Communicate more effectively with your clients

Appraiser XSites help reduce your daily phone calls because clients order appraisals on your XSite and get an e-mail every time the status of that order changes.  Clients can also log into your site any time to see their orders and even download their finished reports — all without a phone call.

And because your XSite is in constant contact with WinTOTAL, any WinTOTAL order you enter will be pushed to your XSite so clients will get status alerts automatically.  Plus every finished report can be delivered to your client via your XSite.  The best part?  It works seamlessly without extra work from you.

Automatic status messaging
With each major milestone of the report, your XSite automatically sends your clients status e-mail messages. Your phone isn’t ringing constantly because they already know what’s going on thanks to your XSite. Your clients can also log into their own secure area of your XSite and see the same status reports they’ve received in e-mail.

Contact management and scheduling that’s always available
Your XSites’ Contact Manager is always available, giving you anywhere access to your contact records and schedule so you can more easily communicate with your clients. Each contact is tracked with detailed records, including phone numbers, addresses, e-mails and unlimited notes. Or you can assign contacts to one or multiple groups that you define (such as “lender,” “homeowner,” etc.), which comes in handy when you setup your marketing campaigns using XSellerate (link to XSellerate page). Plus you can use your online calendar to confirm or change appointments or setup appointment reminders without ever leaving your XSite. So stop paying an assistant to coordinate and communicate with your clients. Let XSites’ Contact Manager do it for you.

Onsite or en route — take your office with you
You spend most of your day in the field. With an Internet enabled PocketPC, Palm device, or cell phone, you can take your XSite with you to better communicate with clients and deliver superior customer service. You get alerted when a new prospect visits your site, allowing you to follow up instantly. Plus, you can check for new orders, send and receive e-mails, send report status to clients, schedule appointments, process credit card payments, and more any time, anywhere using XSites Mobile. Anything you do on your mobile device automatically shows up on your XSite, so you don’t have to manually sync anything.

Build up your contacts list automatically
Easily add pre-built and custom question forms to any of your site’s pages. You decide what questions to ask based on the information you want to know from your prospects. When visitors submit a form, their response is sent to your e-mail address and/or your mobile device. Your XSite will also automatically add their information to your Contact Manager so there’s no retyping for you!