Safeguard Properties

Vendor Resources

Everything you need to run your business.

About

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

Mobile

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:

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

E&R

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

P&P

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

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 Grass

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 Grass

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

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

Snow Maps

CO

CT

DC

DE

ID

IL

IA

IN

KS

MA

MD

ME

MI

MN

MO

MT

ND

NE

NH

NJ

NY

OH

OR

PA

RI

UT

VA

VT

WA

WI

WV

WY

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CHIEF EXECUTIVE OFFICER

Alan Jaffa

Alan Jaffa is the chief executive officer for Safeguard, 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® finalist in 2013.

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Chief Operating Officer

Michael Greenbaum

Michael Greenbaum is the chief operating officer for Safeguard. Mike has been instrumental in aligning operations to become more efficient, effective, and compliant with our ever-changing industry requirements. Mike has a proven track record of excellence, partnership and collaboration at Safeguard. Under Mike’s leadership, all operational departments of Safeguard have reviewed, updated and enhanced their business processes to maximize efficiency and improve quality control.

Mike joined Safeguard in July 2010 as vice president of REO and has continued to take on additional duties and responsibilities within the organization, including the role of vice president of operations in 2013 and then COO in 2015.

Mike built his business career in supply-chain management, operations, finance and marketing. He has held senior management and executive positions with Erico, a manufacturing company in Solon, Ohio; Accel, Inc., a packaging company in Lewis Center, Ohio; and McMaster-Carr, an industrial supply company in Aurora, Ohio.

Before entering the business world, Mike served in the U.S. Army, Ordinance Branch, and specialized in supply chain management. He is a distinguished graduate of West Point (U.S. Military Academy), where he majored in quantitative economics.

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CHIEF INFORMATION OFFICER

Sean Reddington

Sean Reddington is the new Chief Information Officer for Safeguard Properties LLC. Sean has over 15+ years of experience in Information Services Management with a strong focus on Product and Application Management. Sean is responsible for Safeguard’s technological direction, including planning, implementation and maintaining all operational systems

Sean has a proven record of accomplishment for increasing operational efficiencies, improving customer service levels, and implementing and maintaining IT initiatives to support successful business processes.  He has provided the vision and dedicated leadership for key technologies for Fortune 100 companies, and nationally recognized consulting firms including enterprise system architecture, security, desktop and database management systems. Sean possesses strong functional and system knowledge of information security, systems and software, contracts management, budgeting, human resources and legal and related regulatory compliance.

Sean joined Safeguard Properties LLC from RenPSG Inc. which is a nationally leading Philintropic Software Platform in the Fintech space. He oversaw the organization’s technological direction including planning, implementing and maintaining the best practices that align with all corporate functions. He also provided day-to-day technology operations, enterprise security, information risk and vulnerability management, audit and compliance, security awareness and training.

Prior to RenPSG, Sean worked for DMI Consulting as a Client Success Director where he guided the delivery in a multibillion-dollar Fortune 500 enterprise client account. He was responsible for all project deliveries in terms of quality, budget and timeliness and led the team to coordinate development and definition of project scope and limitations. Sean also worked for KPMG Consulting in their Microsoft Practice and Technicolor’s Ebusiness Division where he had responsibility for application development, maintenance, and support.

Sean is a graduate of Rutgers University with a Bachelor of Arts and received his Masters in International Business from Central Michigan University. He was also a commissioned officer in the United States Air Force prior to his career in the business world.

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General Counsel and Executive Vice President

Linda Erkkila, Esq.

Linda Erkkila is the general counsel and executive vice president for Safeguard and oversees the legal, human resources, training, and compliance departments. Linda’s responsibilities cover regulatory issues that impact Safeguard’s operations, risk mitigation, enterprise strategic planning, human resources and training initiatives, compliance, litigation and claims management, and 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. Her practice spans over 20 years, and Linda’s experience covers regulatory disclosure, corporate governance compliance, risk assessment, executive compensation, litigation management, and merger and acquisition activity. Her experience at a former Fortune 500 financial institution during the subprime crisis helped develop Linda’s pro-active approach to change management during periods of heightened regulatory scrutiny.

Linda previously served as vice president and attorney for National City Corporation, as securities and corporate governance counsel for Agilysys Inc., and as an associate at Thompson Hine LLP. She earned her JD at Cleveland-Marshall College of Law. Linda holds a degree in economics from Miami University and an MBA. In 2017, Linda was named as both a “Woman of Influence” by HousingWire and as a “Leading Lady” by MReport.

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Chief Financial Officer

Joe Iafigliola

Joe Iafigliola is the Chief Financial Officer for Safeguard. Joe is responsible for the Control, Quality Assurance, Business Development, Accounting & Information Security departments, and is a Managing Director of SCG Partners, a middle-market private equity fund focused on diversifying and expanding Safeguard Properties’ business model into complimentary markets.

