Complete the RFP Fields

Description:

This page describes how to use the import feature and how to complete the Project Information, Property Information, and Scope of Services fields.

Details:

If your organization has enabled the Import RFP feature, you may see a blue bar at the top of the RFP that allows you to import the data and selections from another RFP. You can only use this feature if the Loan File has a linked request that contains an RFP of the same Service Type. 

Using this tool is optional; it is not required to complete the RFP, but rather reduces data entry. To utilize it, click the Select RFP to import to expose a drop-down menu containing the RFP(s) you can import. Click an RFP to import.   

In the example above, there’s a single RFP.  

After making your selection, click Import from RFP to import the information and selections. The RFP screen will refresh and display the imported information and selections. Review to ensure it is accurate. 

Complete the Project Information, Property Information, and Scope of Services sections of the RFP. Note: Red fields are required.