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1. lolx Save Close Total 70 391 00 0 00 for Masonry File No H906296 Borrower William and Mary Ann Monroe Lender Mercury Mortgage Monrovia Property 13521 Palmeroy 6 Driveways 15 Exterior Doors 22 Closets 29 Heating 2 Siding 9 Exterior Paint 16 Interior Doors 23 Wood Floors 30 Insulation 3 Gutters amp Downspouts 10 Caulking 17 Partition Wall 24 Finished Floors 31 Cabinetry 4 Roof 11 Fencing 16 Plaster Drywall 25 Ceramic Tile 32 Appliances 5 Shutters 12 Grading 19 Decorating 26 Bathroom 33 Basement Crawl Space 6 Exteriors 13 Windows 20 Wood Trim 27 Plumbing 34 Clean Up 7 Walks 14 WeatherStripping 21 Stairs 26 Electrical 35 Miscellaneous M Inspection Notes A concrete slab foundation exists at part of this home and a raised concrete perimeter foundation exists atthe major portion of the home and both appear adequate owerall with no adverse conditions observed atthe time of the inspection Quick T ax Add Delete Description Labor Materials Quantity Total AEI Before After T Add Ada Here is what it looks like Profit Overhead Tax l Adjustments Profit a Overhead fo 95 Tax fo 96 Example Apply to All tems C Current Category Current Item Labor Materials Initial Value 1 000 00 1 000 00 Tax 056 0 00 0 00 Subtotal 1 000 00 1 000 00 FOH 0 0 00 0 00 New Value To2. UNIT OUTSIDE ON NORTH WALL OF HOUSE WILL BE INSTALLED THE BROKEN WINDOW AT THE ENTRY ills A VANITY AT THE HALL BATHROOM WILL BE INSTALLED THE FACIA BOARD AND GUTTER ON REAR IN LAW SET UP WILL BE REPLACED AND A NEW ON Synopsis The total cost of construction plus allowable fees comes to 0 c 1 draws have been established 2 c including mileage THE LAST PAGE OF THIS REPORT IS A PAID IN FULL INVOICE PLEASE CREDIT THE CLIENT WITH THIS MONEY PAID AS PART OF HER 3 5 DOWN PAYMENT THE CONTRACTOR S BID AND THE BID CONTAINED HEREIN DON T MATCH OTHER THAN AT THE END NUMBER AS THE CONTRACTOR HAD SEPARATED PROFIT OVERHEAD AND WE HAVE COMBINED IT PER THE HUD GUIDELINE IN EACH ITEM CATEGORY THE BORROWERS WILLIAM AND MARY ANN MONROE HER TWO YOUNG CHILDREN MYSELF AND THE GENERAL CONTRACTOR WERE PRESENT AT THE TIME OF MY INSPECTION a The code in the Synopsis box will automatically input those numbers as follows Write Up Synopsis THE TOTAL COST OF CONSTRUCTION PLUS ALLOWABLE FEES COMES TO 84 065 10 5 DRAWS HAVE BEEN ESTABLISHED 200 00 INCLUDING MILEAGE THE LAST PAGE OF THIS REPORT IS A PAID IN FULL INVOICE PLEASE CREDIT THE CLIENT WITH THIS MONEY PAID AS PART OF HER 3 5 DOWN PAYMENT THE CONTRACTOR S BID AND THE BID CONTAINED HEREIN DON T MATCH OTHER THAN AT THE END NUMBER AS THE CONTRACTOR HAD SEPARATED PROFIT OVERHEAD AND WE HAVE COMBINED IT PER THE HUD GUIDELINE IN EACH ITEM CATEGORY THE BORROWER
3. 521 Palmeroy William and Mary Ann Monroe Information Sheet 203k 2010 BETA 2 Feasibility Analysis Draws Change Orders Inspection Reports File No H906296 Borrower William and Mary Ann Monroe Lender Mercury Mortgage Monrovia Property 13521 Palmeroy greseecesecessensseseen E Purchase Type M Contingency Options Purchase 10Percent HUD REO C Refinance C 15 Percent Existing Debt Government Agency C 20Percent Condominimum Discount Points 2 As ls Value 585 000 00 UFMIP Factor 2 25 CHUMS Number 51253 Owner Type Owner Occupant Nonprofit Borrower Paid Closing l D O O Costs Prep aids Required Adjustment Other Fees FHA MIP Refund Mortgage Payment Remarks Note all of the contracts and the MMW are lender responsibilities We take these on as part of our consultation in order to free our clients up to keep making loans This is what sets you apart from the crowd This is consulting in our opinion Note You can look at any form or all of the forms without printing them in a Adobe Acrobat PDF format for review and YOU can make corrections if you see they are needed before you print it Next tab is for your contractors A 13521 Palmeroy William and Mary Ann Monroe Information Sheet 203k 2010 BETA 2 Feasibility Analysis Draws Change Orders Inspection Beports File No H906296 Borrower Wi
4. 6 Bathroo 33 Basement Crawl Space 6 Exteriors 13 Windows 20 Wood Trim 27 Plumbi 34 Clean Up Walks 14 Weather Stripping 21 Stairs 28 Electri 35 Miscellaneous Inspection Notes A E Provide chemical treatment per the PCR by a licensed Pest Control Company to address items Insert A Insert Add Delete E Description Labor Materials Quantity Total AEl Before After Provide all permits required for this project and have on display at the first inspeciton ot avoid delays in ob BURNRRR TENTH 1 0 00 E Add M Add Add
