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Everything you need to run work on Dwelling Blocks — from the first login to a submitted report.
Getting Started
8 articlesSet the account up, find your way around, and take your first assignment.
Getting Started ChecklistSetting up your account takes a few minutes, and everything you need is waiting on your dashboard the first time you log in.How To Set Your Password If Your Invite Link ExpiredIf your invitation link to Dwelling Blocks has expired, don’t worry! You can still access your account easily. Follow these steps to get started:Starting a New Account When You Already Have OneMoving to a new company, or out on your own? Make sure the old account is no longer active, then sign up from your new invitation.How to Stay Ahead and Succeed with Your AssignmentsWhere to look each day, what keeps your standing strong, and what to do when something slips.Understanding Your ScorecardHow a lender measures your reliability: your delivery history, and how promptly you keep the lender updated while an assignment is in progress.Requesting SupportSelect Help in the sidebar to open the Tickets page, where you can raise a request and see every existing ticket for you and your company.Why Am I Not Receiving Assignments?Lenders decide who gets each assignment, not Dwelling Blocks. What actually drives it, and the eight things on your side worth checking.Connecting Your Bank Account To Get PaidAt Dwelling Blocks, we want to ensure that you receive payments quickly and securely for the work you complete.
Offers & Bids
5 articlesReviewing offers, bidding on work, and proposing new terms.
Accepting New AssignmentsWhen a lender sends an offer, or assigns an order to you, it reaches you by email and in the Dwelling Blocks platform.Understanding How Bid Offers WorkBid offers are the most common kind of offer you will receive. Accept the proposed terms, reject them, or bid with a fee and due date of your own.Opting In to Bid OffersBid requests go to every qualified vendor in an area at once. Opting in makes you eligible to see them; it accepts nothing and changes no ranking.How to Submit an Offer with ConditionsIf you need to propose new terms for an appraisal assignment - such as a different fee or due date - here's how you can submit a condition offer.Lender Details from the Offer or Assignment PageThe lender's name sits in the offer header next to the product type. Click the information icon beside it for the full details.
Working an Assignment
7 articlesAppointments, status updates, notes to the lender, and holds.
Main Navigation: Assignment OverviewThe sidebar organises your assignments into Offers, In Progress, On Hold and All Assignments, alongside the Dashboard and Tasks. Here is what each one holds.Vendor Dashboard OverviewYour dashboard shows what is due, what is overdue, and which assignments are at risk, so you can act before anything slips.Completing an Assignment in Dwelling BlocksSuccessfully completing an assignment in Dwelling Blocks involves several key steps you are already familiar with.Assignment FeaturesIf you need to involve more team members on an assignment, you can do so by using the Add Additional Assignee button.Notes: Messaging the Lender About an AssignmentThe Notes section on an assignment is your direct line to the lender. Mark a note as Urgent when you need help, and the lender will assist as soon as possible.Assignment on holdAssignments can be placed on hold when something temporarily prevents you from completing the appraisal on time.Missing a File You Need From the LenderFiles the lender shares appear under Shared Files on the assignment. If what you need is not there, add an Urgent note asking for it.
Reports & Submission
14 articlesRequirements, QC review, submission errors, revisions, and reconsiderations of value.
Uploading Your ReportEvery assignment has a Completed Reports section with an upload area. Drop the file there in the format the assignment asks for; we take it from there.Report requirementsReport Requirements are notes added by the underwriter or lender to communicate specific items that must be addressed in the report.Report QC ReviewQC Review is a required pre-submission checkpoint designed to catch report issues early - before submission to the GSE or HUD.Feature Overview: Report Validation WarningsBefore a report is submitted it is checked against the assignment. A mismatch in report type or FHA case number is flagged so you can fix it first.Report Submission: Handling Errors and WarningsMost submission warnings and errors come back from the GSE or HUD, not from Dwelling Blocks. Here is what each type means and how to clear it.What Your Submission Status MeansEvery status your report can show, in plain language, with what is happening behind it and whether it is waiting on you, on us, on the GSE, or on the lender.What to Do When Report Submission Takes Longer Than ExpectedA submission sitting In Progress for more than 30 minutes is usually a third-party delay. Dwelling Blocks resubmits automatically, and your upload date stands.Request Report Error OverrideIf a submission fails with an error the lender can override, you can ask them to override it. How it works, and the steps to follow.Request Manual Report SubmissionIf a submission fails with an error you cannot resolve, you can ask the lender to submit the report manually. How it works, and the steps to follow.Revision Requests on Completed ReportsAn underwriter reviews every completed report. If something needs correcting, they open a revision request that you resolve by the due date.Reconsideration of Value (ROV) RequestsAn ROV asks you to reconsider the value in a report you have already delivered. It is added to the completed report, and it needs a response.Uploading an Updated Report After Assignment CompletionYou can upload an updated report after an assignment is marked Completed — a missing file, a small correction, or a change the lender asked for.UAD 3.6 Report TypesDwelling Blocks is ready for UAD 3.6 and needs no new certification from you. Each lender enables the new report types on its own schedule.When an Assignment Will Not CloseYour report is finished but the assignment is still open and payment has not been released. Usually the final submission failed, and the lender completes it.
