Swap a report to another job type without losing data

Written by on May 26, 2015

Have you ever had a client change the form type or scope in the middle of a job? For instance, let's say the assignment comes in as a drive-by, and you've been working on the 2055 for the last couple of days. Now the lender decides to change the report type from a drive-by to a full appraisal on a 1004, and all the work you've done is now on the wrong form type.

Unlike other software where you might have to start a new file just to get a different form, use TOTAL to swap from a 2055 to the 1004 in just four clicks. Any data that can transfer from the old form to the new one is already there.