5. Before you choose this option your bid specs will look like this A 13521 Palmeroy William and Mary Ann Monroe Inspection 203k 2010 BETA 2 ss x Total 70 391 00 300 00 for Gutters Downspouts Profit Overhead amp Tax Save Close File No HS06296 Borrower William and Mary Ann Monroe Lender Mercury Mortgage Monrovia Property 13521 Palmeroy 8 Driveways 15 Exterior Doors 22 Closets 29 Heating 9 Exterior Paint 16 Interior Doors 23 Wood Floors 30 Insulation MEME 0 Caulking 17 Partition Wall 24 Finished Floors 31 Cabinetry 11 Fencing 16 Plaster Drywall 25 Ceramic Tile 32 Appliances 12 Grading 19 Decorating 26 Bathroom 33 Basement Crawl Space 13 Windows 20 ood Trim 27 Plumbing 34 Clean Up 14 Weather Stripping 21 Stairs 28 Electrical 35 Miscellaneous M Inspection Notes The gutters and downspouts are galvanized metal at the main house appear adequate with no adverse conditions observed atthe time ofthe inspection There are no gutters or downspouts at the rear in law unit Quick Tex Yi Insets Insert v Description Labor Materials Quantity Total AEI Before After PROVIDE VINSTALL APPROXIMATELY 20 LF OF A CONTINUOUS METAL RAIN GUTTER AT THE IN 150 00 5 00 30 300 00 C Add Add T Add Add After you choose Streamlined k you will be able to choose more than one contractor up to five A 13521 Palmeroy William and Mary A
6. Case Number Order Date Sunday July 04 2010 COE Date Sunday July 04 2010 Purchase Price Improved Value Sell Price FO Investment 000 00 222 Completion Months f0 Completion Date 7 4 2010 Ej Appointment Sunday July 04 2010 11 18 PM Appt Weather Inspector None Details Add Edit Company None Details Add Edit File Status Active g Information Sheet 203k 2010 m ey SSS Sunday July 04 2010 Sunday July 04 2010 Sunday July 04 201011 18PM m Wherever you see an asterisk simply mean this hasn t been saved yet If you try to close it you will be asked if you want to save it It opens with the General tab open ready for you to input your file number PA Information Sheet 203k 2010 My file numbers typically contain the date In this case it is H for home inspection 00 for the year 07 for the month and 1 for the number of orders that day When you are selecting the inspector you can add new inspector or choose one from your existing list Ch 203k 2010 Users Manual Microsoft Word a S x File Edit View Insert Format Tools Table Window Help AdobePDF Acrobat Comments Type a question for help v x D HEBSGRIFB 4 BBS 9 C BBDOB ws 100 Grea M ara 2 B E 22 A A Information Sheet 203k 2010 w jo x Feasibility Analysis Draws Change Orders Inspection
7. E HOME CONSISTS OF A MAIN HOUSE AND A COTTAGE AT THE RIGHT REAR OF THE SITE THE MAIN HOUSE HAS FOUR BEDROOMS AND FOUR BATHROOMS A WELL INSIDE THE WATER HEATER CLOSET THAT ALSO HOUSES TWO WATER HEATERS THE HOME HAS TWO ELECTRIC AND TWO GAS METERS AND IS CONSIDERED A SINGLE FAMILY HOME BY THE COUNTY BUILDING INSPECTION DEPARTMENT THEY FURTHER INDICATE THAT THE METERS SHALL BE REDUCED TO ONE SINGLE METER IN ORDER TO GET PERMITS TO BUILD THE KITCHEN OUT WITH PERMITS LAWN AREAS MATURE TREES AND SHRUBS EXIST AS WELL AS STONE AND BRICK WALKWAYS AN AC UNIT EXISTS ALONG THE LEFT SIDE OF THE HOME NEAR THE FRONT OF THE HOME AND THE FURNACE HAS BEEN REMOVED STOLEN LEAVING THE DUCTWORK IN TACT AS WELL AS Scope of Rehabilitation DURING THE COURSE OF CONSTRUCTION ALL NEW KITCHEN CABINETS WITH COUNTERTOPS WILL BE INSTALLED THE EXISTING ISLAND CABINETS WILL REMAIN a THE KITCHEN DAMAGED DRYWALL WILL BE REMOVED REPAIRS INSIDE THE WALL WILL BE COMPLETED NEW DRYWALL WILL BE INSTALLED NEW APPLIANCES INCLUDING REFRIGERATOR REFRIDGERATOR 36 COOK TOP DISHWASHER WALL MOUNT OVENS MICROWAVE RANGE HOOD UNDER MOUNT SINK WITH FAUCET AND GARBAGE DISPOSAL REPAIRS TO THE FLOOR TILE WITH MATCHING TILE WILL BE MADE RECESSED LIGHTING RINGS AND LIGHTS WILL BE INSTALLED THE INTERIOR OF HOME WILL BE REPAINTED MAIN HOUSE THE CARPET IN ALL BEDROOMS AND KIDS LOFT STAIRS AND MAIN LOFT WILL BE INSTALLED A NEW HEATING UNIT AND AC CONDENSER
