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Editing/changing/deleting lender/client list

Discussion in 'ACI (Appraisers Choice) Software' started by davetheappraizer, Aug 8, 2009.

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  1. davetheappraizer

    davetheappraizer Sophomore Member

    0
    Apr 13, 2007
    Professional Status:
    Certified Residential Appraiser
    State:
    Michigan
    I hate ACI.

    I've only been using ACI for a short time, but it really is not as user friendly as my old software. For 12 years I've used Appraise-It by SFREP, and while it has MANY faults there are at least 3 things that it does SO MUCH BETTER than ACI.

    (1) The form is a continuous scroll. As you scroll down Page 1, it just scrolls right into Page 2 and so on until Page 6 (for a 1004.) No stupid tabs at the bottom.

    (2) Hot keys are MUCH easier to set and to use. If I'm at the point where I want to put in the Exterior Walls, for ACI I have to hit F5 and then scroll to the one that I want to use. With Appraise-It, I hit F1 or F2, etc and it pops right in. The only advantage to ACI here is that Appraise-It only goes to F8 while ACI is "endless" in the different Exterior Wall types that I can enter.

    (3) The lender/client database. This is the reason for this post.

    I REALLY don't know why ACI's lender/client database is SO ABSOLUTELY TERRIBLE but it is. With Appraise-It, at any time I can open up the Lender Database, and add, delete, or modify the lenders and their data. On my Appraise-It, I have hundreds of uniquely identified lenders and clients and if there is a change in their info, I can just pull it up and change it. Voila.

    With ACI...it's a DISASTER! I put the Lender/Client name and address in the Lender/Client line on Page 1. Then when I go to close the report, it asks to either add the Lender/Client or associate it with an existing one. If I associate it, the next time that I open and then close that report it will ask me agin. Frustrating! If I make it a Common Response, it only adds in some information that it puts in automatically. When I go to use that lender again on another report, I hit the common response, choose the lender and I get the lender's name and street address...and THAT'S IT! No suite number, city, state, zip code...nothing! TERRIBLE!

    Worse, I seem to have a problem with a certain's lender's name that must be too long. Let's say that the lender's name is Michigan Choice Lending Institute, LLC. (I just made that up, btw...so if there REALLY IS such a company, it's entirely coincidental.) Anyway, I use this lender ALL THE TIME and EVERY TIME I make a new report with this lender, when I go to close the report, I get the message "Add or Associate?" It seems to cut off the ending so it reads Michigan Choice Lending Institute, LL so it doesn't recognize that I've already put it in the database SEVERAL TIMES!!! I now have 12 different entries for this ONE lender! I have to keep giving it different IDs such as MILEND1, MILEND2, and so on. TERRIBLE!

    Is there ANYWAY to alter, edit, delete, modify or otherwise FIX THE DARN LENDER/CLIENT DATABASE?!?!!!?!?!?!?
    I'd like to clean it up so that there is only 1 entry for this lender and it's one address. I'd hate to see what would happen if I started getting work from this one lender but from a different address.
    Oy.

    Thanks.

    If ACI could make just their software like Appraise-It so that the forms are a continuous scroll instead of those stupid tabs; had hot keys that put in info with only 1 key; and had a REAL, WORKING lender database then it'd be SO MUCH BETTER and save a BUNCH of time per job. Small things, really, but they add up. I can do the same report in Appraise-It at least 5% faster, and in our business, that's a BIG help.
     
  2. LI-Appr

    LI-Appr Senior Member

    0
    Nov 15, 2008
    Professional Status:
    Certified Residential Appraiser
    State:
    New York
    When you enter your order in ACI Track, don't you have your clirnt s info in there?. It should be in the 1004 when you open it from Track..
     
  3. davetheappraizer

    davetheappraizer Sophomore Member

    0
    Apr 13, 2007
    Professional Status:
    Certified Residential Appraiser
    State:
    Michigan
    I don't seem to have ACI Track, whatever that is.
    I looked it up in the Help and Search menus, but when I try to follow the directions provided, I don't seem to get any ACI Track menu to pop up.

    That reminds me of the 4th thing Appraise-It does better (which I had forgotten about.) And that is the ability to search for old reports. With Appraise-It, I could easily search on borrower name, client name, address, city, or even report form type. When I go to ACI's "File Lister" and I type in an address and hit enter, instead of going to that address, it just loads the first report that's at the top of the list. I don't see how the "search" button works in File Lister. I suppose that I could use it to scroll through to check to see if I've done a property before, but Appraise-It was so much easier...and it worked!

    So, yet again, I still can't edit the info in the Lender/Client database (or whatever ACI calls it) as I don't see any way to access that information.
    And when I entered the same lender into the Common Response section, when I go to close the report, I AGAIN get the message "do I want to add the lender or associate it."

    ACI really needs to figure out how to make this all work better, the way Appraise-It does. Whenever I've shown people the difference, they're shocked. They also always like the scrolling report and not the stupid tabs. Appraise-It also has the form in color on the screen which MAY be easier on the eyes for some people, and it is much easier to see what is being typed into the report vs. what is already in the report since they don't "blend together" the way they do in ACI. But that could just be preference and not an actual advantage...like the other 4 items that I mentioned.
     
  4. LI-Appr

    LI-Appr Senior Member

    0
    Nov 15, 2008
    Professional Status:
    Certified Residential Appraiser
    State:
    New York
    That is because the search is also in ACI Track. It is part of the ACI program and installing ACI should have put an icon on your desktop for Track ,,Flash and research. You may need to reinstall. What Version of ACI do you have? If you have support call ACI and they will walk you through. As a new user you should have received a CD.
     
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