Complete the Collateral Tab

Description:

This page describes how to complete the Collateral tab of the Service Request. 

Details:

1. If this is a multiple collateral request, and the first property has been entered, click Add New to begin entering the subsequent property information on the SRF.

2. If the request will include 4 or more properties (Portfolio), check mark the box Make this Project a Portfolio.

3. Enter Property Location information (3)

4. Click the blue Map Property to populate Zip Code, County, Country, Latitude and Longitude fields.

5. View or change auto-populated Zip Code, County, Country, Latitude and Longitude.

6. Select Yes or No for Assessor’s Parcel Number (APN) availability.

   • Enter APN(s), or

   • Choose an applicable reason APN’s are not available.

   • Red-outlined fields are required.

7. Complete the remainder of the fields on the form, then click Move to Services Tab at the bottom of the page.