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What are Routing Rules and how do I use this feature?
What are Routing Rules and how do I use this feature?

Click here to find out how you can customize your account settings and have orders automatically routed to the correct office for you.

Riley DiMarco avatar
Written by Riley DiMarco
Updated over a week ago

When you have multiple office profiles set up on your Anow account, you have the option to set up Routing Rules for each office. Routing Rules let you determine how orders are automatically routed to every office on the new appraisal form.

To learn more about setting up multiple office profiles, click here!

Begin by clicking your name in the top right corner of your screen and choose the Account option from the menu. You'll be redirected to the Offices page where you'll see all of the office profiles currently set up for your company. Click where it says Add Routing Rules next to the office of your choice.

A window will appear where you can enter any State or Province (depending on the Country of the selected office). For this example, I've entered California. Going forward, any appraisals I add into Anow that are in California will automatically have this office appear on the new appraisal form, and on the details page once the order has been created.

Once you've added Routing Rules for an office, you'll see it says Routing Rules Enabled next to this office profile and if you hover over it you can see the associated State/Province. You can add or remove States/Provinces any time.

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