Delivery from WinTOTAL

  TOTAL Connect Pro contract required
  MISMO XML delivery from other formfillers not supported
  Orders available through XSite and/or Mercury Network

If you haven't installed TOTAL Connect, click here for instructions.  Otherwise, to deliver your report to XSites from WinTOTAL:

  1. Open your report in WinTOTAL.
  2. Click Deliver to Client on the upper left, hover over Deliver with TOTAL Connect, and select XSites from the drop‑down menu.
  3. If WinTOTAL indicates that the report you're delivering does not have an associated order, click Yes to choose an associated order.
  4. The Aurora Print Engine appears,double-click to select which forms in your report you want to include in the final document.  Set any other options necessary, and click OK.
  5. Enter your a la mode login information, check Remember my password to avoid re-entering your username and password each time you deliver, and click OK.
  6. Verify the order details on screen and click Next.
  7. In order to deliver your report, you must verify several items.  Run through the delivery guidelines checklist, and then click Next.
  8. In the UARR results screen, review any errors or warnings.  If you do not have any errors or warnings click Send.  If there are any errors or warnings:

    Associate Order

  9. Click Next to continue.
  10. If the UARR Review finds any errors that your lender client believes to be "critical", TOTAL Connect, notifies you.
  11. Enter the e-mail address you are delivering to, e-mail subject, and any message you want to include and click Send to complete the report and deliver the message to your client.

    Create E-mail

  12. The final screen displays the delivery results and the new report status.

    Complete Order

TOTAL Connect uploads your reports, marks its status as "Complete," and sends a notice to your client(s) explaining how to securely pick up their report.