Overview
Your queue displays all files assigned to you, including new, active, and completed valuation reviews. You can use this workspace to organize, filter, and prioritize your files to maintain an efficient workflow. By utilizing custom search filters and automated file transitions, you can quickly locate files and move to your next task.
Navigate Your Queue
Get Next Order: Automatically opens the highest-priority file based on assignment due dates and rush status, allowing reviewers to move through work without manual selection. Future releases will allow organizations to customize prioritization logic.
Filters: Narrow the files displayed in the queue grid. To streamline your view, the assigned reviewer filter remains fixed to your account.
Red dots: Red dots will appear next to files when something has changed since you were in the file last. (For example, when a revised appraisal is received, the file status will change to Assigned and a red dot will be to the left of the loan number.)
Clear All / Export: Click Clear All to reset all active filters, or click Export to download a CSV file of all items in your queue.
Column Headers: Click any column header to sort the grid. The first column includes an expandable arrow icon to view associated child orders.
Queue Grid: Displays all past and present assigned files.
Files visible per page: Adjust the dropdown to change the number of files shown per page. This selection persists for your current session.
Pagination: Use the arrow controls in the bottom right corner to navigate through older files.
Outcome
You can now manage your task queue to sort files, automatically fetch your next prioritized request, export information to a CSV file, and monitor recent file changes using visual cues.