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hold you hostage to outdated technology.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.
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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.
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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
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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.
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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
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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
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