Appraiser Tech Tip: Finding an old report by form type in your Vault
Written by a la mode on November 8, 2016
Let's say your best client asks you to take an assignment that's outside your norm. (Maybe it's using the Single-Family Comparable Rent Schedule, 1007) You accept it and your next step is to look for a similar 1007 you've done. Rather than going by memory and sifting through file names and address, use Vault's search features.
Vault not only stores your reports for you, but it can double as a search platform that allows you to search through completed reports using appraisal-specific fields. If you don't remember the address or file name of a specific report, but you know the form was a 1007, just edit your search by selecting the "Major form" column and all your like forms will be grouped together.
Watch this video for more details.
Vault's search tool helps you search through appraisal-specific fields such as client names, census tracts, legal descriptions, map references, market values, and more. You'll find exactly which report you need in a few clicks.
Plus, Vault secures your data based on the amount of reports you need, so you won't be nickel-and-dimed on how much you're paying for extra GBs or space. Simply estimate how many reports you do per year, then choose the best Vault package for your business.
{{cta('e6a00bca-1e57-4486-af70-83a4b1ae63b7','justifycenter')}}
If you have already purchased TOTAL, there are 20 Vault files available for you to try right now. Log into your a la mode account here, and try it out today!
Previous Tech Tips about the Vault:
- Restore your TOTAL settings in six clicks with Exact
- Recover your latest files in three minutes with the Vault
- Save every supporting document in your report without paper
Don't have TOTAL yet? Click here to see what TOTAL can do for your appraisal business, or here to get a FREE 15-day trial.
And, don't forget to subscribe to our blog to receive the latest tips and news from the industry.