Enabling borrower access

When a user creates a valuation order within the Valocity Platform, they have the option to include the borrower on myValocity. This is typically done by selecting an appropriate option, often a radio button, during the order setup.

If the borrower is selected to be included, they will automatically receive a welcome link via email once one of the following actions is completed on their valuation order:

1. A payment link is sent to the borrower: This applies when the payment process is initiated by sending a direct payment link to the borrower.

2. The "Pay Now" payment method is successfully completed: For orders where the payment is made directly and successfully through the "Pay Now" option.

3. The order is submitted for quoting: This applies specifically to Scheduled Fee orders when they are formally submitted into the quoting process.

4. The order proceeds with quoting: This applies specifically to Quoted orders once the quoting process for that order begins.

5. The order is charged to a cost centre: If the payment for the order is handled internally by being charged to a designated cost centre.

Once any of these actions are completed, the borrower will receive their welcome email with instructions on how to log in and begin tracking their valuation.

Adding a Borrower or Resending a Welcome Link Post-Order Creation

If the borrower was not initially included in MyValocity when the order was placed, you can still grant them access. You can also use this feature to resend the welcome link to a borrower if needed (e.g., if they didn't receive the original email).

To do this, simply click on the "Send Welcome Link" button, which is available within the range of order actions for that specific valuation order.