Use the property inspections to monitor and schedule physical property inspections that ensure disbursements are in line with percent completed. The property inspections can be scheduled ahead of time and assigned to one or more inspectors. A comprehensive daily work order of pending site inspections can be produced at any time for each inspector.
To add inspections:
- Click on
Loan Servicing in the left panel of The Mortgage Office®. - Click the Loans drop-down.
- Click Construction below All Loans from the menu located on the left of the window.
- From the grid, select the record you want to modify.
TIP: If the record you want to edit is not visible, use the grid's vertical scroll bar to scroll the contents of the grid up or down, or click 
Find to search for the record by entering your own search criteria. For additional information see How to use find and How to use the data grids.
- Click
from the options available on the top panel or double-click on the record to open it for editing. - Click
Terms from the list located on the left of the window, and select the Construction Tab. - Click the Inspections tab.
- Click
from the options available on top panel and enter the following information:
| Field: | Description: |
|
Loan |
The loan account and borrower information are pre-filled by the system and cannot be changed. This field is read-only. |
|
Inspector |
Enter the vendor account assigned to the inspector or click |
|
Description |
Enter a description for the inspection. (Maximum of 255 characters) |
|
Date |
Enter the scheduled date for the inspection. |
|
Time |
Enter the scheduled time for the inspection. |
|
Status |
Use the drop-down list to select one of three possible statuses:
|
to open a lookup window that allows you to select a vendor from a list of existing records. For more details see - Click
to attach additional notes to this property inspection. - Click
OK to enter the inspection and exit or click Cancel to abort changes and exit.
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