etrac Appraisal Order Process Client-Quick Reference Guide

Transcription

1 etrac Appraisal Order Process Client-Quick Reference Guide TABLE OF CONTENTS Compatibility Mode Accessing the etrac Site Placing an Order Tracking Appraisal Orders Placing an Additional Order Communicating with the AMC Completed Appraisal Orders Search Option Tool Option etrac Technical Support Client Quick Reference Guide rev. 07/08/15 Page 1 of 14

2 Compatibility Mode etrac should be accessed through Internet Explorer. Set the compatibility mode following the steps below. Click on Tools, then Compatibility View Settings. On the next screen, enter vmscloud.com and click on Add. Client Quick Reference Guide rev. 07/08/15 Page 2 of 14

3 Accessing the etrac Site Enter your user id and password provided After entering your user id and password, click the Client Menu Link. This will take you completely into the site. You will land on the main page. This page will list out any open orders and their current status or allow you to click on additional tabs across the top or along the left hand side of the screen to go further into the site. Client Quick Reference Guide rev. 07/08/15 Page 3 of 14

4 Placing an Order From the main screen, click on Place an Order. There are two option when placing an order. 1. Manually enter all of the required fields, or 2. Import Fannie Mae Order If you choose to import the Fannie Mae 3.2 file, please confirm all of the information uploaded and complete the information that does not import, such as Case #-For FHA Requests Date Needed Borrower Address Report Type Settlement Date Billing Information Property Access/Contact Information Special Instructions When completing the order either manually or import, not all fields are mandatory but we encourage you to complete all the fields to achieve the highest level of communication with the AMC and appraiser on the order. If the borrower does not have an address, please enter NA. Client Quick Reference Guide rev. 07/08/15 Page 4 of 14

5 After entering the subject property address, we encourage you to have the address verified by clicking on the Standardize Address option. You will have the option to Keep the address as entered, Change to the standardized address or Change to the verified USPS address. To avoid any issues with the address, please choose Change to verified USPS address. Client Quick Reference Guide rev. 07/08/15 Page 5 of 14

6 When placing your order, in the Extra Info section use the Notes/Special Instructions to communicate with the AMC. You can use this area to communicate items such as, needing a rush, appraisal approved to a certain dollar amount, additional contact information, unique characteristics about the property or anything that might help with the order. Once all of the fields are complete, please enter Save to submit your order. After saving your order, you will be able to print a copy of order and upload additional documentation such as a purchase contract. Click on the Browse option to find the document that you plan to upload. Once uploaded, you must choose a file type to identify the document that you are uploading. Your AMC will only receive notification of the additional documentation once the file type is chosen. Client Quick Reference Guide rev. 07/08/15 Page 6 of 14

7 Tracking Appraisal Orders As the status of the appraisal changes, the user that placed the order along with additional contacts noted in the appraisal order, will receive notifications. (See Tools below regarding managing your notifications setting) In addition, you can view the current status, related status messages, inspection dates, etc. by accessing the Order Details and viewing the Status Info section. Please Note: Inspection times will be listed based on an Eastern Time Zone. If you are not in the EST, please adjust your time accordingly. o For example, 3:00 PM Eastern Time, will be 2:00PM Central Time, 1:00PM Mountain Time and 12:00PM Pacific Time. From the main screen, you will click on the File# for the order that you would like additional status details. Once inside the order scroll down to the Status Info section. This area will provide you with the status history and message details. Client Quick Reference Guide rev. 07/08/15 Page 7 of 14

8 Placing an Additional Order To place additional order such as a final inspection, you have the option of cloning your original order. By cloning the original order, most of the required information will automatically available in your new order. You will need to select a report type, and payment method. Please review all of the information to confirm that it is correct. From the main screen, find the order that you would like to clone and click on the file #. Once the original order opens, scroll all the way to the bottom of the order. Under the Print Order feature, you will find the feature, To clone this order click here. Client Quick Reference Guide rev. 07/08/15 Page 8 of 14

9 A new CMG Order Form will open up, allowing you to place the additional order with most of the required fields completed. Please confirm that all of the information is correct. Choose the report type and enter the payment information. Once all of the information is entered, click Save. Once saved, you can print a copy of the order, confirm the fee charged and upload additional documents if necessary. You will be able to follow the status updates and communicate with the AMC as instructed Place an Order and Tracking the Order section of this document. Communicating with the AMC To communicate with the AMC, please click on the vendor icon inside of the order. Responses from the AMC will come back to the users . Some AMC s will also post a message in the Status Update. Note: Do not use the File Inquires option to communicate with the AMC. Client Quick Reference Guide rev. 07/08/15 Page 9 of 14

10 Completed Appraisal Orders From the main screen, you can view all completed orders and download associated documents (appraisal, paid invoice, etc.) by clicking on the Completed Orders option on the left hand side of the screen. Click on the file # for the completed order that you would like to retrieve. Once inside the order, scroll down to Files Available for Download. Client Quick Reference Guide rev. 07/08/15 Page 10 of 14

11 From the next screen, you will see all of the files that are available for download. Search Option You have many options to search for your orders. From the Search option located on the top of the page, we recommend that you use the Super Search feature which allows you to search based upon all of the criteria listed below. Client Quick Reference Guide rev. 07/08/15 Page 11 of 14

12 Tool Option The Tools feature can be found in the options at the top of the page. 1. Tools 2. Daily Dashboard provides you with a snapshot of the statuses for all of your orders 3. Change Password 4. Change Status Notification The system is defaulted for you to receive all status notifications but is customizable. You can choose the status changes that you would like to receive notifications. 5. Manage Users the etrac Administrator at your office will use this feature to create additional users and modify access. Creating and Deleting Users The etrac administrator in your office will have the authority to create and delete user access. Creating a User: From the Tools option, click on the Manage User. On the Setup User screen, complete all of the necessary contact information for the new user and choose the notifications that the user would like to receive updates. You must choose at least one notification for the user to receive updates. Once all of the information is entered, click Finish at the bottom of the page. The new user can personalize their password after signing in the first time by going to Tools, Change Password. Client Quick Reference Guide rev. 07/08/15 Page 12 of 14

13 Deleting A User: From the Tools screen, click on the Manager User option. The Setup User screen will open. Scroll down to the bottom of the page, there you will find a list of all of your users. You can delete users as necessary by clicking on the Delete option. Client Quick Reference Guide rev. 07/08/15 Page 13 of 14

14 etrac Technical Support Monday Friday, 8:00 AM 8:00 PM EST Phone: , opt 3 Client Quick Reference Guide rev. 07/08/15 Page 14 of 14