Overview
Creating a new order allows you to enter property details, contact information, and instructions for the vendor. The New Order workflow ensures all required information is captured before submission.
How to Create a New Legacy Order
Navigate to the toolbar on the upper left and select New Order.
Click Legacy Form.
Note: If you see the Client Group drop-down, use it to select the Client Group in which to place the new order.
Fill out the appraisal order information. Fields marked with a red asterisk (*) are required.
Enter the Contact and Access Information for the order. Enter the contacts' names, select their preferred contact methods using the drop down menus, and enter their contact information in the appropriate fields.
Enter any Additional Notification Recipients. If you need to send notifications to anyone that isn't covered in the order and contact information, enter their email address here. Separate multiple recipients using a semicolon (;).
Note: If your client or lender has configured their order form to require certain information for the property contacts, the required fields are marked with a red asterisk and must be filled out before placing the order. Additionally, the contact method drop-down menus for required fields are grayed out and cannot be changed when the client sets them as required fields.
Enter any Additional Comments or Instructions to Vendor. If you have additional information for the vendor not covered in the order form, enter it here.
Click Next.
Confirm your order and click Next.
Attach documents if necessary or click Finished to place your order.
Your order has been placed click OK.
Outcome
After completing these steps, you will be able to create a new order, enter required details, add contacts and instructions, confirm fees and payment method, and attach documents. This ensures the order is submitted accurately and ready for vendor assignment.