Why be stuck with an all-or-nothing template when starting a report? Our SmartMerge dynamically pulls in forms, individual sections, or text addenda — on the fly — so you type less and work faster.
Choose from multiple reports to get your data. Grab just the form, some or all of the data, or some of each - no hassles.
“My marketing is automatic and it really works”
Stay in constant contact using XSellerate’s professional e-mail and print marketing ads. In just minutes you can set up an automatic campaign for any time period you set to land new lenders, retain current clients, and get extra non-lender orders — while barely lifting a finger.
Even if marketing isn’t your strong suit, we make it easy, effective, and automatic.
“‘Location, location, location’ is built in”
If your system doesn’t automatically provide and use a property’s GPS coordinates, then it’s a decade out of date. WinTOTAL geocodes every address you type, which helps in comps searches, census data, flood and street maps, and report management. It even suggests merging data from nearby properties as you fill out reports.
Geocoding means searches are more accurate, and relevant location data is a click away.
“My daily workflow and
file management is superb”
Use the Appraisal Desktop to organize files into either physical or virtual tracking folders. Easily find files by proximity to an address. Sort, copy, mail, print, bill, file, review, back up, and transmit, all from one place.
See status at a glance with virtual tracking folders and see what’s in progress with just one click.
“Getting paid on time is a piece of cake”
An XSite’s built-in credit card processing lets you mandate that specific clients pay for the final report online before downloading. Get rid of bounced checks or late pays
from out-of-state or unknown clients!
The “Get Paid” features in XSites will make a difference in your collection tactics. They work for any size office and any situation.
“My reports are a goldmine of new
non-lender business”
With just a few clicks, choose one of XSellerate’s pre-written letters or postcards urging the current residents of all (or some) of the properties in your database to get a current appraisal.
Professionally written marketing campaigns are a click away, and you're already sitting on the list.
“WinTOTAL enabled our office to go 100% paperless”
Store ALL of your report’s papers inside the appraisal folder in WinTOTAL’s Digital Workfile. Drag and drop, scan,
or browse to any file — notes, contracts, MLS sheets, plat maps, and more. Then, let Vault upload it all to our secure servers for USPAP compliant storage. They’re accessible anytime, anywhere.
Getting loose papers into WinTOTAL is easy with DirectFax. Fax them to our servers using a special cover page. They’re converted to a PDF and added to your report’s Digital Workfile automatically.
“I have a whole suite of
non-lender forms”
The innovative forms in our non-lender General Purpose Series aren’t just barely-changed 1004’s. We got all the “little details” right, from proper data fields to letter and legal sizes. Our GP Series is the only comprehensive solution for private single family, land, condo, or multi-family appraisals.
Our GP Series is a full series of forms in letter and legal sizes, for single family, condo, multi-family, and land appraisals, with more on the way.
“Report deliveries are
simple, confirmed, and flexible”
The integrated SureReceipts delivers reports securely and with absolute confirmation of when a client downloaded the report. The e-mail to the client includes a link to the report stored online instead of massive attachments, so sending is faster and more reliable – decreasing spam interceptions and “mailbox full” errors.
Over 20,000 appraisals are delivered every week using SureReceipts.
“I’ve always dreamed
of a comps grid like this”
No matter how many comps are in a report, you work on them together, seamlessly, in a sideways scrolling view. Stop thinking of “Comps 1 to 3” or “4 to 6”. Auto adjustments, thumbnail photos, summary stats, re-sequencing, and much more are all right there with no awkward 3-at-a-time limitations.
No other system is more “on target” in the comps grid than WinTOTAL. It’s an appraiser’s dream, with side-by-side adjustment of all comps at once.
