Mercury User Manual
Contents
1. Desktop or using the web interface your system will still be accurate manually every time e The first time you use Mercury Desktop features to communicate with the Mercury Network you will be prompted for your Mercury Network lt 3 Mercury Network Login login ID and password This is so we can log these actions in our Please specify your Mercury Network login and passwork online database Your Mercury Network ID may also be configured at required for all transactions that pass through the Mercu anytime through the Mercury Desktop s Settings dialog Login a Password e By default only information for open orders is retrieved However if This information is etwork Sewers lfyou dont know your login info click here to place a requestto have it sentvia e mail Or use our easy protile wizard to create your Mercury Metwork profile you click the drop down arrow on the right side of the Sync with Web button you ll see an option to download all orders and status messages associated with your Mercury Network profile In most cases you won t need to use the Get All function but it is there for situations when you want everything from the network to be in your local database too e All times for status messages are logged Central Standard Time as that is where our servers reside Working with the list of orders The order listing has been designed to work somewhat like an e mail inbox faci2. be ESTIMATED SITE VALUE z B Corrents on Cost Apprpach much a an mra ESTIMATED REPRODUCTION COST NEW OF IMPROVEMENTS square foot calculation a eomoniciiteotthtpred Click an item in the lower part of the 12 000 a 7 screen and your made in your formfilling software so that a new PDF may be Dell SAR 4 i ee regenerated as well as a corrected XML file Garage Carport 4860 Sq FL __ 25 00 OST APP iat H gj Toa Estimated Cost New 2 060 i A less Physical Functional External ha cursor will move to Send a Review Report If you feel a critical error is a E rar the offending item Asst Value of Site Improvements Stockade Fence Zp unavoidable this will send a message to the client If they agree NATED VALUE preneTar pecic aa Changes need to be made in your Ayes 00 NW 17th 3017 NW 70th 2600 NW 68th ee Address i ME E Ci Oklahoma ciy oK 7a formfilling system you ll get an override code See next bullet point Proximi Proximity to Subject Sf 018miles miles ene a i e arp so Mercury can Enter Review Override Code If you have sent a Review Report Dan tf man Liina Arn l a4 rl RaRa A RaRa A 4 reconvert the XML to the client and have received an override code choose this Double click each item below to see the cpfesponding fields in the form You have 0 errors and 11 warnin and a correct PDF Rule ID generated Hi a a ee uone The Summary of the Sales Comparison
3. field is blank D Subject 1 1 Lender Client Address is blank Final delivery PN eos Multiple Occupant boxes checked After the E amp O process the plugin is ready to send your report Click Neighborhood Property Yalues Increasing but Demand Supply shown as Oversupply Finish and stand by while the file is uploaded to the Mercury Network This is a web upload so your file will be available instantly online E Mercury Network Order Summary Microsoft Internet Explorer File Edit View Favorites Tools Help At the same time the report is uploaded its status is also marked as O O HRA Dee Sl VeauUns complete and notification is sent to the client to log in to their Mercury a ee Eo Network account to retrieve the PDF Home Search Join My Account_J Developers net x a la mode Order Summary Reports My Profile Logout You and your clients on the Mercury Network can see a summary of all Status Completed 7 ef C aA p let e a o d p n Pn e eo i c i ee o i sla itr hs vi w le s r bei ils and your Mercury Network transactions by logging into the Mercury Network show all Si A a ae ll it asi i Complete 1234 web site at http mercury alamode com and clicking Order Summary Cancelle Track File Client Address z7Z7702 23 Easy Money Savings and 2540 NW 46th Loan Oklahoma City OK 73112 Krodel Mike Completed PDQ 090 Easy Money Savings and 2304 NW 120th Functions in the Ord
4. our library C Ubrary gt We have a superb technical library on our servers with step by ves Just click step documents solving specific issues we ve seen before the button above to visit our library web site Odds are the answer to your problem is already in there so save some time and check it Manuals and tutorials The user manuals below are formatted beautifully for printing so please kill a tree or two and use them It seems that things just make more sense on paper Mercury user manuals B Mercury Desktop User Manual Plugin specific tutorials Wlsendina to RealEC thkough the Mercury Network d 7 20 2003 Your Mercury Desktop contains a wealth of information you may read on screen or print to your printer Just click Help and choose Contents Page 18
5. the check box tems will be specific to each report You ll be able to preview this information before sending Once you set up your boilerplate text having meaningful information in Per your request the following report is being delivered Here are details on the assignment the body of your message is just a click Report Description away Property Information LI Legal Description eport Date O No Other File No m Beet re hl x Thanks for your business a John Q Appraiser Page 14 Mercury Desktop User Guide Note that Mercury Network and XSite orders should be delivered through their respective plugins which when used to send a link and not the actual PDF of the appraisal also have a receipt mechanism built in Use SureReceipts for clients that don t place orders online Using WinTOTAL with the SureReceipts plugin Message Pl Ea When using our WinTOTAL formfilling system the steps to send a report Gy Reply fy Replyto All ge Forward via SureReceipts are greatly reduced when comparing it to the process with From ala mode Mercury Team lt alamercury alamode com gt non a la mode programs described next To appraiser proj2000 com lt appraiser proj2000 com gt ae Subject SureReceipt delivery confirmed 14201 Pecan Hollow Terrace 1 From WinTOTAL s Mercury menu click SureReceipts You ll see the normal print screen where you choose the pages to print M e rcu r ws SureRec
6. to Sending status on page 8 Mercury Desktop User Guide 7 20 2003 Page 6 Mercury Desktop User Guide Attaching a template in WinTOTAL Many WinTOTAL users don t know that an existing request can have a template attached to it In other words once a request or report is saved it s not too late to clone Our end result will be information in the request will be overlaid into any existing data in your template report Here s how it works with Mercury and a report you export to WinTOTAL l When the order form is open in Mercury Desktop s Order Manager click Export and the Export dialog will display Choose a folder in which to save the report and then click OK After WinTOTAL opens you can exit out of the Mercury Desktop application The Requester will open to the Description dialog and the file description will already be filled out You can change this to anything you want or leave it as it is So that you don t have to choose all your forms and retype boilerplate information click the Filing shortcut where we can clone Once the Requester has opened to the Filing dialog you can choose a clone method by clicking one of the following options Clone with data This copies the entire report and data into the new file while clearing items like your signature borrower occupant and other items that don t need to be copied Clone without data This uses the template forms structure cl
7. to the order you can be Sure it is tracked properly on the receiving end ky Mercury Network x Delivery Guidelines Checklist Mercur s E amp O guidelines can check for logic and blank fields but cant necessarily interpret English Just like the E amp O Guidelines this listis able to be customized by the client By giving one final view ofthe POF before delivery reports areyess likely to be rejected by a la made View PDF zg m li Verified O A kel Does thereport contain the required attachments ls Pre report signed and licensing information current The Delivery Guidelines Checklist is one final place to verify you didn t forget ls the property address on the appraisal report correct ils Type of Apprasial and Appraisal Report included ls Scope Extent of Report included ls identity of the client and other intended user s included Next gt Finish Cancel anything Plus it enables you to view your PDF one more time before delivery 7 20 2003 Page 10 Mercury Desktop User Guide 7 Some errors may be marked critical and will require changes to be poe 7 fii Q made before delivery If you have critical errors you ll have three Review Reference Help Exit A gt Open fa Close amp amp Print View v options available upon clicking Next E i ee UNIFORM RESIDENTIAL APPRAISAL REPORT jet Cancel this wizard and make changes Changes must
8. 2000 com Date 7 17 2003 Time 10 56 28 AM Property 14201 Pecan Hollow Terrace Borrower Jones File Number PT 0503 Notes Here s the file When a client is sent a file via SureReceipts they get an e mail like this one with a link to download the file Page 16 Mercury Desktop User Guide Updates and Support Getting updates to the Mercury Desktop Mercury is updated through our exclusive online system we call the Instant Customer Update ICU The ICU uses the Internet to connect to our update servers and download any new updates to Mercury It s all part of your Mercury Network membership LAN users only need to get updates once and they will be immediately available to all other stations i 2 From within the Mercury Desktop click Update Once the ICU starts click Next to begin the update process The first time you run it you may be prompted to tell the Mercury Desktop about your Internet settings Once you ve selected the appropriate connection type click Next to advance to the next screen Your connection choice of LAN or Modem in step 3 will determine the next window that pops up If you chose LAN skip to step 7 If you specified that you connect using a modem and a phone line the Internet Wizard will need to know which Dial Up Networking connection to use You should see your ISP in this list Click it Click User Info to enter your login name and password for your Internet c
9. 258 Garrison Sue a 7000 NW 19th Bethany 73008 6 16 2003 Best Mortgage LLC SUN1139 Greg Harris 4201 N Memorial Oklahoma City 73134 Best Mortgage LLC MERC 64372 Harris 2600 NW 67th Demo 99999 18 2003 Easy Money Savings and Loan 00226 15888 Howard Jones 3017 NW 70th Oklahoma City 73116 5 18 2003 Mercury Lender Demo Account 2948 Joe Borrower 1015 Waterwood Pkwy Edmond 73034 7 16 2003 Best Mortgage LLC 00226 59934 John Smith 7514 NW 21 Bethany 73008 771572003 Best Mortgage LLC 00226 15875 Johnson Greg 2240 NW 54th Oklahoma City 73112 5 17 2003 Best Mortgage LLC SUN 04 20 Linda Franklin 2250 NW 54 Oklahoma City 73112 RealEC FHA99999 Sally Sanders 800 SW 102st Street Oklahoma City 73139 Matt s Vendor Management 00226 9600 Smith 4200 N Miller Bethany 73008 Best Mortgage LLC SUN 0844 eny Thompson 4501 Memorial Oklahoma City 73134 4 gt Order Status Status items for the selected report are listed here Status items for all rep s last updated from web 7 18 2003 4 21 23 PM Send Status Status Date Description Comments 7718 2003 12 47 11 PM Order received from client awaiting appraiser respon 77 18 2003 12 48 03 PM Order accepted The Mercury Order Manager shows all your orders Sort the list by Client order 23 matching records 7 20 2003 number Address etc by clicking the column header Page 13 Mercury Desktop User Guide e Some Mercury Network partners such as RealEC
10. K 3 After printing the PDF your report will be converted into XML and the delivery wizard will launch Mercury Desktop User Guide s Bradford source plugin Ed I Conversion Preview Please review the accuracy of the major form s conversion to esML format using the thumbnail view below IF you would Detailed View like to see it full screen click the button shown at right A ie nari EE UNIFORM RES Property adess 1602 The Alameda Legal Desenotion Lot 25 Erasue Dechet refer to Act 101 Assessor s Parel No 9702 Borower Bradford Teetinologies Current 0 wne aes a LL ee Property rights appratsed P lt Fee Simpe _ Leasehetd 1 vrhr Project Name Erasure Bechet B cae pice 250000 Date of Sale 4 1799 MfenderyClient Ford Capital Mortgage Co i i Appraiser Greg 5 Farris i a gt At your option you can review the tracking data after it is converted to XML File Edit View Form Powerviews Tools EDI Mercun Window Help New gt Open A Save J Info E Athena Report Olympus Compatible Report Contents a Form J Addenda iij Comps g BIUA AppraizalP ort FNC DADI eAopraisel T Wizard Lighthouse FNIS Market Intelligence Op art Y Descri 1 ion Mercury Network Property Address 7100 NW 1g EE E SureReceipts Legal Description Lot 99 Bock acs Deliver Assessor s Parcel No 11450972 Wale lT De
