Connexions Appraisal Order and Conditions Integration
Appraisal Host checks Connexions for work on a schedule and picks up three lists: new orders, orders that have changed, and orders carrying conditions. The conditions list is the point. Appraisal Host pulls the conditions themselves and clears one by uploading the file that satisfies it.
How Appraisal Host Picks Up Connexions Orders
Key Takeaway
Connexions doesn't post orders to Appraisal Host. Appraisal Host asks Connexions, on a schedule, and asks for three different things.
On a regular schedule Appraisal Host calls Connexions three times: once for new orders, once for orders that have changed since the last pass, and once for orders that have picked up conditions. For each id that comes back it makes a second call for the full record, then creates or updates the order. Every Connexions order routes to the contact set as the default for that lender, so the lender record is where that decision lives. The exchange is XML in both directions. Because Appraisal Host does the asking, there's nothing on your side that has to be exposed for Connexions to reach.
Integration Workflow
Three lists, checked on a schedule. New work, changed work, and conditions.
The Conditions Workflow
A conditioned order is an order the lender has accepted with strings attached. Something is missing or something needs supporting, and until it's supplied the file isn't finished.
This connection works that list directly. Appraisal Host pulls the orders carrying conditions, then pulls the conditions themselves so your team can read exactly what's being asked for, and then clears a condition by uploading the file that satisfies it. The upload and the clearing are one action, so a condition doesn't sit open because somebody attached the document and forgot the second step.
For an operations team, that's the difference between a conditions queue you can work from your own screen and a conditions queue you have to go and find in somebody else's system.
Fees, Dates and Status Go Back the Other Way
Four things Appraisal Host can send Connexions that go beyond the report itself:
- A fee escalation request, when the assignment turns out to be worth more than the order says. Complex property, difficult access, a rural assignment that needs a different appraiser.
- An estimated time of arrival, so the lender isn't calling to ask where the report is.
- A due date change request, when the date on the order can't be met and pretending otherwise helps nobody.
- A payment status update.
Alongside those run the two that carry the work itself: a status update on the order, and a file upload.
Changes on the Lender's Side Reach Your File
Connexions orders aren't static once they're placed.
Appraisal Host asks separately for orders that have changed since its last pass and pulls the updated record for each one, so a change the lender makes on their side arrives on your file instead of staying in Connexions until somebody notices the mismatch.
Who This Connection Suits
If your lender clients run their appraisal work through Connexions and their conditions are where your operations time actually goes, this is the connection that puts that list on your screen. Fee escalation, due date changes and estimated completion all travel the same route, so the conversations that normally happen by email happen on the order instead.
Connexions Integration FAQ
How does the Connexions integration work?
Appraisal Host checks Connexions on a schedule for three lists: new orders, changed orders, and orders carrying conditions. It fetches the full record behind each one and creates or updates the order in your queue.
Does Connexions push orders to Appraisal Host?
No. Appraisal Host does the asking. Nothing has to be exposed on your side for Connexions to reach.
Can Appraisal Host clear a Connexions condition?
Yes. Appraisal Host pulls the conditions on an order so your team can read them, and clears one by uploading the file that satisfies it. The upload and the clearing are a single action.
Can we request a fee increase through Connexions?
Yes. Fee escalation is part of this connection, alongside estimated time of arrival, due date change requests and payment status updates.
How long does the Connexions integration take to set up?
3 to 5 business days from the initial consultation.