Overview
Built has introduced enhanced scheduling visibility for Vendors in the Orders Grid, giving your organization new ways to plan, prioritize, and track upcoming orders.
These updates add new columns and filters to help you understand what’s required for each order, when it’s due, and how workloads are distributed across your team.
With these enhancements, you can:
View key fulfillment requirements directly from the Orders Grid.
Identify which Order Forms are required at a glance.
Filter and sort orders by lender, borrower, property, or fulfillment requirements.
Filter by zip code or assigned user to organize work by region or team member.
Save custom views to quickly return to frequently used order lists.
This improved visibility helps Vendors stay organized, meet deadlines, and efficiently manage internal workloads.
Navigating the Orders Grid
When you log in to Built as a Vendor, your Orders Grid (under the Open, Scheduled, or Closed tabs) provides a table view of all your orders.
From this grid, you can:
View all active and past orders.
Customize visible columns.
Apply filters to narrow results by project, lender, or team member.
Use the Columns and Filters controls at the top of the grid to personalize your view.
New and Updated Columns
The following columns are now available in the Vendor Orders Grid.
You can toggle these on or off using the Columns control in the top-right corner of the grid.
Column Name | Description |
|---|---|
Status | Displays the current order status (e.g., Requested, Accepted, In Progress). |
Order Number | Unique identifier for the order. |
Order Type | Displays the diligence service type (i.e. Inspection, Title Search, Plan & Cost Review, etc.). |
Lender | Shows the lender’s organization (tenant) name. |
Borrower | Displays the borrower associated with the order. |
Property Address | Lists the property address associated with the order. |
Requested By | Displays the Buyer user who created the order. |
Requested Due Date | Shows the date by which the order is expected to be completed. |
Fulfillment Requirements | Lists what is required to complete the order: Order Form, Report File, or both (displayed as a comma-separated string). |
Order Form | Shows the name of the required Order Form for that order, if applicable. |
Assignee | Displays the vendor user assigned internally to the order. |
New Filters
In addition to columns, Vendors can now use expanded filters to locate specific orders or create custom scheduling views.
Filters can be combined to refine results and saved as reusable views for easier navigation.
Filter Name | Description / Behavior |
|---|---|
Status | Existing filter; search and multi-select checkbox |
Order Type | Existing filter; multi-select checkbox |
Requested Due Date | Existing filter; start date and end date |
Requested By | Existing filter; search and multi-select of users. |
Lender | Existing filter; search and multi-select of organizations. |
Borrower | New filter; search and multi-select of users. |
Property Address | New filter; search and multi-select of property addresses. |
Fulfillment Requirements | New filter; multi-select checkbox |
Order Form | New filter; search and multi-select of Order Forms. |
Property Zip Code | New filter; search, multi-select of zip codes, and ability to enter new zip codes. |
Assignee | New filter; search and multi-select of users. |
Saving a Custom View
Once you’ve configured your columns and filters, you can save them as a custom view for quick access later.
Click Save View in the upper-right corner of the Orders Grid.
Enter a name for your view (i.e. “Zip 11100” or “My Lender Orders”).
Click Save.
Your saved view will appear in the View Selector and automatically update as new orders meet your saved criteria.
Example Workflow: Tracking Regional Orders
You can use the Property Zip Code filter to track orders in a specific region.
Open the Property Zip Code filter.
Enter one or more zip codes (e.g., 11111, 14001).
Review the filtered orders displayed in your grid.
(Optional) Click Save View and name it “Zip 11111 Orders.”
When new orders are created in those zip codes, they automatically appear in this saved view.
Best Practices
Customize your grid: Use the Columns control to display only the most relevant data for your role.
Sort by Requested Due Date: Identify orders approaching deadlines or past due.
Use saved views: Quickly access commonly used combinations of filters (i.e. by lender, zip code, or assigned user).
Monitor Fulfillment Requirements: Verify which deliverables (Order Form, Report File) are required before starting work.
Track Assignments: Use the Assignment column and filter to see which team member is responsible for each order.
Refresh your filters regularly: Ensure new lenders, borrowers, or properties are included in your search results.
FAQ
Do these enhancements change how I fulfill or submit orders?
No. These updates only improve visibility and organization in your Orders Grid. The fulfillment process itself remains the same.
Can I rename or customize these columns and filters?
You can toggle column visibility and adjust filters, but names and filter logic are standardized across all vendors.
Will saved views update automatically?
Yes. Saved views automatically include any new orders that match the criteria of your saved filters.