11. Mercury Desktop User Guide Welcome to the Mercury Desktop The ability to translate appraisal data into multiple formats is continuing to be a pressing issue in our industry Instead of being simply one more converter or format in the evolution of appraisal data the Mercury Network is based on open standards which facilitate the flow of data from one format to another Powered by net X technology Mercury seamlessly connects our programs to essential Internet data sources servers and receivers worldwide extending the network right to your desktop e Mercury provides easy access to lenders AMC s and nationwide appraiser coverage to those who belong to the Mercury Network e Mercury can be used with any of your existing clients as a means to provide online ordering right now Click here for document 5030 it will show you how to set up a client for online orders e Mercury has an open plugin architecture that encourages non proprietary data solutions and bi directional data flow e Plugins may also provide an interface for other operations such as EDI or data analysis in addition to converting files Mercury s capabilities are almost limitless with its plugin architecture allowing you to meet new business challenges and to be adaptive when working with multiple clients EDI strategies Contents of this guide This manual has been designed to educate you on the theory behind Mercury as well as introduce you to th
12. d a thanks got it e mail to them without having to remember to load your e mail and find their address It s a timesaver and a good client relations reminder The panel includes an option for boilerplate text and a Cc line too Working with non Mercury Network orders Most of this manual has been about working with orders that come to you through the Mercury Network However the Mercury Desktop can also manage orders that come from other sources as long as they are in our TOTAL XML format we can work with them And you gain the benefits of exporting and structured delivery with E amp O on the front end In cases where status isn t available for a particular type of order typically due to the source of the order being outside the Mercury Network the Send Status button will be disabled Synchronization functions will have no effect on non Mercury orders Since those routines are centered on the Mercury Network servers Mercury Desktop User Guide gi Mercury Desktop by a la mode Orders View ft Today Plugins JS A Orders Members Web alamode Tools amp Toys D t Q O Q Q Settings Update Help Exit r Mercury Order Manager e Open X Delete t4 Syne with web Clients AI Clients Fiter Open Orders 7 Selected Report Order Borrower Address City Zip Order Date Browse For File WED 0423 Douglas Whitman 2240 NW 54 Oklahoma City 73112 Best Mortgage LLC 00226 27
13. de Tools amp Toys Settings Update Help Exit designed to make your Mercury experience a rewarding one Many of the Ge Bock gt Forward Stop 2 Retresh a Home screens are actually web pages embedded in the Mercury Desktop with content we update frequently and prompt you to download Across the top Go ahead take advantage of us We created the Mercury Network so that everyone in the valuation industry could reduce the time mo ley of the screen you ll see navigation buttons for the various areas of the and hassle involved in doing business with each other If you re an appraiser seeking more clients or tools i Se use us as your source If you re a lender or management company seeking appraisers or service providers Mercu ry Desktop Here is a short description of each look no further With the net X and XML foundations of Mercury Network and Mercury Desktop it s easier than ever to send and receive orders and identify new marketing opportunities So use us We don t mind e Today Click Today and you re taken to a snapshot of your pending Spotlight on and completed orders industry news and other information e Plugins Mercury s Plugin Manager is where you match up source RMI ORLA DAPA The real estate and lending communities are moving toward faster more efficient toals for and destination plugins for EDI and other fu nctions they perform evaluating collateral Advance lateral So
14. der Vault Restore m CD Files Disk in Drive A WinTOTAL s Requester enables you to merge information from the order into an existing template That way you can re use pre made reports and eliminate re typing 7 20 2003 Page 7 Mercury Desktop User Guide Sending status through Mercury Desktop Even though your client may not require status proactive status messages are great for customer service Here s how to send a status message 1 Z Open the Mercury Desktop and go to the Order Manager Locate the order on which you wish to send status and click it once Click Send Status Then choose the status type from the drop down and type any additional notes Then click Save The status message will be sent to our servers and stored in your local database All times recorded are CST In addition to being sent via e mail status messages for Mercury Network and XSite orders are instantly visible on the Mercury Network when you or your client logs in to check their orders Delivery through the Mercury Network If you are using something other than WinTOTAL One benefit of clients embracing Mercury s format is you may use any forms software you wish Here are instructions if you use a forms package other than WinTOTAL W inTOTAL users see the section How to send if you use WinTOTAL on page 9 1 Create a PDF of your appraisal report in your formfilling package as you normally
15. e basic interface We ll cover e Mercury s architecture and modular design e Installing and registering the Mercury Desktop e The Mercury order and delivery process e Features and tools in the Mercury Desktop e Support and updates for the Mercury Desktop Mercury Desktop User Guide Ei Mercury Desktop by ola mene Today View fit asda 8 OO 9 J l h j ty a O a ii t Today Plugins Orders Members Web alamode Toot amp Toys Settings Update Help Exit a Beck e Forward g Stop E Retresh fa Home Today in the Mercury Network Quick stuff Your online profile Real estate news In the groove imide eter as T si a a j Ow i met Online ordering capabilities E Mercury heeki by a he medic Tetley View RhA S Aja O0 H J i HO Today Plugins Orders Members Web alamode Toots amp Toys Settings Update Hel Exit jat e Forward 2 Stop E Retresh Home a ae Curees The Lastest Appraisal Heres Ratus By Conia lary The ABCs of Wab marke ng ane Tit ineurence arar orania inn power com paary fence AtGc vantlation gabi ave England bowel Coheumng recidants pul on daveloper s pan be In addition to making the process of moving appraisal data easy the A a Mercury Network opens doors to new clients and keeps you in touch with the entire appraisal industry 7 20 2003 Page 1 Mercury Desktop User Guide Plugins and Mercury s Design Mercury s architecture The
16. e process so you don t have to be technical to get it done 4 After installation start Mercury Desktop by clicking Start Programs Mercury and then Mercury Desktop The first time you run Mercury you may be asked to register your Mercury Desktop Simply follow the instructions on screen to get your system registered After entering your information our Registration Wizard will go online and verify that you have an available license attached to your customer number Every PC that runs Mercury will need its own license Using the Mercury Desktop on a network Multi appraiser offices on a network can centralize their orders database product updates and administration by running Mercury over their LAN Just point the installation to a shared network directory Then to set up other workstations browse to the Mercury program directory and run MERCURY EXE icons on the workstation automatically Our SafeStart technology will register files and set up Each workstation that runs the Mercury Desktop will still require a separate license to be purchased but you don t have to run the installation on each PC Mercury Desktop User Guide Mercury Desktop s SafeStart system creates shortcuts in your Windows Start menu for launching the program Windows Update Set Program Access and Defaults a la mode Vault Accessories Administrative Tools Adobe amp Desktop Pulishing Dev Tools ee ee gt Instant Cust
17. earing all data from the forms but keeping the request data Then pick the report from which you want to clone When you go onto another area of the Requester such as the Assignments area where you pick the appraiser lender etc from your address book your existing request information will be merged with whatever data was in the report you cloned From there continue on with completing your report as usual That s it Mercury Desktop User Guide Requester File Edit Configure Help Open fe Save and Close EZ SendEDI amp Fax amp Print M Options 5 Date Shortcuts Filing Identification Internal Order 0000025 Auto Number File name same as order number Lender Case Main File on form 105522351 Sameas ss Client File Other File on form Same as v Report Options To add template files in the General area simply add appraisal files to the Template folder in the Appraisal Desktop s File Cabinet C Notemplate Clone the report below including its data Clone the report below without any data Completed 2001 Description Address Lender File No Completed 2002 Sample Template El Dorado Pecan Hollow 3068 Tamarak Dr Easy Money Savings amp L 22222 Grady County Nichols Hills 1511 Brighton Easy Money Savings amp L 0000293 Internet Received Rep Belle Isle 52 Eastbrook Dr Easy Money Savings amp L 2222222 New Requests Synchronized Templates Tutorial Fol
18. eipts Mercury Delivery Notification etwork yom This message is your receipt confirming that the document you sent to Matt Krodel was successfully downloaded by the recipient at 7 1 7 2003 10 57 02 AM 2 Mark the pages you wish to send and click OK 3 After the PDF is created the SureReceipts Wizard will appear Click Next after reading the introduction and follow the onscreen instructions where you compose your message and enter your client s TOU Uploaded it Tor delivery at 10 56 29 AM on 1 7 2003 information Notice that the plugin saves the last ten recipients gives Order Details you drop downs for the subject line and even lets you have a Property 14201 Pecan Hollow Terrace Borrower Jones File Number PT 0503 Notes Here s the file boilerplate message that merges information from the report 4 Once your message is composed click Next Then click Finish and stand by as your report is uploaded to our server and notification sent to the recipient That s it Once your client clicks the link in the e mail a message will be Using SureReceipts you can sent to you indicating that the file was indeed downloaded get an e mail like this one letting you know a client got Using SureReceipts with non a la mode programs your report There are a few more steps involved for documents created outside of WinTOTAL but it is no more difficult than attaching a PDF to an e mail 1 Create your PDF as you no
19. er Manager ton o Sitahoms Cy OK 73120 oe A A A A a l E Mone a ie Ar KaD OK 73112 In addition to viewing and accepting orders the Order Manager provides eB kradel Mike Completed 3 1 00226 2594 est Mortgage LLC 5210 N May other features for managing Mercury Network and XSite Orders ea 1144SUN Suse homa ci Completed 03 19 03 Sun o756 gesi Mote Your clients can manage Lender Sus an Order and status synchronization Sggaleted 03 19 03 suN 4i1 Best Mortgage their Mercury Network Complntad 03 19 03 SUN 0422 Best Mortgage Orders by logging into One of the objectives of the Mercury Desktop is to be a reflection of your the Mercury web site i i Completed 03 19 03 SUN 0744 Best Mortgage Mercury Network account and provide an easier faster interface than we IB Lenger guzan 1234 Mercury Desktop User Guide 7 20 2003 Page 11 Mercury Desktop User Guide could with our web interface Therefore we have built in automatic synchronization tools to keep information consistent e The first time the Order Manager is loaded after starting Mercury it will go online and see if any new orders are available or if any new status messages have been posted to open orders tied to your profile The Mercury Desktop will store Even if you or someone else in your organization has posted status via your Mercury Network login so that you can perform network functions without logging in their installation of the Mercury
20. ext 7 Now you will need to browse and search for your report in its native format Once you navigate to its location click it once to highlight it click Open and then click Next 8 Now we need to match that file up with the PDF Click Browse again this time to search for the PDF that matches the appraisal report you selected in the previous step Click Next to continue 9 Report data from the primary form will now be converted into XML Once the conversion finishes you have the option to check the accuracy of the XML conversion Either scroll the form shown in the Wizard or click Full Screen to open a larger view When in the Full Screen view click Close when you re ready to get back to the wizard Once satisfied the report converted accurately click Next 10 The next screen will confirm that the report was converted to XML format accurately Click Next to open the Mercury Network Wizard You can skip the next section with instructions for WinTOTAL users How to send if you use WinTOTAL We have simplified the process greatly for appraisers that use our formfilling system Here s how to send a file through the Mercury Network 1 When you re through with the report while it s still open and onscreen click WinTOTAL s Mercury menu and choose Mercury Network 2 You ll see WinTOTAL s Print dialog because that s how PDF files are created through printing Mark the pages to send and click O
21. ical Support In the Mercury Desktop click Help and choose Contents to reach our Help section There you will find links to all our manuals as well as a link to our online library of support documents The Library ties into our web site so it is always current and up to date with the latest tech tips Technical support for Mercury is handled 6am to 9pm Monday through Friday The easiest way to contact us is to call 1 800 211 4511 or simply send e mail to support alamode com WinTOTAL users with a Platinum Partnership are eligible for support on Mercury and all other ala mode products 24 hours a day 7 days a week Mercury Desktop User Guide g3 Mercury Desktop by a la mode Help View w ast a YO Q Q MUY S J A V Today Plugins Orders Members Web alamode Tools amp Toys Settings Update Help Exit Back Forward Stop B Refresh fat Home Online help printable manuals and tech support Try this first Restart the computer to clear out memory and see if the problem persists If you re having trouble with something related to the Internet try your regular web browser also If it can t get online neither can we If the problem involves peripherals printers scanners etc turn them off and back on again If you have a question which has stumped you you ll surely find a solution here But if not don t hesitate to let us help you directly see Reaching us below Search
22. ive all mail fee si 2 Find the message with the assignment l g g O cannot accept this order 3 Run the attachment with the ORD extension Accept Decline Comments 4 The order then goes into your database and appears on screen If an order is already in your system there s no harm in opening the ORD again The Order Manager has been designed to handle this scenario Accepting and declining orders eos a Cancel Mercury eliminates phone calls and faxes by giving you ways to communicate beyond ordering Its important to send back acknowledgements within 48 hours even if you re declining This keeps your rating on our search engine high Before working with a Mercury 1 Once the order form is open you can view its details and then click Order you need to acknowledge it Comments can accompany Acknowledge Order your acceptance or decline of an order 2 Choose whether you accept decline or conditionally decline the order 3 Then click OK In a moment you ll see confirmation of your order acknowledgement Click OK again When you decline an order with conditions the client will receive notification of your desired changes If they accept you will be sent another order to replace the one already in your system That s all there is to receiving and acknowledging an order If you use WinTOTAL the next section tells you how to import the order information If you don t use WinTOTAL skip
23. litating actions with current or open items e The list of orders may be filtered by either the Client or on their status of Open Closed or All as well as items pertaining to synchronizing with the Mercury Network by using the drop downs above the order list e The upper pane lists of the orders you ve received into Mercury In the lower pane is the status history for the selected order Mercury Desktop User Guide 7 20 2003 Page 12 Mercury Desktop User Guide Orders that have never been opened will show in bold text A status item shown in blue indicates it was read on your last sync You may sort this list in descending order on a particular item by clicking the column heading Click it again to sort in ascending order To switch from one order to the next click with the mouse At this time arrow keys do not cause the active order to change Working with an open order TO open an order double click it Or click it once then click Open and then Selected Report You can also use the Browse for File option and then browse your directories for the ORD file But this will be rare Once opened orders are copied to the Mercury Orders sub directory in folders named with the date and month they were received The Order Manager has an integrated messaging panel above the order form you see on an order you open It allows you to fire off a quick reply to your client about the current order This way you can still sen
24. livery sole Delivery ito other forms WinTOTAL has a special S Y Mercury menu to launch igg pags e rales i Online Mercury Information plugins based on an ject Name P Setup Mercury profile Athena source 5 000 various destination 7 20 2003 Page 9 Mercury Desktop User Guide Using the Mercury Network Wizard When you have completed the process outlined in the previous section the Mercury Network Wizard will open It may take a moment for it to load 1 The first screen you see will be an introduction and instructions for the Wizard Once you ve read this screen click Next 2 The plugin will then check for updates to its configuration If updates are found the wizard will be restarted Click Next 3 Next verify or select the Mercury order that matches this report You may have to pick the report from a list Then click Next If you can t locate the report in the list you ll need to redownload it Cancel out of the plugin then use the Sync with web function in Mercury s Order Manager or download the ORD from your Mercury Network Order Summary page You could also open the ORD attachment originally received in e mail if it is available Once you have the original order start over with the report delivery 4 The plugin will next check for E amp O review script updates Once again this is automatic and always ensures the latest business rules are being followed so
25. lutions ACS is leading the way providing a single Get Approved national source for collateral sments automated appraisal underwriting automated valuation review 2 services While working with the major lenders in the nation the ACS team pro mple and highly efficient process to manage their collateral assessment needs as well as providing appraisers a source for orders and timely payments e Orders The Order Manager shows your database of orders and where you see order details Outside of individual plugins most of the work you do in the Mercury Desktop is through the Order Manager Lenders Management Companies Value IT is the largest Appraisal Management Company in the country offering valuation products and services in all 50 states Get Approved Value IT has in excess of 500 employees and has contractual G ahief lcan relationships with 15 000 appraisers across the nation Value IT was one of the pioneers of the EDI methodology allowing for electronic transmission of the completed appraisal report e Members This area has links to sign up with the lenders and management companies that are on the Mercury Network It s a great way to expand your client list ILS is a full service real estate appraisal credit title and loan services firm covering the northeast and is seeking qualified Get Approved appraisers to join our network to support our rapidly expanding e Web This keeps you from having to run a se
