Deliver Orders

In order to deliver a report when it's complete, you'll simply need to mark the order with a status of Complete.

To mark the status of an order Complete and deliver the report...

1. Log into the Vendors portal with your a la mode username and password.
2. Click the Orders button at the top of the window.
3. Double-click the order you'd like to complete.
4. On the toolbar near the top, click Set Order Status and choose Complete.
   
   
5. In the dialog that appears, you'll see an Upload button. In order to mark the order complete, you'll need to upload the report. Here's what to do:
   1. Click the Upload button.
   2. Using the window that appears, browse to the report file on your PC. This can be any type of file, but common file types like a PDF or a MS Word .doc are best. When you've found the file in the window, double-click it or select it and click the Open button. The upload process will begin immediately, and you'll see a progress indicator. If you need to upload another file for the order, you can click Upload again and select any additional file.
      

      		Note: If your client needs MISMO XML for UCDP submission, you only need to upload the MISMO XML file here. MISMO XML files contain the PDF, so your client will receive everything they need to view and submit the appraisal. If your client is requesting BOTH and XML and PDF file, they might not be aware that the XML already contains the PDF.

   3. Add notes for the completion status in the Notes field.
   4. Click OK.
6. Now, the order will have a status of Pending Quality Review until your client reviews and accepts the report. It's possible that your client will need revisions, so if they request any, you'll be notified just as you would a brand new order.
   • If your client has requested that you include Salient Information, you'll be prompted when the order is marked completed if any of the necessary information is missing from the appraisal.  Once completed, a red exclamation mark will be shown next to Salient Info in the Assignment Information section if any information is still missing.  After completing the order, to add or edit salient info, simply click View from Order Details and fill out any necessary fields.

     

That's it! Your client is notified immediately that they should review the order, and unless they request a revision, you're done with that order.

 

Mercury Network and its products are trademarks or registered trademarks of Mercury Network, LLC Copyright © 2014 Mercury Network, LLC 1-800-900-4954