8. Number 0 LoanAmount Interest Rate P Escrow Title Company None vj Details Add Edit Escrow Officer None Add Edit Escrow Number Click to open the drop down box Loan fh 203k 2010 Users Manual Microsoft Word Ea File Edit View Insert Format Tools Table Window Hep AdobePDF Acrobat Comments Type a O B HRBaigd amp VE 4BBS9 C BGOEB sD 100 OA pead arial a F Information Sheet 203k 2010 Feasibility Analysis Draws Change Orders Inspection Reports File No H007041 Borrower Lender Property lelx estion for help x General Borrower Subject Property Loan Escrow MM Contractors Fees Project Notes Work Write Up Configuration Loan Lender None Details Add Edit None Loan Agent Bank of America Home Loan Charlotte Details Add Edit Comstock Mortgage Sacramento Loan Number Diversified Capital Funding Petaluma East Coast Mortgage Lending Charlotte Loan Amount Fifth Third Bank Grand Rapids Flagstar Bank Pittsburgh Interest Rate Gateway Bank Mortgage Inc Raleigh Guaranteed Rate Matthews Homeservices Lending Huntersville Title Company Mason McDuttie Mortgage Corporation Santa Rosa Details Add Edit Midland Mortgage Columbia Mortgage Lending South Charlotte a 3 Escrow Officer ParamountEquieMoruege Posel Details Add Edit Prospect Mortgage Columbia Prospect Mor
9. Reports Save Close File No H007041 Borrower Lender Property General Borrower Subject Property Loan Escrow MMW Contractors Fees Project Notes Work Write Up Configuration File Number H007041 FHA Case Number CFT Order Date V Sunday July 04 2010 5a COE Date Monday July 05 2010 Purchase Price Po Improved Value OoOo y Sell Price Po Investment bezo o Completion Months fo Completion Date z 5 2010 x ite Appointment Monday July Appt Weather D O Inspector Young Mike Details Add Edit Gerrero Jose Details Add Edit Golden John File Status Greenwood Martin Company Presley David Reeves Rick Segars Carlton gt Smith Marcus Drawy h AutoShape Sovde David Oo wild Young Mike Page 6 Sec 1 Fy Information Sheet 203k 2010 Feasibility Analysis Draws Change Orders Inspection Reports File No Lender This drop down box will cause a calendar to come up and you can choose the date General Borrower Subject Property Loan Escrow Mi Contractor File Number JHUO 041 Order Date July 04 2070 Purchase Price July 2010 AEE oun Mon Tue Wed Thu eo 29 3l Completion Months P h F l2 13 14 Appointment 19 20 7 ch 2 20 Inspector 5 3 4 Today 7 4 2010 Company File Status Active Work your way through all of the boxes answering the things you know and skipping wh
10. S WILLIAM AND MARY ANN MONROE HER TWO YOUNG CHILDREN MYSELF AND THE GENERAL CONTRACTOR WERE PRESENT AT THE TIME OF MY INSPECTION When you compare the two boxes above you will see that that code actually pulled in your costs and fees for your synopsis so you don t have to worry if you make corrections to the bid it will correct itself for you Lastly we have the configuration tab A 13521 Palmeroy William and Mary Ann Monroe Information Sheet 203k 2010 BETA 2 Feasibility Analysis Draws Change Orders Inspection Reports File No H906296 Borrower William and Mary Ann Monroe Lender Mercury Mortgage Monrovia Property 13521 Palmeroy Type of Loan 203 k C Conventional Loan Guaranteed by Streamlined k Additional Provisions Ifthe amount charged is different than the HUD Guideline for charges the difference will be adjusted in escrow Change Default Values Here we get to choose if this is a 203k which is the default as most will be or a conventional program like Fannie Mae HomeStyle Renovation or Fannie Mae HomePath Renovation or Freddie Mac you can write in anything you want to in the box once you check conventional The next button is most interesting for you as we have been able to recapture much of the Streamlined k business with this feature Once you choose it you can then go back to the contractor tab and choose up to 5 contractors
11. User s Manual i j di Te s a j pa i ta 4 me 2010 203k Online First of all let me thank you personally for joining our team of users That will mean a lot more to you as you get into building your 203k business What do we have to offer this year software of course and a franchising opportunity The franchising will be limited to a select few so be the first in your area to carry the torch for us in your marketing area More information will be available very soon on our web site at www 203konline com Installation procedure Make sure you are hooked up to the internet the entire time you are setting up your system with your new software as it will go out and update anything you have on your system that is out of date that we need to operate the program As an example you will need the latest version of Adobe Acrobat Reader 9 0 It is free and if you don t have it we need to update that before you go further If you don t have you can get it at www adobe com and clicking on the Get Adobe Reader icon on the right side of that page We utilize this program s features from within our program It allows you to save a report then as you review it in the Adobe Acrobat reader format you will also be able to adjust anything you that may need to be corrected It also allows your lender to adjust their MMW prior to printing it on their end Now that you have done that you are ready to load the program We recommend th