26. n e mail ORD file or letting Mercury get them automatically Let Mercury retrieve orders automatically When you start Mercury and go to the Order Manager it automatically goes online and bring down any open Mercury Network or XSite orders and status that may not already be in your local database You ll get PEELEETEETEETEETEETEETEETEETEETEETEETEETEE ETEEN notification of the new orders status and they will be shown in bold text Just double click the row to open the order form and view details Note 42 e Mercury s Order Manager only goes online automatically if a Mercury Network or XSite order is already in your system Mercury Desktop User Guide 7 20 2003 Page 5 Mercury Desktop User Guide Receiving orders through e mail Mercury orders come in as attachments with a ORD extension so you can also open orders this way You ll use this for clients such as ValueIT that order from their own internal systems bypassing the Mercury Network fa Order Acknowledgement You ll also need to do this for your first Mercury Network or XSite order Thi order i due 06 10 2003 00 00 since the automatic polling only takes effect if you have an order in your enn tttttttttntnenttttttttntnttittsentenieienteisttseteney system and have established you use the Network or XSite ordering EE EEEE E EE E E E r eaa ede F e RA i Ea ERE R i fi hi fo do not accept this order but would accept it for this 1 Open your e mail client and rece
27. omer Update Mercury Desktop gt Tt Mercury User Manual fm Mercury Microsoft Office Tools Misc Forms Startup gt Utilities WinTOTAL gt Acrobat Distiller 5 0 4 Adobe Acrobat 5 0 Adobe ImageStyler 1 0 Adobe PageMaker 7 0 Microsoft Excel Microsoft FrontPage Microsoft Visual Basic 6 0 Microsoft Word Programs gt ve Favorites gt 2 Documents gt g Settings gt Search gt Help and Support lt 7 Run a Paint Shop Pro 7 O Shut Down File Edit View To set up additional stations on your network just launch MERCURY EXE from the shared installation folder We ll take care of registering files and setting up shortcuts PE E mail this file Delete this file Other Places 3 Program Files G My Documents q My Computer My Network Places 7 20 2003 Favorites fe C Program FilesiMercury Tools Help Search gt Folders EE AY Ao p B p SPOUTILS Content Database Forms PA 7 ee f wpe R eb cS System Upgrades Utils MERUPD A MercTrans WARISE MercuryCon MERUPC 4 EF F amp F fF Coollrst dll 2U00 ckg Content CF Mercu CFA mM E Page 3 Mercury Desktop User Guide Mercury Desktop overview g3 Mercury Desktop by a la mode Members View Mercury 2 0 has a completely new design providing information and links AQUA amp ZF a B YQ Today Plugins Orders Members Web alamo
28. onnection Make sure you enter this information correctly Click the boxes labeled Save password and Don t Prompt so that the Internet connections will go on behind the scenes Click OK on the User Info screen and then proceed by clicking Next You re now set up to get updates Click Next and stand by as we connect to our servers and check for upgrades If you are on the most current update we will notify you Otherwise you will see the updates transferred Once the updates are transferred follow the onscreen Wizard to install them At this point users on a LAN should make sure nobody else is in the Mercury Desktop as well Mercury Desktop User Guide 7 20 2003 Instant Update Wizard Downloading Updates ME 25 Please wait while the Update Wizard downloads the new updates onto your system The overall download progress is displayed in the Overall Progress graph atthe top ofthe Screen Description ACI Repot WinTOTAL Report Bradford Report Dayl Report HighPerForm Olumous Compatible Aenort Our Instant Customer Update module will get updates for all plugins and automatically install them for you even if you re on a network Page 17 Mercury Desktop User Guide After updates are installed you may see our SafeStart module upon running Mercury This is our module that installs new system files and makes sure your Mercury Desktop application is intact and ready to run Techn
29. parate application for oT Duce diane basa web browsing For instance if you work with a particular AMC quite a bit make it your default by clicking Set Home on their login screen e ala mode This takes you to our web site where you can find lick he M Desk information on everything from formfilling software to training Click to the Mercury Desktop Members page to see the latest seminars and the latest industry news members of the Mercury Network and open doors to e Tools amp Toys We know you like gadgets This area spotlights the working electronically with more clients latest technology in hardware software and ideas We ve even put links to vendors that provide the technologies we spotlight Mercury Desktop is started any time you launch a ORD attachment or when you use the shortcut under Start Programs Mercury WinTOTAL users can access destination plugins through a special Mercury menu that appears in WinTOTAL when Mercury is installed on a system Mercury Desktop User Guide 7 20 2003 Page 4 Mercury Desktop User Guide Online ordering and delivery process This part of the manual addresses receiving and fulfilling orders that come When ORD files are opened to you through the Mercury Network Much of this also applies to orders either through e mail or from a web site download they come up into the Order you may receive from sources outside the Mercury Network l l l g Merc
30. re are two broad groups of functionality within Mercury s architecture Source plugins and Destination plugins e Source plugins translate proprietary data such as an appraisal file to TOTAL XML They can actually contain entire processes for finding the file creating a PDF to accompany the XML or practically anything The main thing to note is that end result will contain XML e Destination plugins take the result from the source plugin and do something with it That something could be creating another output file and launching another process such as the AI Ready uploader Or the destination plugin could perform EDI operations complete with E amp O reviewing uploads to a web site or even e mail Plugins are actually programs themselves and can do anything They are simply special in that they know they are either handing off or receiving TOTAL XML data through the main Mercury Desktop engine which connects them together In other words plugins are special programs that talk to Mercury using the language of TOTAL XML Modular design Since all plugins are separate modules as are the areas of the Mercury Desktop we can easily upgrade and expand the program as needed Functionality increases exponentially as one source plugin can feed multiple destination plugins and plugins created by one vendor or software developer can be used in conjunction with plugins from another provider To illustrate note the WinTOTAL Repo
