As you complete and deliver each appraisal order to your XSite, your clients automatically receive notice that their order is complete with a copy of the completed appraisal attached to the email. However, your clients can still log in to your site through your Client Log in tools and manually download the report:
Clients visit your site and log in via Client Login.
In the screen that appears, your client locates their order and clicks on it to view the details.
In the Appraisal Order Details screen, your client then navigates to the Documents section and clicks the attachment to download the appraisal order.
If you enabled the required payment option for this client, your client is prompted to pay their outstanding invoice before they can download the order.
If you have credit card processing enabled, they can pay by credit card immediately and download the order. Your invoice and account history in Titan Office update with the payment information automatically.
If you're not using credit card processing on your XSite, they're prompted to print their outstanding invoice and overnight it with a check to download the order. When you receive the check, log the payment, and then your client can download the appraisal.