888.485.1999
Menu  

CoesterVMS Appraiser Profile User Guide

Client Training

Appraiser Profile Guide

Appraiser Tools

Appraiser Training Updates

Appraiser Terms and Conditions

Integrations

Service Levels

Videos

Wholesale Mortgage Lenders

contact us

Call us now888.485.1999

CoesterVMS Appraiser Profile User Guide

The information below details the steps required to receive consideration for approval as a CoesterVMS network appraiser.
Account Creation
Follow the steps below to create a new account with CoesterVMS*:

 

 

  •  Navigate to coestervms.com and select the   option
  •  Click the  Register as a new Appraiser or Realtor option:

  •  Complete the required fields in the Profile Detail section of the Vendor Registration page:

 

  •  In the License Certification section, Input all applicable licensure information and upload supporting documentation:

 

o   NOTE: You may update any licensure information following account activation

  •  Click the Register option to proceed with account creation.  Successful registration will result in the following message:

 

NOTE:  CoesterVMS verifies email accounts against current profiles, and licensure information against the ASC.gov.  If the system identifies duplicate information, the following alert will populate:

 

Account Activation
Following successful registration, CoesterVMS systems generate a message to the email account provided to confirm access and authorize use.

  •  Upon receipt of the message select the Click Here option to proceed with account activation:

  

  •  The link will open a separate page or tab displaying the following confirmation message:

 

Profile Completion
The steps below detail the steps and associated pages requiring completion to receive consideration for approval.

 

  •  Select the  tab
  • The menu on the left side of the page reflects all sections of the CoesterVMS appraiser profile:

 

  •  Completed sections will be identified with a green check mark:

 

The information below details the process of completing each section of the CoesterVMS Vendor Profile.

 

My Profile

Complete this page with applicable contact information and physical location.  See the table below for a description of each section.

 NOTE: Fields designated with (*) are required.

 

  

 

Licensure Certification

Complete the Certification fields for all active licenses and upload a current copy of licensure:

 

NOTE: All information will be verified against ASC.gov databases. 

Specialty Filters

Enter all applicable information to receive consideration for assignments on specialty assignments.  NOTE: CoesterVMS Vendor Relations staff may request additional information to verify entries in these sections.

  

E&O

CoesterVMS requires approved network appraisers maintain current Errors and Omissions insurance.  Complete the associated fields and upload a current copy of your E&O policy:

NOTE: CoesterVMS notifies vendors thirty (30) days in advance of impending policy expiration.  Failure to maintain current documentation will return profiles to pending status.

General Liability

Complete the associated fields and upload a current copy of your General Liability policy:

 

 NOTE: CoesterVMS encourages, but does not require, approved network appraisers maintain General Liability insurance.  If a policy is not carried, select the Do Not Carry General Liability field.

Coverage Area

CoesterVMS combines physical proximity with coverage areas indicated by the appraiser to supplement competency calculations in assignment methodologies.  Select the markets covered utilizing the menu in the Coverage Area section:

 

NOTE: An appraiser must maintain licensure, as indicated in the Licensure Certification section, to add coverage areas in a given state.

Documents/Resume

This section allows for upload of the appraiser’s resume, as required by CoesterVMS, along with any documentation not provided in previous pages. 

  •  Open the Browse Documents option to search for document
  •  Select the applicable option in the Description sectio
  • Click Upload to save the documents

 

Certification

CoesterVMS requires appraisers certify all profile information is true and correct, in addition to confirming no pending or previous disciplinary action(s).  Review each section of this page carefully, enable each applicable field, and select Save and Print:

  

Direct Deposit Registration Process

CoesterVMS developed its Direct Deposit system to expedite vendor payment by distributing timely, convenient invoice payments through secure ACH software. The steps below detail the process of registering for this service, authorizing CoesterVMS transfer directly to vendors’ preferred account.

Registration Screen

 

o   NOTE: CoesterVMS reserves the right to disable access to the direct deposit feature at any time.  Please contact sales@coesterappraisals.com if this option is unavailable in your profile.
 


  • On the following page, enter all required information associated with your preferred account: 
  • Account Name Type
    • Offers two options:
      • Personal
        • Populates three (3) fields for First Name, Last Name, and Middle initial
      • Business
        • Populates a single field for Business Name
      • Enter name(s) in following field as it appears on the account statement
      • Accounting Email
        • Confirmation of payment will be sent via email. Please enter the email address you wish to receive these messages
      • Bank Name
        • Enter the full name of the banking institution with no abbreviations
      • Account Type
        • Checking
        • Savings
      • Account Number
        • As it appears on the image below:
      https://vendors.coestervms.com/Live/images/account_number.jpg
        • Routing Number
          • Must be exactly nine (9) digits
          • As it appears on the image below:

      https://vendors.coestervms.com/Live/images/routing_number.jpg

      • Review the Direct Deposit Authorization and acknowledge by checking the box below:
      • Upon acknowledgement a text box with will populate.  Enter the word or phrase indicated in the message above:  

      o   Entries are case sensitive, enter the phrase exactly

      o   Note: CoesterVMS requires written acknowledgement to ensure comprehensive review and limit cases of accidental submission

      •  Conduct a final review of the entered information and select   to confirm submission.

      o   The system will confirm successful entries by displaying the message below:

      CoesterVMS accounting staff receive notifications regarding all new registrations and the Cloud Control System creates a secure record for reference in preparation of payment.

      Note: CoesterVMS stores all sensitive information on secure servers in accordance with all state, federal and regulatory (NACHA) requirements. The following link further details the security systems maintained by Salesforce.com, the operating platform for CoesterVMS Cloud Control: https://trust.salesforce.com/trust/security

      Updating Your Information

      After initial submission, the Cloud Control System will lock the entered information and redact sensitive information to ensure security.   Requests to update this information must be initiated by selecting the request update option from the completed Direct Deposit Sign-Up Portal screen: 

       

      Following the request, a message containing a single use security token will be sent to Accounting Email on file:

      Return to the Direct Deposit Portal, enter the security token into the applicable field, and select Submit to complete the process:

      Note: All requests to update information will clear original entries to ensure the security of sensitive information within the Direct Deposit Portal.

       

      Payment Notifications

      Once a vendor has successfully completed the Direct Deposit Registration process, CoesterVMS will disburse all payments through this method.  Vendors will receive notification via email upon initiation of ACH transfer, including the file numbers, fees and grand total:

       

      Note: CoesterVMS Accounting Staff will contact vendors immediately in the event of failed transfer due to invalid account information.