31. rmally would remember where it is saved Instructions for creating PDF s with software other than WinTOTAL are provided in document 5515 found in our Support Library 2 Choose the appropriate source plugin and the SureReceipts destination plugin Then click Begin Mercury Desktop User Guide 7 20 2003 Page 15 Mercury Desktop User Guide 3 The Source plugin window will appear The first screen is an introduction and instructions for the plugin Once you have read the instructions select the major form for the file and then click Next 4 Now you will need to specify the filename your report in its native format Once you navigate to its location click it once to highlight it click Open and then click Next 5 Now we need to specify which PDF will be delivered Click Browse again this time to search for the PDF that matches the appraisal report you selected in the previous step Click Next to continue 6 Your report will now be converted into XML format The SureReceipts plugin will only use a few of the data elements however for the body of your report The client receives only the PDF and your notes 7 Once the conversion finishes you will have the opportunity to check the accuracy of the major form s conversion to XML You can do this by scrolling through the report in the provided window or you can click Full Screen to open a larger view If you choose to view the major form in Full Screen mode you mu
32. rt source feeds both the AI Ready and Value IT destinations But these same destinations can also be fed by any of our report converters too Creating plugins for Mercury If you re a developer wishing to develop plugins for Mercury to accomplish your data workflow needs an SDK is available to help you work through the process See our web site at http alamode com mercury for details Mercury Desktop User Guide One source plugin may feed multiple destinations To use plugins click one from the source then one from the destinations then click Begin If you use the same pair often add it to your Favorites g Mercury Desktop by a la mode Plugins View y S at a B a Today Plugins Orders Members Web alamode Tools amp Toys Q Settings Update Help Exit My Favorites All Plugins Mercury Desktop uses source plugins to translate files into our flexible TOTAL XML format and destination plugins to step you through additional conversions and or delivery Each source can work with multiple destinations and vice versa and our wizard style interfaces take the quess work out of the processes To get started just click the appropriate source and destination plugins then click Begin Just follow the widards from there as they guide you If you use one pairing of plugins often select them and click Add to Favorites you can then use a shortcut to that pair fromthe My Favorites tab nex
33. rty Address 2240 Ni 54 Invciced Date City Oklahoma City County Oklahoma Ship Report Ma State OK ZipCode 73112 Legal Description Lot 8 Block 7 Wilemans I v BILLING INFORMATION Invcice Number Location Project Fees 1004 FullURAR Map Reference C__ Ce nuts Tract 1065 01 Loan Amount 150 000 Refinance ___ Sale Price 170 000 Sale Date Total Rooms Bedicoms 3 Baths 2 Estimated Value Total Fees 400 00 Evening Number Preferred Payment Method Step 3 After accepting an order click Export and it will be sent to your formfilling system as a new request From there you complete the report TRACKING Step 4 Depending on the needs of your client you may use Mercury throughout the formfilling process to send status messages to your client PROPERTY Step 5 Deliver the report via the destination plugin WinTOTAL users can start this process through a Mercury menu in WinTOTAL Daytime Number Owner Pmti sate a Occupant Pmt2 Date See the Help section of the Mercury Desktop for step by step tutorials on tt SE Se Se ee Pio a ee a U na 4 b 22 matching records specific source and destination combinations Receiving and acknowledging orders There are two ways to get an order into Mercury Desktop opening an The Order Manager automatically polls your Mercury Network account for orders that may have come in but you didn t see i
34. se and you get a receipt sent to you This feature is useful for clients that frequently lose reports or those with which you don t normally e mail files It also overcomes limitations your client may have regarding large file attachments since the PDF is retrieved from a web download Mercury Desktop User Guide 7 20 2003 xX XSite Delivery Customize Report Delivery Type a custom message and even attach the report FOF so it comes straightto your client s Inbox Leave these items blank to default to the standard message and download link W Custom e mail Customize the To Cc Subject and Body fields Report status also willbe marked as complete and a link to download the PDF from your Site willbe appended Delivery Wizard IY Attach PDF to message This may be more convenient for your client ifthey dont have attachment size restrictions J Save copy of e mail in WinTOTAL s EDI Center Sent tems folder Facilitates resending or re forwarding Click Finish or Next depends on your delivery option to continue Appraiser Help Cancel In addition to being easy the XSites Delivery Wizard enables you to customize the notification your clients receive when you send your report xX Standard Message Text Gok cance Below you can create 4 boilerplate message that may be included in your e mails The free format fields will be sent exactly as you enter while the data ditplayed for
35. st click Close to return to the Source plugin screen When you are satisfied that the report converted accurately click Next 8 Click Next again and the SureReceipts plugin will begin 9 Click Next after reading the introduction and follow the onscreen instructions where you compose your message and enter your client s information Notice that the plugin saves the last ten recipients gives you drop downs for the subject line and even lets you have a boilerplate message that merges information from the report 10 Once your message is composed click Next Then click Finish to upload your PDF to our servers which then send your client an e mail That s it Once your client clicks the link in the e mail a message will be sent to you indicating that the file was indeed downloaded Mercury Desktop User Guide File No PT 0503 Message HTML File Edit View Insert Format Tools Actions Help Type a question for help Cy Repy yRepytoAl GF Fowad Ely Y YK me we From Krodel s Appraisal Production appraiser proj2000 com Sent Thu 7 17 2003 10 56 4M To lender proj2000 com Sc Subject File No PT 0503 M ercu Ve Appraisal Report EAE hii hda Electronic Deliver Network oy la mode y An appraisal report has been posted for SureReceipts delivery to you Details of the order are below Download the appraisal attachment by clicking here Order Details From Krodel s Appraisal Production appraiser proj
