TOTAL vs. the other guys: Superior file management
Written by a la mode on February 18, 2016
How often do you get client calls with questions and need to dig up past reports? Have you ever needed to pull a specific old report to use as a template? How easy is it for you to update invoices and find out what you're owed?
You often need access to crucial appraisal information quickly. Locating and sorting your reports shouldn't be time consuming. TOTAL's Appraisal Desktop organizes everything in a way that just makes sense. Let's take a look below. Then, get a free trial to see the difference for yourself.
You often need access to crucial appraisal information quickly. Locating and sorting your reports shouldn't be time consuming. TOTAL's Appraisal Desktop organizes everything in a way that just makes sense. Let's take a look below. Then, get a free trial to see the difference for yourself.
With TOTAL, you'll have instant access to all of your appraisals organized in folders and can easily search and sort your reports by address, proximity to subject, borrower name, client name, inspection date, neighborhood, amount paid, and dozens of other criteria.
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When you select a report, you'll see immediate details, including a preview of the report, an audit trail of changes made, assignment information, the invoice, your Workfile, and To-Do items. For example, you can edit your invoices and mark them as paid all without having to open your report.
TOTAL's Appraisal Desktop even allows you to deliver a report or export your invoice to QuickBooks in a click. It's your central hub for managing everything related to your appraisal business.
Appraisers with other vendors often say they rely on the Windows file system to organize reports. We have that as an option too, but it's inferior to our Appraisal Desktop. It lacks appraisal-specific searching, previews, ability to make changes without opening reports, and more.
Your software should make your life easier. We designed the Appraisal Desktop around simplicity and keeping you one step ahead of your clients. And, we just scratched the surface of all that our Appraisal Desktop can do. Click here for a free trial to experience it for yourself.