• Get the 203k Consultants List (roster)
• Download the 203k Consultants List
  
• Add, Update, Terminate, or Reinstate a 203k consultant
• Review results

Note: To avoid duplicate 203k consultant entries, get the 203k Consultants List to add a new consultant.

Getting the 203k Consultants List (roster)

1. On the 203k Consultants page, enter at least one of the following specifications. For a broad roster of consultants, enter a general criterion, e.g., State. For a single-item roster, enter a more specific criterion, e.g., Consultant ID.
   

   Note: Where indicated, you may enter partial information (one or more characters) to retrieve records (203k consultant listing) that correspond with the entered criteria, e.g., entering "P" in the Last Name field retrieves all 203k consultants with last names that begin with "P." If multiple fields allow a partial entry and partial information is entered, all specified criteria is searched and only matching information is retrieved/displayed.
   
   

•	Consultant ID: Type a full or partial 203k consultant identification number. If using a partial ID, an additional specification such as last name, city, and/or state is recommended.
•	SSN: Type a 203k consultant's Social Security Number for a single-item roster.
•	Name: Type a full or partial last name or both last name and first name (or first initial) for a roster of consultant(s) with a specific name.
•	City: Type a full or partial city name for a roster of consultants in a specific city. A state must also be selected from the drop-down list.
•	State: Select a state from the drop-down list for a roster of consultants in a specific state.



2. Click Send. If information is found based on the specifications you entered, the 203k Consultants List page appears with selected information. A message at the top of the page states: 203k Consultant Request successfully completed.

   -or-

   If no information is found based on the criteria you entered, the 203k Consultants page appears with an error message at the top of the page that states: Due to listed error(s), request will not be processed. The selection criteria you entered are listed and an Error(s) Detected message in the Details section at the bottom of the page states: No records match selection criteria. See Correcting Errors.

   -or-

   If there is an error, the 203k Consultants page appears with an error message at the top of the page that states: Due to listed error(s), request will not be processed. The selection criteria you entered are listed and an Error(s) Detected message in the Details section at the bottom of the page describes the error. See Correcting Errors.

3. Use the vertical scroll bar to scan through up to the first fifty consultants. When there are more than fifty consultants on the roster, click Next at the bottom of the page to see additional roster page(s).
4. See Downloading, Adding, Updating, Terminating or Reinstating a 203k consultant.

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Downloading a 203k Consultants List

You can download the 203k Consultants List information as a Microsoft® Excel® file as follows:

1. Click Download Report to Excel File on the 203k Consultants List page. The 203k Consultants Download page appears.
   
   
2. Click the check box beside each field you wish to include in the downloaded file. For fields selected in error, clear by clicking the check box again, or click Reset to clear all.
   
   -or-
   
   Click Select All to include all of the fields.
   
   
3. Click Send to process. Your Internet browser, e.g., Netscape, Internet Explorer, prompts you to Open or Save the file.
   
   
4. Click Save. Your browser will lead you through the process of naming and saving the file.
   
   
5. To download another list from the currently displayed 203k Consultants List page, click Reset to deselect all previously selected fields and repeat the above steps.
   
   -or-
   
   Click Close to return to the 203k Consultants List page.

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Correcting Errors on the 203k Consultants page

Review the error information on the 203k Consultants page. There are two common conditions that may occur: at least one selection must be entered or no records match the criteria.

At Least One Selection Must Be Entered

The Error(s) Detected message in the Details section at the bottom of the page informs you that at least one specific requirement, e.g., Consultant ID, Name, City, State, must be entered before your request can be processed. Note: When entering the City, you must also specify the State.

1. Enter at least one specific requirement for the desired 203k consultant roster.
   
   
2. Click Send to process again.

No Records Match Selection Criteria

The Error(s) Detected message in the Details section at the bottom of the page informs you that no 203k consultant information is found under the requirement(s), e.g., Consultant ID, Name, City, State, you entered.

1. Modify the requirement(s) you entered.
   
   
2. Click Send to process again.

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Adding a New 203k Consultant

1. Get a 203k Consultants List using the new consultant's Social Security Number, Last and First Name, Address, or any combination of these requirements.
2. If information already exists matching your specifications, the 203k Consultants List page appears with matching consultants. Verify that the consultant you are adding is not already included in the list.
   Click Add 203k Consultant (located at the bottom of the 203k Consultants List).
   -or-
   If no consultant information exists, the 203k Consultants page displays an error message at the top and the Error(s) Detected message in the Details section at the bottom of the page states: No records match selection criteria.
   
   Note: See Correcting Errors if the Errors Detected message states something different from No records match selection criteria.
   Select the Add Consultant check box (located above the Details section on the 203k Consultants page).
   
3. The 203k Consultants Update page appears. Some information you typed previously on the 203k Consultants page, e.g., SSN or name, is carried forward to this page. To continue, see Entering General Information, Entering Address and Contact Information, and Entering Sanction and Termination Information.
   

