AMC · walkthrough
Coordinate an AMC order from intake to QC
A practical sequence for client instructions, panel assignment, review and delivery.
Updated
Before you start
- An authorized AMC team account
- Client requirements and a suitable appraiser panel
Step 1 of 4
Prepare the client and order
Confirm the client, property, due date, fee and engagement instructions before creating the order in the AMC workspace.
Verify before continuing
Instructions and contacts belong to the correct client and order.
The complete walkthrough
1. Prepare the client and order
Confirm the client, property, due date, fee and engagement instructions before creating the order in the AMC workspace.
Check: Instructions and contacts belong to the correct client and order.
2. Assign the work
Use your panel and the available assignment or bid workflow. Check appraiser suitability, coverage and availability before confirming the assignment.
Check: The appraiser has accepted the work and can see the relevant instructions.
3. 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: The intended audience is correct, and review comments do not replace the appraiser’s independent conclusions.
4. 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: The order is not marked complete merely because a file was queued for delivery.
Before you move on
- Correct client
- Qualified assignment
- Message visibility checked
- QC and recipient receipt checked