At Collectorpro Software we love helping customers. We have put together this help for CollectorproOnline. Please expand the topics you are interested in to view the documents. If you cannot find what you need assistance with please contact us.
Click here for a brief overview video of CollectorproOnline
CollectorproOnline is the premier personal property appraisal report writing tool. CollectorproOnline is accessible from any internet connected browser. It allow you to create appraisal reports, insert cover and addendum documents and produces an editible Word document for you to send to the report recipient.
Your appraisal work file including the appraisal information, valuation types, start date, end date, and inspection date.
The item(s) that a valuation is assigned to. Objects may be sets or groupings of multiple items or a single item.
Digital image files of the objects that are being appraised.
Comparable objects to the object being appraised. Usually used to support the valuation assigned to the object being appraised. Each object in CollectorpoOnline can have an unlimited number of comparables that can be selected to print, or not print on the appraisal report.
Any user that has access to the CollectorproOnline application. Users can be Company Administrators or Appraisers. See the User Roles help section for a description of the roles and what each role has the ability to do.
There are two user roles within CollectorproOnline
Company Administrators – Can access and use all features and functions within the software.
Appraisers – Can access and use all features and functions within the software except Users, Administration, and Category, Subcategory, and Chapter Maintenance.
General Screen Navigation
The best way to navigate through the fields is to use the tab key or move the mouse and click. Pressing the “Enter” key does not complete that function, it goes to the next line in that field.
You will see on the middle top the screen you can Search for a appraisal by a keyword or phrase. Searching here searches all text fields of the appraisals.
Left Navigation Pane – Appraisal Level
This feature is to aid in moving quickly in the software. This is an appraisal listing and search capability by appraisal number or start date. You can add a new appraisal or view all appraisals from this navigation pane.
You have the ability to collapse to this listing to make the typing area larger for inputting data. To minimize this pane, click in the upper right corner on the left arrow.
Left Navigation Pane – Object Level
On the object level, which is found under the Objects Tab, you can see the listings of the object in this appraisal and click on them from the list any time to go to that object. Clicking on the left arrow in upper right corner minimizes this pane.
CollectorproOnline allows A company Administrator to invite, reactivate, deactivate, and edit users as needed.
To invite a new user:
The new user receives an email with a link to either accept or reject the invite. If the user accepts the invite, they are redirected to the CollectorproOnline registration page, and you are sent an email to confirm that the new user has accepted your invitation. They will need to complete the registration form by entering their name, email, and telephone, etc. When complete, their username and password are created, and they will have access to CollectorproOnline. Additionally, CollectorproOnline support staff is notified, and the new user is contacted, along with the Company Admin, to schedule training.
If the new user rejects the invitation, you are sent an email notification that the invite has been rejected. You may want to reach out to the new user personally to confirm their choice. If a rejection was made by accident and you need to reinvite them, you will need to reach out to the CollectorproOnline support staff at support@collectorpro.com, so they can reset the invite information.
To activate or deactivate a user:
To edit user’s information:
A workfile that contain the objects that are being appraised along with comparables.
WorkfileScreen Details
Workfile List – On the left side of the workfile screen is a list of all appraisals. You may click on the workfile ID to open another appraisal. You can collapse the workfile list by clicking the arrow pointing left near the top. You can also search for a workfile by typing the search term in the Search by workfile ID field.
ID Field– This is the appraisal ID you assign to the workfile. It must be a unique ID containing only alphanumeric values
Description – Short description of the workfile.
Start Date – Enter or select the start date of the workfile.
End Date – Enter or select the end date of the workfile.
Start Date – Enter or select the effective date of the workfile.
Inspection Date – Enter or select the inspection date of the workfile.
Primary Appraiser Assigned – Select the primary appraiser assigned to this workfile. This is usually the appraiser that will be signing the appraisal report.
Primary Valuation Type – Check the box to use this valuation and type in the valuation type, Ie. Fair Market Value.
Other Valuation Types 1 -4 – You may assign up to 5 valuations to each object. Click the checkbox next to the one you wish to use and enter the valuation type.
Field Labels Template – CollectorproOnline has several predefined field label types. Selecting the field label type will adjust the object field labels. See Field Label Template for more details. Select User Defined to set the object field labels to your own custom values. Field labels apply to every object in the appraisal. If you select User Defined, you can set the field labels on the Add Object screen using the Edit Field Labels link when adding the first object. This only needs to be done once to apply to all objects.
