Completing an Assignment in Dwelling Blocks: Step-by-Step Guide

Successfully completing an assignment in Dwelling Blocks involves several key steps you are already familiar with. Following this process ensures smooth communication with lenders, borrowers, and other stakeholders while keeping assignments on track and helping you maintain a healthy scorecard.

Step 1: Setting the Appointment

Once you accept an assignment, the first step is to set the appointment date as soon as possible. This is the date you will be physically viewing the property or reviewing the data (if a site visit is not required).

• You will see Appointment Date Pending in Step 1 of the order.
• Click the Set Appointment button.
• Enter the date and time of the appointment and save.

Setting the appointment updates the lender in real time, allowing them to keep borrowers, brokers, and other involved parties informed.

Step 2: Marking the Inspection as Completed

Once the property inspection is done or the required data has been reviewed, you must mark the Inspection as Completed:

• Navigate to the order and press Set Status.
• Toggle Mark Inspection Complete and hit Save.

This immediately notifies the lender that the inspection has been completed.

Step 3: Providing a Report ETA

After marking the inspection complete, enter a Report ETA as soon as possible:

This step is required and helps set clear expectations on when the lender can expect the finished report. By entering this information, you reduce unnecessary follow-ups and status inquiries.

Step 4: Uploading the Final Report

Once your report is finalized, upload the file through the Upload Report section:

• Drag and drop the file or click Browse Files to select it manually.
• Review any report requirements listed on the order to ensure compliance.
• Once uploaded, Dwelling Blocks will automatically start the submission process.

This submission runs through Dwelling Blocks’ proprietary Quality Control (QC) system and external systems such as UCDP or other lender integrations.

Step 5: Monitoring the Submission Status

After uploading the report:

• The system will process the submission in the background, so you can close the window.
• You can leave this area and trust the process is happening in the background.  You can track the submission status on the Assignment Details page.
• You will receive an email confirming completion or notifying you of any required revisions.

Step 6: Handling Submission Issues, Revisions, or ROV Requests

If there are warnings from an external system (e.g., UCDP), you must resolve or acknowledge them on the order.

• You will see warnings in the Assignment Details page and receive an email notification. Please review the warnings and provide a response to the warnings or errors. Some assignments may require uploading a new file, and some assignments may require Acknowledging the warnings like below. The client will then review our response. Learn more about Warnings And Error here
  
• For a Reconsideration of Value (ROV) or revision requests, upload the updated report and use the Message System to communicate with the lender. Messages sent here are directly integrated into the lender’s system for fast responses. You will see the revision requests at the bottom of this section:

It is very important these are dealt with promptly. 

By following these steps and utilizing these tools, you’ll ensure a seamless process for completing assignments efficiently and effectively.

If your submission encounter errors or warnings please refer to this article.

For other assignment additional features refer to article.

Thank you for your dedication to providing high-quality service through Dwelling Blocks!