Tutorials
AMC · walkthrough
Coordinate an AMC order from intake to QC
A practical sequence for client instructions, panel assignment, review and delivery.
Updated 4 steps
On this page
Before you start
- An authorized AMC team account
- Client requirements and a suitable appraiser panel
The complete walkthrough
Step 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.Step 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.Step 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.Step 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