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eSurvey Limited

eSurvey Limited
International House
Tara Street
Dublin 2
Ireland

Tel: +353 (0)1 636-0967
Fax: +353 (0)1 684-0106
Email: info@esurvey.ie

 
 
Home arrow How it works
How it works - Brokers

A step by step guide to the operation of the mortgage valuation process from the perspective of a mortgage intermediary.

 StepBy Details
1 BrokerBroker Secure Access to DataWebtm.

All Brokers will be set up as valuation instructors within DataWebtm.  Access is secured through fixed IP address validation or caller line identification, together with unique usernames and passwords.

  • Individual Broker Offices will have individual secure access
2.1 Broker (Optional)Broker Valuation Instructions - Manual

Brokers will request a valuation from the Lender approved panel through the DataWebtm.  The system will require the following categories of information:-

  • Application reference
  • Property details including,access, occupier etc
  • Applicant name and contact details
  • Details of advance
  • Valuation report type
2.2 Broker (Optional) Broker Valuation Instructions - Electronic

eSurvey will accept validated electronic instructions direct from broker systems, subject to minimum volumes, availability of mandatory data on the client record and Lender authorisation.

 3eSurveyAllocation of Instruction to Lender Panel

eSurvey will allocate the valuation instruction to an appropriate valuer from the panel based on criteria set by the Lender. Sample allocation criteria would include:-

  • Location of property
  • Instruction numbers allocated to date
  • Valuer service level achieved
  • Valuer maximum Professional Indemnity Insurance Cover
 4Valuer Valuer acceptance of instructions

All Lender authorised valuers will be issued with secure logins to the eSurvey valuation portal

  • Lender Panel Valuers will receive allocated instructions online within the secure Datawebtm online service
  • Valuers will accept instructions online and contact the client to arrange the valuation.
  • The status of the case will be updated online by the valuer, together with the details of the valuation appointment date and time.
  • Valuers will have the option of deferring instructions based on client instructions if required.
 5 eSurvey

 Monitoring and re-allocation of instructions

eSurvey will monitor the acceptance and delays of authorised instructions and re-allocate instructions to alternative valuers as appropriate

 6 Valuer

Valuation of property

The panel valuer will visit the property and carry out the survey as requested 

 7 ValuerCompletion and Authorisation of Online Valuation Reports

All valuation reports will be completed online, within the eSurvey online system, within the specific Lender report template from the online library.

  • All valuation reports must be authorised and signed off electronically be an authorised valuer within the valuation panel firm, although they may be entered by administrative staff.
 8eSurvey & Broker

Return of valuation reports to Brokers

Completed valuation reports, once authorised by the appointed panel valuer are be immediately available online, through DataWeb to the instructing broker.

  • Brokers may access and print the secure valuation report.
 9eSurvey & Lender

Transmission of valuation reports to Lenders

Valuation reports are available in a standard electronic format for electronic update of the lender system

  • The report may be converted to an image for routing to the Lenders document management system
10 eSurvey ServiceVieweSurvey Service Monitor
  • The eSurvey system provides sophisticated online service monitoring management information systems including:-
    • Historic case details
    • Work in Progress Monitor
    • Service level Monitor
 11Helpline and SupportLender and Broker Support
  • eSurvey provides telephone support for all systems and processes from 9am to 5 pm on all Republic of Ireland work days.

 

 

 

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