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Managing Your Coverage

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Becs Lamb

As a Panel Manager, you have the ability to manage the postcode coverage and report types for the offices within your group. This is vitally important as this dictates which office a new case will be panelled to when the lender sends it to you.

Incorrect or out of date coverage can cause cases to be panelled to the incorrect branch, which will cause delays in your valuers being able to book valuations in, and can cause delays in your payment upon completion. With certain lenders, It is also a condition of your panel contract that your coverage is kept up-to-date so this is something we strongly advise taking time to consider.

 

When you log in to Vex, you will have the Valuer Database menu option:

From here, the below screen will open which will by default show you all the offices within your group:

  1. You can filter on a specific panel/lender
  2. You can search for the name of a specific office
  3. You can select to include/exclude active offices
  4. You can ask to only include head offices
  5. You can  search for offices that cover a specific postcode district
  6. You can filter on offices that start with a specific letter/number
  7. You can then load the search based on your filters

To open the office you need, you simply click on it from the list. This will open the following new screen:

  1. You can select the lender you are wanting to check the coverage/amend the coverage for, or select All Lenders
  2. Move to the Coverage tab
  3. Check that the relevant report types are ticked to be included
  4. Check that the relevant postcode districts are ticked to be included. Remove any that are no longer relevant to that office and Add any that are missing:

  1. You can add a single district - i.e. CM17
  2. You can also add multiple districts at a time. i.e. CM17, CM18, CM19 & CM20 can be added by entering:
    • CM in the Prefix
    • 17 in the Start
    • 20 in the End
  3. Include a note that you've made the edit
  4. Opt to make the change for All Lenders if relevant
  5. Click Add to save your edit

If you notice anything on the details tab of the office is incorrect, such as the address or contact details, or there is an office missing from your list, you can log a support ticket by emailing: helpdesk@hometrack.com and our team will be able to assist.

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