Switch to WinTOTAL without losing your old files Familiar
Transcription
Switch to WinTOTAL without losing your old files Familiar
WinTOTAL is written by appraisers for appraisers, providing you with the most extensive appraisal tools in existence. Every single feature is designed to boost your efficiency, increase your volume, and make your business more profitable. That’s why more appraisers choose a la mode than the next four brands combined. Desktop is beyond intuitive – it’s crystal clear. You always know what function each click will take you to. You don’t waste time figuring out how to do things – you get them done. Athena, our fourth generation of WinTOTAL, leverages the knowledge we’ve acquired as the largest appraisal software provider in North America. Athena is the straightforward result of the insights and suggestions of our customers – by far the broadest base of appraisers in the industry. Switch to WinTOTAL without losing your old files WinTOTAL’s Conversion Wizard takes your old files and makes them useable in WinTOTAL, so switching is easy. Convert files from ACI/PDSI, HighPerForm, Day One, Residential Appraiser, Appraiser’s Toolbox, MCS, and Wilson/ WCA. Your converted files will show up in the File Cabinet as if they were always WinTOTAL files, so data loss can’t hold you hostage to outdated technology. You can even fill WinTOTAL’s Comparables Database with your old reports. The Appraisal Desktop puts all the tools at your fingertips. All the forms and then some With over 400 U.S. forms and nearly 200 Canadian forms and counting, you’ll find everything you need. But flexibility is what really sets WinTOTAL apart. Create your own personalized look in addenda and forms by changing fonts, styles, sizes, and colors. Control rounding, leading + or -, and how far you carry out decimals. Add your own stylized forms by changing headings in WinTOTAL’s photo and addenda pages, instantly creating an unlimited number of custom pages. You can also create your own custom addenda with transfers and standard comments, using WinTOTAL’s Addenda PowerView. All forms interact with each other, so you can copy and paste data with just a few clicks. It’s easy to build templates, clone reports, swap forms, and merge reports. The flexibility in WinTOTAL’s forms engine will save you hours. Convert your old files in one easy step. a la mode has the largest form development staff in the industry, and new forms are continuously added. In fact, on average, two new forms are added every business week. Familiar environment makes it easy to use All the menus and toolbars in WinTOTAL follow Microsoft® conventions, so you’ll know what an icon does without even thinking about it. Athena’s 32-bit forms engine gives you blazing speed and unparalleled program interaction with stability. WinTOTAL even reads Microsoft Word® documents for addenda, includes a completely integrated worksheet function compatible with Microsoft Excel®, and all the databases can be opened by Microsoft Access®. The powerful tools in WinTOTAL are all accessed from the Appraisal Desktop, a start screen from which you can easily locate everything you need to know or do in your appraisal software. With boldly labeled buttons, WinTOTAL’s Appraisal the a la mode difference • More appraisers choose WinTOTAL than all competitor packages combined. • We don’t charge for additional network users, saving you thousands. • WinTOTAL is backed by an industry-leading 100-Day Money-Back Guarantee. • We offer inclusive levels of WinTOTAL. We don't sell software as a hodge-podge of modules. 1 Formfilling ease, speed and flexibility No other program can compete with the speed and flexibility of WinTOTAL’s 32-bit forms engine. Just enter data one time, and it’s transferred to other fields in your report. Open multiple reports at once to copy and paste data. WinTOTAL’s exclusive Text Databasing allows you to save comments for every field with pop-up menus for easy placement. You can also save one comment spanning multiple fields, like the entire neighborhood section. Find out mid-report that you need to switch from a 2055 to a URAR? One click of the mouse, and your data is automatically moved to a URAR. No other package offers the power and convenience in WinTOTAL’s comps management. It’s automatic, seamless, built to save you time, and way ahead of the competition. Addenda that work for you WinTOTAL's new addenda writer supports custom addenda creation, spreadsheets, tables and complex formatting. It works in “print preview” mode, so you see page breaks on screen as they occur. It even opens documents created in Microsoft Word. The split-screen addenda enables you to see the addenda and the form simultaneously, so you can refer to the appraisal data while writing. Your comps are managed from one simple screen. Just click to automatically add, rearrange, or remove a comp from your report. Unrivaled digital imaging With WinTOTAL, using digital photos in your report is simple, even for a beginner. The imaging features are second to none, and they offer direct integration with the most popular Kodak, Epson, and Sony cameras. WinTOTAL quickly retrieves the photos through your serial cable, card reader, or USB connection – you immediately see “thumbnails” of each photo and simply drag and drop them directly onto any photo page in your report. Your photos database is automatically updated with property information, so you’ll never have to hunt for photos to match your comps again. See the addenda and your form at the same time. True comps management WinTOTAL has a true Comparables Database. It’s like an automatic file cabinet organizing all your data for a particular comp, even the photos. All your comps are automatically added to the database, so you never retype comp data or hunt for the photos again. Insert the selected comps directly into your report from one screen, and WinTOTAL automatically adds the photos to your comp photo pages. You can easily swap, copy and move comps from the central Comps PowerView™, and WinTOTAL will automatically update your report. The Sq Ft Adjuster feature in WinTOTAL automatically adjusts, based on your customized adjustment factor, for square footage differences between the comp and subject. The adjustments are automatically inserted into the report. Lighten dark images, add color to washed out images, and sharpen for great clarity. It’s all easy to do with WinTOTAL. 