Lender / originator · walkthrough
Place an order and keep everyone aligned
Move from a clear request to tracking, communication and report receipt.
Updated
Before you start
- An authorized order-originator account
- Property, purpose, contact and delivery instructions
Step 1 of 4
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.
Verify before continuing
The request describes the assignment without directing a value conclusion.
The complete walkthrough
1. 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: The request describes the assignment without directing a value conclusion.
2. 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: You can distinguish a draft, submitted request and accepted assignment.
3. Coordinate in the order
Use the order thread for clarification, access details and status questions. Check recipients before sharing sensitive information.
Check: Messages are attached to the correct order and intended audience.
4. Review delivery
Open the delivered report and check that it matches the property and engagement. Send specific revision requests through the supported workflow.
Check: Receipt and review are recorded separately from the appraiser’s valuation conclusions.
Before you move on
- Scope and contacts complete
- Funding state checked
- Assignment accepted
- Delivered version reviewed