Panels, coverage & products

Understand how vendors are qualified by geography and product type, and how that drives vendor suggestions for an order.

When an order needs a vendor, OmniValVMS suggests the ones who are qualified for it. Qualification comes down to three things: geographic coverage, product compatibility, and capacity. This guide explains the first two and how to manage them.

What makes a vendor a match

FactorMeaning
Geographic coverageThe vendor works in the order's state/county/zip
Product compatibilityThe vendor is licensed/configured for the appraisal product
CapacityThe vendor isn't overloaded with active work
PricingA contract-based fee exists for the product

These same factors drive the suggested-vendor list you'll see when assigning an order — see Assign a vendor.

Product coverage

A vendor's products define what they can do. From the client side, you manage which of a vendor's products are part of your relationship.

ActionEndpoint
List a vendor's products
List subscribed vendor products (your panel)
Add a product to a subscribed vendor
Find vendors who offer a product

Geographic coverage

Coverage is defined per state and refined per county and product type.

ActionEndpoint
Get a vendor's state coverage
List a vendor's county products
Bulk-add county products
How suggestions cascade

When matching a vendor to an order, coverage is evaluated from most specific to least specific (zip → county → state). A vendor qualified at the county level for the right product type is a stronger match than one only covering the state broadly.

Per-client product configuration

You can also configure product relationships specific to a client–vendor pair.

ActionEndpoint
List vendor–client products
Add a vendor–client product

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