12. at you close all open programs prior to downloading our software Once you have downloaded your new version of our 203k 2010 software version you are ready to begin Double click on the setup exe and it should start the install wizard Note only if you had a problem loading the software If for some reason your software didn t load properly or you are having any issues with installing the software before you call please to your start menu then control panel Programs and Features older computers it may be Add or Delete Programs and look for a program called Microsoft SQL Server Compact 3 5 If it isn t there then send us an email with the subject called Microsoft SQL Server Compact 3 5 and we ll send you a link where you can get it for free Once the program is loaded it will prompt you to launch the program It will then suggest it cannot find a database Your sample data base is called 203k Sample Database You can change the name by right clicking on it and going to Change Name and use it as your database if you like This is where you will find a completed report suggest you walk through the sample and see how we wrote it When you loaded the program the sample database was installed in your Documents folder You should go to the documents folder find the file and double click on it and the program will open As an alternate you can go to wherever you want your database to reside I li
13. at you don t know Remember that you haven t been to the site or met with the client yet You will correct the info and get the balance of the info at the time of the inspection Continue filling out this page then move on to the next tab Borrower Again fill out wnat you know and don t worry about what you don t know at this point Move rapidly through the other tabs F Information Sheet 203k 2010 Feasibility Analysis Draws Change Orders Inspection Reports File No H007041 Lender There will be many times that you may only know the Borrower s name and Borrower Hame Current Address possibly a phone number that is City okay for now State Mone MP fo Phone Alternate Phone Email Subject property data is next General Borrower Subject Property Loan Escrow MMW Contractors Fees Address S Simple inputting of info into your data forms This ciy is going to carry over to State None most of your forms get it apf right County Fn Year built is important due Number of Units 1 z to the new EPA RRP rules Year Built Aqe Next is the Loan Escrow info F Information Sheet 203k 2010 Feasibility Analysis Draws Change Orders Inspecy File No H007041 Lender Reports Borrower Property preseaneneeessssesesesseeeeeeeeeeesseseneney Lender None v Details Add Edit Loan Agent None y Details Add Edit Loan
14. d when there is no existing data x Contig Additional Provisions Unda Save Close di Config Additional Provisions Draws Draw Amount erence will be adjusted in escrow Draws Number of Draws Fees Architectural Fees Consultation Fees Feasibility Fees Home Inspection Fees Insurance Fees Permit Fees Pest Control Inspection Fees Title Update Mileage Cents Per Mile Mileage Free Miles MMW UFMIP Factor Property Number of Units Work Write Up General Description Work Write Up Scope of Rehabilitation Work Write Up Synopsis Enter a new value 2 active files found sorted by Consultant Ascending Search took 0 041 seconds IY Hide Inactive Files This is where you can set up your own default values for much of the report Ready to get started click on add new 1 203k 2010 lo x Add New About Change Database Delete Refresh Property Add Hoo7021 Toma Wells Fargo Home s650El Vera Elverta California CA K 203kOnLine com H006031 Danny Prospect Mortgage 3430BenSa Dalzell South Carolina D 203kOnLine com This screen will come up A Information Sheet 203k 2010 Maka 5 Draws Change Orders Inspection Reports Save Close File No Borrower Lender Property General Borrower Subject Property Loan Escrow Ma Contractors Fees Project Notes Work Write Up Configuration File Number FHA
