1. New Appraisal Ordering Platform eTrac®

2. As a broker for Endeavor America Loan Services, you will be provided the needed logon credentials to access the new ordering platform.

3. Once logged into the appraisal ordering system, you will see ‘Place an Order’ on the left menu. Once selected, you will be brought to the Order Form.
All required fields will be marked with a RED *

4. The Order Form is broken down into 8 sections:
Ref Info (Reference Information)
Client Info
Borrower Info
Subject Property Info
Assignment Info
Billing Info
Property Access/Contact Info
Extra Info
*The next few slides will breakdown the info contained within each section and what it means to you.

5. Ref Info: In this section, you will enter the Loan Number for the order. If this is an FHA product, you will need to enter the FHA Case Number. The ‘Requires UAD’ check box will be automatically selected based on the product being ordered.

6. Client Info: This section will default to your brokerage office information. You can add additional personnel that would need to be informed of the milestones within the order lifecycle. The ordered by information will default to whoever is logged into the system placing the order. You will also be able to specify the date the appraisal report is needed.

7. Borrower Info: In this section, you would note who the borrower is
Borrower Info: In this section, you would note who the borrower is. If there is a Co-Borrower, that individual can be noted here. Please note though, the Borrower is not required. It is HIGHLY recommended that one be entered.

8. Subject Property Info: As the name of the section states, here is where you would enter the subject property information. Additional information, such as Township and Legal Description, can be added here as well.

9. Assignment Info: Here, you can select the property type, such as SFR, Condo, Multi, etc.
Report type 1-5 are the available products to order with Endeavor America. Intended Use and Loan Type are required. Additional information, such as Sales Price and Estimated Value, can be entered.

10. Billing Info: The payment method will always be Credit Card.

11. Property Access/Contact Info & Extra Info: As the topic states, this would be the main contact for access to the subject property. Extra info, such as Special Instructions for the AMC, can also be provided. Click ‘Save’ and your order will be submitted.

12. Once you order is saved, you have the ability to upload files, such as a Purchase Contract. Here, you can also print the order if a hardcopy is needed for your records.

13. Order Management: As you begin to place orders in the new system, they will appear on the main landing page. To open/access an order, simply click on the File Number for the given loan.

14. Order Management Continued: Once within an order, you have the ability to communicate requests, revisions, questions, etc. by ing the vendor. Select the ‘ Vendor’ button at the top of the order. All communication is logged within the Log.

15. File Management: Files uploaded either by yourself or from the AMC will be located within the Files Available For Download (FAFD) page. To access the FAFD page, click on the ‘Radio’ button at the bottom of order from. Simply click on the file, and the document will open for your review.

16. Need help?
If you experience any issues, you can contact Global DMS Technical Support, Endeavor America Loan Services’ software vendor, at ext. 3 or