How do I update the information on my profile - including E&O, License, Contact Info, Username, Password and W-9?
Posted by Remi K on 21 February 2012 01:28 PM
Updating your profile is one of the best ways to ensure that you're account is visible and in a good position to receive assignments. When reviewing the information on your account, it's important to review all sections and check that your profile is complete. This article describes how to update the following sections on your account:
DispoSolutions allows you to upload a .pdf copy of both your E&O insurance policy and Real Estate License to your account. These documents are viewable by companies seeking agents to complete assignments.
Please be sure to update both the documents on file and the expiration dates of your License and E&O insurance policy.
You can upload each of the documents with the following steps:
The information under the contact information section contains the primary means that companies use to make contact when looking for available agents. Making sure that this information is up to date and accurate will ensure that you're not missing any potential or accepted assignments. The address information is used to determine your location on a map and will determine your area of availability. You can update this information at any time using the below steps:
Any changes you make will take effect immediately.
A very important part of optimizing your profile is letting companies know the types of properties you would like to work on through DispoSolutions. To set your desired property types, you can select the types of properties for which you'd like to show as available under the "Types of Real Estate Sold" section on your account. Although this question refers to the types of Real Estate sold, these settings will apply to your REO, Short Sale and Valuation expertise all at once.
Please note the below guidelines when making the selections:
Unlike the E&O and License documents on your profile, the W-9 does not require you to upload a .pdf copy of the document. Instead, we offer an online form where you can input the required information.
If you have questions about how to fill in out a W-9 form, there is a link to instructions on how to fill out your W-9 published by the IRS and located on your profile page just above the W-9 form itself. You do not need to upload this form.
Most commonly, the W-9 is used in payment for completed Valuation assignments. Specifically, some companies will send you checks for completed valuation assignments to the address on your W-9 (this does not have to be the same address as your company address. You can update your W-9 information with the following steps:
You can change your login name and password on your account at any time.
To change your username
To change your password
Please note the below password requirements: