Lenders can order an inspection through Built to be completed on the indicated property through Construction Loan Administration (CLA) or Built Marketplace. Inspections can be scheduled to occur on a regular schedule or on an as-requested basis. Learn more about setting up recurring inspections here.
This article contains an overview of the following processes:
Note: When the option to Share Budget with Inspector is selected within an inspection request, an excel version of the budget will be included with the request. Inspectors can also download the project budget from the budget tab of the loan.
Request an inspection from the Dashboard
On the Dashboard, click the three-dot button in the Inspection widget.
Select Request 3rd Party Inspection from the drop-down.
Note: If “Remote Inspections” is enabled in inspection settings, you will need to select On-site Inspection or Remote Inspection when placing the request.
In the Review and Submit pop-up:
Add a Site Contact if applicable. To add a non-Built user as a site contact, click the Site Contact dropdown, scroll to the bottom, and select Add New Site Contact. Enter the contact’s Full Name, Mobile Phone Number, Email, and Relation to Property, then click Done.
Select On-Site Progress or Remote Progress.
Select the preferred inspection date or choose As soon as possible which schedules an inspection for the next business day. An Out of Office notification appears if the inspector is not available. These days are grayed out and unable to be selected for the preferred inspection dates.
Include a lockbox number if applicable.
Add comments for the inspector if applicable.
Include a copy of the budget and/or upload additional files if applicable.
Click Submit Request.
An inspection request has been sent and is now awaiting approval. You may check the status of the request from the Inspection card on the dashboard.
Request a 3rd party inspection from Manage Draw page
Click Add Inspections in the Inspection widget at the bottom of the page.
Select Create Inspection Request.
Complete the Inspection Request pop-up:
Add a Site Contact if applicable. To add a non-Built user as a site contact, click the Site Contact dropdown, scroll to the bottom, and select Add New Site Contact. Enter the contact’s Full Name, Mobile Phone Number, Email, and Relation to Property, then click Done.
Select the Preferred Inspection Date.
Select the Inspection Type.
Add a lockbox/gate code if applicable.
Add a note to the inspector in the text box if applicable.
Check the box to share the budget with the inspector if applicable.
Add attachments for the inspector if applicable.
Click Submit Request.
To view the inspection results and any uploaded photos, click View Details in the Inspection widget.
Request an external inspection from Manage Draw page
If your inspector is not using Built, you can still submit inspection results within Built by using the following steps.
Click Add Inspections in the Inspection widget at the bottom of the page.
Select Submit Lender Inspection in the drop-down.
Complete the inspection form.
Upload any applicable photos or files.
Click Submit Request.
To view the inspection results and any uploaded photos, click View Details in the Inspection widget.
Request an inspection when an inspector is Out of Office
If the inspector is out of office for the date(s) needed and the inspection must be completed within that timeframe, you can choose a new inspector for the project. You are welcome to reassign the project back to the original inspector after the inspection is completed; this will not occur automatically.
Navigate to the People tab of the project
Select Change to choose a new inspector to assign to the project
Request an inspection.
Note:
An inspector's OOO dates will not be displayed when scheduling inspections within a draw request. We recommend that users requesting time-sensitive inspections schedule inspections from the Dashboard or the Budget tab of the project.
FAQ
Can I add a non-Built user as a site contact for an inspection?
Yes. When requesting a third party inspection, click the Site Contact dropdown and scroll to the bottom of the list. Select Add New Site Contact, then enter the contact’s Full Name, Mobile Phone Number, Email, and Relation to Property. Click Done to save.
Can inspections be scheduled on a regular basis?
Yes, inspections can be scheduled to occur on a regular schedule or on an as-requested basis.
What should I do if my inspector is out of office?
If the inspector is out of office, you can choose a new inspector for the project and reassign the original inspector after the inspection is completed.
Is it possible to share the budget with the inspector during the request?
Yes, when the option to Share Budget with Inspector is selected, an Excel version of the budget will be included with the request.
How do I request a 3rd party inspection?
To request a 3rd party inspection, navigate to the Manage Draw page, click Add Inspections, and select Create Inspection Request.
Why am I unable to click the button to request an inspection?
The most common reason is that an inspector has not yet been assigned to the property. To resolve this, first navigate to the People tab of the loan and select an Inspector.