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Add Comments

You can add comments to a valuation. Comments appear on the standard, detail, and data entry reports. Comment types include agent comments and underwriter comments. You can enter one comment of each type. Each comment field has a maximum of 511 characters.

Note: Permission to view or edit comments is based upon the user role defined by your administrator.

ClosedAgent Comment

Remarks entered as an agent comment appear on the standard, detail, and data entry reports. Depending on your defined role (set by the Administrator) you may or may not be able to add or edit this comment.

Each valuation is limited to one agent comment which may contain a maximum of 511 characters.

ClosedUnderwriter Comment

Remarks entered as an underwriter comment appear on the standard, detail, and data entry reports. Depending on your defined role (set by the Administrator) you may or may not be able to add or edit this comment.

Each valuation is limited to one underwriter comment which may contain a maximum of 511 characters.

To add comments to a valuation:

  1. Open a valuation.
  2. On the Options menu, select Comments. The Comments dialog opens.
  3. Enter your remarks for the underwriter or agent comments.
  4. Click Save.

Related Topics:

Reports

Help file last modified: 7/26/2018