Get started
Set up your workspace, find your way around, and create your first loan.
Create your account
Sign in, join your team, and get your workspace ready.
Start your first loan
Connect a borrower, add the property, and start the application.
How the loan flow works
Your borrower profile connects the relationship. Each loan keeps its own application, conditions, documents, and history together.
You can also create a loan directly for an existing borrower. See the complete loan walkthrough for the steps and handoffs.
Manage your loans
Keep the pipeline moving with a shared view of borrowers, applications, and loan progress.
Loan pipeline
Find a file and track its progress through each stage.
Borrowers & profiles
Manage contact details and start loans from a borrower record.
Leads & conversion
Turn an inquiry into a borrower and a new loan.
Application (1003)
Complete the loan application and download lender files.
Review & communication
Know what is outstanding, what has arrived, and what needs a closer look.
Conditions
Track requirements and keep the review queue current.
Documents
Upload, download, and review documents attached to a loan.
Email inbox
Find connected Gmail messages and link them to the right file.
Notes & history
Keep the team informed and follow changes to a loan.
The borrower experience
Give borrowers a clear path to their profile, application, and documents.
Access your portal
Accept an invitation and find your applications.
Complete your application
Answer the questions, save your progress, and submit for review.
Your workspace
Set up the people, partners, and preferences that support your team.
Team & permissions
Invite colleagues and configure their access.
Organization settings
Manage company information and borrower-facing branding.
Rate sheets
Manage pricing programs and review CSV imports.
Integrations
Connect Gmail and configure workspace webhooks.
Need help?
Start with troubleshooting or the glossary. If a screen or action is missing, check your active organization and ask its owner to review your permissions.