The inspection history page provides lenders with a portfolio-level view of all completed inspections. On this page, you can apply filters to customize your view, export inspection history data to a CSV file, and view and print inspection reports
View inspection history
Click History in the main navigation.
Click the Inspections tab.
You will be taken to the inspection history page.
Filter inspection history
You can use the toolbar at the top of the inspection history page to apply various filters to your inspection history data.
Filter | Explanation |
|---|---|
Type | Filter by project type associated with the inspection. |
Lender | Filter by the lender or branch associated with the inspection. |
People | Filter by different stakeholders associated with the inspection, such as borrower, builder, inspector, loan admin, and relationship manager. |
Property | Filter by specific property information, such as address, subdivision, and zipcode. |
Date | Filter by the date the inspection was completed. |
Status | Filter by project status, such as active, frozen, paid-off/inactive, or defaulted. |
Inspection Type | Filter by the type of inspection performed, such as manual, lender submitted, and onsite. |
Loan Details | Filter by the loan details, such as loan number, min/max loan amount, and load flags. |
To apply a filter:
Click the desired filter category
Specify your filter criteria.
Click Apply.
Note: You can apply multiple filters at once.
Export inspection history
To export inspection history data, click the gear icon and select Export to CSV.
Note: The exported file will retain any filters you apply.
View and print a basic inspection report
You can also view and print a basic inspection report from the inspection history page.
In the Report column, click View for the applicable inspection.
Click Print to print the report.
Click Cancel to return to the inspection history page.
