Create an order

Create an appraisal order in draft, fill in the property, vendor, and conditions, and prepare it for activation.

Creating an order is the start of the lifecycle. New orders begin as a Draft — fully editable, with no SLA clock and no billing — so you can get every detail right before activating.

Draft means safe

While an order is in draft you can change anything, including the property and the client. Nothing is billed and no SLA is running. The activation step is where that changes.

The draft steps

An order is assembled through a short sequence of steps:

StepWhat you provide
1. LoanLink the order to a borrower/property loan
2. PropertyAddress, type, and characteristics
3. VendorSelect or auto-assign a vendor
4. ConditionsFee, due date, special instructions
5. ReviewConfirm everything, then submit

Create the draft

  1. (Optional) Preview the fee

    Resolve the fee for the product and vendor you intend to use.

  2. Create the order

    Create the order under the loan. It starts in draft.

  3. Complete the draft steps

    Save each draft step (property, vendor, conditions) as you go.

  4. Review

    Confirm the order details before activating.

Editing and removing a draft

ActionEndpoint
Update the order
Delete the draft
Get it right before activating

Because some fields lock after activation, use the draft phase to confirm the property address, product, and client. A draft that was never activated has no audit/SLA footprint, so it's the right place to make changes.

What's next

A completed draft is ready to activate — the point where it becomes a live, billable order and the SLA clock starts.