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Select Report Types You Work With

Updated

Keeping available report types accurate is essential for efficient lender assignments. When users maintain an up-to-date list of supported report types, lenders can confidently offer assignments that match each appraiser’s expertise and capacity.

Why Accurate Report Types Matter

  • Keeping the report types accurate ensures lenders are only sending requests for assignments that can genuinely be completed.
  • Mismatched report types waste time for both lenders and appraisers, leading to declined assignments or unnecessary communication.

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 and the Redesigned URAR.
  • When this happens, users will be notified with actionable tasks via email to review and enable the new types as needed, ensuring continued compatibility and up-to-date assignment offers.

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.

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