Main Navigation: Assignment Overview
Updated
In the Main Navigation Dwelling Blocks organizes Vendor assignments from lenders into four sections: Offers, In Progress, On Hold, and All Assignments.
Offers: New Order Invitations
The Offers section displays new assignments available for acceptance. Here, vendors can view incoming offers and decide whether to accept them. Timely responses to new offers help the lender place the assignment quickly.
In Progress: Active Assignments
The In Progress section includes all active orders that need completion. Key actions include:
- Providing Status Updates: Regular updates on order progress are required to keep lenders informed. This impacts your scorecard, as lenders value responsiveness and transparency.
- Uploading the Completed Report: Once the work is complete, upload the report to meet quality control requirements.
- Quality Control (QC) Checks: Reports must pass all QC checks to ensure accuracy and compliance.
- Meeting Deadlines: Completing assignments before the due date is critical for maintaining a strong scorecard.
- Acknowledging Revisions: Once a report is uploaded, it's critical to address any revisions or report acknowledgements as soon as possible. An assignment will not be completed until all acknowledgements have been addressed.
On Hold: Paused Assignments
The On Hold section lists assignments the lender has paused. While an assignment sits here:
- All due dates are removed, and new ones are set when the lender resumes it.
- Automated due-date reminders are paused.
- No action is needed from you unless the lender asks for an update.
When you are ready to continue, add an urgent note asking the lender to resume the assignment. See Assignment on hold.
All Assignments: Tracking Completed Orders
The All Assignments section provides an overview of all orders, including:
- In Progress: Current orders still being worked on.
- Completed: Orders that have been finalized.