Account & billing

Place an order and keep everyone aligned

Move from a clear request to tracking, communication and report receipt.

Updated September 10, 2026

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Before you begin

An authorized order-originator account
Property, purpose, contact and delivery instructions

Set the scope

Open New Order from the originator workspace. Confirm the property, purpose, requested form and due date. Add instructions that the appraiser needs to assess the work.

Check before continuing

The request describes the assignment without directing a value conclusion.

Confirm the order state

Review the order and any required payment or assignment steps. If payment is unavailable, ask your administrator to resolve setup before treating the order as funded.

Check before continuing

You can distinguish a draft, submitted request and accepted assignment.

Coordinate in the order

Use the order thread for clarification, access details and status questions. Check recipients before sharing sensitive information.

Check before continuing

Messages are attached to the correct order and intended audience.

Review delivery

Open the delivered report and check that it matches the property and engagement. Send specific revision requests through the supported workflow.

Check before continuing

Receipt and review are recorded separately from the appraiser’s valuation conclusions.