Notes – Enter any notes about the workfile. These are private and do not show on the appraisal report.
Addendum – Click the browse button to upload a Word document containing your appraisal report addendums. This document will be appended to the end of the report.
Cover – Click the browse button to upload a Word document containing your appraisal cover document. This document will be appended to the beginning of the report.
Use Chapters – Select Yes to assign Chapters on the objects on this report. Chapters are setup in the Administration area.
Use Categories – Select Yes to assign Categories on the objects on this report. Categories are setup in the Administration area.
Use SubCategories – Select Yes to assign SubCategories on the objects on this report. SubCategories are setup in the Administration area.
Note :Chapters, Categories, and Subcategories, if used, will create a report section with summary totals for each.
Workfile List Heading Checkbox – Checking this box will select all appraisals in the current list and present an option to delete the selected appraisals. This is useful to delete multiple appraisals at the same time.
Create workfile Button – Use this button to start a new workfile.
Download Report Button – Use this button to create and download the report to a Word document format. See the Report topic for more information.
Save Button – Click this button to save the appraisal information and return to the appraisal list.
Objects Tab – Click this tab to add, edit, or delete objects on the active workfile. See the Objects topic for more information.
Notes:
An asterisk indicates a required fields.
The workfile list is also the Home page or start page for the application after logging in. The appraisal list is a list of all appraisals in the software.
Workfile List Screen Details
Search Keyword Field– Allows searching for any word or phrase contained in any workfile. For example if you enter “test” in the Search Keyword field, the workfile list will be filtered to show only appraisals with the word “test” in any workfile field. Note: This keyword search does not search any fields on the objects or comparables. See the Objects topic for more information.
Show my Appraisals Checkbox – Will filter the workfile list to show only appraisals where the current logged-in user is assigned as the Primary Appraiser on the workfile screen. This is useful to show just your appraisals if needed.
Refresh – Clicking the refresh icon will refresh the appraisal list. This is useful if another user has created appraisals and they have not yet appeared in the list.
Workfile List Heading – The workfile list heading can be used to sort the workfile list by any of the columns shown. Clicking the column name in the list heading will sort the list, clicking the column name again will sort the list the opposite way. A small ^ is shown next to the column name indicates which sort has been selected.
Workfile List Heading Checkbox – Checking this box will select all workfiles in the current list and present an option to delete the selected workfile(s). This is useful to delete multiple workfile at the same time. Once w workfile is deleted it is permanently deleted so use caution.
Create Workfile Button – Use this button to start a new workfile.
Download Report Button – Use this button to create and download the appraisal report to a Word document format. See the Appraisal Report topic for more information.
Chapters, Categories, and SubCategories are ways to group objects and create a summary totals report section by the grouping assigned. For example, if you setup Categories and assign a category to each object a summary totals by category report section will be created when you download the report. Chapters, Categories, and Subcategories may be setup on a per workfile basis.
Each object may be assigned a Chapter during entry or during editing. If Chapters are assigned to objects a summary totals report section will be included. Examples of Chapters may be Aspen Home, Miami Home, Denver Home, or any other values you wish.
Each object may be assigned a Category during entry or during editing. If Categories are assigned to objects a summary totals report section will be included. Examples of Categories may be Aspen Home, Miami Home, Denver Home, or any other values you wish.
Each object may be assigned a SubCategory during entry or during editing. If SubCategory are assigned to objects a summary totals report section will be included. Examples of Chapters may be Aspen Home, Miami Home, Denver Home, or any other values you wish.
Examples of these report sections are available to CollectorproOnline users on the Collectorpro Support web site.
How to Enable Chapters, Categories, or Subcategories
Click the Radio button for Yes next to the desired selections.
Objects are the articles being appraised. This is the area where most users will spend most of the time adding and editing objects in preparation for creating an appraisal report.
