Place an order and keep everyone aligned

An authorized order-originator account

Property, purpose, contact and delivery instructions

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.

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.

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.

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.