Pro Series User Guide

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1 Pro Series User Guide Table of Contents Page 2 Getting Started Page 7 Property Search and Reports Page 22 Farm Search and Reports Page 30 Using the Map

2 GETTING STARTED 2 P a g e

3 Property Search select this option to search for specific properties and pull profiles (reviewed in detail on page 6) Farm select this option to generate manual comps, draw and retrieve a group of properties, filter for all records with a specific surname, use code, owner occupancy etc. (reviewed in detail on page 22) Tools there are several options under Tools Refresh click on Refresh to clear your screen Recent Farm Downloads Shows a list of Farms that have been pulled. These records will remain available for 14 days. You can retrieve these records during the 14 days for no additional cost. 3 P a g e

4 Saved Criteria You can save search criteria (Farm) to use at a later date. Saved criteria will be stored under your account and accessible for 120 days. Recent Property Reports The most recent 15 Property reports that were generated. Documents retrieve documents (must know the document number, year, state, and county Account Status view used and remaining credits for the month Preferences the system will automatically prompt you to set your preferences upon your first logon to the program. You can adjust your preferences at anytime by selecting Preferences from the Tool Menu Profile - Update your name and address and select your default mode 4 P a g e

5 Reports check the reports that you want returned in you profile. Choose the report style (Standard, Southwest, Commercial, or Custom) Comparables set the defaults for the comparables that will be returned with your property profiles Farm set the total number of records you would like to see when you select count. Check Preserve search criteria when changing counties so that you don t have to reenter criteria if the incorrect county is selected. 5 P a g e

6 Change Password you can reset your password at anytime by selecting change password. How To User Guide Geographic Coverage determine geography (states and counties) that are covered within the program Diagnostics verify browser and environment compatibility Support generate an to Support Logout select if you want to logout of the system TitleProfile Classic click to use the Classic Version TitleProfile Support product support. Click on the phone number to generate an to support. Main Menu return to the main menu where you have the option to retrieve online documents, view the blank legal documents, select external links (designated by your title company), etc. 6 P a g e

7 PROPERTY SEARCH AND REPORTS There are 5 ways to search for a property (Site Address, Owner Name, Mail Address, APN (Assessor Parcel Number, or Intersection) OWNER NAME SEARCH Select Owner Name from the drop down menu: Type Owner Name you can type in the last name only, first name only, first and last name to return exact and close matches. To return exact matches only type a period after the name. SITE ADDRESS SEARCH Select Site Address from the drop down menu 7 P a g e

8 Enter a site address (11482 Alkaid) to search for a specific property, enter a street name to return all properties on a specific street (Alkaid), or a house number to return all records with a specific house number (11482). MAIL ADDRESS SEARCH (returns all records with the mailing address entered) Enter the mail address (11482 Alkaid) to search for a specific property, enter a street name to return all properties on a specific street (Alkaid), or a house number to return all records with a specific house number (11482). ASSESSOR PARCEL NUMBER SEARCH Enter the APN (Assessor Parcel Number) type the entire parcel number or just the book or just the book and page. Dashes are not required. 8 P a g e

9 INTERSECTION SEARCH Enter the Intersection by typing the two streets separated by and or &. When the intersection is located, scroll down on the map to zoom in. Click Labels to view the street names. 9 P a g e

10 ENTER GEOGRAPHY Select your location you can search by zip code, city, county, or state. Start typing your geography into the Location. The program will show matches based on what you entered. To do a nationwide search leave the location box blank and check the box for Nationwide (owner name only). Click Find Property Found. When the property is found it will be indicated on the Aerial Map with a Push Pin and it will also be added to the list at the bottom of the screen. Single Property Found 10 P a g e

11 Multiple Properties Found properties will be indicated on the map with pushpins and a list of the properties found will shown under the aerial image. **View address and owner information prior to generating a report by mousing over the pushpin** 11 P a g e

