How do I update the information on my profile, including E&O, License and W-9?
Posted by Remi Kruk on 21 February 2012 01:28 PM
E&O and License
*** Please note that you will need to update BOTH the expiration dates & .pdf documents for your E&O Insurance and Real Estate License ***
DispoSolutions allows you to upload a .pdf copy of both your E&O and License to your account. These documents are viewable by companies seeking agents to complete assignments. You can upload each of the documents with the following steps:
You can confirm that your document has been successfully uploaded by clicking the “View E&O Insurance” and “View Real Estate License” links located in the same area as the links used to submit the documents.
Once you have changed both expiration dates, click the “Update Profile” button at the bottom of the page to save your changes.
Personal & Company Information
In order to update the information on your account, please take the following steps:
Any changes you make will be effective immediately.
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.
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.
You can update your W-9 information with the following steps: