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"Send-Now" Borrower Delivery Option

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"Send-Now" Borrower Delivery Option

Clients who prefer to review the appraisal prior to initiation of borrower delivery may request CoesterVMS enable the Send Now option on their account.  When enabled, the feature queues records until a client staff member manually initiate delivery.  Follow the steps below to begin the delivery process when this option is enabled:

  • Access the Borrower Delivery Queue according to the steps in the above section
  • Navigate to the Pending Initiation tab:

 

  • Identify the applicable record and click the Send Now option:

 

  • In the following window, confirm delivery:

 

Once initiated via Send Now, delivery records will follow the standard authorization workflows.