The instructions below explain how to add a participant of type Appraiser, Referral Source, or Solicitor to the Expert system. Once a participant of that type is added to Expert, then that participant can be assigned to the deal. Complete the following steps:
Open the Participants screen by clicking Participants
in the Left Navigation
Pane.
For the participant type (Appraiser, Referral Source,
Solicitor) you want to add to Expert click its Select
button. The screen refreshes to display the Participant Search-Participant
Information section.
From the Search Type
dropdown, select Add/Edit Participants.
The screen refreshes with the Add
Party button.
Click the Add Party
button. The screen refreshes with the Participant Information and
Contact Information sections.
Ensure the Participant
Status is Active.
From the Hierarchy
Level dropdown, select the users in Expert who will be able to
assign
the participant to the deal once added to Expert:
Firm - all users in your firm
Region - all users in the Region; a Region is the level below
the Firm, such as a province.
Group - all users in the Group;
a Group is the level below the Region, such as a city.
User - represents the "agent
on the deal"; therefore only the agent (or the agent's administrator
or assistant) who adds the participant can then assign
that participant to the deal.
If you chose
Firm, Region
or Group as a Hierarchy
Level, then from the Restriction
dropdown select the Firm, Group or Region you would like to share
the participant with.
Add any comments or notes in the Special
Notes box.
Enter the contact information for the participant
in the Contact Information
section.
Click OK to apply your changes. The participant now exists in the Expert system, and can be assigned to the deal.