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WinTOTAL Benefits
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WinTOTAL has the tools to truly manage your valuable data
You run a service business. Turn times, workflow, report status and demanding clients all have to be well managed. Being able to track and manage your appraisal files is at the core of your business, and without the tools to do this efficiently, everything else can suffer.
File management that makes sense
You shouldn’t have to put up with archaic, DOS-like file structures, with rigid filename requirements (like only digits) or just a simple Windows® folder. In WinTOTAL, you get a fully integrated “Appraisal Desktop” — a friendly view into a very powerful database. You can see what you’re owed, what you need to do, and what you’ve already done at a glance. You can search, sort, track, copy, mail, print, bill, file, review, communicate and more, all in one place.
- Organize your reports for the way you work
Create folders and subfolders, sort by any column, or even edit your column layout.
- Know report status at a glance
Shows which reports are on time, past due or even behind using red, yellow and green “state lights.”
- Send automatic client status e-mail messages and you’re in complete control
With an XSite, you can send any client a status e-mail message from the Files PowerView, and avoid those tiresome status phone calls
- Know immediately which reports have been backed up
If you use our Vault service, you can upload files to Vault instantly, and see at a glance which reports have already been backed up so you’ll have peace of mind. Learn more about Vault .
- Record payments with a click
Mark reports as paid and all the information transfers to your invoice and order forms
- Easily track which reports have been uploaded to your XSite
The XSites icon shows which reports are synchronized with your XSite, making billing, delivery and reporting simple. Learn more about Appraiser XSites .
- Track who did what and when
Have you ever needed to know who in your office modified a report and when it happened? Now you can. See recently modified files, new files, completed, delayed and more. And reviewing appraisers can see what’s been done in a report without opening it.
- Manage the report without having to open it
Without opening the report, only WinTOTAL lets you edit the order form, see or add to the digital workfile, DirectFax documents and run E&O checks. Print, e-mail and mark the report as paid, too.
- Search by proximity
Because WinTOTAL geocodes all your subjects and comps, you can search your past reports by proximity to any address.
Taming the comps management beast
Not only is finding comps a breeze, but storing and reusing old comps and subjects is just as easy. All properties are automatically geocoded and saved in your Comps Database. All you have to do is type in an address and you can easily find and reuse any comp, all based on proximity, room count, square footage and more. And the photos stay with them. Or use the search tool to quickly find any comp that you might need to update quickly and resave. It’s truly that easy.
Your contacts are money in the bank — manage them without extra programs
WinTOTAL’s robust contact management system that lets you clearly view, sort and filter your contacts. It also lets you assign unlimited sub contacts to a main company and branch rather than having to assign ID codes or use other outdated methods to keep your contacts organized.
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