Coordinating Site Access with the Borrower
Coordination is mandatory: text the borrower from the inspection card for access details and a time to meet on-site.
Quick Reference
Open the inspection and find the borrower's name and phone number.
Tap the message icon next to the phone number.
Keep Recommended AutoText selected and tap Message.
Review the text in your Messages app and tap send.
Before You Start
The inspection is assigned to you and shows in the RAZE mobile app.
Your phone can send text messages.
Step 1 — Open the Inspection Card
Find the borrower contact
The inspection card shows the property address, due date, draw number, request date, and fee. Below that are the borrower's name and phone number. Tap the green message icon to the right of the phone number.
The phone icon next to it calls the borrower instead, if you'd rather talk than text.
Step 2 — Choose Your AutoText
Keep Recommended AutoText
Select Preset AutoText opens with Recommended AutoText already selected. It fills in a standard access request for you. Choose No AutoText if you want to write the message yourself. Then tap Message.
Step 3 — Review and Send
Check the message
Your phone's Messages app opens with the borrower's number and the message filled in. The recommended text introduces you by first name as the draw inspector, names the property, and asks for access details (such as gate codes) and a convenient time to meet on-site. Edit it if needed, then tap send.
The message is sent
The message appears in your conversation with the borrower. Switch back to the RAZE app to continue.
Next, record this contact in the Coordination Note. It's required before you can start the inspection.
Tips
DO
- •Coordinate before every site visit. It's mandatory.
- •Use Recommended AutoText so every borrower gets the same clear, professional request.
- •Ask for anything you need to get on-site, like gate codes or a lockbox, and a time to meet.
WATCH FOR
- •The phone number. Confirm it matches the borrower on the card before you send.
- •Replies. The text goes from your phone's Messages app, so the borrower's reply comes back there, not in the RAZE app.
- •Your number. The borrower sees the phone number you text from.
Troubleshooting
Inspector workflow
- Coordinate site access with the borrower (this guide)
Use this guide with AI.
Ask RAZE AI here, or hand the plain-text guide to the assistant you already use.
Was this guide helpful?
Still stuck? Ask RAZE.
Ask RAZE AI for an instant answer from these guides, or send a request and the RAZE support team replies by email.
Ask RAZE AI.
Instant answers from these guides, any time.
Send a support request.
Tell us the product and guide; the form is here.
Call or email.