SmartAdjust

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.

 


Defining Adjusment Rules

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 adjusmtents differs depending on whether you are entering text or numeric entries for a specific field.

 


Adj. Value Types and Adjustment Tables

 


Configure Tables for UAD and Non-UAD Forms

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 adjusmtent tables for both form types, and then use the same adjustment template regardless of the form you are 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.

 


Using Thresholds

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.

 


Saving Adjustment Templates

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 comps view, 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.

 


Loading Adjustment Templates

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.

      HINT:

    Your SmartAdjust settings are saved as part of the report.  Cloning or merging a report containing SmartAdjust settings clones or merges those settings and applies them to any comparables in the new report.