Spot Check Form 3.0

Spot Check Form 3.0

Spot Check Form
ECM Reviewer *
CFA Name *
Decision Date*

MonthDayYear
Account ID And/Or Ticket Number*
Account Status*
Case*

OwnershipOccupancyProperty TypeAddress VerificationMortgageIncomeSSNFraud/Consumer StatementIDACHBKUtility BillInstallation Photos ReviewInstallation CompleteSystem ActivationPTO
Case Status*
Resources

1

2

3

4

5

1 is Worst, 5 is Best
Resources- Reason For Rating
Which Resource(s) was not uploaded or was not reviewed correctly?

One NoteCountyCorelogicFirst AmericanData TreeCredit ReportWork NumberTIN CheckOFACPatriot Act FormPACEROnline Resources, i.e., Google maps, Zillow, Redfin, etc.Installer Portal, i.e., Enphase, SolarEdge, Tesla
Documents

1

2

3

4

5

1 is Worst, 5 is Best
Documents - Reason For Rating
Which Document was not uploaded or was not reviewed correctly?
Communication & Notes*

1

2

3

4

5

1 is Worst, 5 is Best
Communication & Notes - Reason For Rating
Did you make a correction to this loan?*
Did the correction cause the case to be approved? *
Comments/ Notes
Document/ Resource/ Notes

Cancelof
Should be Empty: