WA Marshall & Swift Residential

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 True Automation 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 PACS.ADMIN (Tools > Code File Maintenance > Improvements > Type Code Maintenance) has been set to R (Residential).

Procedure

1. In PACS 9.0, do one of the following:
   • Create a new improvement segment using Marshall & Swift
   1. Open the property and expand the Improvements panel. Then, in the Improvements section, click Add.
   2. In the Improvements dialog box, enter data for the new improvement as required. Then, in the Improvement Details section, click Add.
   3. 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.

   In the Values section of the Improvement Detail dialog box, select Marshall & Swift.

2. Use Marshall & Swift’s Residential Estimator Worksheet, published at http://www.swiftestimator.com/re.asp, as a reference for making your entries.
3. Click OK or Apply.

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

1. Open the property and expand the Improvements panel. Then, in the Details section, open the improvement detail and click the M&S Details button.
2. Review the Marshall & Swift values.

Purpose

Use this report to review:

• A breakdown of the values used in Marshall & Swift to value the residence.
• The depreciation taken.

Procedure

1. In PACS Appraisal, open a property and click the Improvements panel. Then, in the Improvements section, click M&S Details.
2. In the Marshall & Swift Details dialog box, click Print.

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

1. In PACS, choose Activities > Appraisal Cards. Then choose your printing option (Print All Properties, Print User Defined, etc.).
2. In the Card Type drop-down list in the Print Appraisal Cards dialog box, select Field Review Card.
3. In the Options section, select the print Marshall & Swift report options, and other options as required.
4. Select either Preview or Print.