Lender & originator workflow
A clear request. A shared view of the work.
Give appraisers clear instructions, track the order and coordinate revisions while preserving their professional independence.
01
Define the engagement clearly
02
Keep questions attached to the order
03
Confirm the delivered version and receipt
Inspection photos
Measured sketch
Selected MLS page
Source details + permitted screenshot
Your reviewed report
Property facts
Sources and observations
Analysis and conclusions
You verify the facts, make the appraisal decisions and approve the final version.
Illustrative workflow · select a step
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.
Get ready
- An authorized order-originator account
- Property, purpose, contact and delivery instructions
What should I verify?
- Scope and contacts complete
- Funding state checked
- Assignment accepted
- Delivered version reviewed