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Entering General Information

1. Select the HOC associated with the 203k consultant from the drop-down list in the Primary HOC field.
2. Type the name of the 203k consultant's business.
3. Type the 203k consultant's last name, first name, and middle name or initial in the appropriate Name boxes. Use the Tab key or your mouse to position the cursor in each box.
4. If applicable, select an option from the drop-down list in the Suffix field.
5. Type the 203k consultant's Social Security Number in the SSN field.
6. Type additional information about the 203k consultant in the Comments field.
   Note: Comments can only be viewed and updated by HOC staff.

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Entering Address and Contact Information

1. If applicable, type a name in the Attn field.
2. Provide the full business address of the 203k consultant in the Street, City, State, and Zip Code fields.
3. Type the three-digit area code and telephone number in the three boxes provided in the Phone field. If there is a phone Extension and/or Fax number, complete those fields as well.

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Entering Sanction and Termination Information

1. Select a sanction type from the Type drop-down list.
2. Type the date the sanction is imposed (becomes effective) in the Impose Date field. Use the mm/dd/yyyy format.
   Note: Before imposing a new sanction, any previous sanctions must be lifted.
3. When applicable, type the date the sanction is lifted (no longer in effect) in the Lift Date field. Use the mm/dd/yyyy format.
4. Type comments regarding the sanction in the Comments field.
5. If applicable, type the Termination Date using mm/dd/yyyy format.
6. When all pertinent information is entered, click Send. The 203k Consultants Results page appears if processing was successful. If there are errors that prevent processing, the 203k Consultants Update page appears again for making corrections. See Reviewing 203k Consultant Results.

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Updating 203k Consultant Information

1. From the 203k Consultants List page, click the Consultant ID to select the consultant you are updating. The 203k Consultants Update page appears.
2. Verify that you have the correct consultant by reviewing the information in the Name, SSN, and Address fields.
3. Change existing information by deleting it and typing new information. In drop-down lists, simply make a new selection. Only the Consultant ID is protected from updates. Refer to Entering General Information or Entering Address and Contact Information for assistance.
   

4. When all pertinent information is complete, click Send. The 203k Consultants Results page appears if processing was successful. If there are errors that prevent processing, the 203k Consultants Update page appears again for making corrections. See Reviewing 203k Consultants Results.

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Reviewing 203k Consultants Results

The message at the top of the 203k Consultants Results page informs you if processing was successful. If there are errors that need to be corrected, the 203k Consultants Update page appears with an error message at the top. Errors usually occur when invalid information is entered or required information is not entered. To view the Error(s) Detected message, which describes the error:

1. Click [Review Errors] at the top of the 203k Consultants Update page.
   -or-
   Scroll to the bottom of the 203k Consultants Update page.

   Note: When 203k consultant information is processed, the consultant's Social Security Number is checked against the Credit Alert Interactive Voice Response System (CAIVRS), a loan default tracking system. If loan default information is associated with the 203k consultant, the following error message occurs: SSN found as claim/default on CAIVRS file. Research the CAIVRS finding. If the CAIVRS error is not reason enough to deny the consultant participation, bypass the error and continue processing the 203k consultant by selecting the Override CAIVRS Error check box.

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Terminating a 203k Consultant

1. From the 203k Consultants List page, click the Consultant ID to select the consultant. The 203k Consultants Update page appears.
2. Verify that you have the correct consultant by reviewing the information in the Name, SSN, and Address fields.
3. Scroll down to the Termination Information section of the page.
4. Type the date the termination went into effect in the Termination Date field. Use mm/dd/yyyy format.
   Note: The Termination Date must be on or before today's date.
5. Click Send. The 203k Consultants Results page appears if processing was successful. If there are errors that prevent processing, the 203k Consultants Update page appears again for making corrections. See Reviewing 203k Consultants Results.
   
   Note: Terminated consultant information remains on the 203k Consultants List with a Termination Date flag. During termination, the consultant information cannot be updated or changed in any way.

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Reinstating a 203k Consultant

Authorized users can reinstate a terminated 203k consultant. Once reinstated, the termination date no longer displays and the 203k consultant's information can be updated. Do the following to reinstate a 203k consultant:

1. From the 203k Consultants List page, click the Consultant ID to select the consultant. The 203k Consultants Results page appears.
2. Click [Review Termination Data].
   -or-
   Scroll to the bottom of the page.
3. Select the Reinstate checkbox.
4. Click Send. The 203k Consultants Update page appears displaying the 203k consultant's record in update mode. Termination Date is blank, i.e., the termination status is removed.
5. If necessary, update additional information.
4. When all pertinent information is complete, click Send. The 203k Consultants Results page appears if processing was successful. If there are errors that prevent processing, the 203k Consultants Update page appears again for making corrections. See Reviewing 203k Consultants Results.

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See Also

203k Consultants - Business Background

203k Consultants - Field Descriptions

203k Consultants List - Field Descriptions

203k Consultants Update - Field Descriptions

203k Consultants Results - Field Descriptions

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