QuickSource Free Time FAQ

This document answers some of the most frequently asked questions regarding QuickSource in TOTAL.

Document 3300  |  Last updated:  06/09/2021 SPB

What is QuickSource?

QuickSource is your one‑stop solution for easily importing, comparing, and managing data from multiple, credible sources. With instant data comparison of self, peer, and external data sources, all on one screen, to improve accuracy and avoid discrepancies in every report.

How do I turn QuickSource on or off?

To enable or disable QuickSource, simply click the QuickSource View opt‑in toggle on the upper right of the Appraisal Desktop or an open report, and then click Enable or Disable accordingly.

Keep in mind that if you disable QuickSource and continue to use SmartExchange, you're charged 99¢ per report when SmartExchange comp data is used.

When is QuickSource available?

We're rolling QuickSource out in phases. We'll notify you via email and inside TOTAL when it's been turned on for you. Make sure to keep an eye on your inbox!

How long is the free period of QuickSource?

We want to make sure everyone has a chance to use QuickSource and give us feedback. So, the end date is undecided. We'll let you know in advance, before the free period ends.

Is the free period of QuickSource available by user or my entire account?

As we roll out the free period of QuickSource, we'll make customers eligible by account. Once the toggle appears, each user can decide if they want to enable QuickSource. When the free period ends, you'll need to purchase QuickSource for each individual users you want to have access.

How much does QuickSource cost?

Pricing is still being finalized. You'll have the option to buy QuickSource and add additional data sources such as SmartExchange (unlimited peer data) and MLS data.

What data sources does QuickSource use to provide the data?

The free period of QuickSource gives you access to Public Records, your local Comps Database, unlimited Peer Comps from SmartExchange, and (depending on your area) the ability to import from your local MLS.

Do I have to opt in to SmartExchange to use QuickSource?

To use unlimited peer comps, you're asked to opt in to SmartExchange. However, you can still enable and use QuickSource without opting in to SmartExchange. You just won't have access to the unlimited peer comp data.

Can I use my local MLS data with QuickSource?

Click here to see which MLS boards are currently available. If you don't see your MLS listed, click Request My MLS to submit a request for us to add your MLS Board, and we'll let you know as soon as it's available.

How do I launch QuickSource?

There are several ways to launch QuickSource. The easiest is to click the QuickSource button in the toolbar of the Side‑by‑Side PowerView. Or, simply select QuickSource from the Data menu on the upper left.

What forms can I use with QuickSource?

For now, QuickSource is compatible with UAD and non‑UAD versions of the 1004, 1073 and 2055 forms. We'll continue to map additional forms to make them available soon.

QuickSource doesn't support the form I'm using, but SmartExchange does. Can I access SmartExchange outside of QuickSource?

Yes. We continue to map additional forms to make them available with QuickSource soon. But, in the meantime, you'll need to temporarily disable QuickSource in order to access SmartExchange. Simply click the QuickSource View toggle on the upper right and click Disable. Then, click No Thanks on the prompt to share your feedback. Once QuickSource is diabled, it's removed from the Side‑by‑Side PowerView and you're able to access SmartExchange as you have previously.

Keep in mind that if you disable QuickSource and continue to use SmartExchange, you're charged 99¢ per report when SmartExchange comp data is used.

What if I'm using a form that isn't supported by QuickSource?

If the form you're using isn't currently supported by QuickSource, you're prompted to use SmartAddress to access your local Comps Database and Versions.

What if I need to change the data returned by QuickSource?

You're able to edit any data you choose in TOTAL, just like normal. You're also able to customize the data within the Data Discrepancy View in QuickSource. Click here for instructions.

How long is the MLS feature free?

While we're working on adding more MLS boards, the MLS feature will likely be free for a while — even after the QuickSource free period ends. You'll be notified when the end date has been determined. Plus, if you're a current Elite or Titan Analytics owner, the MLS feature will be included in your membership.

Is SmartExchange free in TOTAL?

Unlimited Peer Comps with SmartExchange are included during the free period of QuickSource. To take advantage of the free peer data, QuickSource must be enabled. If you disable QuickSource and use SmartExchange comps in TOTAL, you'll be charged for each transaction as usual.

Can I save the QuickSource data to my Workfile?

A Data Fact Sheet is added that reflects all the available data from QuickSource along with the data sources you selected. It's automatically saved to your Workfile when you click Save & Close and transfer the data from the Data Discrepancy View to your report. Click here to see an example of the Fact Sheet saved to your Workfile.

How do I choose and prioritize my default data sources?

To customize the default data source selected to import to specific fields on your report, click Data Cascade Settings on the upper right of the Data Discrepancy View.

Why aren't all of my comps transferring to my report?

Each comparable is a separate tab within the Data Discrepancy View. Comps that have been reviewed display a green check mark (  ) next to the comp number, while comps that haven't been reviewed display an orange warning symbol (  ) .

If there are any comps that haven't been reviewed when you click Save &Close, a prompt is displayed to let you know which comparables weren't reviewed and aren't transferring to your report. Click Continue to proceed and transfer only the comps that were reviewed. Or, click Cancel to return to the Data Discrepancy View and review the additional comparables.

How do I see discrepancies?

Click the QuickSource button in the toolbar of the Side‑by‑Side PowerView to launch the QuickSource Data Discrepancy View. From here, you're able to pick and choose data for each field using any of the available data sources.

To see only the data that differs between those data sources, check the box next to Only show data discrepancies on the upper right. Click here for more information and detailed instructions on using the Data Discrepancy View.

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