15. e main house appear adequate with no adverse conditions observed atthe time ofthe inspection There are no gutters or downspouts at the rear in law unit Quick Taxt Yi Insert Insert Vv Delete Description Labor Materials Quantity Total AEI Before After PROVIDE INSTALL APPROXIMATELY 20 LF OF A CONTINUOUS METAL RAIN GUTTER AT THE IN 180 00 6 45 30 373 50 F Add Add That is telling you that nothing is saved yet so you can close and don t save or close and save your choice As you will see the tax was only applied to the materials cost and not the labor but the profit and overhead was applied to both This will save you lots of time when this situation comes up There are canned comments for both the inspection sheet at the top portion of this page and the bid specs at the bottom portion of the sheet If you write your 203k home or compliance inspection and when you come to an item that needs repair go ahead and write the specification for it and price it you will be finished writing the entire report upon completion of writing the home inspection M Inspection Notes The gutters and downspouts are galvanized metal atthe main house appear adequate with no adverse conditions observed atthe time of the inspection Tafe are no gutters or downspouts atthe rear in law unit A El AEI Before After 300 00 7 Add Add T Add Ada The g
16. his project Lets look at the mileage area to the upper right of the screen Mileage One Way Mileage 25 Free Miles lo Lents Fer Mile 55 Mileage Fee 27 50 This is where you plug in the mileage one way to your subject property You can also decide if you want to provide any FREE mileage or not The original HUD guideline suggest we have to give the first 30 miles FREE If you want to do that then just fill in lt 30 gt in that box FREE MILES and it will calculate Zero in this instance In January 2009 with gas prices at all time highs and no increase in our fees from HUD this was relaxed and most of us don t provide any FREE miles today Project Notes are next This has been improved so that you can now add as many project notes as you may want to have been copying and pasting emails from parties involved to record any and all correspondence Work Write Up tab A 13521 Palmeroy William and Mary Ann Monroe Information Sheet 203k 2010 BETA 2 Feasibility Analysis Draws Change Orders Inspection Reports Save Close File No H906296 Borrower William and Mary Ann Monroe Lender Mercury Mortgage Monrovia Property 13521 Palmeroy ph Description THIS IS A TWO STORY HOME BUILT IN 2004 WITH A WOOD SIDING EXTERIOR DUAL PANE WINDOWS AND A FIBERGLASS COMPOSITION SHINGLE ROOF NEAR THE END OF IT S USEFUL LIFE WATER amp NATURAL GAS WERE OFF AT THE TIME OF THE INSPECTION TH
17. ick on the icon 203k 2010 Not this one the one on your desktop lol This screen will then appear a 1 3 203k 2010 olx Add New About Change Database Delete Options Refresh Search x FileNo Boro Ra Property Ada H007021 Toma Wells Fargo ae S650 ElVYera Elverta California CA K 203kOnLine cam H006031 Danny Prospect Mortgage Bien Sa Dalzell South Carolina D 203kOnLine com IY Hide Inactive Files 2 active files found sorted by Consultant Ascending Search took 0 041 seconds Once you start typing anything you remember about your job it will find it remember the address numbers but my clients quite often call and ad ask about a client s name if you start typing the clients name it will pop up usually within the first three letters or the first few numbers on their address This is wonderful when you have several hundred projects going like we do a olx Add New About Change Database Delete Options Refresh Search Ea fileNo Bono Lender PropertyAdd city Sts t Consmet H007021 Toma Wells Fargo Home 8650 El Wera Elverta California CA K 203kKOnLine cam H006031 Danny Prospect Mortgage 3430 Ben Sa Dalzell South Carolina D 203kOnLine com 2 active files found sorted by Consultant Ascending Search took 0 041 seconds IY Hide Inactive Files Let s start with the options button o
18. ke mine on my desktop inside the briefcase then right click find new and then choose 203k 2010 Database This will create a new database You can create as many as you like but we suggest you create one and use it so all your files Once you have created the database you should double click on it to open it If you would like a suggested selection of canned comments please ask it should be ready by August Now you are ready to work with your 203k 2010 program You are free to use the sample database where it is in your documents folder or move it to wherever you would like to maintain the file like mine in the briefcase on my desktop so can find it easily and back it up to a memory stick each day when finish my work then like to put it on a second backup computer like my desktop also in the briefcase Now have two backups and I m always working on the same file Server application You have an office with a server and you want to be able to work from more than one computer at the same time on different files not a problem The program won t allow you to open the same file at the same time so you wont loose information You can open several files at the same time on the same or different computers If you try to close the file and haven t saved it you will be prompted to save your work Using the program The following pages will guide you through setting up a New file within the program Double cl
