HVCC Appraisal Ordering Client Portal User s Guide

Transcription

1 Requesting a Username Visit and choose ID/Password located on the top right of the page. HVCC will create a username for you. This information will be sent back to the on the username request. Logging In Visit and choose Client Login located on the top left of the page. Enter your username and password, select Sign In. Filtering Orders When viewing your orders, you can filter them by status by clicking the folders on the left. Just click the folder on the left that represents the status of the order you would like to see. Orders The Orders dashboard is your starting point after logging in to the HVCC. Search for existing orders using the search tool on the left, or click any one of the filter folders under the search tool to filter existing orders by their status. You can also start a new order, or view an order you have selected from your list. HVCC Appraisal Ordering EL Toro Rd., Ste 190, Lake Fores CA Page 1

2 Sorting Orders While viewing orders, you can sort the list by any column. To do so, click the header for the column by which you'd like to sort. You can also adjust the width of the columns in this view, and your settings will be remembered next time you log in. You can click the Restore Column Widths button to restore the column widths to their defaults. Opening Orders o While filling out the order form, enter the Contact and Access Information for the order. Enter the contact's name, select their preferred contact methods using the drop down menus, and enter their contact information in the appropriate fields. Double-click any order in the list to open it. You can also highlight any order in the list and click View Order on the upper left. New Order Follow the instructions below to create a new order: 1. Log in to the VMP Client Portal. 2. Click New Order in the toolbar on the upper left. 3. Fill out the appraisal order information. Fields marked with a red asterisk (*) are required. o At the bottom of the Contact and Access Information section, enter any Additional Notification Recipients. If you need to send notifications to anyone that isn't covered in the order and contact information, enter their address here. Separate multiple recipients using a semicolon (;). o Beneath the Contact and Access Information section, enter any Additional Comments or Instructions to Vendor. If there is any additional information you need to convey to the vendor when HVCC Appraisal Ordering EL Toro Rd., Ste 190, Lake Fores CA Page 2

3 placing the order that isn't covered by the other areas of the order form, enter that information here. 4. When you click Next, you're taken to an order confirmation screen. From here you're able to review the order's details. At the bottom, confirm or adjust the fee and payment method. 5. Click Finish to place your order. Find Order There are two methods used to track down an order: Search and Filters. Searching for the order is the most direct way to find it if you have specific information available pertaining to the order that can be used to enter as search criteria. If you don t have any specific details, sort the orders based on the order status by using filters. Search for Order: To search for an order using unique order information: 1. Log in to the VMP Client Portal. 2. In the Orders view, type the search criteria into the Find box on the left side of the screen. 5. In the Placed field, choose the timeframe in which you would like to search. 6. After you've made your selections, click the magnifying glass icon or press Enter to execute your search. Changing Search Defaults: When searching orders, there are default values in the In Field and Placed drop-down boxes. For faster searching, you can change what these fields are set to by default. To set new defaults for the drop-down fields: 1. Click the gear icon to the right of the In Field dropdown box. 2. In the window that appears, several options appear that pertain to finding orders: o In the Field Default drop-down, choose which option should be chosen by default. o In the Placed Default drop-down, choose which search option should be chosen by default. o Under Show the following as available fields:, choose the items to appear as options in the In Field drop-down. 3. Select the appropriate radio button to search for an item that Starts With or simply Contains your search criteria. 4. Using the In Field drop-down, select the field in which you would like to search. 3. When you've made your selections, click Save. Filter Orders HVCC Appraisal Ordering EL Toro Rd., Ste 190, Lake Fores CA Page 3

4 To filter your orders based on their current status, click the appropriate filter folder on the left side of your orders list. When you select one of these folders a list of all orders that match that order status of that filter is displayed. The Appraisal Order Details is where you will find all of the information pertaining to a specific order. From here, you can... Appraisal Order Details Click on any area of the image below, and it will take you to the section of the manual corresponding to that section. 1. Attach Documents 2. Perform Other Actions such as change the order's status 3. Print the order 4. Edit the FHA case number and disclosure date 5. View the placement of the property via Bing Maps 6. View attached documents and document details 7. View the history of the order 8. View inspection contacts and edit property contacts 9. View any special instructions for the order Click the Back button on the upper left to return to your list of orders. HVCC Appraisal Ordering EL Toro Rd., Ste 190, Lake Fores CA Page 4