12 GET REPORTS Push Pin you can mouse over the pushpin and click on the blue link Reports List you can click on the address highlighted in blue 12 P a g e

13 Report Options Property Reports generates a full report including Cover Page, Profile Cover Sheet, 1 Line Comps, Detailed Comps, Plat Map, Transaction History, and Nearby Neighbors. You can uncheck any report that you don t wish to include. Click OK to view the report. Cover and Comps Report generates a report that includes only the Profile Cover Sheet, 1 Line Comps, and Plat Map. Click OK to view the report. Lender Profile generates a report that includes the Profile Cover Sheet, 1 line Comps, Plat Map, and Transaction History. Click OK to view the report. **When the report is retrieved you can print, convert to PDF, or create an link** Documents show a list of the documents for the selected property. Click OK to view the list of documents. Check the documents required. 13 P a g e

14 When the selected documents are retrieved you can download as a.tiff file or as a.pdf Offline Documents will generate an to your title company customer service department letting them know you are requesting documents be sent to you. Select the documents you would like to receive (Name of Document) and the delivery method. Other information will be autopopulated based on your preferences and the property you selected (you can choose to overwrite this information). Click Submit Request when completed. 14 P a g e

15 Reports Presentation Cover Sheet 15 P a g e

16 Profile Cover Sheet 16 P a g e

17 Quick Comps 17 P a g e

18 Detailed Comps 18 P a g e

19 Plat Map 19 P a g e

20 Transaction History 20 P a g e

21 Nearby Neighbors 21 P a g e

22 Farm Search and Reports ENTER GEOGRAPHY Select State and County to search in multiple counties click the browse button to the right of the county Single County Multiple Counties 22 P a g e

23 Choose your Criteria Geographic Farm Specify the geography you will use for your farm. ****Note not all fields are populated for every county**** Address enter a single address, house number, or only a street name. For multiple entries separate by a comma (ie, Main,Macarthur,Jamboree) Owner enter a complete owner name, John Smith, last name only Smith, or starts with Jo City select the city from the drop down or use the browse button to select multiple cities Zip type in the zip code (multiple separate with comma s) Area Code enter an area code Census Tract enter the Census Tract Mail Zip enter the mailing address zip code Parcel Book enter the Book (ie, 309), Book and Page (ie, ), or Parcel Number ( ) Subdivision enter the Subdivision Tract enter the Tract 23 P a g e

24 Property Use & Characteristics - specify property use and characteristic information Property Type type of property Use Code properties use code (only available if a single county is selected) Building Size square footage of the building # Beds enter desired number of bedrooms # Baths enter desired number of bathrooms Year Built year the property was built Lot Size size of the parcel Lot Size Unit choose square feet or acres Pool with or without Owner Occupancy occupied or absent Zoning zoning of the property #Units enter desired number of units Odd/Even select Odd or Even to only return records with odd house numbers or even house numbers 24 P a g e

25 Sale & Assessed Choose sale and assessment information Distressed tax delinquent Purchase Price sale amount of the property Recording Date date property was sold Sale Type full, partial, reo in, reo out Anniversary Month month the property was sold Surname Filter search for ethnic names Standard Site Addr standard (best for labels) or non standard Total Assessed Value value of the land and building combined Assessed Land Value value of the land Assd Improved Value value of the building % Improvement -% value of the building Market Value used instead of assessed value in some counties 25 P a g e

26 Getting Records 26 P a g e

27 Reports Choose the report type and how you want the data to be sorted 2 line Detail 27 P a g e

28 Export Choose which fields you would like to be exported. Data will be delivered as a.csv file. Labels Choose the type of labels you would like 5160 (3 up) or 5161 (2 up) sort, address type, etc. 28 P a g e

29 Coversheet shows the criteria selected for the output 29 P a g e

30 Profile Coversheet full page profile for each record selected 30 P a g e

31 Using the Map 31 P a g e

32 32 P a g e

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