Policy/Forms

Overview

The Policy and Forms section of your PARCEL profile allows you to upload your insurance documentation and W-9 form. These documents are critical for compliance, lender access, and payment processing.

Insurance Certificates

You must upload a valid Errors and Omissions (E&O) Insurance Certificate to your profile. Lenders typically require this before awarding appraisal work.

The Insurance Certificates table includes the following fields:

Adding a New Certificate

Follow these seven steps to add a new certificate:

1. Click the ADD Insurance Certificate button.

2. Select the insurance Type from the dropdown menu.

3. Enter the Carrier name.

4. Input the Amount and select the appropriate currency.

5. Use the calendar picker to select the Expiration Date.

6. Click Upload Certificate to attach the insurance file.

7. Click the checkmark to save, or the X to cancel the new entry.

Managing Existing Certificates

• To view a certificate, click the View link in the Certificate column.

• To edit an existing entry, click the pencil icon.

• To remove a certificate, click the trash can icon.

Forms

The W-9 form is required for tax reporting. To manage your W-9:

• To upload, click the Upload W-9 File button and select your file.

• To remove the current form, click Delete W-9 File. A confirmation notification will appear.

• If needed, click Download W9 to retrieve a blank form from the system.

You may also obtain a blank W-9 from the IRS.gov website.

Best Practices

• Review the expiration dates of your documents periodically to avoid disruptions.

• Upload only clean, legible copies of insurance and W-9 documents.

• Ensure consistency between uploaded document data and what you enter in the interface.