5 Toolbar Navigation Buttons The group of buttons on the upper left side of the orders dashboard is your primary navigation. These buttons allow you to... Attach documents Perform Other Actions such as change the order status Print the order You can click the back button in your primary navigation at any time to return to your list of orders. Attach Documents Follow the instructions below to attach documents to your order: 1. Double-click an order from your list of orders, or highlight an order and click View Order on the toolbar. 2. Click Attach Documents on the toolbar when viewing the appraisal order details screen. 3. Choose the document type from the drop-down list: If you already have documents in electronic format like Adobe PDF, Word, or Excel, click the Upload documents button and select your file to attach. Attach existing electronic documents To attach an electronic document saved on your computer: 1. Click Upload documents. 2. Browse to the location where the document is saved. 3. Select the file and click Open. Depending on the size of the document, you may see a progress bar while your document is uploaded. 4. When your document finishes uploading, click OK on the confirmation screen to return to the appraisal order details. Other Actions The Other Actions menu allows you to change the status of your order, or duplicate your order. Duplicate Order: Duplicating the order allows you to make an exact copy of the order you currently have open. To duplicate an order: HVCC Appraisal Ordering EL Toro Rd., Ste 190, Lake Fores CA Page 5

6 Print 3. Click OK on the screen confirming your changes. To print a copy of the order you currently have open Click Print. 2. Choose your print options and click print. Edit FHA Case# and Disclosure Date Edit FHA Case# To edit the FHA Case # for your order: 1. If your order already has an FHA Case #, click the FHA Case # to edit it. If the order does not have an FHA Case #, click Edit. 2. Enter the FHA Case # and click OK. 3. Click OK on the screen confirming your changes. View Property Placement Edit Disclosure Date To edit the disclosure date for an order: 1. If your order already has a disclosure date, click the Disclosure Date to edit it. If the order does not have a disclosure date, click Edit. From the Appraisal Order Details, you can view the placement of the subject property via Bing Maps. In the map panel you can... Change orientation and pan 2. Enter the disclosure date, any comments or additional information (if necessary), and click OK. HVCC Appraisal Ordering EL Toro Rd., Ste 190, Lake Fores CA Page 6

7 Adjust the zoom level Switch between Road Map, Birds Eye Map, or Automatic. The automatic setting chooses the map type to be displayed based on the current zoom level. Automatic is the default setting. 2. To view the document, click Open. 3. To remove the document from the order, click Delete If no documents have been attached to this order, a message is displayed stating that No documents are attached to this order, yet. Hover over the property placement icon to see the property address, this window also give you the option to enter Street View mode. View attached Documents and Document History From the Appraisal Order Details, you can view any documents attached to the order along with the document details. To view the document, or its details: View Order History From the Appraisal order Details, you can track any changes or status updates and SSRs for an order in the Order History pane on the right side of the screen. Click View changes next to any event to view the original information along with the new information that has changed. To retrieve SSRs, click on the View FNM SSR and View FRE SSR. 1. Click an attached document in the list. Below the list of documents, you will see the details of the document currently selected. HVCC Appraisal Ordering EL Toro Rd., Ste 190, Lake Fores CA Page 7

8 3. Click OK to submit the changes. Edit Property Contacts To edit the property contacts for an order: View Special Instructions Special instructions are visible on the lower right side of the screen in your Appraisal Order Details. This is where you view any special instructions or notes that were added to the order. 1. Click Edit Property Contacts. 2. Enter the contact's name, enter their contact information, and select up to 2 contact methods from the drop-down menus. If no special instructions exist, a message is displayed in this section explaining that there are no special instructions. HVCC Appraisal Ordering EL Toro Rd., Ste 190, Lake Fores CA Page 8