Open the Participants screen by clicking Participants
in the Left Navigation
Pane.
For the participant type (Appraiser, Referral Source,
Solicitor) you want to assign to the deal, click its Select
button. The screen refreshes to display the Participant Search-Participant
Information section.
From the Search Type
dropdown, ensure Assign to Deal
is selected.
In the search criteria fields, enter information regarding
the participant you are searching for to assign to the deal.
Click the Search
button. The results of your search are displayed in the Search Results
section.
Note: If the participant is not displayed in the Search Results,
then it could mean that participant has not yet been added to Expert.
See Adding an Appraiser,
Referral Source or Solicitor. However, if you do know that the
participant has been added to Expert, but do not see the participant,
then that means there is an “agent on deal” discrepancy, explained
as follows:
When an agent (or the agent’s administrator or assistant) adds a participant
to Expert with the Hierarchy Level of User (see step 6 in the Adding
an Appraiser, Referral Source or Solicitor to Expert steps), then
that participant will only show on a deal in which the "agent
on deal" is the same agent who added the participant. Therefore,
if you do not see the participant after conducting a search, it either
means another agent could have added the participant you are seeking,
or you are in the deal of another agent. The "agent on deal"
is the agent shown in the Agent
dropdown on the Participants
screen and can be changed if needed to allow you to access participants
that you have added to Expert.
For the participant you want to assign to the deal,
click its Select button.
The screen refreshes to show the Participants screen
again, and the recently-added participant is displayed.
