Select Report Types You Work With
Updated
Keeping your report types accurate means the offers you receive match the work you actually do.
Why Accurate Report Types Matter
- An accurate list stops offers arriving for work you cannot take.
- A mismatched report type costs you time, because you end up declining offers you were never able to take.
How to Update Report Types
- Visit Order Sources Profile Page
- Manually enable report types supported, or use the “Enable All Report Types” feature for convenience.
- Individual report types can be enabled or disabled at any time by toggling them on or off, allowing for precise control over assignment eligibility.
- If a report type is no longer supported, unselect it to avoid receiving incorrect assignments.
Checking the Fee for a Report Type
Each report type carries its own fee, and you can see it before you take on any work of that kind:
- On the Order Sources Profile Page, find the report type in the list.
- Click the three dots at the right of the row and select Report Fee.
Fees are set by the lender, not by Dwelling Blocks. The fee shown on an individual assignment, along with the rest of the breakdown, is on that assignment's Fees tab — see Assignment Fees.
Notifications About New Reports
- Lenders may introduce new report types over time — see UAD 3.6 Report Types.
- When that happens you get an email and a task, so you can review the new type and switch it on if you take that work.
That task is not an assignment
The email and the task you receive are easy to mistake for a new order. They are not — it is an admin task telling you the lender has added a report type you could take on.
New report types are off by default, so nothing changes until you act:
- If it is work you take, enable it — from the link in the task, or on the Order Sources Profile Page — so future assignments of that type can reach you.
- If it is not, click Complete Task to close it. Nothing else is required, and you will not start receiving that type.
See Tasks: Everything You Need to Know for how tasks work generally.