Lender FAQ Lenders Lender FAQ
Lenders Frequently Asked Questions (FAQ)
So you have a Question? Don't worry! We most likely have the Answer for you on this page.
To start placing Orders we will need to setup your Company with USER ID's. This will allow you to: 
Place Orders, Track Orders,	Request Revisions, and	Receive Status Updates.

Step1. Please fill out our NEW CLIENT APPLICATION to get started. Once this is received we will need all the following information for all individuals requiring access: NAME, TITLE, EMAIL, PHONE.Step2. Review our CLIENT MANUAL for details and instruction on how to use our system.  
Our FAQ page should help answer most of your questions.Step3. START PLACING ORDERS and let us do all the work for you! Your order will be assigned within 4 hours of being placed.
To log in: 
Step1.	Open your web browser to http://CollateralManagement.org 
Step2.	Click the Client Login 
Step3.	Enter your user name and password 
Note: If you forgot your username and/or password, select the Click here link next to the "Forgot your password?" prompt. Enter your email address in the field provided and click the Send Info button. Your login information will automatically be sent to you via email. 
Step4.	After a successful log in, a "Welcome" page displays 
Step5.	At the Welcome page, click the CLIENT MENU link to enter the program. 
This opens the main menu and lists all currently open orders.
Use the following procedure to submit a request. 
Step1.	Once you login, Click the MAIN tab at the top of the page. The Main menu displays along the left edge of the page. 
Step2.	From the Main menu, click the PLACE AND ORDER button. This opens the Request Form page. 
Step3.	Fill out all the fields marked with an asterisk (*). 
Step4.	When you are done completing the form, click the SAVE button at the bottom of the page. This displays a confirmation page, where you can make sure the order is correct. On this page you can click PRINT ORDER by clicking the button, UPLOAD FILES by clicking the corresponding. 
Step5.	All supporting documentation should be UPLOADED through the Upload Files. Information such as Purchase Contracts, Bids and any important relevant documentation. 
Step6.	* If you need to make changes to any information, click on your browser's BACK button to return to the previous form page, make the changes, and click the SAVE button again.
Step1.	If you chose to upload a file, scroll down to bottom until you see the following upload box.
appraisal management lenders
Step2.	To upload a file you want to click BROWSE and locate the file on your computer. 
Step3.	Once you locate the file you want to double click on the file or click OPEN. The selected file will then generate in the browse field 
Once your file name is entered click UPLOAD FILE and it will attach to the order and be available under the Files Available For Download page for future viewing. 
Note: There are two browse buttons to allow you to upload two files at the same time.
Reference Information
Loan # :  This field is used to enter the lender loan number. This field is optional. 
Case #:  This field is used to enter the office case number. This field is optional. 

Client Info 
• Client:  This allows you to see your client by name. This is required selection on all order forms. 
• Processor:  This is the primary client contact person that will receive status notifications and the uploaded appraisal file. This selection is optional. 
• Processor2:  This is the additional client contact person that will receive status notifications and uploaded appraisal file. This selection is optional. 
• Ordered By:  This field tracks who ordered the appraisal. This field is needed only if the client users are not utilized. This field is optional. 
• Client 2:  This list allows you to select a second client, if necessary, by name and address based on the available client types. This selection is optional. Please note that no notifications are sent to client users of Client 2. 
• Lender:  This allows you to enter a Lender's name, if applicable.

Borrower and Subject Property Info
• Name:  This is the borrower contact name. This field is required on all order forms. 
• Property Address:  This is the address of the property to appraise. This field is required on all order forms. 
• City:  This is the city location of the property to appraise. This field is required on all order forms. 
• State:  This is the state location of the property to appraise. This field is required on all order forms. 
• Zip:  This is the ZIP code location of the property to appraise. This field is optional. 
• County:  This is the county location of the property to appraise. This field is optional. 
• Legal Description:  Legal Description of the property. This field is optional. 
• Borrower Email:  Borrower's email address. Files can be forwarded to them. This field is optional. 