2 The highest quality location maps WinTOTAL’s mapping feature is the leading Internet map tool. It’s built-in and easy. With one click, WinTOTAL connects to the Internet for you, finds the correct map, and automatically places your subject, comps, listings, or competing properties. The distances between them are even calculated for you and can be placed into your report. Another click launches annotation tools you can use to add symbols or comments to the map to provide explanations or personalization for a client. In less than a minute, your map is complete. Say good-bye forever to outdated CD-ROM mapping programs and those expensive “rub-ons”. another program and copy and paste. It’s all done inside WinTOTAL. Just click on the Sketch PowerView, and start your sketch. We have developed the absolute best in sketching integration by listening to our customers and working for months with the Apex development team. Through the watertight WinTOTAL and Apex IV Windows software combination, you don’t have to launch a separate program like with other appraisal software packages. Apex IV Windows is fully integrated in WinTOTAL. Flood, census, and USPS data – automatically in the form With a single click, this map was automatically retrieved and placed into a report in less than 60 seconds on a 56K modem. Instant Marshall & Swift for the cost approach Athena’s optional integration with Marshall & Swift’s Residential Estimator software allows you to instantly calculate the cost approach, and insert it in your form. What used to require flipping through books and pounding calculator keys is now accomplished in a tenth of that time – especially on complex properties with odd amenities. Athena’s advanced capabilities enable automatic retrieval of flood and census data as well as USPS standardized addresses. With just one click of your mouse, the data flows directly into your forms. There’s no doubt that Marshall & Swift is the recognized leader among appraisers for cost approach data. Our leadership and theirs combine into a partnership that saves you time, money, and hassles. Security WinTOTAL includes digital signature security and unbreakable file encryption. Rest assured – there’s no tampering with or direct mining of your appraisal files. Integrated Apex IV Windows Flood data, census data, and location maps are available through Athena’s Internet Data Connector. Apex – it’s clean, professional, stable, and highly regarded. The integration is second to none. You don’t have to launch 3 SnapShot WinTOTAL’s new SnapShot is an area conveniently placed on your desktop. The content is updated every day with industry news, software and hardware tips, appraiser profiles, and helpful articles. featured mail program. It displays any kind of EDI request, from prominent EDI partners to the community bank down the street – all centralized for your convenience. It also enables you to create, read and respond to standard business or personal e-mail. It also contains a quick summary of your office statistics like your workload, financial information with charts, and any e-mail messages you may have pending. Manage all your e-mail – EDI, business, personal – all from one screen. WinTOTAL’s exclusive SnapShot puts industry news and your latest office statistics at your fingertips. Superior office management and accounting integration You can keep on top of virtually everything you need to know regarding your business with WinTOTAL’s accounting. Seamless tracking and management tools allow you to automatically arrange, securely if you wish, appraiser split fees and client fees. With 60 provided reports and a nearly unlimited number of customizable reports, you can quickly see your accounts receivable, fee splits, reports not yet billed, work volume, turnaround times, and more. Exclusive E&O Reviewer™ Athena’s E&O PowerView sets the standard others attempt to follow. As the only “whole report” reviewer in any system, it verifies more than just empty check boxes or blank fields on the form. You’ll see comparable warnings for such things as disproportional or inconsistent comparable information and unusual variances in comp adjustments. Find patterns and contradictions on vital neighborhood, site and improvement information, and much, much more. Managing your EDI work has never been easier. WinTOTAL’s EDI Center allows you to track what’s arrived and what’s been sent through an easy-to-use interface with a similar look and feel to Microsoft® Outlook™. No assignments or status updates can fall through the cracks, because all your mail – EDI, regular business and personal – is in one central location. It’s leaps ahead of the competition. From the field to the PC – without retyping You can start reports in WinTOTAL and transfer them to Pocket TOTAL on your Pocket PC without retyping. All the tools are included from field sketching to digital imaging, voice recording, and even handwritten notes. Your field data goes into your major form, photos go on the photo pages, and a Pocket Apex sketch is placed in your sketch addendum. Once you connect your Pocket PC