Overview
Built now supports two separate vendor portals to accommodate lender preferences in how they manage their loans. This update allows vendors to access a broader set of diligence service orders across multiple lender partners. While both portals are designed for vendor use, they operate slightly differently based on lender workflows. This article provides an overview of how these dual portals function and what vendors need to know to navigate them effectively.
Why Are There Two Portals?
The two portals exist to support different lender configurations within Built’s platform. While some lenders manage all diligence activities within the original vendor portal, others use the CLA+ due to internal preferences and processes.
Note:
Your email and login credentials are the same across both portals.
Navigating Between Portals
To switch between portals, use the built-in switcher functionality. This enables you to move between the two environments without needing separate logins or accounts. Learn more about switching between CLA and CLA+ here.
Order Management
You will receive notifications for orders from both portals.
If a lender submits a service request that you do not fulfill (e.g., a plan & cost review when you only perform inspections), decline the order and leave a comment explaining why.
Invoicing and Payments
Some order forms may include a Vendor Invoice Amount field. If this field appears and is required:
Enter the fee you previously agreed upon with the lender.
Upload your invoice as supporting documentation.
Once submitted, Built will invoice the lender on your behalf and handle payment processing.
Key Differences in the Additional Portal
Feature | CLA+ Portal | Original Portal |
|---|---|---|
Built Inspect App | ❌ Not supported | ✅ Supported |
User Creation | Separate — users created here are not shared with the original portal | Shared within the original portal |
Notifications | Sent to the email listed in the Business Profile only | Same |
Watcher Feature | ✅ Supported – add specific users to receive notifications for an order | Same |
Note:
Watchers will receive an email notification when they are added to a deal, serving as confirmation that they’ve been assigned.
Vendor Training Resource
A walkthrough of the new vendor portal is available here to share with vendors:
Vendor Portal Walkthrough
Summary
Built’s dual vendor portals are designed to streamline your access to diligence service orders from a growing range of lender clients. With shared login credentials, a convenient switcher, and detailed workflows, vendors can easily manage their orders regardless of which portal is being used.
For best results, stay aware of which portal an order is coming from and use the Watcher feature to ensure the right team members are notified.
FAQ
Why does Built have two separate vendor portals?
The two portals exist to support different lender configurations within Built’s platform, accommodating various lender preferences in managing diligence activities.
Do I need separate login credentials for each portal?
No, your email and login credentials are the same across both portals.
How can I switch between the two portals?
You can switch between the two portals using the built-in switcher functionality without needing separate logins or accounts.
What should I do if I receive an order that I cannot fulfill?
If you receive a service request that you do not fulfill, decline the order and leave a comment explaining why.
Is the Built Inspect App supported in the Additional Portal?
No, the Built Inspect App is not supported in the Additional Portal.
What happens if I need to invoice a lender?
If an order form includes a Vendor Invoice Amount field, you should enter the agreed fee and upload your invoice as supporting documentation.
Can I add users to receive notifications for an order?
Yes, the Watcher feature in both portals allows you to add specific users to receive notifications for an order.
Are notifications sent to the same email in both portals?
In the Additional Portal, notifications are sent only to the email listed in the Business Profile.
Is there a training resource available for the new vendor portal?
Yes, a walkthrough of the new vendor portal is available for vendors.
In CLA+, can a vendor assign a user to an inspection?
No
If a vendor adds a user in CLA, will it show in CLA+?
No, any users that are added to a profile will not automatically reflect in CLA+.
Can vendors complete orders in CLA+ on their phone in the browser?
Yes, but the orders/inspections vendor page is not set up to properly resize to a mobile phone. We recommend that vendors complete orders on a desktop, that is how the current iteration of the product was designed.
Can vendors access the inspector mobile application to complete inspection orders in CLA+?
No