- There are two ways to access the Deliver Appraisal… function.
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Option 1: In ClickFORMS, click the File menu and select Deliver Appraisal…
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Option 2: In ClickFORMS, click the Order menu and select Deliver Appraisal…
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| Check Comparable Consistency
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- You will be asked to check if the comparables in your report are consistent with the comparables in your Comps Database.
If you have already checked your Comparable Consistency, click No to proceed.
To check your Comparable Consistency, click Yes and follow the next steps.
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- In this example, the subject property has an inconsistency with the Comps Database. Click the correct check box option to use in your report and save to your comps database. The example below shows the correct selection for the "Design" field is DT1.50;Bungalow. Click the "Make Consistent" button.
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- The Comps Consistency Checker saves your selection. Click the "Close" button, then proceed to the next step.
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| Select the Forms to be Included in the Report
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- By default, most forms will already be selected. Make sure that all the forms you wish to submit are selected as appropriate. When ready, click the Next button.
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| Select Delivery Method and Recipient
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- By default, the Create XML of appraisal radio button will be selected. Check the appropriate boxes from the right column to customize the XML generation process, then click the Next button.
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| Specify the Appraisal Package Contents
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- For UAD reports, the options below are pre-selected. For MISMO reports, check the appropriate boxes for your appraisal package. Make sure to check the ENV File box, then click the "Next" button.
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| Optimize Images to Reduce the Memory Size in your Report
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- To reduce the total file size of your report, click the "Reduce Images Size" button, then click the "Next" button.
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| Errors and Omissions Review
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- Double-Click each error to correct in report. When Double-Clicked, ClickFORMS will take you directly to the error in your report.
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- Make your corrections in your report, then click the Re-Review button from the "Errors and Omissions Review" window to clear the errors, then click the Next button.
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| Create MISMO GSE 26 XML File
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- If you decide to make further corrections, follow the same steps as above for Errors and Omissions Review, then Click the "Next" button. If you decide that your report is correct 'As-Is', Click the "Next" button, then click "No" from the Continue? pop-up window.
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| The ENV File of Appraisal Report
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- The ENV Creation window will appear. Click the 'Create ENV' button. This process may take a minute or so.
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- After the ENV has created, a preview of your ENV file will appear. Simply click the Next button.
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| The PDF File of Appraisal Report
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- ClickFORMS will automatically create the PDF for you. Click the "Next" to proceed.
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| Saving your ENV, XML and PDF Report
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- To Save all files (ENV, XML & PDF) to the same file folder on your PC, click the "Save all files to" checkbox, then click Browse to choose a location. The location chosen will now be the default location for all future saved ENV, XML and PDF files. Next time, simply click the Save All button. The example below shows how to save your ENV, XML and PDF files in locations on your PC.
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To save the ENV, XML and PDF file in separate locations, make sure the box "Save all file to" is unchecked. Click the "Save As" button. Choose a location to save your XML file. The example below shows the PDF file being saved to: Documents\My ClickFORMS\ PDF Files. Repeat these steps for the XML file and the ENV file.
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- When finished, simply click the 'Close' button
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If you need any further assistance with this, please call us at 800-622-8727.
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