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Valuation Firm GuideClient Guide
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Specifying a Preferred Valuation Firm (Allocation Override in LIXI)ValEx has a number of methods to allocate your job. PanelsBy default, ValEx looks for valuation firms who cover the area (postcode) on your panel. ValEx will allocate to one of them as you've specified in your panel setup. If ValEx cannot find an applicable Valuation Firm, it routes the job to a holding area. Choosing a Specific Valuation FirmClients that have Allocation Override enabled can specify a preferred Valuation Firm to conduct the Valuation Report. The preferred Valuation Firm can optionally be specified in the LIXI packet by including a Valuation Firm Identifier in the RelatedPartySegment:
This will ask ValEx to search for Valfirm ID 2, and if found / if it covers the area, route the request to them. Note that the specified Valuation Firm must be on the panel for that Postcode/EMV/Service Type. A list of valid Valuation Firms can be obtained from our Panel/Fee Lookup Web Service. To give the reason for overriding fill in the RelPartyDescription attribute. User Story
If a preferred Valuation Firm is specified, we will log only which Valuation Firm was specified and the related job number. This log can be requested by the Client for reporting purposes. |
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