Enabling and using FreeForm UAD mode

This section requires that you check a box for Yes or No. If you're using keyboard shortcuts, you can use TAB or ENTER to move to the box you want to check, then press the SPACE BAR to check the box. Then TAB or ENTER to move to the next field.

To fill out the "DOM" field, you can simply enter a whole number for the days on market. Of course, you can type "DOM" if you like, and if you forget to capitalize it, TOTAL fixes it for you.

After entering the days on market, be sure to enter a semicolon, then enter your data source, offering prices, and dates as usual.

Here's an example of what you might type for a property that has been on the market for 43 days:

43;The subject property was listed on the market for 43 days at an asking price of $155,500. Subject was contracted on 01/28/2010 for $153,000. Data provided by the OKC MLS#123456789

The Contract Analysis section gives you a lot of flexibility for entering the type of contract in compliance with UAD.

This section requires that you check a box for did or did not analyze the contract. If you're using keyboard shortcuts, you can use TAB or ENTER to move to the box you want to check, then press the SPACE BAR to check the box. Then, TAB or ENTER to move to the next field.

Here are the shorthand options used to enter the type of contract:

After you enter the type of contract, be sure to type a semicolon, then enter the explanation of your analysis.

Here's an example of what you might type for a short sale property along with an explanation:

ss;The contract appears to be a standard conventional sales contract between buyer and seller. No seller participation is being reported with this transaction.

This section requires that you check a box for Yes or No. If you're using keyboard shortcuts, you can use TAB or ENTER to move to the box you want to check, then press the SPACE BAR to check the box. Then TAB or ENTER to move to the next field.

Start by entering a whole number for the amount of assistance (you don't need the dollar sign), then type a semicolon.

Next, simply type yes or there to indicate that there was financial assistance of an unknown amount. Of course, you can also type the entire phrase if you prefer. If there was no unknown assistance, don't type anything. Either way, type another semicolon.

Lastly, enter the description of the assistance as you normally would.

Here's an example of what to type if there's unknown assistance:

5000;yes;down payment assistance

Here's an example of what you might type if all assistance is known:

5000;;down payment assistance

There are several options for filling out the View field. Of course, you can just type the UAD formatted response, but TOTAL gives you several shorthand options.

If you're entering a factor of other, simply enter the description. As long as the description doesn't match other shorthand qualifiers, TOTAL defaults the factor to Other (describe).

If you don't need to enter a second factor, you're done. If there is a second factor, enter another semicolon, then you can use the shorthand above to enter factor 2.

Here's an example of what to type for a water view that's beneficial with a short description:

b;wtr;large pond

Here's an example of what you might type for an adverse view with industrial and power line factors, but no description:

a;ind;pwr

Because this field has several possible responses, you have even more flexibility for entering your responses. Of course, you can also type the complete UAD-formatted response, but here's some shorthand that makes it even faster.

First, to enter the overall rating, you can just type the number followed by a semicolon. There's no need to enter the "C."

If there have been no improvements to the kitchen and bathroom in the last 15 years, type no after the first semicolon.

Now, just as with the kitchen, type a hyphen and use the same shorthand described earlier to enter the improvement type.

Enter another hyphen followed by the years since completion just as you did with the kitchen.

Finally, enter a semicolon, and type your comments.

Here's an example of what is entered for a property with an overall rating of C3, a kitchen that was remodeled 8 years ago, a bathroom that was updated 1-5 years ago, and a short comment:

3;k-r-8;b-u-1-5;These rooms are in good condition

This only applies to forms 1073 and 1075.

This section requires that you check a box for Yes or No. If you're using keyboard shortcuts, use TAB or ENTER to move to the box you want to check, then press the SPACE BAR. Then TAB or ENTER to move to the next field.

Next, type a whole number for the percentage of commercial space in the project, followed by a semicolon. You don't need to enter the percent sign.

Next, type your comments as usual, and you're done.

Type the name of your data source, followed by a semicolon.

After the semicolon, enter the number of days on market. There's no need to type "DOM".

Here's an example of what is entered for a property with MLS ID 123456 and 39 days on market:

MLS#123456;39

Then, enter a semicolon followed by your description, if necessary. If you enter a description, follow it with a semicolon and the concession amount.

If there is no description, just enter a number for the concession amount after the first semicolon.

Here's an example of what's entered for a conventional concession type with an amount of $2000:

conv;2000

The Date of Sale field converts most date formats to the UAD‑required format as long as you enter the correct abbreviation in front of it. Just like UAD, use c for contract date, s for settled date, or if the date is unknown, enter u after the semicolon. Type w for a withdrawn or e for expired.

Here's an example of what is typed for a contract date of 05/09 and a settled date of 08/09:

c05-09;s08-09

Notice you can use a hyphen, but TOTAL formats the date as required by UAD.

Here's an example of what to enter for a contract date of 05/09 with an unknown settlement date:

c05/09;u

The Location field is very much like the View field, except it has its own specific shorthand.

You can indicate the overall rating with this shorthand:

If you don't need to enter a second factor, you're done. If there is a second factor, enter another semicolon, then use the shorthand above to enter factor 2.

Here's an example of what is entered for an adverse view with industrial and busy road factors:

a;ind;bsyrd

In the Basement & Finished field, fill out the first line as required by UAD. If you indicate that the basement has a finished area greater than zero, you must fill out the Rooms Below Grade line.

On the Rooms Below Grade line, only enter the rooms that you do have. TOTAL assumes that the other room types don't apply and enters zeros with the correct abbreviations.

Here's an example of what is typed on the Rooms Below Grade line for a property that has 2 bedrooms, 1 full bath, and 2 half baths, but no rec room or other rooms below grade:

2br1.2ba