No, you do not need to manually upload reports into the Document Management System (DMS) for any business line when using the standard submission process. When you submit a Conventional or Specialty report in the Optigo Happy mobile app or a desktop browser, that report is automatically sent to DMS.
For lenders with SBL accounts, the Freddie Mac SBL team does not rely on a printed report, but rather on the underlying data submitted in Optigo Happy.
However, for manually created inspections, you will need to manually save the corresponding PDF reports to the Document Management System (DMS). This is necessary to maintain proper documentation and record-keeping when inspections are not automatically generated by the system.
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