Vendor Resources

Everything you need to run your business.

About the Vendor Resource Center

Safeguard’s vendor network plays an integral part in the success of preserving and protecting our clients’ interests. Therefore, we put a great deal of effort and time into ensuring our network is properly trained. The Vendor Resource Center provides a central location for vendor resources, which we will enhance over time.

Take advantage of our training videos, which provide instructions for meeting work order specifications from securing a property to performing maid services. Additionally, check out the training documents available for download.

New resources are continually being added, so please be sure to check back often for updates.

To view resources specific to a service line, click the links at the top of the page.

Video

INSPI Mobile

Photo Direct Android

Photo Direct iOS

Understanding the Integration of Safeguard's System

Utilizing Crew Management within Vendor Web

Safeguard Mobile

We offer several apps to help streamline your processes, which helps you to be more efficient while completing services. Our apps are available for Android and iOS on your mobile device. Please visit m.safeguardproperties.com  to download the Inspect Mobile or Preserve Mobile application.

The resources below introduce Safeguard’s mobile capabilities and illustrates our continued ability to offer cutting edge technology. Safeguard has two mobile applications, Inspect Mobile and Preserve Mobile. Resources pertaining to a each can be found below broken up into these two groups. Here is a general resource that applies to all applications:

Choosing the Right Device

To view service line specific resources, click on the tabs at the top of the page. For resources specific to each mobile application, check out the information below.

Estimates and Repairs

Damaged properties not only turn off prospective buyers, they can result in costly repairs to the client if not repaired quickly and effectively. In some cases, damages also can result in city-issued citations and violations being issued. When damage occurs, repairs need to be completed quickly and efficiently. View the resources below to learn more about completing estimates and repairs.

Documents

Bid Request Form for BOA

Bid Request Form for BOA FNMA SE Project

Memo 1153: Trip Charge Deductions

Property Preservation

The purpose of property preservation is to protect and preserve vacant properties. It is important to ensure each property is secure, free of health hazards and maintained on the interior as well as the exterior. See the resources available for property preservation services below.

Documents

Active Roof Leak

Appliance Install and Bid

Assessing Structural Damages

Basements & Foundation Damages

Bidding Job Aid: Necessary and Unnecessary Bid Options

Determining Occupancy

Dewinterization Checklist

Eviction Contact Notice

Exterior Trash Guide

PP Required Exterior Trash Removal Photos

FHA Allowable Best Practices Checklist

FMC Allowable Best Practices Checklist

FNM Allowable Best Practices Checklist

VA Allowable Best Practices Checklist

FHA Presale Checklist

Fire Damage

Give Access Sign Off Sheet

Groundwater Seepage Guide

HVAC Identification and Damage Assessment Guide

ICC Checklist

Identifying Mold

Midland Contact Poster

Non FHA Checklist

NYDFS Assessment Checklist

Out of Scope Bids

P&P Appliance Installation & Bidding

P&P Contractor Reference Guide

P&P Release of Liability Form

P&P Vendor Web Updating Training

Personal Property

Placard Presentation

Plumbing Identification and Damage Assessment Guide

Pool Cover

Proper Bidding Techniques

Property Condition Report

Property Sign In Sheet

Puerto Rico Approved Roof Sealants

Puerto Rico Roof Evaluation Checklist

Reopen Order Prevention

Remaining Personals

Roof Assessment and Active Leak Guide

Roof Assessment Chalking Procedures

SACC Checklist

Securing Pools

Safeguard Approved Water-proofers and Stain-blockers

SecureView Website

SecureView Window and Door Installation

SecureView Checklist

USBANK Personal Property Form

Wells Fargo Completion Checklist

Wells Fargo FHA Personal Property Matrix

Wells Fargo Personal Property Posting - California

Wells Fargo Personal Property Posting - Hawaii

Wells Fargo Personal Property Posting - Idaho

Wells Fargo Personal Property Posting - Missouri

Wells Fargo Post-Secure Notification

Winterization Checklist

Wells Fargo - Alaska Winterization Checklist

Vandalism

REO

REO services are completed on properties being marketing for sale. During this process, it is important that the work completed at the property enhances the curb appeal for a prospective buyer.For instructions to help you meet work order specifications, see the resources below.

Documents

AHMSI Punch List - Power REO

Bank of America Agent Vacancy Posting

Bank of America Occupancy Checklist

Bank of America Secured Posting

Bathroom Cleaning

Bid Process

Brighton Winterization Checklist

BSO Documentation Checklist

Checklist - Quality Control

Dewinterization Checklist

Discoloration

Exterior Marketability Expectations Presentation

Exterior Safety Hazard Checklist

Exterior Trash Guide

FNMA Allowable Completion Checklist

FNMA Allowable TrainingVersion 4 Android-Manual Labels

FNMA Gutter Replacement Allowable

FNMA Handrail Install & Bidding

FNMA Initial Service Completion Checklist

FNMA Safety Hazard Checklist

FNMA Safety Hazard Expectations Presentation

FNMA Weekly Inspection Guide Checklist

FNMA Weekly Maintenance Inspection Guide Checklist

Fannie Mae Expectations

Freeze Damage

Handrails and Guardrails

ISSR Refresher

Kitchens

Lawn Maintenance

Monthly Marketability

Monthly Marketability-Checklist

Monthly Marketability Guidelines

Personal Property Debris Removal

Pool Cover Information

Plumbing Identification and Damage Assessment Guide

Puerto Rico Approved Roof Sealants

Puerto Rico Roof Evaluation Checklist

Remaining Personals

Quality Control Checklist

REO Client Safety Hazard Requirements

REO Contractor Reference Guide

REO Cubic Yard (CYD) Training

Zips Over 2000 Feet

REO Debris Removal Handout

REO Maid Service Guidelines

REO Initial Maid Service

REO Sign In Sheet

REO Marketability Checklist

REO Maid Services Checklist

REO Relocation Assistance Agreement

REO Vendor Scorecard Training

REO Vendor Web Updating Training

Safety Pool Cover Measuring

SecureView Website

SecureView Window and Door Installation

SecureView Checklist

Securing Utilities

Snow Removal Presentation

Tenant Occupied Habitability Checklist

Winterization Checklist

Winterization Checklist

Winterization Map - REO

P&P Lawn Maintenance

Proper lawn maintenance is an essential component of a property’s curb appeal and for staying compliant with local ordinances. To learn more about performing lawn maintenance services for P&P, check out the resources below.