Assignment Info
• Property Type:  This list allows the selection of a property type. This is a required selection. Below are the available property types: 
o Condo 
o Coop 
o Farm 
o Manufactured 
o Mobile Home 
o Multi (2) 
o Multi (3) 
o Multi (4) 
o Multi-Family 
o Other 
o Prefab 
o PUD 
o SFR 
o Townhouse 

• Report Type:  This list allows the selection of the primary appraisal report needed for this order. This is required field when adding a new order. 
• Report Type 2:  This list allows the selection of an additional appraisal report needed for this order. This selection is optional. 
• Report Type 3:  This list allows the selection of an additional appraisal report needed for this order. This selection is optional. 
• Report Type 4:  This list allows the selection of an additional appraisal report needed for this order. This selection is optional. 
• Report Type 5:  This dropdown allows the selection of an additional appraisal report needed for this order. This selection is optional. 
• FHA:  This list indicates whether the order is an FHA appraisal. This selection is optional and defaults to NO. 
• Intended Use:  Dropdown describes how the appraisal will be used. This selection is optional. 
• Loan Type:  Select the type of loan for this property. This selection is optional. 
• Occupancy:  Indicates who occupies the property. 
• Settlement Date:  Specifies the date of closing of escrow. 

Billing Info 
• Payment Method:  This list indicates how the client will pay for the appraisal. This is a required selection. If paying by credit card, select OTHER and enter card info into the notes section. 
We will need the following information: Card holders Name, Billing Address, Card Number, Exp Date, Security Code. 

Property Access / Contact Info 
• Name:  Specifies the name of the person or persons to contact to gain access to the property. 
• Home Phone:  Specifies the home phone of the person or persons to contact to gain access to the property. 
• Work Phone:  Specifies the work phone of the person or persons to contact to gain access to the property. 
• Other/Mobile Phone:  Specifies the alternative phone of the person or persons to contact to gain access to the property. 
• Email:  Specifies an email address for the property contact.
If paying by credit card, select OTHER and enter card info into the notes section. 
We will need the following information. Card holders Name, Billing Address, Card Number, Exp Date, Security Code. 
Note: Payment can also be made through our online Paypal system by clicking on the Make a Payment button on our Home page.
There are some instances where you may disagree with the appraisal provided. In this case we ask that you provide us with supporting facts so that we can dispute the appraisal on your behalf. The VALUE DISPUTE FORM can be found under the Lenders top menu tab or you can download it by right-mouse clicking on the following link and saving it to your computer. Download Value Dispute. 
You may also click on the Value Dispute Form button below. 
Note: Please fill out the form and send it back with any supporting documentation you may have. We will then provide the information to someone in our Appraisal Review Department. They will also try to locate any additional information to help resolve the case. Once reviewed, the information is then sent to the appraiser for a re-evaluation. We will provide you with results as soon as possible.
Use the following procedure to request an amendment or special request for a file:
Step1.	Once you login, click the MAIN tab at the top of the page. The Main menu displays along the left edge of the page. 
Step2.	From the Main menu, click the FILE INQUIRIES button. 
Step3.	In the File Number field, enter the number of the file you want to amend and click the SEARCH button. 
Step4.	When the record displays, click the File Number link to open the File Inquiries page. 
Step5.	Enter your request in the text box provided and click the SEND button. A confirmation message informs you that your message has been sent. 
Note: You may also submit a file inquiry directly from the order by accessing the detail screen of the order and scrolling down to the bottom and clicking the FILE INQUIRIES link. All stipulations can also be emailed to stips@CollateralManagement.org
Step1.	Once you login, Click the Main tab at the top of the page. The Main menu displays along the left edge of the page. 
Step2.	From the Main menu, click the COMPLETED ORDERS button. The All Completed Orders page appears. 
Step3.	To view the uploaded file click on the file number and scroll down to the bottom of the file until you see Files Available for Download. 
Step4.	Click that and it will show you all files uploaded to that order. 
Step5.	Click the file name to open the uploaded file.
Yes! We would like you to know that we can set up an appraisal panel to help this process be as familiar and comfortable for you as possible. The way this works is that we take appraisers you are used to working with in the past and set them up in our system. These appraisers will be put into a systematic rotation to handle all your orders through our system. While you cannot select when an appraisal is assigned to a specific appraiser, you can rest assured that it will be one of the appraisers you know handling your order. You use your appraisers and we will handle the rest so you remain in charge of your appraisal orders. 
Note: Please forward us the information of all appraisers you would like to have in your personal pre-approved appraiser panel. Even if you have submitted the information in one avenue or another please submit again so that we may be certain they are in our system and directly in your specific rotation.
Yes! We offer nationwide commercial appraisal management services. Our commercial division is not resricted to specific facility types. We have a diverse client base who orders and loans on all incoming producing commercial properties.
If you have any other questions, feel free to call us at 1-970-214-7401.
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