How do I send an inspection to a third-party guest inspector?

Follow the steps below to send an inspection to a third-party guest inspector.


Step 1: Log into to find inspection

  • Find the inspection you want to assign to a third party
  • Click the 3 dots on the right-hand side of the screen next to the Assignee section
  • Select ”Send Inspection”



Step 2: Assign inspection to Third Party

  • Provide Inspector’s name, email and an optional message.



Step 3: Confirm inspection is sent



Step 4: Third-Party Inspector completes inspection

  • The Inspector will receive a link to the mobile inspection form. They will not have to download the app or provide login credentials to access.


  • The mobile site has the same inspection form and the ability to take pictures for each question. The Inspector does not need to save pictures to their phone.


  • Once complete, the Inspector scrolls to the bottom, verifies the accuracy and submits.



NOTE: Inspector will not be able to access the inspection once they select “Agree and Complete.”


Step 5: Optigo lender verifies inspection and submits to Freddie Mac. 

  • Select the Create Report button in the lower right-hand corner.




Additional Help
For questions or support regarding Optigo Happy inspections, please contact the HappyCo support line: (447) 427-7926, or raise a request through the Support Desk.


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