Completing the Questionnaire
The Questionnaire documents condition and progress page by page, with required counters, alerts for the lender and photos tagged to questions.
Runs on: Desktop and tablet. A web app you open in a browser; it is not built for phones.
Residential inspections
Quick Reference
Open the Questionnaire tab. Work the pages in order from the list on the left.
Each section shows Required and Alerted counts. Answer every required field.
Turn on Alerted for any answer the lender must see.
Click Tag Photo to attach photos to the question they support, then Save.
Before You Start
You're on site, or you have the notes and photos from the visit.
You've opened the job from Jobs and read the Overview.
Step 1 — Work Through the Pages
Pages and sections
The pages are listed on the left. Each page holds collapsible sections of questions, with Save and Mark as Done at the top. Work through the pages in order and click Save as you go.
Step 2 — Clear Every Required Field
Required and Alerted counters
Each page and section shows a Required count, such as 0/1 for one required answer still missing. Fill every required field on every page before you submit. Alert Questions and Tag Photo sit at the top of each section.
Step 3 — Flag an Answer for the Lender
Turn on Alerted
Turn on the Alerted toggle under any answer that needs the lender’s attention. Alerted items are highlighted in the summary, so reviewers find them without reading the whole form.
Step 4 — Tag Photos to a Question
Tag Photo, then Done Tagging
Click Tag Photo, pick the photos that support the answer, then click Done Tagging. Tagged photos appear under the question and link your observation to its evidence, which speeds up the lender’s review.
Tips
DO
- •Save after every page.
- •Tag photos to the question they prove, not only to the job.
- •Use Alerted for anything the lender should not miss.
WATCH FOR
- •Submit stays blocked while a required field is empty on any page.
- •A section collapsed by default can still hold required questions.
- •Tagging ends only when you click Done Tagging.
Troubleshooting
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