Account & billing
Coordinate an AMC order from intake to QC
A practical sequence for client instructions, panel assignment, review and delivery.
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Before you begin
- An authorized AMC team account
- Client requirements and a suitable appraiser panel
Prepare the client and order
Confirm the client, property, due date, fee and engagement instructions before creating the order in the AMC workspace.
Check before continuing
Assign the work
Use your panel and the available assignment or bid workflow. Check appraiser suitability, coverage and availability before confirming the assignment.
Check before continuing
Review and communicate
Use QC to review the submitted work. Separate internal team messages from messages intended for the appraiser or lender. Request specific corrections with context.
Check before continuing
Close the delivery loop
Check the final report version and the available delivery method. Confirm recipient receipt and keep any subsequent revision request with the order.
Check before continuing