This screen allows the Lender to either automatically or manually assign an appraiser to the loan and submit the Appraisal Request form via email to the appraiser.
The Engagement Letter Request is located on the Left Navigation window under Tasks > Services.
The Appraiser's information will auto-populate if an Appraiser has been selected on the Vendor Info Screen. A list of appraisers that are eligible based on the property state, county and zip code will be retrieved when the screen loads. The List of appraisers are set up by your site administrators and tied to zip codes to allow coverage of specific geographic areas. The user may click Auto Assign to scroll through the list of eligible appraisers or they may select a specific appraiser from the drop down under the Manual Assign button. Once the appraiser is selected the user must then click the Manual Assign button.
The appraisers are setup in Vendor Admin > Appraisers.
Notes and Special Instructions, Needed by Date, Contact for Entry, Phone, Work, and Cell number are all manual entries. Lender will have a dropdown menu of Lender processors to select from.
When the user clicks "Send" on the Engagement Letter Request an email will be sent with the Engagement Letter as a PDF attachment to the Appraiser, the Processor and the user submitting the request.
Information from the Appraisal Request Screen does not auto-populate to the Engagement Letter Request.