19. lliam and Mary Ann Monroe Lender Mercury Mortgage Monrovia Property 13521 Palmeroy goeeeeesescesseseesesseeseesessesseseeg E V Contractor 1 Better Builders Contractor 2 None Contractor 3 None Contractor 4 None Contractor 5 None Add Edit Contractors Use the drop down box to choose a contractor in your database If the contractor isn t in your database you can click on Add Edit Contractors button Fees tab is next A 13521 Palmeroy William and Mary Ann Monroe Information Sheet 203k 2010 BETA 2 o x Feasibility Analysis Draws Change Orders Inspection Reports Save Close File No H906296 Borrower William and Mary Ann Monroe Lender Mercury Mortgage Monrovia Property 13521 Palmeroy General Borrower Subject Property Loan Escrow MMW Contractors Fees Project Notes Work Write Up Configuration Fees Mileage Pest cti 125 00 See One Way Mileage 25 a Home Inspection 0 00 Consultation 900 00 Free Miles fo H Feasibility 0 00 Title Update 25 00 Cents Per Mile 55 Insurance Mileage Fee 27 50 Architectural 2 620 00 M Consultation Invoice Permit 1 500 00 Invoice HO0906296 0 M Draws Terms coD j M Number of Draws 5 TEES eae Already Paid 927 50 Draw Inspection Fee 200 00 Print Invoice Iv Originating Lender Retains Funds Here is where you input all the fees for t
20. n the upper right of your screen f Options i x Default Database Last database used Specific database Browse Current Oo Current Database Information Database Version 10 0 Minimum Application wersion 4 5 Application wersion 10 0 3834 36889 Database Size 404 00 KB Frinting Print user entered data in UPPERCASE Mark form data read only Change License Key Close Choose the options you want for your model Upper left you can choose if you want to open the last database you used or specify where you want to look for a database This is where you can browse to your documents folder and find a sample database with a filled out report to review if you like There was a time used upper and lower case letters when wrote my reports but half of my associates would turn theirs in to us with all upper case and it just wasn t consistent Consistency is the key in this business as it is in so many others Therefore we have given you the option to print it out in all caps if you want to regardless of how it is typed in You can also change your default values from this screen or you will be given alternative ways to change your default values from within the report as well Ze Adobe Acrobat Professional le x dao EE x PE i le Edit Default Values 203k 2010 Aot Breas aE erte SBI Note You do not loose any data by changing the default values Options Refresh These values are only use
21. nn Monroe Information Sheet 203k 2010 BETA 2 o x Feasibility Analysis Draws Change Orders Inspection Reports Save Close File No H906296 Borrower William and Mary Ann Monroe Lender Mercury Mortgage Monrovia Property 13521 Palmeroy General Borrower Subject Property Loan Escrow Mhi Contractors Fees Project Notes Work Write Up Configuration V Contractor 1 Better Builders Details IY Contractor 2 Jones Construction Details Contractor 3 Contractor 4 None Contractor 5 None Add Edit Contractors it would have the option of choosing which contractor will do each item like this A 13521 Palmeroy William and Mary Ann Monroe Inspection 203k 2010 BETA 2 i e jo x Total 70 391 00 300 00 for Gutters Downspouts Profit Overhead amp Tax Sawe Close File No HS06296 Borrower William and Mary Ann Monroe Lender Mercury Mortgage Monrovia Property 13521 Palmeroy 8 Driveways 15 Exterior Doors 22 Closets 29 Heating 9 Exterior Paint 16 Interior Doors 23 Wood Floors 30 Insulation ies l 0 Caulking 17 Partition Vall 24 Finished Floors 31 Cabinetry 11 Fencing 16 Plaster Drywall 25 Ceramic Tile 32 Appliances 12 Grading 19 Decorating 26 Bathroom 33 Basement Crawl Space 13 Windows 20 Wood Trim 27 Plumbing 34 Clean Up 14 Weather Stripping 21 Stairs 26 Electrical 35 Miscellaneous Inspection Notes The gutter
