Knowledgebase
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 your 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:

  1. E&O Insurance and Real Estate License
  2. Personal & Company Information
  3. Selecting Property Type Availability
  4. W-9 Information
  5. Login Name & Password

Updating E&O and License Information

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:

  1. Login to DispoSolutions at www.DispoSolutions.com
  2. Click the “My Account” tab. Half way down the page on the left hand side, you'll see the section for E&O and License information
  3. Enter the correct expiration dates in a DD/MM/YYYY format
  4. ClickSubmit Real Estate LicenseorSubmit E&O Insurance” to select a PDF to upload
  5. In the new window that opens, click the “Browse” button
  6. Once you have located the .pdf file to be uploaded from your computer, click “Open
  7. Click “Upload Document
  8. Verify the documents have been uploaded by clicking the "View E&O Insurance" and "View Real Estate License" links
  9. Click the "Save" button at the top of bottom of the page
  10. Click "Yes" to confirm changes

License and EO Update

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Personal & Company Information

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:

  1. Login to DispoSolutions at www.DispoSolutions.com
  2. Click the “My Account” tab
  3. Remove, add or change any of the information in your profile
  4. Click the “Save” button at the bottom of the page
  5. Click “Yes” to confirm changes

Any changes you make will take effect immediately.

Updating Address & Contract Info

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Selecting Property Type Availability

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 preferences, 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:

  • Choose "Yes" for property types you'd like to work on
  • Choose "No" for property types you do not wish to work on
  • Selecting "No" for all property types will filter your account from appearing in any search results and you WILL NOT be able to receive ANY assignments
  • Selecting "Yes" for assignments for which you are not qualified/will not complete has historically shown to negatively impact agents' standings with companies using DispoSolutions
  • Remember to click the "Save" button at the top or bottom of the page to store your changes

Changing Types of Accepted Assignments

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W-9 Form

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:

  1. Log in as usual to your account from www.DispoSolutions.com
  2. Click the “My Account” tab
  3. The bottom half of the page will contain a W-9 form (make changes as needed)
  4. Click the “Save” button at the bottom of the page
  5. Click “Yes” to confirm changes

Updating the W-9

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Changing Login Name & Password 

You can change your login name and password on your account at any time. 

To change your username

  1. Click the "My Account" tab
  2. At the bottom of the page, replace the "Login Name" field with the new username
  3. Click "Save" at the top or bottom of the page

To change your password

  1. Click the "Change Password" link in the upper-right hand corner of your account
  2. On the next page, fill in the "New Password" field and again in the "Confirm Password" field
  3. Click "Change Password" to save your changes

Please note the below password requirements:

  • Must be between 8 and 25 characters long
  • Must contain at least one upper case letter
  • Must contain at least one lower case letter
  • Must contain at least one number
  • Must contain at least one special symbol: !@#$%^&*;+=

Updating your Login Name

 


Change Password

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