Claim Summary
Clear claimant and loan identifiers, claim type, and summary loss amount so reviewers locate the case without cross-referencing multiple files.
Completing Part B correctly reduces return rates, speeds claim adjudication, and supports accurate insurance recoveries while preserving program compliance under HUD procedures and federal e-signature laws.
Lenders, loan servicers, insurance claims administrators, and compliance teams prepare or review Part B entries as part of FHA insurance claim workflows.
This document is intended for staff entering claim data and for reviewers who must confirm accuracy before submission to HUD or an insurer.
Clear claimant and loan identifiers, claim type, and summary loss amount so reviewers locate the case without cross-referencing multiple files.
Accurate address, legal description, occupancy status, and property damage location to match HUD records and support inspection findings.
Concise narrative of cause, date of loss, and scope of damage tied to inspection reports and photographic evidence.
Line-item contractor estimates and cost breakdowns showing materials, labor, and markup with supporting invoices where applicable.
Inspection reports, signed contractor scopes, photographs, mortgage balances, and tax records assembled in a logical order for review.
Authorized signer names, dates, and attestations confirming accuracy; include notary or witness details when required by jurisdiction.
| Field | Configuration |
|---|---|
| Required Fields | Make loan number, property address, loss date, and claim amount mandatory. |
| Attachment Rules | Require PDF inspection report and contractor estimate uploads before proceeding. |
| Signer Order | Route to claims preparer first, then supervisor, then authorized signer. |
| Authentication | Use email + SMS code for signer identity verification as available. |
Ensure your e-submission platform supports secure PDF uploads, required field enforcement, and an audit trail for signatures.
Confirm platform compliance with ESIGN/UETA and any HIPAA requirements for health-related attachments; maintain tamper-evident records and an auditable certificate of completion.
1–3 business days for complete file assembly
2–5 business days depending on volume
Varies; allow several weeks for formal review
Respond within 10–14 days to avoid delays
Timelines depend on insurer or HUD instructions
All fields entered and attachments uploaded.
Internal reviewer confirms completeness.
Claim transmitted to HUD or insurer.
Payment issued or claim denied with reason.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day trial | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |