When do I select an O&M agreement (Operations and Management)?

This is where you will select the O&M Agreements that are pertinent to the current order.

Description

Third Party Reports may indicate the property is in such condition that Lender requires an operations and maintenance plan (asbestos, lead based paint, mold moisture management, etc.).  Typically, the Loan Agreement contains the basic requirement of what plans must be implemented, and a separate O&M Agreement is used to show the detailed requirements of each plan.

User Interface

If an O&M Agreement is needed, you must click the Loan Tab.

 

Then, once you scroll down, there will be a section labeled "Prepare O&M Agreement". You will select the 3 options that are pertinent to the current order.