Your Profile
10 articlesLicenses, insurance, coverage, capacity, and the report types you work with.
How to Update Your Profile InformationKeeping your profile information up to date is very important! Here’s a simple guide to help you update your details.Activating Your Profile to Receive AssignmentsThe profile Status page, provides a clear checklist and progress tracker for all required profile steps.Keeping Your Address Up to DateMany assignments are based on your location, so keeping your address up to date in your profile decides what reaches you.Adding and Verifying an Appraisal LicenseIf you are an appraiser, you need an appraisal license on your profile. A valid license is required before any appraisal assignment can reach you.How to Update Your Insurance InformationKeeping your insurance information up to date is very important! This ensures you meet requirements and avoid any service interruptions.Coverage AreasSet the counties, and if you want the individual ZIP codes, where you are available to take assignments. Assignments are matched to the areas you list here.Setting Your CapacityCapacity is the number of assignments you can carry at once, and it is a hard limit — once you are at it, new offers stop reaching you.Select Report Types You Work WithKeeping your report types accurate lets lenders offer you assignments with confidence, and keeps work you cannot take out of your queue.Instructions for Changing Your Email AddressNote: After you update your email, both your old and new email addresses will receive a notification confirming the change.Tasks: Everything You Need to KnowTasks make it easy to stay organized, keep your profile up to date, and never miss an important update. Here’s a quick guide to managing them.
Availability & Connections
6 articlesSwitching availability on and off, taking a break, and joining lender panels.
How to Enable "Available for Assignments"If you want to start accepting assignments, you must make sure your profile is set to "Available for assignments." Follow these steps to activate this setting:Vacation ModeVacation Mode temporarily removes you from the list of users assignable to new orders. Use it for a break, and remember to switch it off when you return.Taking a Break or Stopping WorkA week off or leaving a lender panel entirely — there is a setting for each, and the right one avoids stranding assignments in progress.How to Connect to the Lender Panel and Receive OrdersConnecting to a lender panel is how you receive assignment offers. Request access and set your order preferences in a few steps.Deactivating or Removing an AccountOnly an administrator can remove a user. If you are the only one, switching off Available for Assignments deactivates your profile instead.Lender ConnectionsThe Lender Connections page, located under Company Settings, allows you to manage your connections with lenders who use the Dwelling Blocks platform.
Notifications
3 articlesEmail and SMS alerts — what you receive, and what to do when nothing arrives.
Notification SettingsWhat Dwelling Blocks emails and texts you automatically, and how to turn any of it up or down for yourself or for your whole company.Offer Notifications via SMS (Text)Stay updated with new assignment offers delivered directly to your phone via SMS!Troubleshooting Email and SMS DeliveryIf notifications have stopped arriving, work through it in order: your own settings, then the delivery log on your profile, then email or SMS fixes.
Payments & Payouts
7 articlesBank setup, when the money reaches you, fee breakdowns, and 1099 forms.
Connecting Your Bank Account To Get PaidAt Dwelling Blocks, we want to ensure that you receive payments quickly and securely for the work you complete.When and How You Get PaidPayment reaches you in two hops: Dwelling Blocks transfers your fee to Stripe when the assignment completes, and Stripe pays your bank days later.Can I Get Paid by Check?No — every payout arrives as a deposit into your bank account through Stripe. There is no mailed-check option, and no arrangement of your own is needed.Assignment FeesYou can access the report Fees by selecting your assignment and clicking on the "Fees" tab at the top of the page.Get Your Dwelling Blocks 1099 Tax Forms from StripeDwelling Blocks users do not need to submit a W-9 form directly to Dwelling Blocks - Stripe handles all U.S.Updating Stripe for Accurate 1099 FormsIf your 1099 needs to change because of how you set up your ownership structure — a TIN instead of an SSN, say — update your Stripe account first.Payout History, Subscriptions and ChargesWhere to see every payout you have received, where the SMS and API add-ons are switched on, and where charges to your company card are listed.
Company & Team
6 articlesCompany profile, users and roles, lender connections, and API access.
Complete Your Company ProfileAdd your company's name, contact details and address under Settings → Company — the profile lenders see. Your own address decides what reaches you.Adding, Editing and Removing UsersHow to add, edit and remove users, set roles and permissions, and configure assignment availability for your team.Custom Roles & PermissionsHow to create, manage and delete custom roles, so you can define permissions for each responsibility on your team.Lender ConnectionsThe Lender Connections page, located under Company Settings, allows you to manage your connections with lenders who use the Dwelling Blocks platform.API Automation & SubscriptionIf you already run your own systems, the Dwelling Blocks API lets you connect them directly, so orders and status updates flow without anyone rekeying them.Deactivating or Removing an AccountOnly an administrator can remove a user. If you are the only one, switching off Available for Assignments deactivates your profile instead.
Still need a hand?
These guides cover the platform as vendors use it day to day. If what you are seeing does not match, open a ticket from your account and the support team will pick it up.
Not on Dwelling Blocks yet?
Licensed appraisers and inspectors take lender volume from across the country: credentials validated once and then monitored, offers you choose to accept on your own terms, and payment through Stripe with a receipt on every assignment. Access is by invitation, and requests are reviewed.