36. t time they te needed Source Plugins Destination Qugins WinTOTAL WinTOTAL WinTOTAL Report Athena Report Report Converters Olympus Compatible Report ACI Report Lenders AMCs amp Portals Bradford Report AppraisalPort Dayl Report FNC DADI HighPerFORM Report eAppraiselT Wizard Residential Appraiser Report Lighthouse Wilson Report Begin FNIS Market Intelligence XML Report Mercury Network Add to Favorites RealEC SureReceipts ACS Delivery Value IT Delivery Site Delivery By building in extensive report converters Mercury also levels the playing field by letting appraisers use any software they wish 7 20 2003 Page 2 Mercury Desktop User Guide Getting Started Downloading and installing the Mercury Desktop By now you ve probably already installed Mercury but just in case here is how our installation works 1 After purchasing Mercury you are sent an e mail containing a web link for downloading the installation program Click this link or enter it in the address window of your Web browser to begin the download CD s are also available if the download isn t convenient 2 If prompted to open or save click Save and choose a directory for MERCINST2 EXE Your PC s desktop is easiest once the installation is complete You can delete it 3 Then double click the MERCINST2 EXE file to start the installation We ve put a great deal of instructions on screen to step you through th
37. ury Desktop by a la mode Orders View Manager The next step is to Step 1 Receive the order as an ORD attachment in e mail or for Mercury mys s st 4 5 acknowledge the order Today Plugins Orders Members Web Network orders let Mercury s Order Manager retrieve them when you start oes on kv Close Pri View v j Io j m j r Send a message pertaining to this orde Mercury or click the Order Manager s Sync with web option sda oats el wo ee ted aed Here you may send a free form text message to your client either to Message Template Send Message Now confirm acceptance of the job discuss proposed fees or anything else you wish to convey Other structured status items can be sent using Use this area to send back a quick message to your client Step 2 Acknowledge the order While the order is open click the Send Status option from your main Order Manager listing To flender roj2000 com Acknowledge Order There you will have the opportunity to accept p decline or conditionally accept the order Subject Report Description 2240 Nw 54 Oklahoma City ha vri Acknow ger APPRAISAL ORDER Internal Order Number Priority STATUS INFORMATION Lender Case Number WED 0423 Loan Type Order Date 4 23 2003 1 38 49 PM Client Ale Number Job Type 1004 FullWURAR Due Date 5 3 2003 Main Ale Number on form Property Type Single Family Appraiser Start Date Other Ale Number on form Form Type URAR Delivered Date Prope
38. use the Mercury Network servers So even though the client is one company the order source is Mercury Network so all status and other options work just like Mercury Network orders Using Mercury Desktop with your XSite Since their release ala mode XSites have been extremely popular partially due to their online ordering capabilities The ordering for your XSite is actually tunneled through the Mercury Network we ve simply given you a way to private label it for your company Because we assume you already have a relationship with the majority of clients ordering through your XSite orders that are placed on your XSite are already assumed acknowledged just export and go For delivery you can use your XSite web interface to upload a PDF or you can use our Mercury Desktop XSite plugin The advantage to using our XSite Plugin is that you get all the features of WinTOTAL s EDI the status updates and online management provided through the XSite SureReceipts for Report Delivery Get absolute confirmation that the client received your report SureReceipts is an enhanced EDI system that is designed to ensure your clients get reports There is no standard for receipts over the Internet so this tool can be a great enhancement to your client communications Instead of getting the actual PDF in their e mail the client gets a link to download it from the Mercury Network When they download it s recorded in our databa
39. would if you were going to deliver it to a client using regular e mail Instructions for doing this are included in Mercury s help library or online at http www alamode com tech pdf 5515 pdf After the PDF is created close the file and open Mercury by clicking Start Programs Mercury and then Mercury Desktop You ll start up in our informative Today page Click the Plugins shortcut to start the EDI process with Mercury On the left under Source Plugins click the plugin corresponding with your appraisal software once Mercury Desktop User Guide s Add Status Message Order Information Order FHA99999 Product 1004 Full URAA Due Date 05 25 2003 Status Order Status Please select a status Please se Notes yaipa Mercury Desktop makes sending status messages easy Instead of using a web interface just click the order once while in Order Manager then click Send Status From there choose the status you want enter notes and click Save 7 20 2003 Add Status Message lect a status Page 8 Mercury Desktop User Guide 5 On the right under Destination Plugins click Mercury Network Then click Begin Note that if you are working with a client like ValueIT or RealEC this process is the same you just choose them as the destination plugin 6 The Source plugin introduction will appear Once you have read it select the primary form used in your file Then click N
40. your report passes underwriting Click Next 5 You ll then see the Delivery Guidelines Checklist This is just a short list of things to verify For your convenience you can also have the option to view the PDF from here so you can see what you re sending 6 Mercury will now run the E amp O review When using the Mercury Network plugin it uses a generic rule set Once complete the results will be displayed You may see them in relation to the form by clicking Detailed View Jf you make changes based on the review you will need to start the delivery process over again going so far as to recreate the PDF so it accurately represents what you would ve included in a printed report Mercury Desktop User Guide Find Order Please select the order associated with this report This will ensure that the status of the order is Updated properly and email notifications Show all orders f Show open orders only by a la made SUN O844 4507 Memorial Oklahoma City ralat 3 19 2003 MERC 16 4501 Nw 19th Oklahoma City Folds S202003 WED O425 2240 Ni 54 Oklahoma City Fall M32003 MERC 26 14201 Pecan H Edmond Fouls 6 17 2003 MERC 2544 5005 N May Oklahoma City fall2 6 18 2003 E MW Sia Beto a STA MEARC 64 2600 Nw 6rth Demo 39999 F424 72005 Address 7101 MWY 21st Bejhan OF 73008 Borrower WA Client L2asy Money Savings and Loan Onet Finish Cancel Network Delivery Wizard By tying your report
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