other parties are informed of progress and prevents Mercury Network® from sending reminder notifications.

Yes, if enabled, you can use the Canned Comment Override option to enter a custom message, but it must meet compliance guidelines and cannot include order-specific or sensitive information.

A Product Order Details Request allows a vendor to request changes to order details, such as scope, fees, or due dates, before completing the assignment.

No, once submitted, the request cannot be edited until the lender reviews it and sends back a decision.

You will be notified automatically when the lender responds, and you can review their decision and comments in the order’s History Log.

To update inspection status, open the order, click Set Order Status, choose either Inspection Scheduled or Inspection Completed, enter the required details, and click OK.

You need to enter the inspection date, time, and any relevant notes to keep your client informed.

If Xcelerator is enabled, you can select from the property contact’s available times or coordinate separately and enter the agreed time manually.

To request changes, open the order, click Set Order Status, select Request Modification, update the necessary fields, add notes, and click OK to send the request.

You can request changes to the product type, due date, fee, or payment method.

The request is sent to the client, who can review and either accept or decline the proposed changes.

Yes, you should include notes explaining the reason for the request to help the client make an informed decision.

To cancel an order, open the order, click Set Order Status, select Cancel, enter a reason in the Notes section, and click OK to submit the cancellation.

You can cancel an order at any time after accepting it if you are unable to complete the assignment.

Yes, you must enter an explanation in the Notes section when submitting the cancellation request.

Yes, a notification is automatically sent to the client once the order is canceled.

QuickLists are used to store and quickly insert commonly used text into fields, helping reduce repetitive typing and improve efficiency.

To add an entry, click the QuickList icon in a field, select New, enter a description and text, and click Save.

To use an entry, open the QuickList window from a field, select the desired item, and click Use Selected to insert the text.

Yes, you can open the QuickList window, click Edit next to an entry, update the text, and save your changes.

To delete entries, open the QuickList window, select one or more items, click Delete Selected, and confirm the deletion.

QuickLists can be used in any field where the QuickList icon appears, and they are specific to each field to make selection faster and more relevant.

Yes, you can repeatedly select QuickList entries to append multiple pieces of text into the same field.

No, QuickLists are specific to each field, so entries created in one field will not appear in others.

To update your profile, click Users or Profile at the top of the screen, navigate through the available tabs, enter the required information, and click Save to apply your changes.

The Details tab requires you to enter personal information such as your name, contact details, and time zone, with all fields marked by an asterisk being mandatory.

You can define the types of orders you accept in the Professional and Products tabs by entering your qualifications, selecting products, and setting your fees.

To create a sub-account, go to Users, click Create New User, complete the required fields, configure additional settings across the tabs, and click Save to finalize the new user.

To enable order acceptance, you must check the “I accept orders from Mercury Network® clients” box, otherwise your account will not receive orders.

Yes, you can choose to only accept orders from clients who have added you to their fee panel by selecting the appropriate option.

Your profile may be excluded from certain orders if distance requirements are applied, since some clients use your address to calculate proximity to the subject property.

The Products tab allows you to configure the types of services you offer, set your fees, and define which payment methods you accept.

You can select the payment methods you accept by checking the appropriate boxes at the top of the Products tab.

You enter your fees directly in the Fee column for each product type within the selected product tab.

Fee notes allow you to provide additional details about your pricing, and clients are required to read and agree to them before placing an order.

The My Panels tab shows all fee panels you’ve been added to by clients, along with options to manage your participation and view performance details.

Yes, you can use the Set dates option to define a time range during which you will not receive orders from that panel.

Out of Office settings allow you to define a date range when you are unavailable, helping prevent missed orders and notifying others that you cannot respond during that time.

Your availability status is updated, and anyone attempting to place an order or contact you will be alerted that you are unavailable.

Using Out of Office settings helps avoid missed assignments, prevents penalties from expired orders, and keeps clients informed of your availability.

A common cause for "inactive" status is failure to check the "Accept orders from Mercury Network® clients" box in the Details tab.

Professional profiles must be updated specifically for UAD 3.6 eligibility (e.g., mortgage and construction types) to avoid assignment issues.

To manage payment methods, go to the Account section, click Manage in the Payment Methods area, and use the available options to add, edit, or delete payment methods.

Click Manage, select Add a checking account, enter your bank details, optionally set it as primary, and click Save.

Click Manage, select Add a credit card, enter the card information, optionally set it as primary, and click Save.

Yes, you can click Edit to update details or set a method as primary, or click Delete to remove it.

You can view pending transactions, unpaid invoices, paid invoices, and yearly invoice totals for your account.

Pending Transactions are orders that have been accepted but where the transaction fee has not yet been processed.

Yearly Invoice Totals provide a summary of invoices for a selected year, including transaction counts, credits, and total fee amounts.

Access requires the "Manage Account" order management permission. Standard users may be blocked from this view. Related article: How to Manage Payment Methods on Mercury Network®