Submitting the Report
Submit Report compiles the Questionnaire, Draw Sheet and photos into the PDF the lender reviews in the Ordering Engine.
Runs on: Desktop and tablet. A web app you open in a browser; it is not built for phones.
Quick Reference
Check every Questionnaire page, the Draw Sheet and the photos.
Click Submit Report at the top right of the job.
The status changes and the lender is notified in the Ordering Engine.
To attach a PDF to the job, use the upload icon in the Report block.
Before You Start
Every required Questionnaire field is answered and the Draw Sheet is saved.
The photos that prove each percentage are uploaded and tagged.
Step 1 — Review Everything First
A quick check before you submit
Open each Questionnaire page and confirm the Required count is cleared. Check the Draw Sheet figures against your photos. An incomplete submission delays the draw and can mean a second site visit.
Step 2 — Click Submit Report
Generate and send the report
Click Submit Report at the top right of the job. Choose the report options, generate the report, check the preview and click Submit Report again. The status changes and the lender is notified in the Ordering Engine.
The lender approves or rejects
The lender reviews the report in the Ordering Engine and approves or rejects it. A rejection sets the status to Lender Rejected; see Reopening an Inspection After a Rejection for what to do next.
Step 3 — Attach a PDF to the Job
Open Upload PDF
When a job needs a PDF attached, click the upload icon in the About panel’s Report block. Click Select to Upload and pick the file (10 MB at most).
Add a comment and submit
The file appears with its size. Add a Comment if the lender needs context, then click Submit.
Tips
DO
- •Review the Questionnaire, Draw Sheet and photos before you click Submit Report.
- •Submit the same day as the visit.
- •Read the rejection reason before you fix and resubmit.
WATCH FOR
- •Submit Report is greyed out while the status is Lender Rejected.
- •Upload PDF takes files up to 10 MB.
- •A submitted report can be rejected; keep your photos until the draw is approved.
Troubleshooting
Vendor workflow
- Submit the report (this guide)
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