QUINN-BLACKSHERE

How to Provision an Optigo Happy User in Keychain

1. Account Setup
2. Freddie Mac Inspector

  Freddie Mac users must request access to Optigo Happy via Keychain. See this video for general guidance on using Keychain. Step 1: Select the Application User requesting access to Optigo Happy St...

• Edited September 05, 2022 22:15
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I’m an Optigo Lender. For what issues should I contact the Optigo Happy Support?

1. About
2. Optigo Lenders

Are you new to Optigo Happy or have questions about using the applications? We haveresources available to help you get started.Can’t find the answer to your question? Contact us and our support tea...

• Edited September 13, 2023 21:29
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When is a virtual inspection invoiced to my company?

1. Virtual Inspections
2. Optigo Lender

There is a $300 charge per virtual inspection when a lender representative is on-site as the Camera Operator but is not qualified to also complete the lender inspection form.   A lender on-site ins...

• Edited August 17, 2023 01:01
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Who is considered a Qualified Lender Inspector?

1. Virtual Inspections
2. Optigo Lender

A Qualified Lender Inspector for virtual inspections is defined in the Freddie Mac Multifamily Seller/Servicer Guide.

• Edited August 17, 2023 01:01
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Is Optigo Happy the only tool I can use to perform a virtual inspection? What about Teams or Zoom?

1. Virtual Inspections
2. Optigo Lender

Optigo Happy is the only approved origination inspection platform. Freddie Mac only accepts virtual inspections scheduled and completed using Optigo Happy.   Download the Optigo Happy app for virtu...

• Edited August 16, 2023 15:17
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Who can participate in an Optigo Happy virtual inspection?

1. Virtual Inspections
2. Optigo Lender

The following individuals are allowed to participate in an Optigo Happy virtual inspection: Camera Operator: The individual who will be on-site at the property and connecting virtual parties to t...

• Edited August 16, 2023 15:15
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I'm an Optigo Lender. What do I do if I cannot find my Inspection within Optigo Happy?

1. On-Site Inspections
2. Optigo Lender

Lenders need to submit their loan in either myOptigo or OUS. This triggers the loan to then populate into HappyCo. If your inspection fails to appear in Optigo Happy after submitting the request to...

• Edited April 28, 2023 17:51
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Can I share inspections with other inspectors?

1. On-Site Inspections
2. Freddie Mac Inspector

Yes! Users can access multiple inspections and inspection data within their company’s Optigo Happy account. Inspections are not saved based on individual accounts, but within your company as a whol...

• Created November 09, 2022 00:21
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Can I share inspections with other inspectors?

1. On-Site Inspections
2. Optigo Lender

Yes! Users can access multiple inspections and inspection data within their company’s Optigo Happy account. Inspections are not saved based on individual accounts, but within your company as a whol...

• Edited November 09, 2022 00:20
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Can I come back and add to my existing inspection?

1. Virtual Inspections
2. Freddie Mac Inspector

Yes! As long as the report has not been submitted you can edit an existing inspection in the mobile app and at your desktop. Once a report is submitted, edits to the inspection will generate a new ...

• Edited November 09, 2022 00:16
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