Property Presentations

As the appraisal industry evolves, the savvy appraiser is always on the lookout for new ways to market appraisal services to different audiences.  One often overlooked segment of the real estate market is the “For Sale By Owner” or FSBO home seller.  These individuals are often marketing their homes without the benefit of a real estate agent to help them establish the value of their homes.  Enter the appraiser.

XSites include a feature which allows you to help FSBOs market their homes and justify their asking prices.  Specifically, once you've completed an appraisal for a FSBO customer, you can upload that appraisal to your XSite.  A custom URL is created on your XSite, which home sellers can pass along to perspective buyers.  When a buyer views the site, they see the following:

 


Creating the Presentation

To create an Online Property Listing:

  1. Open the desired report in WinTOTAL and click Tools, Property Presentation Wizard from the menus.
  2. In the login screen, enter your XSite Username and Password, and then click Next.
  3. The Additional Information screen appears, allowing you to enter specific information about the property which may not be included in the appraisal report, but would be beneficial in marketing this property to buyers.  Fill out any or all of the fields for which you have information and click Next.
  4. Give a description of the property and click Next.
  5. Specify how much, if any, of the report you'd like to include on your site.  To include a PDF of the entire report, mark the Print the entire report to PDF option.  To select certain pages, instead choose Print specific pages.  Click Next to continue.
  6. You're given the option of uploading any photos from the report to your XSite.  Check the box for the photos you wish to include.  If you have additional photos from your inspection that aren't included in the report, click Add additional photo.  Find the photo file on your hard drive and click Open.  Repeat this step to add additional photos.  Click Next to continue.
  7. Select the XSite you wish to upload this report to from the Your XSite drop-down menu.  In the Path to presentation box, type the URL which you'd like the homeowner to use.  For example, you might type the property address.
  8. Complete the Client's Name and e‑mail address fields to automatically generate a Disclosure Agreement form.  The client completes this form to grant you permission to display the report on your site.  Click Next to continue.
  9. The wizard now generates the report.  If you opted to include only a portion of the report, the standard WinTOTAL Print screen appears allowing you to select which pages are printed.  Make your selections and click OK.
  10. Once the report is generated, you're prompted to preview the site.  Click the link to open a window and ensure that the information is correct.  Click Next to continue and then click Finish to complete the process.

 


Publishing the Presentation

Once the report is complete, you must return to your XSite to enable it.  Before doing so, you should contact your customer and ensure that they received the electronic End User Agreement and are willing to accept the terms.  They're prompted to visit the site online and complete an acceptance form.  Once this is done, you're ready to launch the property report on your XSite.

  1. Log in to your XSite and click XSite in the toolbar at the top.
  2. Click Online Properties in the Extra Tools pane on the left.
  3. The reports you've uploaded from WinTOTAL are displayed in the Online Properties window.  Click Preview to look at the site.  If your site's “File Not Found” message is displayed, the home owner has not yet completed their acceptance form.  Once they do so, the site should display properly.
  4. As necessary you can manipulate this online property:

Your customer's property is now available online to assist in marketing their home.  Note that it is not viewable from your XSite, unless you choose to add the link to either a menu item or to a custom page.