SmartAdjust is the only adjuster that handles both numeric and non‑numeric adjustments, and does it for both UAD and non‑UAD reports in one consistent interface. SmartAdjust saves you time on every field in the grid — especially the compound UAD fields, like basement and bathrooms. SmartAdjust automatically breaks these out into separate line items for you to apply individual adjustment factors. So, for bathroom count you'll see one SmartAdjust sub‑line for the full baths, plus one for the half baths, and you can adjust your factors separately for each and the factors are applied to all comps simultaneously.

You can use percentages, percentage per square foot, and dollars, all in conjunction with SmartAdjust's unique text‑based lookup tables. What's a table? It's how you handle text stuff like "C1" versus "C2", tying adjustment factors to the different values automatically.

You can even load and save different "models" of SmartAdjust tables, factors, and Thresholds so that certain areas or different types of homes behave differently. A couple of clicks and you can load your "Waterfront luxury" adjustment factor set, or your "Rural acreage" set, and so on.

The Detailed View and SmartAdjust are a powerful combination when used together to make fine‑tuned adjustments in a UAD report.

To create a set of automatic adjustments:

1. From the Side‑by‑Side PowerView, click SmartAdjust in the top toolbar.

   

2. When the SmartAdjust column expands, define your adjustments and thresholds. While entering adjustments, keep in mind that the process for defining adjustments differs depending on whether you're entering text or numeric entries for a specific field.

• Numeric Fields — Enter a per‑unit adjustment value into the Adj. Value column. For instance, if you wanted to make a flat adjustment of 15 per square foot of difference for the GLA, you'd type "15" (without the quotes) into the Adj. Value column for that field. If you want to use percentage or percentage per sq. ft. adjustments, simply enter the value followed by a  or sf.
• Text Fields — Click the drop‑down arrow on the right of the Adj. Value field, and click Configure Tables. In the window that appears, select descriptions from the drop‑down menus, or enter your own descriptions in the description column that correspond to the field for which you're configuring the Adjustment Table. In the Value column, choose between  or  from the drop‑down menu to indicate the type of value to be used, then enter the Value amount for each description.

  Let's use the Quality of Construction field as an example. When you configure the adjustment table, SmartAdjust automatically populates the "Q1" through "Q6" descriptions when you have a UAD form in your report. You can leave these how they are and enter values for each description, but let's say you rarely use "Q1" or "Q6" for the descriptions. SmartAdjust allows you to edit the descriptions, enter new descriptions by clicking the plus sign (  ) beside the value column, or even delete a description and value by clicking the delete icon (  ) beside that row. So, for our example we have deleted the "Q1" and "Q6" descriptions, left the "Q3" description with a value of "0", and then entered adjustments for "Q2", "Q4", and "Q5".

  

SmartAdjust also gives you the option of configuring parameters for both UAD, and non‑UAD forms. This is especially helpful when setting up adjustment templates because you can configure your adjustment tables for both form types, and then use the same adjustment template regardless of the form you're using. To configure your table settings for non‑UAD forms, click Show Non‑UAD Table on the lower‑right of the Configure Adjustment Table window, then enter your descriptions and values for Non‑UAD forms.

Applying an adjustment threshold in the Threshold column prevents automatic adjustments below a specified amount. Thresholds can be entered in Units, , or  and essentially tells SmartAdjust that it must reach or exceed this amount before applying any adjustments.

Since the same set of adjustment rules may apply to future reports, save your adjustment rules as a template so that you can retrieve them later and apply them to another report. To save your adjustment rules:

1. In the Side‑by‑Side PowerView, use SmartAdjust to define your adjustment rules.
2. After creating the adjustments you need (e.g. for a neighborhood), click the save icon (  ) at the top of the SmartAdjust column.
3. Enter a name for this adjustment template, then check the box at the bottom if you want to share this template with all TOTAL users.
4. Click OK to save your adjustment template.

As you continue writing new reports, some reports may be able to use previously saved adjustment templates. To load an adjustment template:

1. In the Side‑by‑Side PowerView, click SmartAdjust in the top toolbar.
2. Click the load icon (  ) and select the appropriate adjustment template from the list.
3. Click OK to load your adjustment template and apply your adjustment rules across all comps in the report.

   

By using both Detailed View and SmartAdjust you have full control over your adjustments for numeric and non‑numeric fields like full bath and half bath. To use the Smart Adjust and Detailed View:

1. In the Side‑by‑Side PowerView, click Detailed View, then click SmartAdjust in the top toolbar.
2. Scroll down to the room count fields and enter an appropriate adjustment value in the Adj. Value column next to the Bedrooms, Full Baths, and Half Baths.
3. Look at your comparables now with the adjusted values plugged in. Notice the values in the individual fields are calculated and that the parent field is now calculated as well.

   

What about the calculations used by SmartAdjust? Here's the math we use for Adj. Value ( , , sf ):

•  ( Dollar per unit )  ( Subject field  Comp field )  Adj Value
•  ( Percentage per unit )  ( Subject field  Comp field )  ( Adj   ‘Comp Sale Price’ )
• sf ( Percentage of comparable sold price per square foot per unit )  ( Subject field  Comp field )  ( Adj  ‘Sale Price’  ‘Gross Living Area’ )

For accurate adjustments, ensure the Effective Date is in the report, and each comparable has a Sale Price entered.