to your desktop, everything is synched correctly and automatically into WinTOTAL. Just click “E&O”, and thousands of logical and mathematical rules for 50 forms are checked in seconds. EDI and a complete mail system WinTOTAL breaks new ground with its integrated e-commerce tools. To handle your needs for robust e-mail capabilities, the Appraisal Desktop also contains a full You can throw away your old clipboard! Pocket TOTAL handles all your field notes and synchronizes with your desktop PC. 4 Hundreds of forms • Simple key strokes insert comps into your report from the Comparables Database or grabs them from your old reports – the comparable photos are automatically added in your report as well • Over 400 U.S. and nearly 200 Canadian crisp, clean forms including: Residential, Mobile and Manufactured Home, VA, FHA/HUD, Relocation, Income, Review, Inspection, Farm, Correspondence, Miscellaneous forms & addenda, Invoices, Photo pages, Map pages, and Sketch pages • Quick copy entire comps or single comp fields in the form by using WinTOTAL’s “=” hot key feature Photo management • 2 new forms are added to WinTOTAL during an average week • For similar jobs, you can “clone” entire reports, not just one form • Insert instant “dynamic” forms that are generated automatically based on the contents of your report — like custom addenda, table of contents forms, and photo forms • Rearrange, add, or remove forms in a report at any time, from one simple screen • Drag and drop forms to create your own personalized forms list 32-Bit formfilling • 377 common elements can transfer from one form to another • Change characteristics on any form or on a per form basis – calculations, transfers, cursor movement, hotkeys, formatting, rounding, print positions, fonts, and more • With a click of your mouse, pull data from past reports directly into the empty fields of your current report • Open more than one report at a time – quickly copy sections of data from one report to another • Swap major forms at any time, like a 2055 to a URAR – previously entered data flows into the new form • Personalize global screen and printing options such as form appearance, form zoom level, and form size • On a per field basis, insert recently used entries that were typed in previous reports – supports 12,164,064 typed entries with an average size of 83 characters • Over 250,000 word dictionary with spell checking in each field, selected fields, addenda, or the entire report • Make more room on screen by snapping tool palettes into areas of the screen that work best for you Lightning fast text databasing comments • Store more than 12.1 million Text Database standard comments that can be used anywhere in a form to quickly fill entire sections, like the neighborhood section in a URAR • Daisy-chain Text Database comments together to mix-and-match your canned sentences in addenda or form fields • Auto assign, rearrange, and categorize Text Database standard comments to keyboard hot keys for rapid use Store more than 12.1 million “canned comments” that can span multiple fields. Dynamic text addenda • Supports complex formatting as well as the insertion of images, spreadsheets, tables, HTML, and Microsoft Word docs • Create your own custom addenda that dynamically pulls data from other forms in your report – add images like logos and digital signatures to specialize it further • Split-screen option, so you can type into addenda while referencing information in your report • Addenda text overflow lets you type in a form’s comment field and automatically flow into addenda when more space is needed – there’s no need to stop typing • “Print preview” mode, so you see page breaks on screen as they occur Unequaled Comparables Database • Comparables Database is capable of holding millions of comps • All forms (not just the URAR!) have equal access to the same global Comparables Database, but each displays only those fields relevant to the current form • Directly integrated with the most popular appraisal cameras (10 Kodak models, 5 Epson models, Sony Mavica cameras, and cameras that use memory cards) • Graphic formats supported: BMP, DIB, GIF, PCX, PNG, TIF, TGA, WMF, JPG (with user configurable compression ratio) • Intuitive management area where photos are seen as previews and can be dragged and dropped, in seconds, directly onto every photo page in a report • Auto photo placement supported via photos database, files directory, from Windows memory, and from scanner • Dragging and dropping a photo into a report automatically updates photo in database with report’s address and description • Image Optimizer can automatically reduce photo file sizes by more than 75% and still maintain the best in photo quality – you and your clients won’t see a difference • Advanced, yet simple to use, photo management tools for locating photos or deleting those that are no longer needed • Photo tools for adjusting brightness, contrast, sharpness, as well as integrated rotation and cropping features • Over 160 fields for each comp record in the Comparables Database • The Comparables Database Intelligent Query (“IQ”) system lets you quickly search on natural “similarity” ranges for any subject, such as “Sale Price +/- 10%,” “GLA+/-4%,” etc. • Imports all your comps and their photos from reports and detects duplicate comps as they are added • Quick search, sort, editing, and date range features let you easily manage your comps – place comps, delete them, or print a comps report Complete comps management • WinTOTAL allows up to 99 comps in any form with a comps grid (not just the URAR). That’s no typo – 99 comps in any form • Comps PowerView manages comps – view every comp in your report (up to 99), sort them by their adjusted weights, move any comp into any