Joe has been in a wide variety of roles in finance, supply chain management, information systems development, and sales and marketing. His career includes senior positions with McMaster-Carr Supply Company, Newell/Rubbermaid, and Procter and Gamble.

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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AVP, High Risk and Investor Compliance

Steve Meyer

Steve Meyer is the assistant vice president of high risk and investor compliance for Safeguard. In this role, Steve is responsible for managing our clients’ conveyance processes, Safeguard’s investor compliance team and developing our working relationships with cities and municipalities around the country. He also works directly with our clients in our many outreach efforts and he represents Safeguard at a number of industry conferences each year.

Steve joined Safeguard in 1998 as manager over the hazard claims team. He was instrumental in the development and creation of policies, procedures and operating protocol. Under Steve’s leadership, the department became one of the largest within Safeguard. In 2002, he assumed responsibility for the newly-formed high risk department, once again building its success. Steve was promoted to director over these two areas in 2007, and he was promoted to assistant vice president in 2012.

Prior to joining Safeguard, Steve spent 10 years within the insurance industry, holding a number of positions including multi-line property adjuster, branch claims supervisor, and multi-line and subrogation/litigation supervisor. Steve is a graduate of Grove City College.

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AVP, Operations

Jennifer Jozity

Jennifer Jozity is the assistant vice president of operations, overseeing inspections, REO and property preservation for Safeguard. Jen ensures quality work is performed in the field and internally, to meet and exceed our clients’ expectations. Jen has demonstrated the ability to deliver consistent results in order audit and order management.  She will build upon these strengths in order to deliver this level of excellence in both REO and property preservation operations.

Jen joined Safeguard in 1997 and was promoted to director of inspections operations in 2009 and assistant vice president of inspections operations in 2012.

She graduated from Cleveland State University with a degree in business.

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AVP, Finance

Jennifer Anspach

Jennifer Anspach is the assistant vice president of finance for Safeguard. She is responsible for the company’s national workforce of approximately 1,000 employees. She manages recruitment strategies, employee relations, training, personnel policies, retention, payroll and benefits programs. Additionally, Jennifer has oversight of the accounts receivable and loss functions formerly within the accounting department.

Jennifer joined the company in April 2009 as a manager of accounting and finance and a year later was promoted to director. She was named AVP of human capital in 2014. Prior to joining Safeguard, she held several management positions at OfficeMax and InkStop in both operations and finance.

Jennifer is a graduate of Youngstown State University. She was named a Crain’s Cleveland Business Archer Award finalist for HR Executive of the Year in 2017.

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AVP, Application Architecture

Rick Moran

Rick Moran is the assistant vice president of application architecture for Safeguard. Rick is responsible for evolving the Safeguard IT systems. He leads the design of Safeguard’s enterprise application architecture. This includes Safeguard’s real-time integration with other systems, vendors and clients; the future upgrade roadmap for systems; and standards designed to meet availability, security, performance and goals.

Rick has been with Safeguard since 2011. During that time, he has led the system upgrades necessary to support Safeguard’s growth. In addition, Rick’s team has designed and implemented several innovative systems.

Prior to joining Safeguard, Rick was director of enterprise architecture at Revol Wireless, a privately held CDMA Wireless provider in Ohio and Indiana, and operated his own consulting firm providing services to the manufacturing, telecommunications, and energy sectors.

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AVP, Technology Infrastructure and Cloud Services

Steve Machovina

Steve Machovina is the assistant vice president of technology infrastructure and cloud services for Safeguard. He is responsible for the overall management and design of Safeguard’s hybrid cloud infrastructure. He manages all technology engineering staff who support data centers, telecommunications, network, servers, storage, service monitoring, and disaster recovery.

Steve joined Safeguard in November 2013 as director of information technology operations.

Prior to joining Safeguard, Steve was vice president of information technology at Revol Wireless, a privately held wireless provider in Ohio and Indiana. He also held management positions with Northcoast PCS and Corecomm Communications, and spent nine years as a Coast Guard officer and pilot.

Steve holds a BBA in management information systems from Kent State University in Ohio and an MBA from Wayne State University in Michigan.

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Assistant Vice president of Application Development

Steve Goberish

Steve Goberish, is the assistant vice president of application development for Safeguard. He is responsible for the maintenance and evolution of Safeguard’s vendor systems ensuring high-availability, security and scalability while advancing the vendor products’ capabilities and enhancing the vendor experience.

Prior to joining Safeguard, Steve was a senior technical architect and development manager at First American Title Insurance, a publicly held title insurance provider based in southern California, in addition to managing and developing applications in multiple sectors from insurance to VOIP.

Steve has a bachelor’s degree from Kent State University in Ohio.