Adding an Appraiser, Referral Source or Solicitor

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:

 

  1. Open the Participants screen by clicking Participants in the Left Navigation Pane.


     

  2. 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.


     

  3. From the Search Type dropdown, select Add/Edit Participants. The screen refreshes with the Add Party button.

     
     

  4. Click the Add Party button. The screen refreshes with the Participant Information and Contact Information sections.


     

  5. Ensure the Participant Status is Active.
     

  6. 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.
     

  7. 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.
     

  8. Add any comments or notes in the Special Notes box.
     

  9. Enter the contact information for the participant in the Contact Information section.
     

  10. Click OK to apply your changes. The participant now exists in the Expert system, and can be assigned to the deal.