22. rs 31 Cabinetry 4 Roof 11 Fencing 16 Plaster Drywall 25 Ceramic Tile 32 Appliances 5 Shutters 12 Grading 14 Decorating 2h Bathroom 33 Basement Crawl Space b Exteriors 13 Windows ci Wood Trim ef Plumbing 34 Clean Up 7 Walks 14 Weatherstripping 1 Stairs 20 Electrical 35 Miscellaneous Inspection Notes Type the new comment here pa Provide chemical treatment per the PCR by a licensed Pest Control Company to address items Insert Insert Add Delete ee Description Labor Materials Quantity Total AE Before After Provide all permits required for this project and have on display at the first inspeciton ot avoid delays in ob 0 00 0 00 0 00 powt fau o Ohu Now to insert that comment in the bid spec below you need to highlight the box where you want to print it g 4037 Lambert Road Tom Gruenig Inspection 203k 2010 l T lo x Total 101 575 00 0 00 for Miscellaneous Profit Overhead amp Tax save Close File No M009132 Borrower Tom Gruenig Lender All California Mortgage Inc Garry Bettencourt Rich Property 4037 Lambert Road 1 Masonry 8 Driveways 15 Exterior Doors 22 Closets 29 Heating 2 Siding 9 Exterior Paint 16 Interior Doors 23 Wood Floors 30 Insulation 3 Gutters amp Downspouts 10 Caulking 17 Partition Wall 24 Finished Floors 31 Cabinetry 4 Roof 11 Fencing 18 Plaster Drywall 25 Ceramic Tile 32 Appliances 5 Sh
23. s and downspouts are galvanized metal at the main house appear adequate with no adverse conditions observed atthe time ofthe inspection There are no gutters or downspouts at the rear in law unit Contractor Description Labor Materials Quantity Total AEI Before After Better Builders 9 j PROVIDE INSTALL APPROXIMATELY 20 LF OF A CONTINUOUS METAL RAIN 150 00 5 00 30 300 00 C Add Add Better Builders Jones Construction T Add Add For each category you can choose a different or the same contractor your choice When you print out the final report you will get a bid spec for each contractor that just shows their work which will be less confusing for each of them but the draw request will include the entire bid specs for all contractors It is possible that several contractors may have work in the same category but different line items Let s stay on the bid specs have you ever been inputting a contractor s bid into your specs only to find at the end that the contractor has a line item called profit and another called overhead and sometimes taxes The sales tax is a large part of a materials bid these days If your contractor does this just go to your bid specs and look at the top for a button called Profit Overnead amp Taxes and click on it F 13521 Palmeroy William and ma Monroe Inspection 203k 2010 BETA 2 Profit Overhead amp Tax
24. tal 1 000 00 1 000 00 Apply Cancel You have the option to correct the bid item or all of the items on the report by inputting these percentages Then click on Apply Profit Overhead Tax Adjustments Profit fi U 36 Overhead fi 0 95 Tax 7 5 36 Example C Current Category Current Item Labor Materials Initial Value 1 000 00 1 000 00 Tax 7 555 0 00 75 00 Subtotal 1 000 00 1 075 00 FOH 20 200 00 215 00 New Value Total 1 200 00 1 290 00 Apply Cancel Note below that all of the heading we have an asterisk now g 13521 Palmeroy William and Mary Ann Monroe Inspection 203k 2010 BETA 2 d o gt Total 88 557 90 373 50 for Gutters Downspouts Profit Overhead amp Tax Save Close File No H906296 Borrower William and Mary Ann Monroe Lender Mercury Mortgage Monrovia Property 13521 Palmeroy 6 Driveways 15 Exterior Doors 22 Closets 29 Heating 9 Exterior Paint 16 Interior Doors 23 Wood Floors 30 Insulation 10 Caulking 17 Partition Wall 4 Finished Floors 31 Cabinetry 11 Fencing 18 Plaster Drywall 25 Ceramic Tile 32 Appliances 12 Grading 19 Decorating 26 Bathroom 33 Basement Crawl Space 13 Windows 20 Wood Trim 27 Plumbing 34 Clean Up 14 Weather Stripping 21 Stairs 26 Electrical 35 Miscellaneous M Inspection Notes The gutters and downspouts are galvanized metal atth
25. ters 12 Grading 19 Decorating rb Bathroom 33 Basement Crawl Space 6 Exteriors 13 Windows 20 Wood Trim 27 Plumbing 34 Clean Up 7 Walks 14 Weather Stripping 21 Stairs 26 Electrical 35 Miscellaneous Inspection Notes f gutters and downspouts are galvanized maf at the main house appear adequate with no adverse conditions observed atthe time ofthe inspection There are no gutters or downspouts atthe rear in law unit Quick Tex Y nsen n lnsert Y Aaa Bee Description Labor Materials TF ne et Before After PROVIDEANSTALL APPROXIMATELY 20 LF OF A CONTINUOUS METAL RAIN GUTTER AT THE IN J290 00 6 45 373 50 Add Add Once you type a comment there you should click ADD in order to save it Once you have a canned comment you can insert it in the inspection notes or in the bid spec section If you merely click on the first insert button as below FA 4037 Lambert Road Tom Gruenig Inspection 203k 2010 E E olx Total 101 575 00 0 00 for Miscellaneous Profit Overhead amp Tax Save Close File No MO009132 Borrower Tom Gruenig Lender All California Mortgage Inc Garry Bettencourt Rich Property 4037 Lambert Road 1 Masonry B Driveways 15 Exterior Doors t Closets 24 Heating siding 9 Exterior Paint 16 Interior Doors 3 Wood Floors 30 Insulation 3 Gutters amp Downspouts 10 Caulking 17 Partition Wall 24 Finished Floo
