Overview
Updating an order’s status keeps clients and lenders informed while helping you manage orders efficiently and stay compliant. By maintaining accurate status updates, you reduce reminders, ensure required messages are sent, and keep the order moving smoothly from start to finish.
Set Status
Updating the status of an order allows you to keep your client, lender, and other parties involved with the ordering process informed of the order's progress. To set an order's status, navigate to Order Details, click Set Order Status in the toolbar, and then select the appropriate status from the drop-down menu.
It's important to update the status of an order every step of the way. By updating the status of an order, it prevents Mercury Network from sending you order update reminders, which are sent out when an order hasn't been updated recently.
Status Messages
Depending on the status you choose, a range of options may appear, including date selectors, fields to enter fee changes or other information, options to upload and attach files, and more. In addition to these options, some status updates require you to send a message, while sending a message is optional with other status updates.
When orders are NOT double-blind — Type a Message into the provided box and click OK.
If you're sending a message using double-blind ordering — Select one of the provided messages and click OK.
If you're having trouble locating the specific canned comment that applies to your situation, try searching for it using the search bar on the upper right of the Set Order Status window. As you enter your search terms or keywords, the list of canned comments is filtered dynamically — removing any canned comments that don't meet your search criteria.
If you're unable to find a canned comment that applies to your situation, click Suggest a canned comment on the lower left and fill out the request form to have a new comment added to the list.
If the client or lender has enabled the option to override canned comments for this order and you have a question or need to send a message that isn't covered by the canned comments, check the Canned comment override box on the lower right, enter your custom message, and click OK.
Be aware that comments containing information specific to an order, property, or contact information will be rejected, as well as any comments that may pose a compliance issue. Comments requested must be universal, so that they are potentially beneficial to the entire platform, because any comment added will become available to every appraiser on Mercury Network.
Outcome
After completing these steps, you will be able to confidently update an order’s status, send required or optional messages, and keep all parties informed. Your orders will stay current, reminders will be reduced, and your overall order management will be more efficient.