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Site Visit Procedure (Pre-Visit (Non-SV app information research and…
Site Visit Procedure
Pre-Visit
Site Visit List from Loss Mitigation
Locate most recent Site Visit in App identified by loan number
Clone Most Recent Site Visit Report
Updated General Info tab with data from FiServ
Inspector, loan number, Contact, phone number, original principal balance, current principal balance, date of last payment, current amount due, current financial info
Update Collateral tab(s)
Appraisal value, appraisal date, environmental type, environmental date, real estate tax value, real estate taxes, source of tax information,
Non-SV app information research and reporting
Insurance
Coverage?
Lender, loss payee, mortgagee?
Forced Place Insurance?
Notification to borrower?
Missing financials
Issues to discuss with borrower
Post-Visit
Download pics from SD card to correct SV file on S-Drive
Populate SV report with pics
Log in to SV app
Save SV report and download as PDF to correct SV file on S-Drive
Upload to Sharepoint
Update FiServ SV fields