Documents

Open Reqs

Yard Maintenance Field Guide

Zone by ZIP Code

Video

Grass Cuts

Landscaping Services

Tree Removal

Vendor Web Commit Date

REO Lawn Maintenance

Proper lawn maintenance is an essential component of a property’s curb appeal and for staying compliant with local ordinances. To learn more about performing lawn maintenance services for REO, check out the resources below.

Documents

FNMA Grass Cut Completion Photo Checklist

Open Reqs

Yard Maintenance Field Guide

Zone by ZIP Code

Video

Grass Cuts

Landscaping Services

Tree Removal

Vendor Web Commit Date

Snow Removal

The map below shows snow removal ordinances throughout the nation. Please click on the different locations to learn more about the ordinances in your area. Additionally, please use the documents and video as resources when performing snow removal services.

Documents

Snow Removal Field Guide

FNMA Snow Removal Photo & Work Completion Checklist

Zone by ZIP Code

Snow Removal Video

Become a Vendor

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CEO

Alan Jaffa

Alan Jaffa is the Chief Executive Officer for Safeguard Properties, steering the company as the mortgage field services industry leader. He also serves on the board of advisors for SCG Partners, a middle-market private equity fund focused on diversifying and expanding Safeguard Properties’ business model into complimentary markets.

Alan joined Safeguard in 1995, learning the business from the ground up. He was promoted to Chief Operating Officer in 2002, and was named CEO in May 2010. His hands-on experience has given him unique insights as a leader to innovate, improve and strengthen Safeguard’s processes to assure that the company adheres to the highest standards of quality and customer service.

Under Alan’s leadership, Safeguard has grown significantly with strategies that have included new and expanded services, technology investments that deliver higher quality and greater efficiency to clients, and strategic acquisitions. He takes a team approach to process improvement, involving staff at all levels of the organization to address issues, brainstorm solutions, and identify new and better ways to serve clients.

In 2008, Alan was recognized by Crain’s Cleveland Business in its annual “40-Under-40” profile of young leaders. He also was named a NEO Ernst & Young Entrepreneur Of The Year® Award finalist in 2013.

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Esq., General Counsel and EVP

Linda Erkkila

Linda Erkkila is the General Counsel and Executive Vice President for Safeguard Properties, with oversight of legal, human resources, training, and compliance. Linda’s broad scope of oversight covers regulatory issues that impact Safeguard’s operations, risk mitigation, strategic planning, human resources and training initiatives, compliance, insurance, litigation and claims management, and counsel related to mergers, acquisition and joint ventures.

Linda assures that Safeguard’s strategic initiatives align with its resources, leverage opportunities across the company, and contemplate compliance mandates. She has practiced law for 25 years and her experience, both as outside and in-house counsel, covers a wide range of corporate matters, including regulatory disclosure, corporate governance compliance, risk assessment, compensation and benefits, litigation management, and mergers and acquisitions.

Linda earned her JD at Cleveland-Marshall College of Law. She holds a degree in economics from Miami University and an MBA. Linda was previously named as both a “Woman of Influence” by HousingWire and as a “Leading Lady” by MReport.

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COO

Michael Greenbaum

Michael Greenbaum is the Chief Operating Officer of Safeguard Properties, where he has played a pivotal role since joining the company in July 2010. Initially brought on as Vice President of REO, Mike’s exceptional leadership and strategic vision quickly propelled him to Vice President of Operations in 2013, and ultimately to COO in 2015. Over his 14-year tenure at Safeguard, Mike has been instrumental in driving change and fostering innovation within the Property Preservation sector, consistently delivering excellence and becoming a trusted partner to clients and investors.

A distinguished graduate of the United States Military Academy at West Point, Mike earned a degree in Quantitative Economics. Following his graduation, he served in the U.S. Army’s Ordnance Branch, where he specialized in supply chain management. Before his tenure at Safeguard, Mike honed his expertise by managing global supply chains for 13 years, leveraging his military and civilian experience to lead with precision and efficacy.

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CFO

Joe Iafigliola

Joe Iafigliola is the Chief Financial Officer for Safeguard Properties. Joe is responsible for the Control, Quality Assurance, Business Development, Marketing, Accounting, and Information Security departments. At the core of his responsibilities is the drive to ensure that Safeguard’s focus remains rooted in Customer Service = Resolution. Through his executive leadership role, he actively supports SGPNOW.com, an on-demand service geared towards real estate and property management professionals as well as individual home owners in need of inspection and property preservation services. Joe is also an integral force behind Compliance Connections, a branch of Safeguard Properties that allows code enforcement professionals to report violations at properties that can then be addressed by the Safeguard vendor network. Compliance Connections also researches and shares vacant property ordinance information with Safeguard clients.

Joe has an MBA from The Weatherhead School of Management at Case Western Reserve University, is a Certified Management Accountant (CMA), and holds a bachelor’s degree from The Ohio State University’s Honors Accounting program.

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Business Development

Carrie Tackett

Business Development Safeguard Properties