XSites
Delivery from WinTOTAL

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.
   • If the correct order appears in the list, click to select it and then click OK.
   • If the correct order DOES NOT appear in the list, cancel out of the delivery wizard, save and close your report, and run net.X Connect from the Appraisal Desktop.  net.X Connect finds any orders on your XSites profile that are available to you.  When prompted, click Associate to pair your WinTOTAL report with your XSites order and then start the XSites process again.

     

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:

   

   • 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 starting with Step 1.
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.
    • To cancel the delivery process and repair the error, mark Cancel and click Next to return to WinTOTAL.
    • To request that the lender make an exception for this report, mark Request an Exception and click Next.
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.

    

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

    

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.