Choose your starting point
| You are… | Start here |
|---|---|
| Setting up a company workspace | Sign up |
| Joining an existing team | The invitation link your administrator shares |
| Applying for a loan | Your lender’s application or borrower invitation link |
| Returning to your staff workspace | Staff sign-in |
| Returning as a borrower | Borrower sign-in |
Create a staff account
- Open the signup page.
- Enter the requested name, email, and password. If an invite code is required, use the code provided to you.
- Complete email verification using the code sent to your inbox.
- Follow the onboarding screen to set up your organization. An existing team member should use their staff invitation instead of creating another workspace.
- Open the dashboard.
Accept a staff invitation
Open the invitation link and register or sign in using the invited email address. Complete the acceptance steps to join that organization. If you already have an account, an invitation may also appear in your notifications.
Staff invitations and borrower invitations lead to different portals. Borrowers should follow the borrower access guide.
Reset your password
Use Forgot password on the sign-in screen, or open Reset password. Enter your account email and follow the verification and password reset steps. Return to the appropriate sign-in page when finished.
Maintain your staff profile
Open My Profile to review your staff account. Use Edit personal information to change your name, then Save personal information. The sign-in email is displayed as read-only.
Use the contact details edit control for Work Phone, Mobile Phone, and Personal NMLS #, then save. Personal NMLS information is separate from the organization’s NMLS information in Settings.
To change a known password, enter Current Password, New Password, and Confirm New Password, then select Update Password and wait for confirmation. If you do not know the current password, use the reset flow above.
Continue exploring
Learn the dashboard and navigation, or follow the first loan walkthrough.