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AppraisalNsight by MasterServ |
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Mercury Network and MasterServ have integrated so you can use the
AppraisalNsight service directly within Mercury.
Follow these instructions to send a report to the AppraisalNsight service. If
this is the first time you (or someone in your company) have used this service,
click here to see the setup process.
- Log in to your Mercury Client Portal here.
- Click Orders on the toolbar to view Order
Management, then double-click the order you want to send through AQM.
- Click Start AQM on the toolbar of the Order Details
screen.
- After you click Start AQM, at minimum, check the box next
to MasterServ AppraisalNsight.
On the Start AQM dialog, your default products will be pre-selected for
convenience. If you wish to change your default products, simply make
the selections and click Save Default. Alternatively,
you may select your default modules in the AQM
Settings.
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Note: |
Mercury Network doesn't charge a fee when an appraisal is
submitted to AppraisalNsight. Pricing information is not
listed on this screen as that information is confidential between
you and MasterServ. | |
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- When the results are returned, the order's audit trail is updated with a
link to the results. Click View Results to download the
PDF containing the AppraisalNsight report.
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You'll find that the report is attached to the Mercury order.
First-time setup
The first time someone from your company requests a AppraisalNsight report,
there's a quick setup you'll need to do. It's mostly self-explanatory, but
here's what to expect:
- When you select MasterServ AppraisalInsight in the Start
AQM window, you'll see the MasterServ account needed prompt.
Click OK to continue.
- In the Create MasterServ account window, your information will
already be populated.
Click Sign Up when you're ready.
- The Account request sent notification simply informs you that
you'll be receiving an email which guides you through the final steps of the
process. Click OK to continue.
- Now, check your email. You should have a few new messages:
- An email confirming your username - if your requested
username was not available, you'll see your assigned username here.
- An email containing your randomly-generated password
That's it. Now you can send the appraisal for the AppraisalNsight report as
described at the top of this page.