How to Connect to the Lender Panel and Receive Orders

Connecting to the lender panel is essential for receiving appraisal orders through Dwelling Blocks. Follow the steps below to request access and set up your order preferences.

Step-by-Step Instructions

1. Access the Order Sources Tab

• At the top of the page, click the Order Sources tab.
  

2. If You Don’t See the Order Sources Page

• If you do not have access to this page, please contact your Admin and request that they enable the connection for you.

3. Request to Join the Lender Panel

• Find the lender you want to connect with.

• Click the three dots button (⋮) next to the lender’s name.

• In the dropdown menu, select Request to join panel and confirm your request.
  

4. Wait for Lender Approval

• Your request will be sent to the lender.

• Wait for the lender to process and approve your request.

5. Select Report Types You Work With

• While waiting for approval, you can select the types of reports you handle.

• Choose All or check specific report types from the list below to indicate your areas of expertise.
  
  
  

Tips for a Smooth Connection

• Double-check that you have access to the Order Sources tab.

• Make sure your profile and license information are up to date for faster approval.

• Selecting accurate report types helps lenders assign you the right orders.

By following these steps, you’ll be ready to receive orders from lenders and start working efficiently in Dwelling Blocks!