Client Manual - acbnwholesale.com
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1. 3 Inthe File Number field enter the number of the file you want to amend and click the Search button To request amendments or special orders please enter File Number or Loan below and click search We will respond ASAP with any all amendments needed File Number 10001 This is a Loan Searching by File Number showing files Tto 1 of 1 File Number Loan Borrower Address Status 10001 111505 Cheryl Ham 1 Market Street Lake Hiawatha NJ 07034 Assigned 4 When the record displays click the File Number link to open the File Inquiries page eTrac Client s Manual Version 6 3 7 14 File Inquiries To request amendments or special orders for File Number 10001 I enter them below and we will respond Please send two copies of the report The File Inquiries page 5 Enter your request in the text box provided and click the Send button A confirmation message informs you that your message has been sent Viewing Completed Orders Use the following procedure to view appraisal orders that have been completed 1 Click the Main tab at the top of the page The Main menu displays along the left edge of the page 2 From the Main menu click the Completed Orders button The All Completed Orders page appears Completed Orders 1 records found Sorted by 0000 Ascending Descending File Loan Horrower Address Status 10001 1111505 Cheryl Ham 1 Market Street Lake Hiawatha MJ 07034 Completed2. page that you can use to view the other reports Viewing an Order s Details Use the following procedure to view the detailed status of an order 1 Click the Main tab at the top of the page The Main menu displays along the left edge of the page 2 From the Main menu click the List All Open button This opens the All Open Orders page 3 Locate the order that you want to view and click on its File Number which should be underlined Open Orders 3 records found Sorted by 07 Ascending Descending Be 2 Date File Loan Borrower Address Status ee Assigned oo Name Address City NJ 07034 Unassigned 11 18 2005 10001 1 111805 Cheryl Ham 1 Market Street Lake Hiawatha NJ 07034 Assigned 11 13 2005 0000 3 004g Prenda a 12 24 2004 Bonet Comments Click the link under the File Number column to view the details eTrac Client s Manual Version 6 3 7 12 E mail E mail E mail Office Log Appraiser eTrac Demo Appraisal Company Date Ordered 11 18 2005 1 36 04 PM File Number Unassigned It FHA Number Loan Number Client elrac Demo Mortgage Company NJ Client Address 144 North Beverwyck Rd Lake Hiawatha MJ 09000 Ordered By STAFF Borrower Info Mame Mame Address Address City City State MJ Zip 07034 Assignment Info Property Type SFR Product 1 Condo Unit 1025 Fee 300 00 FHA Mo Froduct 2 Fee Loan Type Market Value Product 3 Fee Sale Price Product 4 Fee Estimated value Product 5 Fee Loan Amou
3. the fields are required You also have the option to choose what status notifications you would like to receive via email Click 7 Finish when yon are GO nennen rennen iniia 7 Setup Complete Your account has been created Use the Client Logan to order and check status of appraisals 8 You are now done registering and can click Client Logon to enter your eTrac system 8 TOV WO SOO I ae ee an een 8 HOW TO ORDER NA RAS All re ea een 9 PLOABDIN SA SEE nei carats tors acer ater tes enna ee nee 11 VIEWING OPEN ORDER S acetic asec certs erg n EE EEE E aE NE 12 VIEWING AN ORDER S DE AILS rss ee ee ncn om on oe On en es pe nS ner 12 FILE INOUIRI E Dacre etre steerer E E E E 14 VIEWING COMPLETED ORDERS csssccceecceeseeeeeeeeneeeececeeeaeseceseesueeseeeeeeauseeeeeenaaseeees 15 DOWNLOADING COMPLETED APPRAISALS cccccccseseceeeceeeeseeeeeeeeeeseeeceeeaenseeeeeeeansneeeees 15 VIEWING CANCELLED ORDERS ven en nenne ee 16 VIEWING ALL ORDER S sn nenne ee 16 SE ARCHING ORDER G ee een ea 17 REPORT ee ere EAE E E SEE E E EEE 18 AEP eiere ee A em ee ee 19 SENDING OFFICE E MAIL neun ana anna ni rennen 19 LOGGING OUT ee ee oe EE ee 20 eTrac Client s Manual Version 6 3 7 3 eTrac Client s Manual Version 6 3 7 System Requirements Computer Processor Operating System Browser RAM Hard Disk Display Peripherals Internet Access eTrac Client s Manual Computer with a 486 66
4. 11 18 2005 0000 3 IT ee 12 Ellen Road Morris Plains NY 11000 12 24 2004 Bonet Conments eTrac s main program page shows a list of all open orders How to Order an Appraisal Use the following procedure to order an appraisal 5 Click the Main tab at the top of the page The Main menu displays along the left edge of the page 6 From the Main menu click the Order Appraisal button This opens the Appraisal Order Form page eTrac Client s Manual Version 6 3 7 9 eTrac Demo Appraisal Company Order Form Client elrac Demo Mortgage Company MJ 144 North Beverwyck Rd Lake Hiawatha MJ 09000 Processor Mo User selected s Processor 2 No User Selected na Ordered By Name andor Email Address support 0 Date Needed Loan Nurniber Mame Address Property Type SFR i Report Type select Report Type ka Report Type 2 Mo Report Selected Report Type 3 Mo Report Selected Report Type 4 Mo Report Selected Report Types Mo Report Selected ha FHA No mi Intended Use Market Value sale Price Estimated Value Loan Amount Il Settlernent date Payment Method Gill i Name Home Phone Work Phone Other Phone Notes Special Instructions To confirm and send order please click Save Use the Print Order button at the bottom of the next page to print a copy of the order for your records This is a Client Disclaimer that is added to the Client Login Page Please use your username an
5. 3 1 2006 4 msgs Date Completed Email Msgs Download The All Completed Orders page Downloading Completed Appraisals 1 Click the Main tab at the top of the page The Main menu displays along the left edge of the page eTrac Client s Manual Version 6 3 7 15 2 From the Main menu click the Completed Orders button The All Completed Orders page appears To view the uploaded file click on the file number and scroll down to the bottom of the file until you see Files Available for Download Click that and it should show you all files uploaded to that order File Available For Download File Name Uploaded By Date amp Time elrac Can pdf mike A l amp f2006 1 56 54 PM 3 Click the file name to open the uploaded file Viewing Cancelled Orders Use this procedure to view only those appraisal orders that have been canceled 1 Click the Main tab at the top of the page The Main menu displays along the left edge of the page 2 From the Main menu click the Cancelled Orders button The All Cancelled Orders page appears 3 If desired you can click the File Number link in any record to view the details of that order Viewing All Orders Use this procedure to view all appraisal orders regardless of their status 1 Click the Main tab at the top of the page The Main menu displays along the left edge of the page 2 From the Main menu click the All Orders button The All Orders page appears 3 If desired you can click the File Numb
6. ACBN 42 23 AMERICAN CAPITAL BROKER NETWORK FEEL LIKE A BIG FISH ACC ACBN is now using Lender s Choice Inc to meet the HVCC appraisal requirements Please email your contact information to rodney Ici network com and Rodney will set up your LCI account so that you can begin ordering appraisals The user manual for the appraisal system continues in this PDF file but if you have any questions please feel free to contact Rodney Squires Rodney Squires rodney Ici network com 760 730 9565 Website http www lci network com C wu A Division of Global DMS LLC Client Manual Copyright Information All rights reserved No part of this publication may be reproduced transmitted stored n a retrieval system or translated into any language in a form by any means without the written permissions of the publisher eTrac Client s Manual Version 6 3 7 2 Table of Contents OP RT INFORMATION ee ea ee ee nee 2 TABEE OFTONTENT See ee ehe 3 SYSTEM REQUIREMENTS ee ee EE EAEE 5 LOGGING INTO THE ETRAC CLIENT SYSTEM uusssuesssenenunnsnenenennnnennnnnnnnennnnnnnnnnnnen nennen 6 What xon Wy TING CU ee 6 Client SH Re SE on sn nE T S RN 6 New User Registration Chent eTrac Demo Mortgage Company NJ located at 144 North Beverwyck Fed in Lake Hiawatha was found If this is the chent you work for please chek Continue You can now create a username and password that will allow you to track and place orders All
7. Client Self Registration NOTE You can only self register if you are an existing client with no current log in Client Login lf you are a current client Please login to check the status of your orders and do nothavea username and password In order to use this product you must have cookies enabled in your and would like to self browser and have Aol 5 0 or Internet Explorer 5 0 or greater register CLICK the link and contact the appraisal company to get your Client Code and Location vsemame J Number password OO O Forgot your password Click here This is a Client Disclaimer that is added to the Client Login Page Please use your username and password to enter order and check status lf you do not have a username and password please click the link above Here is where you would enter the client code and location number that you retained from the appraisal company when you are done click Register New User Registration Client Code Location 15542 After you input the client code and location number it will have you verify that the matching client is indeed the one you work for If the information is correct click Continue eTrac Client s Manual Version 6 3 7 6 New User Registration Chent eTrac Demo Mortgage Company NJ located at 144 North Beverwyck Ed in Lake Hiawatha was found this is the chent you work for please chick Continue Setup User You can now create a username and password that wi
8. d password to enter order and check status eTrac Client s Manual Version 6 3 7 10 7 Fill out as much information as you can on the form Some information is required including the Borrower s Name Property Address City and State Note If you try to order the appraisal without the required information you will receive an error message notifying you that the required information is incomplete or contains errors 8 When you are done completing the form click the Save button at the bottom of the page This displays a confirmation page where you can make sure the order is correct On this page you can click Print Order and you are also able to upload files if you click Click Here Click Here if you would like to upload a file This ts a Client Disclaimer that is added to the Client Login Page Please use your username and password to enter order and check status If you need to make changes to any information click on your browser s Back button to return to the previous form page make the changes and click the Save button again Uploading a File 9 If you chose to upload a file and you click Click Here scroll down to bottom until you see the following File Inquiries Enter fle name toupload Browse Enter file name to upload Browse File Available For Download Upload File a To upload a file you want to click Browse and locate the file on your computer b Once you locate the file y
9. er link in any record to view the details of that order All Orders 3 records found Sorted by 00000 Ascending Descending a 5 i Date Emal File Loan Borrower Address Status a oe BER as ae an aS Assigned Msgs Mame Address City NJ 07024 Unassigned 11 18 2005 Download 111805 Cheryl Ham A Sila e E WY COOS 0465 Brenda Bonet 12 Ellen Road Morris Plains NY 11000 Cancelled 12242004 The View All Orders page eTrac Client s Manual Version 6 3 7 16 Searching Orders eTrac includes a flexible search utility so you can locate orders by file number address borrower and loan number 1 Click the Search tab at the top of the page The Search menu displays along the left edge of the page 2 From the Search menu select the type of search you want to perform and click the appropriate button File Search Enter the exact file number you are looking for in the Enter File Number text box and then click the Search button File searches will find only results that exactly match your search criteria For example searching for 12 will NOT return file 112 Address Search Enter all or part of the address you are searching for n the Enter Property Address text box and then click the Search button Borrower Search Enter all or part of the borrower s name that you are searching for in the Enter Borrower Name text box and then click the Search button Loan Search Enter the exact loan number you are looking
10. for in the Enter File Loan text box and then click the Search button Loan searches will find only results that exactly match your search criteria For example Searching for 10 will NOT return loan 1102 Note Searches can be as general or specific as you want and they are NOT case sensitive For example if you are searching for a borrower and enter rob as your search word it will find any borrower whose name includes those letters such as Robbie Roberts and Jarobski In this example we are searching by Borrower Name Enter Borrower Name Searches are not case sensitive and can be as general or specific as you want After you click the Search button any files that match your search criteria are listed The top line of the report shows you how many results were found showing files I to 1 of 1 File Number Borrower Address Status 12 Ellen Road Morris Plains 0000 3 Brenda Bonet NY 11000 Cancelled Search results eTrac Client s Manual Version 6 3 7 17 Reports eTrac s reporting feature lets you instantly view a report of your open payables or your closed payables 1 Click the Reports tab at the top of the page The Reports menu displays along the left edge of the page 2 From the Reports menu select the type of report you want to view and click the appropriate button NOTE You will only be able to view reports if you are setup with that access level Payables Open The payables open repo
11. ll allow you to track and place orders All the fields are required You also have the option to choose what status First Name notifications you would like to receive via email Click Finish when you are done Last Name Client Name eIrac Demo Mortgage Company NJ User Name Password E mail Address Email Notifications Check the boxes for each status that you would like to be notified about Assigned Being Typed Cancelled Completed C Declined by Appraiser Deleted C In Progress In Review Inspected Left Msg CI No Answer C On Hold C Received By Appraiser C Refer To Comments C Reviewed C Scheduled CI Unassigned Waiting for Acceptance eTrac Client s Manual Version 6 3 7 7 Setup Complete Your account has been created Use the Client Logon to order and check status of appraisals You are now done registering and can click Client Logon to enter your eTrac system How to Log In To log in to eTrac do the following 1 Open your web browser and type the URL link into the address bar or click the Client Login button on the appraisal company s website Note In order to use eTrac you must have cookies enabled in your browser and have AOL 5 0 or Internet Explorer 5 0 or greater 2 Press ENTER to connect with the login page if you are typing the URL link into the address bar 3 Type the username and password that you received via email or that you c
12. megahertz MHz processor or higher Pentium processor recommended Windows 98 Windows Me Windows NT 4 0 with Service Pack 6a SP6a Windows 2000 or Windows XP Internet Explorer 5 5 or Higher AOL 8 or Higher with cookies enabled Memory and hard disk requirements depend on the operating system used Windows 95 16 MB of RAM minimum Full install size 11 5 MB Windows 98 16 MB of RAM minimum Full install size 11 5 MB Windows 98 Second Edition 16 MB of RAM minimum Full install size 12 4 MB Windows NT 4 0 with SP6a and higher 32 MB of RAM minimum Full install size 12 7 MB Windows 2000 32 MB of RAM minimum Full install size 12 MB Windows Me Edition 32 MB of RAM minimum Full install size 8 7 MB Windows XP 32 MB of RAM minimum Full install size 12 MB Super VGA 800 x 600 or higher resolution monitor with 256 colors Super VGA 1024 x 768 strongly recommended Microsoft Mouse Microsoft IntelliMouse or compatible pointing device 56k modem with Dial up connection or High speed Internet Access Cable DSL or xDSL ISDN Frame relay T1 T2 T3 T4 strongly recommended Version 6 3 7 5 Logging Into the eTrac Client System What You Will Need In order to log into eTrac you must have the URL link that was sent to you via e mail by the appraisal company along with the associated Username and Password Once you are logged in eTrac will allow you to view track and update all of your orders
13. nt Payment Method Bill Bill date Name Home Fhone Work Fhone Other Phone Appraiser Assigned Carl Appraiser Appraisal Status Unassigned Current Status Status History Date Status Message 2240 2006 1 56 29 PM Unassigned 22 1 2006 12 04 17 PM Unassigned 1118 4005 5 30 28 PM Unassigned 11 18 2005 5 27 11 PM Unassigned Inspection Scheduled Est delivery Office Motes Date Completed status Last Updated 20 2006 1 56 00 Ph Processed By Appraised Value File Inquiries Enter file name to upload Po Browse Enter file name to upload Browse File Available For Download Upload File Order detail information eTrac Client s Manual Version 6 3 7 13 The form opens so you can view the details The lower section of the form displays its current status information 4 Ifyou would like to request any additional amendments or add special orders to your order click the File Inquiries link at the bottom of the page Enter your request on the File Inquiries page and click the Send button Use your browser s Back button to return to the order details page Note If you would like a hard copy of the order details click the Print Order button at the bottom of the page File Inquiries Use the following procedure to request an amendment or special request for a file 1 Click the Main tab at the top of the page The Main menu displays along the left edge of the page 2 From the Main menu click the File Inquiries button
14. ou want to double click on the file or click Open c The selected file will then generate in the browse field Like shown below File Inquiries Enter file name to upload O Program Files Adobe 4 Enter file name to upload P Browse File Available For Download Upload File d Once your file name s entered click Upload File and it will attach to the order NOTE There are two browse buttons to allow you to upload two files at the same time eTrac Client s Manual Version 6 3 7 Il Viewing Open Orders Use the following procedure to view all appraisal orders that have not been completed or canceled 1 Click the Main tab at the top of the page The Main menu displays along the left edge of the page 2 From the Main menu click the List All Open button This opens the All Open Orders page Open Orders Ss records found Sorted by 00000 Ascending Descending Date Email Assigned Msgs Unassigned I Name Address Caty MJ 07034 Unassigned 11182005 1 Market Street Lake Hiawatha NJ 07034 0000 23 00465 Brenda iO Eien Foad som Plame Moods oo 12 24 2004 Bonet Comments File Loan Borrower Address Status 1001 1 111605 Cheryl Ham Assigned 11182005 4 msgs The All Open Orders page The top of this page shows you how many open orders there are in total and those are shown on the current page If there are more records than can be shown on the current page there will be a Next link at the bottom of the
15. reated with the client self registration in the text boxes provided and then click the Log in button Note If you forgot your username and or password select the Click here link next to the Forgot your password prompt Enter your email address in the field provided and click the Send Info button Your login information will automatically be sent to you via email Client Login Please login to check the status of your orders In order to use this product you must have cookies enabled in your browser and have Aol 5 0 or Internet Explorer 5 0 or greater Forgot your password Click here Click here if you do not have a user name and password This is a Client Disclaimer that is added to the Client Login Page Please use your username and password to enter order and check status The Client Login page After a successful log in a Welcome page displays eTrac Client s Manual Version 6 3 7 S 4 Atthe Welcome page click the Client Menu link to enter the program Welcome Carl click here for Client Menu Your last login was on 1 1 0001 12 00 00 AM This opens the main program page which displays the main menu and lists all currently open orders Open Orders 4 records found Sorted by Ascending Descending Date Assigned Unassigned I Name Address City NJ 07034 Unassigned 1118 2005 110001 1 111805 Cheryl Ham en Street Lake Hiawatha MJ File Loan Borrower Address Status Assigned
16. rt lists all reports that have been billed but unpaid Open Accounts Payable There are 13 appraisals with payments outstanding Total current payables 2 602 00 Invoice Borrower Address Product Invoiced Days Old Loan Balance elrac Mortgage NJ Office URAR 3120401 email email email nj 07000 URAR 4 20 2004 500 00 Addendum 12 Happy Street Desk Review Charles Johnson Harrisburg PA 09000 URAR 4232004 550 00 URAR URAR T5004 1525 00 Addendum 123 Smith Street Chuck Jones Smithville NJ 09000 Sample of a Payables Open Report Payables Closed The payables closed report lists all reports that have been recently paid eTrac Client s Manual Version 6 3 7 18 Closed Accounts Payable There were 89 appraisals paid in the last SU days Total closed payables 18 976 00 Invoice Borrower Address Product Invoiced elrac Mortgage NJ Office tastRRZ Robert Cordes 575 deer run lilburn ga 30047 URAR oh UU 5254 00 111 Property Address test MJ zip 144 North Beverwyck Rid Lake Hiawatha MJ 07034 111 Main Street Santa M Branch 044 Skip Wilsen Monica CA 08629 URAR ov 4 4005 375 00 testorder Borrower name URAR ga 200a 300 00 MIET ES Carl Stuono URAR 4 1 i2005 0044669 300 00 Sample of a Payables Closed Report Help You can access online help information about eTrac by clicking on the Help button at the top of the page The help feature is context sensitive meaning that i
17. sage Thank you for using eTrac You may now close your browser window if desired eTrac Client s Manual Version 6 3 7 20
18. t will provide help information about the menu or page you are currently viewing For example if you click the Reports tab and then on the Help button the help system will display information about the Reports page Sending Office E mail When you click on any tab at the top of the page an email icon will be available in the main window area Click on this button to open the email form window This icon can also be found on some forms NOTE Depending on your access level you may or may not be able to see the E mail Log Icon or the E mail Appraiser Icon This will allow you to send any questions or comments to the appraisal office E mail This will allow you to see any emails that you have send to the office or to the appraiser Appraise This will allow you to send any questions or comments to the appraiser eTrac Client s Manual Version 6 3 7 19 Subject Copies Please send along two copies of the appraisal Message Click the E mail Office or E mail Appraiser icon to launch the Email form window NOTE The email icon disappears as soon as you make a menu selection from the left side of the page It reappears when you click on a tab at the top of the page After sending an email a confirmation page is displayed Logging Out When you are finished using eTrac you should log out so no one else can access your account To log out simply click the Log Out tab After you are logged out you will see the mes
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