Sending Umpire Selection Request
How to send a list of umpire options to the opposing appraiser.
Once you and the opposing appraiser agree that an umpire is needed, the next problem is picking one. You probably have a short list of umpires you trust, they have theirs, and there is usually no overlap. Hashing this out over email creates a thread that drags on for days, with reply-all chains and attached resumes that nobody can find later.
The selection workflow turns that mess into a structured exchange. You pick three or four candidates from your umpire directory, send the list, and the opposing appraiser either accepts one of yours or proposes their own. Every step is logged on the appraisal, every candidate's contact info is right there, and the umpire who ultimately gets selected is automatically linked to the case so the rest of the umpire flow (panel declaration, inspection date, award signing) just works.
No more digging through old emails for an umpire's phone number. The selection lives on the file with the rest of the case history.
Sending the Request
Go to the Appraisal Overview Tab
Navigate to the appraisal that needs an umpire.
Find the Umpire Section
Look for the "Umpire" field in the Parties & Location card.
Click "Send for Selection"
Opens the umpire selection dialog.
Select Umpire Candidates
Choose umpires from your directory to include as options.
Set Response Deadline
Configure how long the opposing appraiser has to respond (default: 14 days).
Send the Request
Click "Send" to email the opposing appraiser.
Add Umpires First