Overview
Adding manual findings helps you document observed appraisal issues that did not trigger an automated rule on Collateral Investigate™. You can log custom concerns, categorize them under the relevant appraisal section, and save them directly to your review file. This process ensures your reviews are comprehensive and all potential valuation risks are recorded. By manually adding findings, you maintain a complete and precise audit trail of your assessment for compliance purposes.
Add Manual Findings
Add Manual Findings for observed issues that did not trigger a rule.
Click Add a finding to open the manual finding form.
Complete all required fields. Fields marked with a red asterisk (*) are mandatory.
Click Continue to link the finding to an appraisal section.
Select the category for the relevant dynamic Appraisal Section and click Review Finding.
Review the preview of your manual finding and click Add Finding to save it.
Outcome
You can now create and save a manual finding, link it to the appropriate appraisal section, and update your review file. The new finding is visible in your findings list so you can address and decision it alongside your automated findings.