If you haven't installed TOTAL Connect, click here for instructions. Otherwise, to deliver
your report to Got Appraisals from software without direct integration:
- Begin by generating a MISMO XML file from your formfilling
software and save it to a convenient location on your computer (like your
Windows desktop). This is the same type of file that you create when
delivering your report in UAD Compliant format. If you're not sure how
to do this, contact your formfilling software provider for assistance.
- Once you have generated your MISMO XML file, open TOTAL Connect by going
to Start, [All] Programs, then expand the
TOTAL Connect folder, and click TOTAL
Connect to launch the program. If you have a TOTAL Connect
shortcut on your desktop, you can also double-click that to open the program.
- When TOTAL Connect has loaded, click Tools on the upper
left and select Deliver.
- Click Browse to locate the MISMO XML file you created in
Step 1. Once you've located the file, select it and
click Open.
- Click UAD Reader to launch the UAD reader and verify that
the information in the XML and PDF Files are correct. When you're
finished, close the UAD Reader to return to the delivery wizard, and click
Next to proceed. Click here for the
full UAD Reader User's Guide.
- In the Select delivery destination window, select
DataCourier, and click Next.
- TOTAL Connect runs a quick UARR review of your report before
delivery. If the UARR review finds any errors that are considered to be
"critical," the Delivery Wizard notifies you. Click
Cancel to stop the delivery process and correct the
error. When the errors have been addressed, begin the delivery again.
If there are any errors or warnings:
- Click View PDF to review a PDF copy of your
report and compare it against the UARR Results.
- Click UARR Review to open a separate window
and view the UARR Review Results alongside the forms in your report.
Click any error or warning in the Review Viewer to jump to that field in the
form.
- Click Print to print the list of errors and
warnings.
- If you find a problem that needs to be corrected,
click Cancel to exit the delivery wizard.
Then, correct the report as needed and begin the delivery process again.
- If there are no errors, or if you've reviewed the warnings and errors and
determined that no changes are necessary,
click Next to proceed.
- In the Delivery details dialog, enter the
information relevant to your delivery:
- Enter the recipient's address in
the To field. Enter multiple e-mail
addresses by separating them with a semicolon (;).
- Enter a subject for your message, or use the drop-down for
the Subject field to auto-populate it with
information from your report. Customize the subject line using the
drop-down list to choose other fields from the report.
- Type the body of your message as you want it to appear in the email
message that is sent.
- Click Preview PDF to view the completed
appraisal that the client is receiving.
- When you've entered all the necessary delivery information,
click Send to deliver the message.