Course Resources

15 Templates & Tools

Download all the templates, checklists, and tools included with this course. These resources are designed to be used immediately in your mold remediation business.

Module 1: Insurance & Documentation

Policy Coverage Checklist

Verify mold coverage before starting work

Documentation Master Checklist

Comprehensive list of all mold documentation requirements

Work Authorization Addendum

Mold-specific language to add to standard authorization

Module 2: Xactimate for Mold

HMR Line Items Master List

Complete reference of all mold line items with calculation formulas

High-Value Items Checklist

Pre-submission review to capture commonly missed items

Red Flags Checklist

Pre-submission audit to identify and fix red flags

Module 3: Protocols & Estimates

Protocol-to-Estimate Translation Guide

Reference for converting protocol language to Xactimate line items

Submission Package Checklist

Comprehensive checklist ensuring complete documentation packages

Coverage Limit Conversation Script

Word-for-word framework for discussing limits with customers

Module 4: Advanced Challenges

Denial Appeal Letter Template

Professional appeal letter format for different denial types

Customer Payment Agreement

Legal agreement for customer payment above coverage limits

Mold Discovery Protocol

Step-by-step procedure when mold is discovered unexpectedly

Module 5: Systems & Scaling

Containment Setup SOP

Complete standard operating procedure for mold containment

Mold Metrics Dashboard

Tracking template for key performance indicators

Tech Training Checklist

Comprehensive training verification for technicians