Transcript www.appraisaltoday.com

Appraisal Today 2004
National Conference
08/05/2004
Karl Dattar
AppraisalTrac / Dattar Systems, Inc.
http://www.appraisaltrac.com
AppraisalTrac®
Overview
●
●
Introduced in 2000 for Lenders and volume-based Vendors
User Roles for Loan Reps, Loan Processors, Appraisal Mgmt
Groups, Appraisers (Fee & Staff) , Appraisal Companies,
Reviewers, Investors (2004)
●
Integration with LOS, AVMs, and Accounting Systems
●
System of Record
●
●
Dedicated implementation facilities to address regulations
such as GLBA, Sarbanes Oxley, IS Audits & California SBs
Provisioned at AT&T Enterprise Network and delivered on
IBM WebSphere, UDB/DB2 for massive scalability & reliability
AppraisalTrac® EXPRESS
Overview
●
●
●
●
Introduced in 2004 for Appraisers and Appraisal Shops
User Roles for Clients, Office Staff/Administrators and
Appraisers
Deep integration with QuickBooks Accounting
May only be licensed by Appraisers and Appraisal Shops (up
to 300s order a month)
Are you really more effective
●
●
Measure of Effectiveness =
Quantitative + Qualitative benefits
Quantitative measurements
–
●
Impact on the bottom line
Qualitative measurements
–
–
–
–
Impact on office staff
Impact on customer service
Time for business development efforts
Time for professional development
Nirvana
●
●
●
●
What if you could provide excellent service to your
clients without any additional effort ?
What if your clients could provide you with updates
at the click of a button ?
What if your clients could download the completed
reports as often as was necessary without your
assistance ?
What if your appraisal process integrated seamlessly
with your accounting system ?
Considerations for reviewing web
based management systems
●
Is it truly secure
–
–
●
Can your clients use other web browsers such
as Netscape, Mozilla, Safari (Mac)
–
●
The golden lock in your browser should always be “ON”
A login name and password do not suffice
Your clients do not always have Internet Explorer
Can you store your appraisal files on-line
along with your appraisal orders
–
Helps your clients and staff when you need to locate and
download files
Considerations for reviewing web
based management systems
●
●
●
●
Can you upload your appraisal files as often as is
necessary into the system ?
Can your clients download their appraisal reports
from the system as often as is necessary and
without your intervention ?
Can your clients, staff and appraisers use the
system to exchange messages about the order ?
Can the system receive emails from clients and
attach those emails to the appraisal orders ?
Summary
●
●
●
Web based management systems can be the virtual
assistant in many environments
They are not the silver bullet for everyone
Solutions are available at affordable entry points and
you have a choice of providers