Complete RealEC Delivery

Once you’ve started the RealEC delivery process for your formfilling software, the RealEC Wizard opens.

1. The first screen is an introduction and instructions for the RealEC Wizard.  Once you’ve read this screen, click Next.
2. The RealEC plugin then checks for updates to its configuration.  If updates are found, the wizard restarts.   Otherwise, just click Next.
3. A screen appears requesting verification of the appraisal order data.  Just verify the data and click Next.
4. You’re then prompted to complete an invoice for the client.  The invoice is done separately so that it can tie back into RealEC’s system and subsequently invoice the client. 

   		Note: Even if there was already an invoice in your report, you must complete this one, too. Once you’re finished with the invoice, click OK.

   
   

   Since the RealEC invoice has fields that don’t match with anything in WinTOTAL, you must enter some of them manually.  For best results, however, use one of the “automatic” invoice forms.

   
   
5. Next the plugin checks for E&O review script updates.  Once again, this is automatic and always ensures the latest business rules are followed so that your report passes underwriting.  Click Next.
6. You're prompted to verify the contents of the PDF.  Since there is no way to automatically know what is in a PDF, you must manually verify each item. Check the boxes to verify your report and when finished, click Next.
   
7. Before delivering the report, WinTOTAL runs a quick E&O check using rules that RealEC has hand selected. Once the check is complete, WinTOTAL shows you the results to review and make adjustments. Just review the details and click Next when finished.
   • For a detailed view of the E&O details, click Detailed View.
   • Double-click an area to jump to that error on the major form. 
   • For a hard copy of the details, click Print.  The hard copy makes it easier to see what needs to be changed while you are changing items.
8. If your report contains any "critical" errors, you must address them before you can deliver your report to RealEC. WinTOTAL provides three options you can use to address the errors.
   • Cancel the Wizard and Make Changes - Cancels delivery so you can update your report. Once you've addressed the errors, just start the RealEC delivery process again.
   • Send a Review Report -  If you believe the "critical" error is inaccurate, click this option to request a delivery override code from RealEC. If they agree, they will send you an override code so you can proceed through the report. Once you receive the override code, just start the RealEC delivery process again and enter it when you arrive at the critical errors step again.
   • Enter Review Override Code - If you received an override code from RealEC, choose this option to enter the code and deliver your report.
9. Once you address all critical errors or override RealEC review rules, just enter your e-mail address and click Finish and stand by as WinTOTAL delivers your report directly to RealEC.

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