Overview
This article shows how an AMC can test on their own in a UAT environment.
From the Appraisal URAR order in UAT you can assign appraisers to appraisal orders and manage related child orders on Appraisal Scope®. You will access the logic behind appraiser assignment, complete and upload appraisal files, and submit reports to the Uniform Collateral Data Portal (UCDP). Following these steps ensures compliance with platform rules and helps you efficiently manage appraisal workflows.
Appraiser Assignment and Related Orders Logic:
1. Child Order Appraiser Assignment Modal
Subsequent child orders (Restricted Appraisal Updates and Completion Reports) default to the original appraiser who completed the parent URAR. However, if an appraiser re-assignment is required, staff users can utilize the assignment override workflow:
Click the Add Child Order button on a completed parent URAR record.
Select the required modern child JobType (e.g. Restricted Appraisal Update or Completion Update).
Upon submission, the platform displays a Child Order Assignment Modal giving staff the choice to assign the order to the original appraiser or select a different vendor from the panel.
If a different appraiser is selected, the UI displays a mandatory Explanation field. Staff must input an explanation for the assignment deviation before the order can be successfully created. This comment is added to the Notification Log and a notification is sent to the client for compliance purposes.
Inheritance: Child orders (Restricted Appraisal Update, Completion Report) should be assigned to the same appraiser as the parent URAR, if possible.
URAR Exclusion Rule: For a new URAR order, appraisers already assigned to another active order with the same Loan # are excluded from all appraiser search lists during manual and auto-assignment.
Child Order Restriction: Once a child order type exists, the "Add Child Order" button is restricted:
If a Restricted Appraisal Update exists, then only Completion Report Jobtypes appear.
If a Completion Report exists, then only Restricted Appraisal Update Jobtypes appear.
Assigning Appraisers and Managing Orders on Appraisal Scope® per UAD 3.6 Updates
Step 1. Assigning an Appraiser to an Order
From the parent Appraisal URAR order in UAT, assign the order to a “test” appraiser profile.
Ensure the appraiser profile has:
The Modern Jobtype(s) enabled in their vendor profile.
Required credentials/licensing set for UAT.
Tip: When assigning UAD 3.6 modern orders, a UAD 3.6 Capability checkbox is available in the manual assignment screen for staff users.
Checking the box will filter out appraisers who are not UAD 3.6 ready based on their profile:
Step 2. Log in as the Appraiser and Accept an Order
Log into the Appraiser UI as the assigned test appraiser.
Accept the assigned Modern Jobtype order.
Tip: The Reassign and Accept buttons are disabled for Child Orders (Restricted Appraisal Update, Completion Report). A tooltip explains that the order type cannot be reassigned.
Step 3. Complete the Order, Upload the ZIP file and Confirm Validation
Use a ZIP file containing the appraisal report in the required format for Modern Jobtypes.
In the Files tab, navigate to the Appraisal Upload workflow to select and upload the file.
After upload:
The ZIP and extracted PDF will display in the Files tab.
The appraiser will see the File Validation status.
If validation is in progress, an Update Status button may be available to refresh the result.
In the AMC’s view, verify that the order status updates to Ready for Review once validation passes.
Confirm that the ZIP and extracted files are present and the File Validation summary is available.
Tip: If an uploaded appraisal report fails File or UAD Validation, the “Submit” link is disabled, and hovering over it displays the tooltip: “UCDP submission requires a valid appraisal report”.
Step 4. Submitting files to UCDP
Manual Submission:
You may submit to UCSP once a ZIP file has been uploaded and successfully validated. To validate the documents:
Navigate to the Documents/Files tab of the order.
Confirm the UAD Validation Status is marked as Valid.
Click the Submit button in the UCDP column.
The system determines if the submission is initial or subsequent based on the loan number and existing submissions.
Automated Submission:
If your Client Company has enabled Automate UCDP Submission:
Validated files will be submitted automatically once the UAD status is confirmed.
The system assigns a UCDP Sequence Number to each URAR order (up to three per loan number).
Child orders (Restricted Appraisal Update, Completion Report) inherit the sequence number of their parent URAR.
Submission Status & UI Feedback:
After submission, a UCDP Submission Table appears in the Order Details view, showing:
Initial Submission date and time (MM/DD/YYYY hh:mm:ss xm)
Last Submission timestamp
Sequence Number
Status: In Progress, Successful, or Rejected
Document ID and SSR links (FNM SSR, FRE SSR) if available
An Update Status button may appear if submission is in progress.
A Review Submission Details button will appear after successful submission, allowing to view findings or errors in a modal window.
UCDP returned SSRs are available in the modal and within the Documents tab.
Note:
Sequence Numbering and Limit
Sequence #1: The first URAR order submitted to UCDP for a Loan # is assigned UCDP Sequence #1.
Inheritance: Child orders inherit the sequence number of their parent URAR.
Limit Enforcement: A maximum of three URAR orders can be submitted per loan number. Attempting a fourth URAR triggers the error: "Only 3 Appraisal URARs are allowed per loan number".
Submission Type: The platform automatically uses the correct submission type:
Initial URAR = SUBMIT_INITIAL_APPRAISAL_REPORT
Subsequent URAR or Child Orders = SUBMIT_SUBSEQUENT_APPRAISAL
Note:
UCDP Dashboard and UI Enhancements
Sequence # Display: The read-only UCDP Sequence # is visible in Order Details and on the Dashboard.
UCDP Dashboard: The Dashboard columns include:
UCDP Status
Original Submission Date
UCDP Sequence #
SSRs: UCDP returned SSRs can be found in the Documents tab and within the UCDP Order Details
The UCDP submission details, including warnings and notifications, are displayed in the Review Submission Details modal.
Orders may remain in Ready for Review status or moved to Completed depending on your settings.
Duplicate Submission Safeguard: Following a successful UCDP submission, the “Submit” link/button in the UCDP column of the Documents tab switches to a read-only state and displays an explanatory tooltip to prevent duplicate submission requests. The submission button automatically re-enables only if a new, unsubmitted appraisal report file is uploaded to the record.
Child Order Submission Restriction: The “Submit UCDP” option is completely disabled on child orders if a UCDP request was never successfully transmitted for the parent URAR order, preventing downstream API transmission errors.
Note: Orders may remain in Ready for Review status or moved to Completed depending on your settings.
Tip: Tip: The platform validates technical account configuration before transmitting to the UCDP portal. If manual or automated UCDP submissions are triggered while required credentials are blank, UCDP submission activities halt and present clear visual alert notifications.
The error handling system monitors and flags missing values for:
• User ID / Password Credentials (Platform or Client-specific profile level)
• Lender Name
• Business Unit Fields
• Fannie Mae / Freddie Mac Account Details
Outcome
After you complete these configuration steps, you will have successfully assigned appraisers to both parent and child appraisal orders according to platform logic, completed and uploaded appraisal files for Modern Jobtypes, submitted appraisal reports to the Uniform Collateral Data Portal (UCDP) using manual or automated workflows, and tracked submission status with a clear understanding of sequence numbering and platform limits. This process ensures your appraisal management remains accurate, compliant, and streamlined.