other position, swap any two comps, or add and delete them Save time and money with WinTOTAL’s Image Optimizer. Pulling Flood, Census, USPS addresses, and maps • Over 20,000 Internet location maps during an average business day are retrieved and placed into WinTOTAL reports • By connecting to an a la mode Internet Data Connector (IDC) server, WinTOTAL can retrieve flood data, census tract information, location maps and provide the correct standardized U.S. Postal Service address and ZIP code • Appraisers make over 900,000 IDC connections to our server each week – up to 200 per second during peak hours 5 Errors and Omissions • WinTOTAL’s E&O PowerView reviews nearly every major form in the system, not just the URAR; includes 44 review scripts • Checks over 1200 rules on the URAR alone – far beyond the simple “math” and “percentage” checkers in other systems • Double-click on a warning to automatically go to the field the warning references • Checkbox option to automatically include errors and omissions summary as an addenda in your report • Configurable adjustment and variation factors let you quickly change the rules • Client instruction area lets you view specific client instructions for each job • Insert up to 21 professional, 3D graphs that support your value conclusion – substantially minimize those tedious underwriter questions • Easily modifiable review scripting, so you can change or add new rules Digital workfile • The Workfile PowerView saves all your research and documents into one selfcontained file, saving you thousands per year by eliminating storage costs, filing cabinets, printer ink, and your time • Keep report notes using the word processing addenda, scan in paper workfiles, insert Excel style worksheets to store or perform advanced calculations, insert images, and bring in attachments, such as MLS exported information • 357 billion characters of information can be held on just one of our Vault servers, which backs up appraisal files and your workfiles in them. That’s big enough to store the uncompressed name, address, and telephone number for every human being on the planet Secure digital signatures • Free signatures – create your own digital signature for use on forms • The signature auto encrypts your appraisal files with a security algorithm that supports greater than the standard 128-bit encryption • Signature color changes – from black to blue to red – can be made with a single mouse click when signing reports • EDI Center displays a detailed bidirectional Internet account of your sent/ received orders, reports, and status messages for future reference and for USPAP compliance • The EDI Center uses an easy-to-use interface similar to corporate America’s most used e-mail program, Microsoft Outlook, and enables you to create, read and respond to standard business or personal e-mail Comprehensive accounting • 60 accounting and management reports with thousands of customization options • Reports can be viewed, printed, or exported to several formats such as Word, Excel, Lotus, and HTML • 7 automatic invoice forms can be generated “on-the-fly” and interchanged mid-stream with one mouse click • Logo and other personalized “thank you” statements can easily and permanently be added to invoices • Default job fee table with support for hundreds and hundreds of job and fee split overrides – all defined jobs and fees automatically flow into current report and invoices with a simple click • Password protected security for all accounting areas • QuickBooks Pro (version 6.x), QuickBooks 2000, QuickBooks 2001 and QuickBooks 2001 Pro integration The split-screen allows you to see E&O warnings and form data at the same time. Perfect printing • No more waiting for your print job to finish – WinTOTAL’s InstaPrint™ speed can let you get back to work within two seconds • Auto prints FHA file # on every page • Automatically calculates and prints the page numbers for each page of a complete multi-form report, and prints an instant Table of Contents along with it • Dual printer support, so you can print photo pages to a color printer and nonphoto pages to a black and white printer • Automatically collates multiple copies • Reverse order printing, so you don't have to reshuffle pages for those printers that print face up • Integrated PDF and faxing options • Batch print multiple reports Appraisal Desktop A secure digital signature for peace of mind. EDI leadership and ease • a la mode delivered the industry’s first Internet-based appraisal EDI tools, in May 1996 • Our free Internet EDI server is one of the world’s busiest, with more than 4.5 million transactions in the last 12 months • Included with WinTOTAL and Support Membership is a free EDI specific mailbox that doesn’t have file size limits like many other e-mail accounts • Set and forget options let you configure your EDI messages to automatically include the report vitals clients want in the body of messages you send • Automatically attach a universally accepted Portable Document Format (PDF), an exact image of your appraisal file into an e-mail message. Just select an address and click Send • It’s the central location for all the power tools, and each tool can be accessed from one screen: SnapShot gives a feel for what’s going on “at a glance” Pocket TOTAL is your resource for all of the Pocket TOTAL tools and services File Cabinet to access and manage your appraisal files EDI Center to manage, and to send/ receive e-mail Management for billing functions and running your reports Contacts to manage your address book Solution Center is the key to getting WinTOTAL help and staying productive Your Web Sites gives you quick access to favorite Web sites Education is the resource location for training and a la mode conferences 6