The E&O check reviews your report for any major errors or empty fields. Once your report is complete, run a quick E&O check to verify that everything is in place before delivering the report to your client.

There are three types of alert icons that appear when running an E&O check:

Warning

Indicates potential inconsistencies such as mathematics and equivalencies, and fields that should be reviewed for accuracy. The E&O warnings are derived from the standard a la mode rule set.

UAD Error

Indicates that the field in reference does not comply with the UAD standards rule set, and may result in delivery failure in certain instances.

Fatal Hard Stop

Indicates that the field in reference does not comply with the UAD standards rule set. Per Fannie Mae, failure to correct the violation will result in delivery failure if a client attempts to upload the report through the UCDP Portal.

If you have QuickSource enabled, there are two additional alert icons that appear in the QuickSource Insights section when running an E&O check:

Peer or Local Comp Warning

Indicates potential inconsistencies from previous uses of a comparable in GLA, Quality, or Condition, from your Comps Database or Peers in SmartExchange.

QuickSource Notes

These are notes that were entered, saved, and exported from the Data Discrepancy View in QuickSource. These notes typically serve as a reminder in the E&O PowerView to either make a specific comment on an addendum, or to take a specific action before delivering your report.

If you have the option enabled to scan for potentially subjective or biased terms, those warnings appear in the Subjective or Potentially Biased Terms section at the end of the E&O results. Click here for instructions on how to configure your E&O Settings.

To run an E&O check:

1. Click E&O in the top toolbar.

   

   Notice that this PowerView can be undocked. This is especially helpful when working in a dual monitor environment. To undock the PowerView and move it aside or to another monitor, simply click the undock icon (  ). For more information on docking and undocking PowerViews click here.

2. Review the E&O results and determine if any further action is needed:
   • When the review is complete, the number of warnings is displayed on the upper left.
   • Click the view drop‑down menu to switch between views and display a specific set of rules or instructions. Options include:

     

     • UAD Warnings Only: Displays only the UAD errors and warnings found in your report.
     • FHA EAD Warnings Only: Displays only the FHA EAD errors and warnings found in your report.
     • All Warnings: Displays all warnings including UAD, USPAP, and any other available rule set determined by an associated order.
     • Details: Gives a much broader overview of the appraisal and any errors or warnings found. While in the Details view, click Insert Details to attach an overview of the E&O results to your report.
     • Client Instructions: Displays any special instructions from the client when the order was placed, or that were added from the Notes PowerView.
     • QuickSource Insights: Displays any warnings about potential inconsistencies from previous uses of a comparable, along with any notes that were saved and exported from QuickSource.
   • Double‑click each warning or click the magnifying glass icon to the right  (  ) to jump to that specific field on the right screen.
   • Click the Copy to Addendum icon (  ) to copy the text from a warning, error, or note and add it to the addendum in your report
   • To exclude a specific non‑UAD rule from the review rules, click the Exclude Rule icon (  )  and choose whether you want to hide the rule for This Report or hide it for All Reports.

     

   • Click the green checkmark (  ) to the right of a QuickSource note to acknowledge it and mark it as resolved, and clear the note from the list of results.
3. When you have made the necessary correction(s) to your report, click Refresh (  ) to update the results and filter out the items you've fixed.

   

To view E&O rules that have been excluded and include them in your list of rules again:

1. Click the green plus sign (  ) next to the number of excluded rules on the upper left.

   

2. After clicking the plus sign, a message appears to let you know that the excluded rules will be shown in the list and will be highlighted in blue, but will continue to be excluded from the E&O Details report. Click OK to continue.

   

3. Rules that are currently excluded are displayed and highlighted in blue. To include a rule in your E&O Details report again, click the Include Rule icon (  ) next to rule and choose whether you want to include it for This Report or All Reports.

   

4. To hide the excluded rules from view, click the red minus sign (  ) beside the number of excluded rules on the upper left.