Getting Started Checklist for New Appraiser and Inspection Vendors

Created by Dwelling Blocks Support, Modified on Thu, 13 Nov at 8:53 AM by Dwelling Blocks Support

Welcome to Dwelling Blocks! As a newly added vendor, it is important to complete your setup to ensure you are eligible for assignments. Follow the steps below to get started.


Step 1: Accept Your Email Invitation

  • Check your email for an invitation from Dwelling Blocks.

  • Click the link within the email before it expires.

  • Set up a secure password for your account.


Step 2: Log Into Dwelling Blocks

  • Visit the Dwelling Blocks login page.

  • Enter your email and the password you just created. **Please ensure you are using the email address that received the invite when trying to login with the password you just created.**

  • Successfully logging in will grant you access to your account.

Step 3: Complete Your Profile

  • Navigate to your profile.

  • Verify and update your personal information to ensure accuracy.


Step 4: Report Type Selection

  • Review and activate the report types that you support in the profile "Order Sources" tab. Make sure all necessary report types are selected to avoid delays.


Step 5: Company Settings 

If you see a warning to finish setting company account, click on the "Review Company Onboarding Progress" button. Make sure Add/Invite Admin User section has admin company email.

  • 'Current admin(s)' list empty: 
     - If you are the admin of the company, click 'Set myself as admin' button  and follow the link to complete the company setup steps
     - If you know who the admin is, click on "Invite Admin" to send an invitation to the correct person. 
  • 'Current admin(s)' has email, no action is required. Just wait for the company admin to complete the remaining setup.



Step 6: Account Activation & Order Eligibility

  • Once your profile is fully completed with verified information, licenses, and insurance, your account will be activated.

  • After activation, you will be eligible to receive order assignments!


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