End User Quick Reference Guide

DataTree General

• Glossary of Terms
  DataTree Glossary of Terms and Features.
• Quick Reference Guide
  DataTree QuickStart Guide to assist you in searching faster.
• DataTree Getting Started
  How to set up your web browser with DataTree as a trusted site.
• DataTree Recent Activity Guide
  DataTree automatically saves your data so you don't have to worry about losing your work - learn how.
• DataTree Workflow Tips
  This document will outline some workflow tips and tricks built into DataTree to help maximize your efficiency within the platform.
• Managing User Settings
  Learn how to configure the default user preferences and settings in DataTree, including report options, notification emails, cover pages and usage statistics.
• DataTree Full User Guide
  This user guide will help you get the most out of DataTree’s powerful features.
• DataTree Filter Catalog
  This guide will provide details on how each filter works for Location, Characteristics, Transaction, Distressed and Owner.
• DataTree Filter Catalog Advanced Features
  This guide provides details on how each filter works, as well as functionality tips within the advanced filters.
• DataTree Retrieving Documents Guide
  Learn how to retrieve document images in DataTree using various methods.
• Identifying Multi-Unit Parcels and Map Features
  The map contains a wealth of features to help you locate and gather information about a property and the area around the property.
• DataTree Abstractor Services
  This document covers the Abstractor Service for DataTree.
• Transaction History Report Revisions
  This document will provide a comparative look at the original Transaction History Full report and the newly revised Transaction History Report.

Lenders

• DataTree Filters and Mailing Lists Overview
  Learn how to create mailing lists to your targeted audience.
• First American MarketView User Guide
  Learn how to access MarketView, create and save searches, order reports and exports and schedule automatic report and delivery. 
• DataTree Mailing Lists using the Interactive Map
  Learn how to Farm geographic areas using the interactive map in DataTree to describe multiple, highly specific and geographically dissimilar locations.
• Mailing Lists with Subdivision Searches
  Learn how to search subdivisions and create mailing lists.
• DataTree Totalview Report
  Get an overview of the TotalView Report. This report is designed to provide a comprehensive holistic look at a property and combines Public Record, Home Owners Association, Listing Information, Title Plant Data and Market Trends.
• DataTree Property Ownership Valuation Reports
  This document covers how to order property ownership, valuation, and appraisal reports thru DataTree.
• DataTree Rapid Legal and Vesting Report
  The new Rapid Legal and Vesting Report replaces the prior Legal and Vesting report and includes the full recordable (non-verified) legal description as extracted from the last recorded grant deed.
• FlexSearch Getting Started Guide
  Using FlexSearch, documents can be searched for a word, phrase, number, title, etc., and the relevant document retrieved and ordered.
• Locating HOA Documents Using FlexSearch
  This service guide is designed to walk the user through locating homeowner association liens and HOA-related foreclosure activity using FlexSearch.
• DataTree Services for Portfolio Analysis and Property Valuation
  Learn how to use Batch Ordering Service within DataTree.
• Foreclosure Information Report
  This How-To guide will walk you through the common methods for locating properties in the foreclosure process.
• Creating Export Templates
  Learn how to export data from DataTree list to receive unlimited flexibility for merging your information into custom mail merge, multi-line reports or for use in analytics.

Appraisers

• DataTree Sales Comparable Report
  Learn how to modify the sales comparable report to meet your criteria.
• DataTree Title Chain and Lien Report
  Learn how to use the Title Chain and Lien report.

Legal

• HOA Lien Report
  The Homeowners Association Lien Report is designed to provide lenders and businesses additional insight into HOA encumbrances on a property that may affect the transfer of title or a lending decision.
• Open Lien Report
  The Open Lien Report focuses specifically on the current owner’s open liens, the lien position, last market sale, property tax status and foreclosure status, if any.
• Finance Score Filters
  The Finance Score filters are a premium filter that provide an estimate of the likelihood (or propensity) for a homeowner to secure a new mortgage.