Importing Comparables from Research

by | Mar 20, 2024

Once property data is saved in Research, it is available for future appraisal reports. Import property data, including associated images, into the selected destination on the market grid.

  1. In ACI Report click Comps > Import from ACI.
  2. Enter the property search criteria and click Search.
  3. Highlight a comparable and click Select.
  4. Select the destination Comp Number and click OK.
  5. Repeat the search and select to import additional comparables.
  6. Click Close to exit the property search.
At the property search screen click Clear before entering in your property information.

Auto-export of Comparables to Research

by | Mar 20, 2024

  1. In ACI Report, click Options > Environment > Integration.
  2. Select Update comps database on close.
  3. Select the update option.
    Only if the report file has been modified – Exports comparables from Report to Research only if the report has been updated.
    Ask which comparables are to be exported – Requires confirmation of selections before exporting comparables to Research.
  4. Click OK to save.

Exporting Comparables to Research

by | Mar 20, 2024

  1. Click Comps > Export to ACI.
  2. Select the properties to export, select Add to Neighborhood (optional), and click Export.

Options
Do not check for duplicates – Selecting this option adds the selected comparables to Research regardless if duplicate records exist in the database.
Launch Research – Selecting this option automatically opens Research when comparables are exported.
Do not include photos – Selecting this option exports the comparable data to Research without the comparable photos.

  1. If the property exists in the Research database, select Add a new property, Overwrite existing property, or Do not export comp, and click OK. A response is required for each selected property.

Add new property – Adds a new copy of the comparable data to the database. Retaining older copies of property data is useful for retrospective appraising.
Overwrite existing property – Replace the existing comparable data with the current data.
Do not export comp – Comparable data is not exported.

 

Using File Lister

by | Mar 20, 2024

File Lister is a listing of all files created using Report and updated with corresponding orders in Track. File Lister provides a quick and easy way to view the order information for appraisal files. File Lister utilizes canned and user-defined View and Search Schemes to organize the displayed list.

Integration Options

Set the Report-to-Track integration options under Environment Options in the Report program. Integration options control updates to the Track database when saving and closing reports.

Setting Integration Options

  1. Open the Report program.
  2. Click Options > Environment > Integration.

Database
Update order database on close
Selecting this option automatically updates the Track database when closing a report. This option is selected by default.
Only if the report file has been modified
Selecting this option updates the Track database only when the report has been modified. This option is selected by default.
Always create an appraiser if one does not exist
Selecting this option automatically creates an appraiser record in Track if the appraiser is not found in the database.

If this option is deselected, the Report program prompts for adding the appraiser to the database when saving and closing reports. 

Always create client if one does not exist
Selecting this option automatically creates a client record in Track if the client is not found in the database.

If this option is deselected, the Report program prompts for adding the client to the database when saving and closing reports.

  1. Click OK to save any changes and exit Environment Options.

 

Using File Lister in Report

  1. Click File > File Lister, or click the File Lister icon, or press CTRL+SHIFT+O on the keyboard.
  2. Use the View and Search Schemes to filter the list (optional). Select a report and double-click it to open the file, or click Close to exit File Lister without opening a report.
Tip: Enter specific criteria, for example, Client File Number, in the Find field to locate a report. The Find criteria changes with the selected View Scheme

 

Opening Orders in Track

  1. Click File > Open Order, or click the Open Order icon, or press CTRL+O on the keyboard.
  2. Use the View and Search Schemes to filter the list (optional).
Tip: Enter specific criteria, for example, Client File Number, in the Find field to locate a report. The Find criteria changes with the selected View Scheme
  1. Double-click an order or click the Open icon.

 

Customizing View Schemes

View Schemes help organize the information in File Lister. Use View Schemes to create custom on-screen displays of fields in a specific order. Creating or modifying a View Scheme sorts the on-screen display without hiding or filtering data. File Lister includes preset View Schemes that can be modified.

  1. Click File > File Lister, or click the File Lister icon, or press CTRL+SHIFT+O on the keyboard.
  2. Click the Setup View Scheme icon to the right of the View menu.
  3. Select a View Scheme. By default, the last selected View Scheme is displayed
  4. Arrange fields in the Grid Field Order section. Select a field and drag it to the preferred location, or click the Up and Down arrows to move the selected field in the list.
  5. Select the Sort By method.

Index – Sorts using a pre-defined indexing method.
Fields – Sorts by selected grid fields.

  1. Click action.

OK – Applies View Scheme settings immediately (one-time view).
Cancel – Returns to the previous screen. Changes are not applied.
Defaults – Restores the default settings for the selected View Scheme.
Delete – Removes the selected View Scheme.
Save – Saves the current settings to the selected View Scheme name.
Save As – Saves the current settings as a new View Scheme.

Using ACI OpenHouse™

by | Mar 20, 2024

What is ACI OpenHouse™

ACI OpenHouse is a data-gathering and inspection tool that allows you to send a property survey questionnaire to the homeowner or other property contact and import their answers into your report. This gives you the freedom to conveniently accept participation from any respondent with internet access and import property facts and photos at will. No inspection app installation is required for you or property contact; simply run ACI WebUpdate once to add the ACI OpenHouse eService, and you’re ready to go. With OpenHouse, ACI will send a short property survey to the property contact’s email address and, when they tap the link on their internet-capable device, their browser will launch them into a simple Inspection interface – no special App required. Once they are done and tap “Submit,” an email with an Access Code will be sent to you, so you can retrieve the data into your report.

Getting Started

  1. Open or create a report that contains a Subject Property address.
  2. Click eServices > ACI OpenHouse > Property Survey Request

The ACI OpenHouse window appears, with two choices:

New Survey Request
Click New Survey Request to send the survey to the recipient’s email address.

Retrieve Survey Responses
Click Retrieve Survey Responses to import the survey information associated with that property.

New Survey Request

  1. When you click New Survey Request, ACI OpenHouse prompts you to confirm or edit the Subject Street Address. Click OK.
  2. Input the Property Contact’s Email (survey recipient) and Your Email. Click OK

Retrieve Survey Responses

When you click Retrieve Survey Responses, copy and paste the Access Code into the ACI OpenHouse dialog and click OK.

Tip: Importing data will overwrite/update fields that already have data or photos.

Managing your surveys and responses

Upon completing a survey, a respondent may continue to add information to their survey (for example, if you contact them to request an additional photo). They may click on the original survey link, or you may send them a new Request.

Workfile PDF
When surveys are submitted, a PDF summary of the questions, answers, and photos will be emailed to you.

Data Persistence
When surveys are created, the respondent has up to seven days to follow the link and Submit inspection data. If they do not perform this action before the seven days have elapsed, a New Survey Request will be required.

Once the survey has been created, no matter how many times it’s been updated and resubmitted, you have 10 days from the origination of the New Survey to import and save the data.

Data Available for Import
ACI OpenHouse provides the homeowner/property contact a series of survey questions, not all of which they may have the answer to. The survey can be submitted without all questions being answered (or photos being provided), so it is important to ensure you review all the responses and coordinate any additional follow-up or conversation directly with the contact. For the data available for input through the survey, the grid (and conditional items) is below.

ACI OpenHouse can be used for any ACI report, however full data mapping is supported in standard GSE/FHA forms. Other forms require some data input through the work file document.