Lender Connections
Updated
The Lender Connections page, located under Company Settings, allows you to manage your connections with lenders who use the Dwelling Blocks platform. Through this page, you can view lenders you are currently connected with as well as those with whom you are eligible to connect.
This is the company-level connection. Once the company is connected, each user still requests their own connection to that lender and is approved individually — see How to Connect to the Lender Panel.
Connecting with a Lender
If you see a lender listed that you are not yet connected with but wish to join their panel:
- Click the 3 dots in the top-right corner of that lender’s listing.
- Select Request to Join.
Your request will be sent to the lender for approval. Once you are approved and connected with a specific lender, you'll gain additional functionality to manage vendor connections with that lender.
Stopping work with a lender
To leave a panel as a company, open the lender from the Lender Connections page, click the three dots in the top-right corner, and select Stop working with ….
Before you do, make sure every user under your company agrees and that there are no pending orders — leaving with work in progress is what causes problems during the transition.
Your account and its activity history stay available for reference afterwards; nothing is deleted.
Eligibility for Other Lender Panels
If there are additional lenders on the Dwelling Blocks platform who are eligible to work with your company, they will appear on the Lender Connections page. Follow the same steps to request joining their panels by clicking the 3 dots in the top-right corner and selecting Request to Join.
This setup allows you to easily manage and expand your lender connections, giving your eligible vendors more opportunities to receive assignments from connected lenders.