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
General Information
The below documents contain general information for Safeguard’s entire vendor network. For additional resources and documents, please visit the My Info Portal.
Documents
Confidentiality Agreement Example
Lien Waiver Example
2014 Vendor Secure Checklist
2014 Vendor Security Questionnaire
The Regulatory Environment and its Impact on Safeguard Vendors
Safeguard Properties Vendor Call Guide
Submitting Invoicing Disputes Utilizing Vendor Web
Water Meter Removal
Winterization Utility Notice
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.
Inspect Mobile
All inspectors assigned to inspection work orders are required to use the Inspect Mobile application. For additional information about using this app, view the a
dditional resources below.
Copying Photos from your Device (Android to PC)
Copying Photos from your Device (Android to Mac)
Copying Photos from your Device (iOS)
Location Check-In for INSPI Mobile (Android and iOS)
INSPI Android User Guide
INSPI iOS User Guide
Damages in INSPI Mobile Quick Guide (Android and iOS)
Resend Photos and Scripts 12.01.17 (Android)
WorldApp Quick Guides 6.27.18 (Android and iOS)
Preserve Mobile Videos
Version 4 iOS Overview
Version 4 Android Overview
Version 4 iOS-Introduction to the Application
Version 4 Android-Introduction to the Application
Version 4 Android-Gallery View
Version 4 iOS-Gallery View
Version 4 Android-Manual Labels
Version 4 iOS-Manual Labels
Version 4 Android-Navigating the Scripts
Version 4 iOS-Navigating the Scripts
Version 4 iOS-New Look
Version 4 Information Interview
Preserve Mobile
This application allows vendors in the field to answer work order questions, take photos and send the information to Safeview Preserve.
Version 6.1.0 Quick Guide
Version 4 iOS User Guide
Version 4 Android User Guide
How and When to Use the Document Option (Android and iOS)
How to Notify Your Office When Photos are Sent from Photo Direct (iOS)
Location Check-In for Photo Direct (Android and iOS)
Photo Direct Troubleshooting Guide
Copying Photos from your Device(Android to PC)
Copying Photos from your Device(Android to Mac)
Copying Photos from your Device(iOS)
Spanish Language Guide
How to Transfer Photos from an Android Device to a MAC
Work Order Organization (Android)
Work Order Organization (iOS)
Version 4.3.0 Updates (iOS)
Version 4.3.0 Updates (Android)
Version 4.3.0 Updates (iOS)
Version 4.4.0 Updates(iOS and Android)
Version 5.0.2 Required Video Updates (Android)
Version 5.0.2 Required Video Updates (iOS)
Version 6.0.3 2 Minute Videos (iOS and Android)
New Guide for 9/13 Release Version 6.1.0 REO Initial Service Status Report (iOS)
New Guide for 9/13 Release Version 6.1.0 REO Initial Service Status Report (Android)
New Guide for 9/13 Release Version 6.1.0 No Label Manual Video (iOS)
New Guide for 9/13 Release Version 6.1.0 No Label Manual Video (Android)
New Guide for 10/23 Release Version 6.2.0 Panoramic Quick Guide (Android)
Preserve Mobile Measurement Tool
Inspections
Property inspections are an important part of providing up-to-date information concerning a property’s condition and occupancy status. See the resources available for property inspection services below.
Documents
Insurance Loss Inspections
Mr. Cooper First Time Vacancy Posting
Unlocking/Resetting a Subcontractor Password in INSPI
Inspection Sign-In Sheet
Property Sign In Sheet
Remaining Personals
Wells Fargo First Time Vacancy
Wells Fargo Posting Requirements
Wells Fargo Post Secure Sticker
Safeguard Mobile - App Basics
Safeguard Mobile - Quick Guide
Safeguard Mobile - Adding Photos to an Order
Safeguard Mobile - Completing an Order
Safeguard Mobile - iOS
Safeguard Mobile - Android
Safeguard Mobile – Exporting Order Media
Safeguard Mobile – FAQ
Safeguard Mobile App – Updates
Safeguard Mobile – Virtual Badge
Safeguard Mobile - Resending an Order
Video
Completing a Contact Inspection
Completing an Exterior Inspection
Completing a Field Sketch
Completing an Interior Inspection
INSPI Mobile
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
Video
Assessing a Property's Structural Damage
Cubic Yard Placard Presentation
Dealing with Damages to a Property’s Systems
Dealing with Different Damage Types
Determining Occupancy
Fixing a Damaged Roof
Grass Cuts
Identifying Exterior Trash
Installing a Sump Pump
Landscaping Services
P&P Broom Swept Condition
Photo Documenting a Property's Condition
Pool Maintenance
Secure by Boarding
Securing Knob Locks
Securing Window Locks
Securing with a Security Door
Securing with Padlocks
Securing with SecureView
Snow Removal
Tree Removal
Vendor Web Commit Date
Vendor Web Updating (P&P Focus)
Winterizing a Dry Heat System
Winterizing an Irrigation Sprinkler System
Winterization: Common Errors and Challenges
Winterizing Pools
Winterizing Radiant and Steam Heat Systems
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
Video
Assessing a Property's Structural Damages
Dealing with Different Damage Types
Dewinterizing a Property
Exterior Marketable Standard Walkthrough
Fixing a Damaged Roof
Fixing Damaged Chimney Flashing
Fixing Damaged Roof Flashing
Fixing Damaged Vent Pipes Flashing
Grass Cuts
Identifying Exterior Trash
Identifying Mold and Its Source
Identifying Safety Hazards at a Property
Installing a Sump Pump
Interior Marketable Standard Walkthrough
Landscaping Services
Maid Services
Monthly Marketability Check
Photo Documenting a Property's Condition
Pool Maintenance
REO Trashout
Securing Deadbolts
Securing Pools
Securing with Padlocks
Securing with SecureView
Snow Removal
Tree Removal
Vendor Web Commit Date
Winterization: Common Errors and Challenges
Winterizing a Dry Heat System
Winterizing an Irrigation Sprinkler System
Winterizing Pools
Winterizing Radiant and Steam Heat Systems
REO Vendor Scorecard Training
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.