Manage account settings as a lender
Account settings control how lenders interact with Built. In this section of your Built account, you can manage information related to your personal details (such as name, email address, password, etc.), notifications, phone number, and address.
There are four sections of information that you can update in your account settings. You can update one piece of information or all fields at the same time.
Personal Information
Information in this section relates to who you are and how you access Built. Here, you can update your first and last name, title, email address, password, and default language.
Email address
To update your email address. Select Account Settings, select “Change” next to the current email.
Add the new email address, if the email is available, the “Change email address” button will become available.
A confirmation email will be sent to your updated email address. Select “Change email address”
Verify the new email address by entering the current password for Built.
After confirming the new email, proceed by selecting 'Continue to Built' to access your account.
Notifications
This section controls the types of notifications you receive regarding your Built account. You can select options you would like to receive and deselect those you do not. Options include updates to loans, draws, inspections, and reports, as well as notifications when another user shares files or comments with you. You can also select one of the two buttons at the bottom of the section to receive all notifications or no notifications.
Personal Phone
Personal phone information is displayed in the People tab of a loan agreement. Providing this information helps ensure that Built is a central location for you and your partners. For example, by listing your phone number, your partners (such as lenders, builders, borrowers, inspectors, etc.) can contact you if needed, and you can update that information in one place.
Address
Similar to personal phone information, address details are displayed under the People tab of a loan agreement and this information will be accessible for your partners. For example, by listing your address, your partners (such as lenders, builders, borrowers, inspectors, etc.) can properly address documents to you or your institution, and you can update that information in one place.
FAQ
How can I manage my account settings as a lender?
You can manage your account settings by accessing the Account Settings section in your Built account, where you can update personal details, notifications, phone number, and address.
What personal information can I update in my account settings?
You can update your first and last name, title, email address, password, and default language in the Personal Information section.
How do I change my email address?
To change your email address, select Account Settings, click 'Change' next to your current email, enter the new email, confirm it via the confirmation email, and verify it by entering your current password.
Can I customize the notifications I receive?
Yes, you can customize the types of notifications you receive regarding your Built account by selecting or deselecting options in the Notifications section.
Is it necessary to provide my personal phone number?
While it's not mandatory, providing your personal phone number helps ensure that Built is a central location for communication with your partners.
Why should I update my address in my account settings?
Updating your address ensures that your partners can properly address documents to you or your institution, making communication more efficient.
Can I update multiple pieces of information at once?
Yes, you can update one piece of information or all fields at the same time in your account settings.
Will my partners be able to see my personal information?
Yes, your personal phone number and address will be displayed under the People tab of a loan agreement, making it accessible to your partners.