Create a New Order

You can also manually enter an order into the system by following the steps mentioned below:

Please click on the link below to log into the ValueLink Connect system: https://app.connectvl.com/#/signin 

1. On the Dashboard, click on the Create New Order button to open the ordering form.

2. Once done an ordering form interface will open.

3. From there we will select Order Type Group, followed by Order Type (Residential or Commercial), select the Client’s name, and set the order Priority.

4. Fill out all the information for the sections listed below:

• Order Details, here you can add details such as loan type, Loan number, etc.

• Property Detail, in this section you add all the necessary property details like the address, city, state, etc.

• Products, here you can add the product type as well as the fee for said product.

• Contacts, you can even select if the contact is a primary contact or not

• Dates, here you can add the Client Due Date and the Accepted Date.

• Other Details, here you can add details such as the client’s order number and the order URL for ease.

• Once all the necessary information has been filled in, click on the SAVE button to create the order in the system.