Click Appraisals at the top and the workfile list will be displayed
Click the Appraisal ID of the Workfile you wish to add Objects to
Click the Objects tab and the Object list will be displayed
Click the Add Object button
Enter the required fields (indicated by an *)
Enter any optional fields
Click the 2 – Object Info 2 tab
Enter any of the optional fields
Click the 3 – Images tab (see Object Images topic)
Add any images needed
Click 4 – Comparables Tab
Add any Comparables needed
Click the Add to Object List button
Click the Save button
Click workfile at the top and the appraisal list will be displayed
Click the workfile ID of the workfile you wish to add Objects to
Click the Objects tab and the Object list will be displayed
Click the Object ID of the Object you wish to edit
Update/Enter the required fields (indicated by an *)
Update/Enter any optional fields
Click the 2 – Object Info 2 tab
Update/Enter any of the optional fields
Click the 3 – Images tab (see Object Images topic)
Update any images needed
Click 4 – Comparables Tab
Update any Comparables needed
Click the Add to Object List button
Click the Save button
Each object may have up to 6 images directly attached to the object along with a caption for each image.
To add/edit object images open the workfile and click on the Objects tab. Either click Add Object or click an existing Object ID to open an existing object.
CollectorproOnline supports jpg, png, and gif image file formats. Note: By default the iPhone takes images in HEIC format. If you use an iPhone be sure to change the format to jpg prior to taking the images.
Click on the tab 3 – Images (any existing images attached to the current object will be displayed).
To ensure consistent report layout, some recommended best practices are:
Image files must be 5mb or less in size – REQUIRED
Images should be taken in the same size – Examples:
1080 x 1080 pixels – Recommended
You’ll see this 1:1 ratio image size used widely across social media, namely Instagram and Facebook posts.
1920 x 1080 pixels
This standard image size is widely seen across high-definition TVs, presentations, and social media cover photos. It follows the 16:9 aspect ratio.
1280 x 720 pixels
This size follows the standard high definition format featured in photography and film. It fits the 16:9 aspect ratio.
Edit and update orientation for all images in your preferred image editor prior to adding images to objects and comparables.
Report Size Considerations – The size of the images files affects the size of the appraisal report (Word document) and PDF. The larger the image size, the larger the report file will be. The smaller the image size, the smaller the report file will be and easier to deliver electronically (as Word document or PDF).
An unlimited number of Comparables may be attached to each object. You can set to print, or not print, each comparable as well as the order for the comparables to appear on the report.
Open the Appraisal you wish to work in
Click the Objects tab to display the list of Objects in the workfile
Click the Object ID of the object you wish to add or edit comparables for
Click the 4 – Comparables tab
Click the Add Comparable button
Enter the Comparable Name, Description, Value Type, Value Date, Print or not, Image Caption.
To add an image to a comparable click the Browse button next to the Image field and navigate to the folder where the comparable image is stored and click the image file desired and click the Open button.
When done adding, click the save button
To ensure consistent report layout, some recommended best practices are:
Image files must be 5mb or less in size – REQUIRED
Images should be taken in the same size – Examples:
1080 x 1080 pixels – Recommended
You’ll see this 1:1 ratio image size used widely across social media, namely Instagram and Facebook posts.
1920 x 1080 pixels
This standard image size is widely seen across high-definition TVs, presentations, and social media cover photos. It follows the 16:9 aspect ratio.
1280 x 720 pixels
This size follows the standard high definition format featured in photography and film. It fits the 16:9 aspect ratio.
Edit and update orientation for all images in your preferred image editor prior to adding images to objects and comparables.
Report Size Considerations – The size of the images files affects the size of the appraisal report (Word document) and PDF. The larger the image size, the larger the report file will be. The smaller the image size, the smaller the report file will be and easier to deliver electronically (as Word document or PDF).
From the Comparables list click the Comparable Name
Enter / Update the fields you wish to change
Delete the image or add a new image
When done adding, click the save button
Click the Add to Object List in the lower right
Click the Save button to save all the recent changes to Objects and Comparables
CollectorproOnline allows the attachment of cover and addendum documents to each appraisal. If attached they will be included in the report that is downloaded on request. Cover and Addendum documents are created in your Word processor and can include any documents you wish to include in the report. Typically these are transmittal and cover documents, certification document, CV or profile, additional images, and more.
The order of the report sections in the report are in this order:
We love helping customers. Support for CollectorproOnline is available Monday through Friday between 8am and 5pm central time.
Telephone – 972.908.3964
Click here to submit a support request online.