1.Creating and Modifying Residential Improvement Data Using M&S
Purpose
Use this procedure to make entries that the Marshall & Swift system requires to appraise residential values.
We recommend using Marshall & Swift’s Residential Estimator Worksheet, published at http://www.swiftestimator.com/re.asp, as a reference for making your entries.
Prerequisites
- Your office has contacted Client Services to request the activation of the Marshall & Swift module in the PACS configuration table.
- In order to perform this procedure, the following user right must be assigned to your user ID:
- Property > Edit Property > Improvements > Edit Marshall/Swift Residential Improvements
- The Marshall/Swift Type attribute in Tools > Code File Maintenance > Improvements > Type Code Maintenance has been set to
R (Residential)
.
Procedure
- In PACS, do one of the following:
- Create a new improvement segment using Marshall & Swift
- Open the property and expand the Improvements panel. Then, in the Improvements section, click Add.
- In the Improvements dialog box, enter data for the new improvement as required. Then, in the Improvement Details section, click Add.
- Proceed to Step 2.
- Modify an existing improvement segment using Marshall & Swift
a. Open the property and expand the Improvements panel.
b. In the Improvement Details section, do one of the following:
- If Marshall & Swift data has not been entered already for the improvement, select the improvement and then click Details.
Then proceed to Step 2.
- If Marshall & Swift data has been entered for the improvement, open the improvement detail, click the M&S Details button, and then proceed to Step 3 below.
- If Marshall & Swift data has not been entered already for the improvement, select the improvement and then click Details.
In the Values section of the Improvement Detail dialog box, select Marshall & Swift.
- Use Marshall & Swift’s Residential Estimator Worksheet, published at http://www.swiftestimator.com/re.asp, as a reference for making your entries.
- Click OK or Apply.
2.Viewing Residential Improvement Data Entered Using Marshall & Swift
Purpose
Use this procedure to view improvement segments on the property that contain Marshall & Swift values.
Prerequisites
- In order to perform this procedure, the following user right must be assigned to your user ID:
- Property > Edit Property > Improvements > Edit Marshall/Swift Residential Improvements
Procedure
- Open the property and expand the Improvements panel. Then, in the Details section, open the improvement detail and click the M&S Details button.
- Review the Marshall & Swift values.
3.Reviewing Marshall & Swift Estimated Residential Values
Purpose
Use this report to review:
- A breakdown of the values used in Marshall & Swift to value the residence.
- The depreciation taken.
Procedure
- In PACS Appraisal, open a property and click the Improvements panel. Then, in the Improvements section, click M&S Details.
- In the Marshall & Swift Details dialog box, click Print.
4.Generating the Marshall & Swift Data Entry Report w Appr Cards (MVP)
Purpose
Use this report to generate the Marshall & Swift Data Entry Report when generating appraisal cards for field work.
The report includes the Marshall & Swift data entered on improvement segments.
Prerequisites
- In order to perform this procedure, the following user right must be assigned to your ID:
- Activities > Print Appraisal Card
Procedure
- In PACS, choose Activities > Appraisal Cards. Then choose your printing option (Print All Properties, Print User Defined, etc.).
- In the Card Type drop-down list in the Print Appraisal Cards dialog box, select
Field Review Card
. - In the Options section, select the print Marshall & Swift report options, and other options as required.
- Select either Preview or Print.