QuickSource

QuickSource provides a single‑source solution to easily import, compare, and manage data from multiple, credible sources in every report. Improve accuracy and avoid discrepancies with instant data comparisons of self, peer, and external sources — and gain security with complete access and control for every data field.

To enable QuickSource in TOTAL, simply click the QuickSource toggle on the upper right of the Appraisal Desktop, or an open report, and click Enable.

Keep in mind that if you click the QuickSource toggle to Disable QuickSource and choose to use SmartExchange comps in TOTAL instead, you'll be charged per transaction as normal.

Once you've enabled QuickSource in TOTAL, follow the instructions below to access QuickSource, review data and discrepancies from your available data sources, and transfer the data to your report:

1. From the Side‑by‑Side PowerView in your report, enter the property address for your subject and each comparable where you want to retrieve and review data.
2. Click QuickSource in the toolbar on the upper left.

   

   Click here for information about what you see the first time you launch QuickSource

   The first time you launch QuickSource, you're prompted to rank your preferred data sources. Click and drag the textured icon (  ) to the left of a data source to rearrange and prioritize the data sources, or use the drop‑down menus to assign a specific rank — with number one being your most preferred data source and number four being your least preferred. When you're finished, click Save and Continue.

   

   Once you've ranked your preferred data sources, you're prompted to take a quick tour of QuickSource. Click Start Tour to begin the brief tutorial. Review the information and click Next through each step. When you're finished, click Exit to close the tutorial. Or, click Remind me later to view the tutorial again the next time you launch QuickSource.

   

   The QuickSource Tour, along with additional information, tips, and resources, are all accessible in the QuickSource Guide at the bottom of the QuickSource window.

   

3. When the QuickSource window loads, review the information for the current property, and click through each tab for the subject and each comparable where you want to retrieve data:

   

   1. Navigate the comparables for this property by clicking each tab. A warning symbol (  ) is displayed next to each property that has not been reviewed in QuickSource. Once a property has been viewed within QuickSource, a green checkmark (  ) is displayed in the tab. Only properties with a green checkmark are transferred to the report. Click the blue left/right arrows (  /  ) to scroll and view additional property tabs.
   2. Click Map View to view the current property via Google Street View™ to glean additional insight into the property, and update or enter information for the Location, View, Design (Style), Quality of Construction, and Condition fields.
   3. The Fact Sheet includes all the available data that was automatically retrieved by QuickSource, as well as anything that was manually entered and/or imported from your MLS — along with the data sources you selected. When you click Save & Close and transfer the data from the Data Discrepancy View to your report, the Fact Sheet is automatically added to your Workfile. Click the View Fact Sheet button in the Data Discrepancy View to see a preview of what will be saved to your Workfile. Click here to see an example.
   4. Review the data that will be transferred to your report in the Transfer to Form column. The color displayed to the left of each transfer value indicates the source of the data. Hover over the color indicator, or click the Data Source Legend link in the Data Preference Settings column (G) to view the legend containing a complete list of all potential data sources.
   5. Access the QuickSource Tour, additional information, tips, and resources, via the QuickSource Guide at the bottom of the QuickSource window.
   6. Click the Notes icon (  )  in the Transfer to Form column ( D ) to enter notes or comments for a particular field. Enter up to 256 characters and click Save to save your changes. When notes are saved for a field, the Notes icon changes to solid blue (  ). Saved notes are transferred to your report when you save and export your QuickSource data to TOTAL, and they're accessible via the QuickSource Insights section of the E&O PowerView.
   7. Click to select the data you want to use for each field. Or, click  Use all data at top of a column to select all fields from a specific data source. A blue checkmark (  ) is displayed next to each selected field.
   8. Click the link to the right of a field in the Data Preference Settings column to change the default priority, adjust the formatting, and create or edit rules for an individual row. To, adjust the global formatting for all fields, click Configure Settings in the QuickSource User Settings menu ( I ).
   9. Click Import MLS to import data you exported from your MLS website. To import MLS property data into QuickSource or Titan Analytics, the first thing you need to do is set up an export template on your MLS website, and then use your custom template to export your data and save it to a convenient location on your computer. Click here for instructions on creating an export template and exporting data from your MLS.
   10. Click Add Comp to manually enter an address and add an additional comparable to the Data Discrepancy view.
   11. Check the Only show data discrepancies box on the upper right to view only the differences between each data source.
   12. Click your username on the upper right to access your QuickSource User Settings. From here, you can Configure Settings, Edit Source Order for your preferred data sources, and View User Tutorial.
4. When you're finished, click Save & Close.

   

That's it! QuickSource automatically transfers your subject data and all verified comps to the sales comparison grid. Click here for more information and answers to frequently asked questions in our QuickSource FAQ.