a la mode

If you're using Aurora, the latest version of WinTOTAL, you don't have to install XSite Order Manager as a separate item on your desktop. All the functionality is now in your Tracking PowerView in WinTOTAL's Appraisal Desktop. Once you synchronize WinTOTAL with your XSite, all your new orders will be downloaded and you'll see them in your Tracking PowerView as well as in your New Requests folder. For more information, please reference your WinTOTAL Help menu.

Supercharge your XSite order management

XSite Order Manager is powerful desktop software that works in concert with your XSite to help you manage orders, communicate with your clients and deliver flawless reports without the faxes, phone tag and "where are we" questions.

Click Here
to Install

XSite Order Manager Setup
XSOMSetup.exe
57,612K

See the Big Picture

The Dashboard shows you exactly how many orders are in each stage of your appraisal pipeline. At a glance you see the total number of new orders, how many need to be scheduled for inspection, due today as well as all other stages. Click on any of the status categories and you instantly see the list of all orders in that category. Another click and the order form and all status item are right in front of you.

Type in part of a client name, borrower name or subject property address and instantly bring up any order.

Using the client filter, you can see all the orders in the pipeline for an individual lender, broker or other client.

Automatically Synchronize

XSite Order Manager automatically synchronizes new orders and status with your XSite. No need to check e-mail or log into your site's admin. It's all right there in front of you.

Acknowledgements Made Easy

When a new order arrives you can quickly, accept it as is, decline it or specify an alternate fee and/or due date before accepting. Your client is instantly notified with an e-mail.

No Retyping Orders

Export your orders directly to your
formfilling software without retyping.
Just select an order from the grid, click the 'Export' button and choose your
formfilling package.

Dashboard View

XSite Order Manager's Dashboard view shows you the big picture. At a glance you know exactly how many orders you have and at what stage they're in within your appraisal pipeline.

Keep Clients Informed

Don't play phone tag. Let XSite Order Manager do the work for you. With just
a click you can send status messages to your clients. And, along with your XSite's daily status e-mails, your clients will always know what's going on.

Avoid Embarrassing Mistakes

XSite Order Manager's delivery plugins check your reports against your clients' review guidelines before it ever leaves your computer. You avoid embarrassing mistakes and phone tag.

Keep your finger on the pulse

With the Order Status panel, you can instantly see the status history for an individual order. The List View shows you a quick event history with status dates, times and descriptions. Click on any one to drill down to the complete details. From there you can quickly skip forward and back to see the complete details of all status items without having to switch views.