|
|
|
|
Automated Client Group Settings |
|
|
|
|
Follow the instructions below to adjust the automated settings for a Client
Group:
- In the Clients section, click
Client Groups, and select
Manage Client Groups from the drop-down menu.
- In the list of Client Groups, select the group containing the members for
whom you'd like to change the settings and click Edit Group.
Or, you can just double-click the name of the group in the list.
- In the Client Group Details window, click the
Automated tab.
From here, you have several automated settings that can be adjusted:
- SureReceipts Delivery
-
- In the first drop-down, choose whether you want to
always or never send a PDF copy of the
appraisal to the borrower for this Client Group.
|
|
|
|
Note: |
Selecting Always or
Never affects every order placed with this
Client Group and can't be configured on a per-order
basis. If you want to choose whether or not to send the
report to the borrower using SureReceipts, leave the option
set to
(None Selected). | |
|
|
|
|
- In the second drop-down, choose the time delay for automatically
sending the report. This can be set in hours or business days. (Client
sync settings can be set in VMP XSites Status mapping.)
- Enter any additional comments that you want to accompany the PDF of
the appraisal when it is sent.
- Check Include co-borrower when present to also
deliver the appraisal, and any messages, to the co-borrower e-mail address
as well, when present.
- Check Cancel scheduled delivery when revision is
requested to stop automatic delivery when a revision is requested
within the timeframe of the delay. This option is only available when the
time delay is greater than "immediately."
- Check Use this group's company name for SureReceipts
delivery so the borrower will see the company name (entered on
the Details tab) when the
appraisal is securely delivered.
- Click Customize automated delivery to select which
products should be automatically delivered.
- Client Group Requirements
- This section allows you to configure client-specific instructions to be
included with every order placed in this group, and upload a document to be
included.
- Check the box below the text area if you prefer to use your custom
instructions instead of the Product Requirements
configured in your Preferences.
- Check the Use Quality Control (QC) folders option if
you wish orders from this client to use the detailed quality control order
statuses and folders. If unchecked, orders from this client will go
straight to completed status when the appraisal is delivered by the
vendor.
- Select Additional recipients receive ALL
notifications if you want all order notifications to be sent to
email addresses entered in the Additional recipients field on the
client's order form. This is the default setting.
- Select Additional recipients receive the same notifications as
the client placing the order if you want the same notifications
the client recieves to be sent to the email addresses entered in the
Additional recipients field on the client's order form.
- Enter any custom instructions for the clients in this group in the
Instructions text area.
|
|
|
|
Note: |
If left unchecked, any custom instructions you've entered
are still included with the order along with the Product
Requirements when an order is placed with this Client
Group. Checking this option overrides the Product
Requirements and only includes your custom instructions with the
order. | |
|
|
|
|
- In the Documents section, check the first box to
attach a custom document to each new order placed with this Client Group.
- Click Upload to locate the file you want to use,
select it, and click Open to upload and use it as the
attachment with each new order for this group.
- Check the second box to use the custom document you uploaded instead
of the Product Requirements
configured in your Preferences.
|
|
|
|
Note: |
If left unchecked, any custom documents you've uploaded
are still included with the order along with any documents
configured for the product ordered. Checking this option
overrides the the documents configured for the product ordered
and only includes the documents you've uploaded in the Client
Group Requirements. | |
|
|
|
|
- Xcelerator assignment
- Check this box to use Xcelerator for orders in this client group. Xcelerator
will help streamline scheduling the inspection by digitally connecting the
inspection contact to the appraiser to coordinate their schedules on any
device.
- Uniform Collateral Data Portal (UCDP)
- This section allows you to configure automatic submission to
UCDP. Before configuring these settings, you'll need to configure
your UCDP account settings in the Connection Settings section of your
Preferences. Once your account settings are configured:
- Choose the Business Unit and where you want to
Submit to using the first two drop-down menus.
- Check the box to Automatically submit to UCDP, and
then choose whether you want to submit it the first
time or every time a specific order status is
applied to an order.
- Choose the specific order status that will automatically submit the
appraisal to UCDP when that status is applied.
- Check Automatically share all UCDP submission results
if you'd like to share UCDP submission results with an
Aggregator, then enter the Aggregator ID.
- Lastly, click Customize automated submission to
select which Loan types and Form types will be
automatically submitted. An order must match both the selected form and
loan types in order to be automatically submitted.
- FHA Electronic Appraisal Delivery (EAD) Portal
- This section allows you to configure automatic submission to FHA via
the EAD portal. Before configuring these settings, you'll need to
configure your FHA connection settings in
the Connection Settings section of
Preferences. Once your account settings are configured:
- Check the box to Automatically submit to FHA then
choose whether you want to submit it the first time or
every time a specific order status is applied to an
order assigned to this Client Group.
- Choose the specific order status that will automatically submit the
appraisal to FHA when that status is applied.
- Select the Business Unit which should be used when
an appraisal is submitted for this Client Group.
- Lastly, click Customize automated submission to
select which Loan types and Form types will be
automatically submitted. An order must match both the selected form and
loan types in order to be automatically submitted.
- Invoicing Options
- Use these options to choose when an invoice should automatically be
created and attached to the order for this Client Group. Click
Customize your invoice number and due date options for
even more control over these automatic settings.
- Enter the number of days from which the order was placed to be used
as the due date for the invoice.
- Use the Auto number my invoices section to set the numbering prefix
and the starting number for the sequence.