How to Edit Order Information in the Order Workspace in Mercury Network®

Overview

The Order Workspace in Mercury Network® contains all the key pieces of information about an order. Depending on the type of order (legacy form or UAD 3.6), you will see different fields and order details. From the left navigation form field, you are able to make edits. This article covers that section.

Appraisal Order Details

After you click on an order the Order Summary screen displays essential data points about an order.

Select the Order tab menu on the Order Management page
Select an Order from the list to open the Appraisal Order Details screen.

Edit Order Information

From the left navigation you can Edit the following fields:

How to Edit the Closing Date

To edit the Closing Date for your order:

If your order already has a Closing Date, click the Closing Date to edit it. If the order does not have an FHA Case #, click Edit.
Enter the Closing Date and click OK.

How to Edit the Payment Method

You can change the Payment Method for an order:

Click the link next to Payment Type which reflects the current payment method.
Use the Payment Type dropdown to choose the new payment method.
Click OK.

How to Edit FHA Case #

To edit the FHA Case # for your order:

If your order already has an FHA Case #, click the FHA Case # to edit it. If the order does not have an FHA Case #, click Edit.
Enter the FHA Case # and click OK.
Click OK on the dialog confirming your changes.

How to Update the DU Case File ID

To update the DU Case File ID for an order:

To update the DU Case File ID for an order, click Edit.
Enter the DU Case File ID, and click OK.

How to Edit LPA Key

To edit the LPA Key for an order:

If your order already has a LPA Key click the LPA Key to edit it. If the order does not have a LPA Key, click Edit.
Enter the LPA Key, and click OK.

How to Edit Disclosure Date

To edit the disclosure date for an order:

If your order already has a disclosure date, click the Disclosure Date to edit it. If the order does not have a disclosure date, click Edit.
Enter the disclosure date, any comments or additional information (if necessary), and click OK.
Click OK on the dialog confirming your changes.

How to Edit Property Contacts

To edit the property contacts for an order:

Click Edit Property Contacts.
Enter the contact's name, enter their contact information, and select up to 2 contact methods from the drop-down menus.
Click OK to submit the changes.

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.

How to Add Additional Notification Recipients

Enter additional e-mail addresses to receive notifications for this order. Separate multiple e-mail addresses with a semicolon.

How to View Special Instructions

Special instructions are visible on the lower right side of the screen in your Appraisal Order Details. This is where you view any special instructions or notes that were added to the order.

Outcome

After completing this guide, you will be able to navigate the Order Workspace, access Appraisal Order Details, and confidently edit key order fields such as closing dates, payment methods, case identifiers, disclosure dates, property contacts, and notification recipients. You will also know where to view special instructions associated with an order, ensuring order details remain accurate and up to date throughout the lifecycle of the appraisal.