26. tgage Fresno Prospect Mortgage Charlotte Signet Mortgage Corporation San Ramon Sky Valley Financial Benicia Walker Jackson Mortgage Charlotte Wells Fargo Home Mortgage Roseville Wells Fargo Home Mortgage Fairfield Wells Fargo Home Mortgage Folsom Escrow Escrow Number Oo wid Draw Le AutoShap Page 6 See a 6 6 At 9 6 Ln 26 Coll REC TRK EXT OVR English U S ux Choose and existing lender in your data base or click on New to enter a new lender info study this data entry sheet a little Lenders 203k 2010 BETA 2 Company Name FO Address FC City ne State None ZIP FO Phone FC Fax Forms Generic Default Look at the last line Forms When you pull down this drop down you will see you have choices for Wells Fargo or Bank of America in addition to the generic default forms This gives you the opportunity to use their specific forms on their projects automatically when you are doing work that is going to them If you have another lender with their forms provide a sample of the form and we ll input it for you Don t worry about the escrow information unless you happen to be getting paid from escrow then it becomes very important to you The next tab is MMW or Maximum Mortgage Worksheet In this version of our software you are able to provide a MMW for your lender that they can adjust in the Adobe Acrobat PDF format when they get your report A 13
27. utters 12 Grading 19 Decorating 26 Bathroom 33 Basement Crawl Space 6 Exteriors 13 Windows 20 Wood Trim 2 Plumbing 34 Clean Up 7 Walks 14 Weather Stripping 21 Stairs 26 Electrical 35 Miscellaneous Click here address items M Inspection Notes z Insert Insert v Aaa z EEE fiity Total pa Before After Provide all permits required for this project and have ongplay at the first inspeciton ot avoid delays in ob 0 00 0 00 aren Os P ss Provide chemical treatment per the PCR by a licensed Pest Control Company Then click on the nsen v button above That will cause the comment to go Insert to the lower box If you click on the Insert a This will cause the comment to go the inspection box above the comment g 4037 Lambert Road Tom Gruenig Inspection 203k 2010 lolx save Close Total 101 575 00 0 00 for Miscellaneous Profit Overheagy amp Tax File No M009132 Lender All California Mortgage Inc Garry Bettencourt Rich Borrower Tom Gruenig Property 4037 Lambert Road 1 Masonry 8 Driveways 15 Exterior Doors 22 Closets 29 Heating 2 Siding 9 Exterior Paint 16 Interior Doors 23 Wood Flairs 30 Insulation 3 Gutters amp Downspouts 10 Caulking 17 Partition all 24 Finished Moors 31 Cabinetry 4 Root 11 Fencing 16 Plaster Drywall 25 Ceramic ile 32 Appliances 5 Shutters 12 Grading 19 Decorating 2
28. utters and downspouts are galvanized metal at the main house appear adequate with no adverse conditions observed Insert Description PROVIDE INSTALL APPROXIMATELY 20 LF OF A CONTINUOUS METAL RAIN GUTTER AT THE IN Once you choose a canned comment you can then click on the insert tab telling it where to insert it Labor Materials Quant 150 00 95 00 30 You add additional comments by typing in the box to the left then click on Add F ser Insert add pee Once it has been added then it can be inserted up or down We will be having some online training on the use of the software so be sure to sign up its FREE with your purchase If you want to start building your canned comments you merely need to type into the Quick Text box g 13521 Palmeroy William and Mary Ann Monroe Inspection 203k 2010 BETA 2 d q lo gt Total 88 557 90 373 50 for Gutters Downspouts Profit Overhead amp Tax Save Close File No H906296 Borrower William and Mary Ann Monroe Lender Mercury Mortgage Monrovia Property 13521 Palmeroy 6 Driveways 15 Exterior Doors 22 Closets 29 Heating 9 Exterior Paint 16 Interior Doors 23 Wood Floors 30 Insulation eee rie 0 Caulking 17 Partition Wall 24 Finished Floors 31 Cabinetry 4 Roof 11 Fencing 16 Plaster Drywall Co geramic Tile 32 Appliances 5 Shut
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