How to use the inspections grid?
This part of the documentation explains how to use the inspections grid within a construction loan.
Use the property inspections grid to monitor and schedule physical property inspections to 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 access the inspections grid:
- 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.
- Below is a list of available functions:
Button: |
Description: |
|
Click to schedule a new property inspection. For additional information, see Adding Inspections. |
|
Click to edit a property inspection. For additional information, see Editing Inspections. |
|
Click to delete a property inspection. For additional information, see Deleting Inspections. |
|
Click to customize the loan grid. Opens a window where you can change the display order of the grid columns and whether they are displayed or not. |
|
Click to refresh the contents of the grid. |
NOTE: The grid's contents can be sorted in various ways by clicking any of the grid's column headers. If you click the same column header more than once, the sort will alternate between ascending and descending order.
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