How to Place Orders as an Admin

There may be situations where an Admin will want to place an order directly within the Admin log in. For example, when accepting appraisal orders from new brokers/customers over the phone, or when placing an order on behalf of an AMC (Appraisal Management Company).

Before proceeding, make sure you understand how to accept orders from a broker account, as outlined on the previous page.

Placing an Order

In the left sidebar Navigation, go to Orders -> Place Order to bring up the order form.

This is the same order form a broker would see if they were to place an order. However, as an admin, you are required to select either an AMC or a broker account to associate this order with. Most major AMCs will be listed by default. If none of these fit your needs, you may create a new broker account by clicking the "create a new broker here" link.

After creating a broker, you will be redirected back to the order form with the broker you just created now appearing on the list. Select that broker, fill out the order form and press the "Submit Order" button to create the order. The order will appear on your dashboard as usual, and you are free to update the status as needed.

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

Auto Import from a PDF

If you have a PDF (usually from an AMC) with the order information filled out, you can upload it and we will try our best to auto import the information into our order form.

In the left sidebar Navigation, go to Orders -> Place Order to bring up the order form. Scroll down to "Auto Import from PDF from AMC." Click the "Auto Import from PDF button."

A modal will pop up allowing you to upload a PDF with order details. Choose a PDF to upload, then press the "Upload & Parse PDF" button. The fields in the PDF will be mapped to the fields in our order form. Press the "Import Fields" button to import the selected fields. You will still have the opportunity to make any changes before submitting the order.