Recruit & onboard vendors

Invite appraisers and AMCs to your panel, track their status, and manage your active vendor network from the client side.

Your vendor network is the set of appraisers and AMCs who can receive your orders. This guide covers building that network from the client/operations perspective — inviting vendors, tracking who has accepted, and managing your active panel.

Operator's view

These docs describe vendor onboarding as your Operations team experiences it: you invite and manage vendors. The appraiser's own signup experience in the vendor portal is a separate flow.

The recruitment flow

  1. Find available vendors

    Browse vendors available to add to your network, optionally by state.

  2. Invite them to your panel

    Send an invitation. Use a standard invitation for vendors already on the platform, or an external invitation to bring in someone new.

  3. Track who's pending

    See which invited vendors haven't responded yet.

  4. Work with your active panel

    Once a vendor accepts, they appear in your current vendors and can receive orders.

Inviting vendors

ActionEndpoint
Invite a vendor on the platform
Invite an external vendor
List your invitations
Revoke an invitation

The vendor accepts or declines from their side:

Vendor actionEndpoint
Accept your invitation
Decline your invitation

Managing your network

Track the health of your panel and adjust membership as needed.

ActionEndpoint
List current vendors (paginated, by status)
Vendor coverage stats by state
Update a vendor's status
Remove a vendor from your panel
Coverage before volume

A healthy panel covers the geographies and product types you order most. Use the vendor stats endpoints to spot states or products where you're thin before orders start stalling for lack of a qualified vendor.

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