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How to Accept Orders

With an active subscription in place, we can now start to accept appraisal orders from brokers.

Within your Firm Settings in the left sidebar, you can find a special link, also known as a slug, which you can provide to brokers who want to place an order with your firm. This slug is generated automatically based on your firm name, but you can change it if you like.

Keep it short

It is recommended that you keep the slug short and concise

Firm Slug

You can copy this slug, and market it however you like. For example, you can place it in a large button on your existing website or you can send out an email blast to any customers you may already have.

When the special link or slug is visited, the user (your customers / brokers) will have to have a broker account on Top Dog Appraisal to login. If they are not logged in, they will be presented with a login screen with your logo (if you uploaded one).

Login Slug

If they do not have an account, they can click on "Sign up", which will bring them to the "Create an account" screen. Make sure the "Account Type" is set to "Broker" and have them fill out the rest of the form. After the account is created, it will automatically log them in and should re-direct them to your firm's order form for a new appraisal order.

Order Form

Once this form is filled out successfully, you should see it appear in your admin dashboard.

Admin Dashboard with order

Congratulations! You just accepted your first appraisal order.

On the next page, we'll take a look at how to view and update your orders on the Admin Dashboard.