Refer to the agent/team’s list of preferred contacts either in DREAMNet or OpentoClose.com to reach out to their inspectors

Confirm:

1. when the agent and client (if permitted) if the home inspection was already set 

2. when it will take place or when they would prefer to have it take place

3. If it’s a pay at close

Call, email, text, or use the inspectors website to set the inspection 

Info for inspections can be drawn from the property details in OpentoClose, the submitted documents, and the MLS

Ensure you, the agent, and client (if permitted) received a confirmation of the home inspection details

Enter the home inspection details into the calendar via OpentoClose

1. Click on property details and click “Home Inspection Date”

2. Enter the details in the pop up screen

   1. Enter the Date and time

   2. Add the address

   3. Include the agent and client (if permitted) in the reminder by checking the box next to their name

   4. Add it to the API Calendar

If an agent requests to reschedule the home inspection, confirm two new best dates and times that will work

Call the company you scheduled the home inspection with. Provide them with the:

1. Address

2. Name of client

3. Date home inspection was scheduled

Politely let them know that it needs to be canceled and ask if they have one of the two new best dates and times available. 

1. If so: Schedule, then ensure you, the agent and the client get confirmation

2. If not, use a Google search to find home inspectors that are in the area. Speak with each home inspector (up to 7) until you find one that offers one of the dates and times and the agent's criteria (e.g. pay at close)

Get a confirmation for yourself, the agent, and the client 

Change the date via Opentoclose.com and resend to the agent and client (if permitted)