Previously, an appraiser’s profile only allowed up to three states to be included in their coverage area. With this update, appraisers can now include as many states as needed to accurately reflect their coverage area.
We understand this limitation has caused an inconvenience, and that many appraisers worked around this limitation by creating multiple accounts to accommodate a coverage area larger than three states. So, we’re happy to tell you that we can combine all your accounts into one! This resulting account will include the following from the previous accounts:
Coverage (optional)
Statistics (optional, recommended)
Orders (optional, recommended)
Fee panel memberships
Vendor agreements
Since your fee panel memberships will be preserved, you don’t have to contact your customers… they won’t even notice anything has changed. If you choose not to combine your orders, you’ll need to finish any existing orders in the original account; for this reason, we recommend combining your orders so none of them fall through the cracks.
After the accounts are combined, we recommend you double check your profile information, including coverage, credentials, and payment methods. Please note that your product fees will not be included in the combined profile, so you’ll need to enter your fees for the products you offer.
You also have the option to delete the old accounts, something we recommend to avoid confusion for your customers who search for your profile.
One consideration is the fact that your customers may use order capacity in their order-assignment criteria. This means that they’ve set a maximum number of orders they’ll assign to a single appraiser concurrently. For example, if your customer has set a maximum capacity of three orders and you have 2 profiles on their fee panel, you previously could have accepted 6 total orders for that customer at a time–three per profile. After your accounts are combined, you’ll be able to accept three orders under the single profile. If the new capacity limitation is a problem, contact your customer so they can make an adjustment to their capacity setting.
To get started combining your accounts, contact Client Relations at 800-900-4954. They’ll be happy to explain the process, learn your preferences, and combine your accounts for you.