QUINN BLACKSHERE
Articles
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I am a new user, how do I make an account in HappyCo?
If you are in need of a new account within HappyCo, one of your HappyCo account administrators will be able to create your account. Please reach to your account administrator within the attached li...
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Can I share inspections with other inspectors?
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...
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Can I share inspections with other inspectors?
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...
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Can I come back and add to my existing inspection?
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 ...
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Can I come back and add to my existing inspection?
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 ...
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How many devices can I use the app on?
You can access the app through a smartphone, iPad and on a desktop. You can also use Android tablets that run a full Android operating system – tablets that utilize a light version of the Android O...
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Do I need to upload reports into the Document Management System manually?
No, you do not need to manually upload reports into the Document Management System (DMS) for any business line. When you submit a Conventional or Specialty report in the Optigo Happy mobile app or ...
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I'm an Optigo Lender and new to Optigo Happy. How do I get started?
Welcome to Optigo Happy! Here's a checklist of the initial setup you need to complete before you can get to work: Download the Optigo Happy mobile app, for use during on-site inspections. Andro...
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I'm a Freddie Mac Inspector and new to Optigo Happy. How do I get started?
Welcome to Optigo Happy! Here's a checklist of the initial setup you need to complete before you can get to work: Download the Optigo Happy mobile app, for use during on-site inspections. Andro...
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How to Provision an Optigo Happy User in Keychain
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...