How do I place SBL linked loans in my inspection report on the app?

To ensure that a single inspection record is tied to a loan, lenders should use duplicate sections as needed to make the distinctions for linked loans within the inspection report. This will also support downstream integrations in Freddie Mac systems.

 

Please reach out to your Freddie Mac representative for further instruction.

 

Duplicating Sections in the Manage:
When using the web app or conducting virtual inspections, you can duplicate a section by clicking the bar labeled “Duplicate Section:"  beneath all items in a section.

1. Where properties are dissimilar, navigate to the applicable section

2. Click the Duplicate Section button

3. Rate and photograph as required

4. Indicate in the item comments which of the properties of the linked loan is captured in the section

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Duplicating Sections in the Optigo Happy App
Open the inspection and duplicate sections as needed.
Underneath each section, you will see a "Duplicate Section" button. Doing this will immediately duplicate the section.

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Example of a New Report Indicating Property on Linked Loan Inspections

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Additional Help
▪ For information on Optigo Happy, please review our “Getting Started Guides
▪ For questions or support regarding Optigo Happy Virtual Inspections, please contact the HappyCo support line: (628) 272-8050, or raise a request through the Service Desk

 

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