The Order Listing Page in Connect brings together all of your orders in one place, allowing you to quickly understand what’s new, what’s in progress, and what’s completed- without needing to open each order individually.
Whether you’re tracking active inspections, following up on revisions, or reviewing completed work, this page helps you stay organized and in control of your order pipeline.
To get to the Order Listing Page, please click on the link below to log into the ValueLink Connect system:
https://app.connectvl.com/#/signin
From the Dashboard, click on Orders in the side navigation menu. This will take you to the Order Listings Page.
Order Listing Page
When you open the Order Listing Page, you’ll see a comprehensive list of all orders in Connect. This includes newly created orders, orders that are actively being worked on, those awaiting action, completed, cancelled orders etc.
For each order, you can view the most important details at a glance, including:
Order Information: This includes Order Number & Property Address. Rush orders are clearly labeled here, ensuring urgent requests don’t get missed. Clicking on the order number will take you to the specific order page.
Client: Client associated with the order.
Products: Shows products associated with an order. It also includes visibility for UAD 3.6 orders.
Assignees: Indicates assigned vendors and appraisers.
Dates: This includes the order creation date, acceptance date, and due date .
Order Status: Displays the current status of the order (e.g., New, Inspection Scheduled, Completed, Cancelled etc).
Taking Action on an Order
Each order includes an Actions menu (three-dot icon) on the right side of the row. This menu gives you quick access to common tasks, so you can manage orders efficiently without opening them individually.
Available actions include:
View – Open the full order details.
Update Status – Change the order’s status (for eg, mark it as Inspection Scheduled or Completed).
Add Message – Send a message related to the order.
Duplicate Order – Create a new order using the same details.
Set Inspection Date – Schedule or update the inspection date.
Request to Update Due Date – Ask for a due date change.
These actions help streamline daily workflows, especially when managing multiple orders at once.
Additionally, you can also flag an order by clicking on the flag icon next to an order.
Quick Filters
The Order Listing Page includes Quick Filters at the top of the page, allowing you to filter orders by:
Date
Status
Vendors
Clients
Filtering by Date
The Date filter helps you filter orders by different order- related dates like:
Created Date
Inspection Scheduled Date
Due Date
Accepted Date
Completed Date
Simply click on "Created Date" to change date type to any of the available filters.
After selecting a date type, you can filter the date range. There are a list of common date filters that you can choose from, like Today, Last 30 Days, or Last 90 Days, etc, or you can also choose a custom date range from the calendar.
To set a custom date range filter, click on the start date from where you want the filter to be applied.
Then click on the end date. The range will automatically be selected.
Click Apply once done, and the selected date range filter will be applied.
Filtering by Order Status
The Order Status filter lets you narrow the list based on where orders stand.
Click on "All Orders" to view the list of statuses. These statuses include new orders, orders in progress, completed, cancelled, and more.
Filtering by Vendors
The Vendor filter allows you to focus on orders assigned to specific vendors or appraisers. You can search for a vendor by name and select one or more vendors to apply the filter.
Filtering by Clients
The Client filter helps you view orders associated with specific clients. You can search for and select a client from the list to see only their orders.
Advanced Filters
For more filters, click on the Advanced Filters Button.
This will open a side panel with all the filters.
Order Filters
The Order section lets you filter based on key order characteristics. From here, you can filter:
Flagged Orders
Past due Orders
Open Orders
Orders that require revision
Orders with unread messages
You can also refine results further by filtering:
Order Type Group (Appraisal, Hybrid, BPO, Alternate Valuation)
Order Type (Residential Appraisal, Commercial Appraisal, Hybrid, or BPO)
Priority (Normal or Rush)
Status (New, In Progress, Inspection Scheduled, Completed etc)
UAD Version (UAD 2.6, UAD 3.6, or both)
Date Filters
Then you have the Date filters similar to the quick filter. You can apply date ranges to Created Date, Inspection Scheduled Date, Due Date, Accepted Date, and Completed Date.
Client Filters
The Client section lets you narrow results to one or more specific clients. You can search for clients by name and apply the filter to see only orders associated with those clients.
Vendor Filters
The Vendor section allows you to filter orders by Vendor name and Vendor role (if applicable). This makes it easy to track assignments or follow up on work associated with a particular appraiser or vendor group.
Location Filters
The Location section lets you filter orders by geography. You can select a state to view orders tied to that specific state.
Applying Advanced Filters
Once you’ve selected your criteria, click Apply Filters to update the order list. All selected filters work together, giving you a highly tailored view of your orders.
Saved Filters
To save a filter so that you can come back and apply it regularly, first set the filter criteria and click Apply. Once applied, click "Save."
Give the filter a name and click Save and Apply.
You will see the saved filter at the top of the Advanced Filters panel. Simply click on this filter the next time you want to apply the same criteria to view orders.
Similarly, you can save more filters. These allow you to quickly apply previously saved filter combinations without rebuilding the criteria each time.
To edit a saved filter, click on the saved filter and then click Edit.
You can add/remove filters and also update the name of the filter. Once you have made the changes, click Save and Apply to save changes to the filter.
To delete the saved filter altogether, click Delete Filter.
Sorting Orders
To sort orders, click on Sort By and choose a criteria from the list. You can sort orders by dates, order number, statuses, clients and more.
Alternatively, you can also click on the small arrows on each column header to sort the listing page by that column.
Searching for Orders
You can also search for an order by entering the order number in the search bar.
Exporting Order List
Finally, you can also download a PDF or CSV version of the entire order list using the Export button.
This was the Order Listing Page designed to give you a clear, centralized view of all your orders and the tools needed to search, filter, and take effective action on orders.
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