QUINN-BLACKSHERE

I'm an Optigo lender. Where can I access a backup Seller Inspection and Lease Audit form templates?

1. On-Site Inspections
2. Optigo Lender

Need to access a backup inspection form template? Download and print the attached file.Please note, this template form is subject to changes based on Freddie Mac needs. 

• Edited April 22, 2024 20:22
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I am a new user, how do I make an account in HappyCo?

1. About
2. Optigo Lenders

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...

• Edited March 15, 2024 17:27
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I'm a HappyCo Lending Admin. How do I set users up in Optigo Happy?

1. Account Setup
2. Optigo Lender

Within the New Experience of Manage at HappyCo, account and system administrators are now able to add new Users within Manage, including users that are a part of multiple accounts (such as SBL and ...

• Edited September 05, 2022 22:09
• 1 follower
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• 1 vote

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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• 0 comments
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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
• 1 follower
• 0 comments
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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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