Appraisal Desktop > Contacts > Create Client Login Accounts
     
 

Create Client Login Accounts

 
     

Whenever you create new contacts in WinTOTAL, you can easily create client login accounts on your XSite at the same time.  In addition to consolidating and simplifying the ordering process for both you and your clients, client login accounts provide a variety of other benefits, such as:

To create client logins for your clients…

  1. From WinTOTAL’s contact manager, choose a contact or company from your list and click Edit to open the contact.
  2. When the Contact Details screen appears, check the box(es) to indicate that the contact is either a Lender or Client in the Type of Contact section at the top of the screen.
  3. If you’re editing an individual contact, check the Allow this client to login box in the XSite Login section on the right and then type the Username and Password you want your client to use, in the available boxes on the right.

    - OR –

    If you’re editing a company contact, scroll to the Contacts in Company section at the bottom of the Contact Details screen and Add or Edit a contact in your client company.  Then, just fill out any necessary contact information, check the Allow this client to login box in the XSite Login section on the right, and enter a Username and Password for your client.

    XSiteLogin
  4. Finally, click OK to save your changes.  The client login is then created for your client and notifications are sent to inform your client of their login credentials.


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