hvcc appraisal ordering client portal user’s guide · hvcc appraisal ordering client portal...
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HVCC Appraisal Ordering Client Portal User’s Guide
HVCC Appraisal Ordering – 23591 EL Toro Rd., Ste 190, Lake Forest CA 92630 949-600-6506 Page 1
Requesting a Username
Visit www.hvccappraisalordering.com 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 email on the username request.
Logging In
Visit www.hvccappraisalordering.com and choose
“Client Login” located on the top left of the page. Enter
your username and password, select “Sign In.”
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.
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.
HVCC Appraisal Ordering Client Portal User’s Guide
HVCC Appraisal Ordering – 23591 EL Toro Rd., Ste 190, Lake Forest CA 92630 949-600-6506 Page 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
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 markedwith a red asterisk (*) are required.
o While filling out the order form, enter the Contact andAccess Information for the order. Enter the contact'sname, select their preferred contact methods using thedrop down menus, and enter their contact informationin the appropriate fields.
o At the bottom of the Contact and AccessInformation section, enter any Additional NotificationRecipients. If you need to send notifications to anyonethat isn't covered in the order and contactinformation, enter their email address here. Separatemultiple recipients using a semicolon (;).
o Beneath the Contact and Access Informationsection, enter any Additional Comments orInstructions to Vendor. If there is any additionalinformation you need to convey to the vendor when
HVCC Appraisal Ordering Client Portal User’s Guide
HVCC Appraisal Ordering – 23591 EL Toro Rd., Ste 190, Lake Forest CA 92630 949-600-6506 Page 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 orderconfirmation screen. From here you're able to reviewthe order's details. At the bottom, confirm or adjust thefee 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 theFind box on the left side of the screen.
3. Select the appropriate radio button to search for anitem that Starts With or simply Contains your searchcriteria.
4. Using the In Field drop-down, select the field in whichyou would like to search.
5. In the Placed field, choose the timeframe in whichyou would like to search.
6. After you've made your selections, click themagnifying glass icon or press Enter to execute yoursearch.
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 drop-down box.
2. In the window that appears, several options appearthat pertain to finding orders: o In the Field Defaultdrop-down, choose which option should be chosen bydefault.
o In the Placed Default drop-down, choose whichsearch option should be chosen by default.
o Under Show the following as available fields:,choose the items to appear as options in the In Fielddrop-down.
3. When you've made your selections, click Save.
Filter Orders
HVCC Appraisal Ordering Client Portal User’s Guide
HVCC Appraisal Ordering – 23591 EL Toro Rd., Ste 190, Lake Forest CA 92630 949-600-6506 Page 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.
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.
The Appraisal Order Details is where you will find all of the information pertaining to a specific order. From here, you can...
1. Attach Documents
2. Perform Other Actions such as change theorder's status
3. Print the order
4. Edit the FHA case number and disclosure date
5. View the placement of the property via BingMaps
6. View attached documents and document details
7. View the history of the order
8. View inspection contacts and edit propertycontacts
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 Client Portal User’s Guide
HVCC Appraisal Ordering – 23591 EL Toro Rd., Ste 190, Lake Forest CA 92630 949-600-6506 Page 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 orderstatus
• 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, orhighlight an order and click View Order on the toolbar.
2. Click Attach Documents on the toolbar when viewingthe 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 sizeof the document, you may see a progress bar while yourdocument is uploaded.
4. When your document finishes uploading, click OK onthe confirmation screen to return to the appraisal orderdetails.
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 Client Portal User’s Guide
HVCC Appraisal Ordering – 23591 EL Toro Rd., Ste 190, Lake Forest CA 92630 949-600-6506 Page 6
To print a copy of the order you currently have open...
1. 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 theFHA Case # to edit it. If the order does not have anFHA Case #, click Edit.
2. Enter the FHA Case # and click OK.
3. Click OK on the screen confirming your changes.
Edit Disclosure Date
To edit the disclosure date for an order: 1. If your order already has a disclosure date, click theDisclosure Date to edit it. If the order does not have adisclosure date, click Edit.
2. Enter the disclosure date, any comments oradditional information (if necessary), and click OK.
3. Click OK on the screen confirming your changes.
View Property Placement
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
HVCC Appraisal Ordering Client Portal User’s Guide
HVCC Appraisal Ordering – 23591 EL Toro Rd., Ste 190, Lake Forest CA 92630 949-600-6506 Page 7
• Adjust the zoom level
• Switch between Road Map, Birds Eye Map, orAutomatic. The automatic setting chooses the map typeto be displayed based on the current zoom level.Automatic is the default setting.
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:
1. Click an attached document in the list. Belowthe list of documents, you will see the details ofthe document currently selected.
2. To view the document, click Open.
3. To remove the document from the order, clickDelete
If no documents have been attached to this order, a message is displayed stating that No documents are attached to this order, yet.
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.
HVCC Appraisal Ordering Client Portal User’s Guide
HVCC Appraisal Ordering – 23591 EL Toro Rd., Ste 190, Lake Forest CA 92630 949-600-6506 Page 8
Edit Property Contacts
To edit the property contacts for an order:
1. Click Edit Property Contacts.
2. Enter the contact's name, enter their contactinformation, and select up to 2 contact methods fromthe drop-down menus.
3. Click OK to submit the changes.
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.
If no special instructions exist, a message is displayed in this section explaining that there are no special instructions.