Your first 30 minutes

A short walkthrough video is coming. The written steps below cover everything in the meantime.

Before you start

This is a hands-on session, not a reading. Have three things ready: your company details, the email of one teammate, and a small spreadsheet of leads (ten to twenty rows is plenty; a header row with column names is required). If you have a lender's guidelines sheet handy, keep that open too.

Your ticks on this page are saved in your browser, so you can stop and come back.

Minutes 0 to 5: your profile and organization

The first time you sign in with the temporary password we sent, the app takes you to Settings → Profile and asks for a new password (at least 10 characters). You cannot use the rest of the app until you set it.

Organization

0 of 5

Set a new password under Settings → Profile and check your Full name and Email.
Open Settings → Organization and fill in Display name, Legal name, Phone, Email and Website. These show on submission emails and exports.
Set the Time zone your office works in.
Decide on Team visibility: leave Agents can see every lead and deal off if reps should see only their own records.
Leave Deal math defaults as they are for now (21 business days, renewal at 50%) and click Save changes.

Minutes 5 to 10: invite one teammate

Invite

0 of 4

Open Settings → Users & invites and click Invite.
Enter their email, choose a role (read the one-line description under the role picker) and click Create invite.
Copy the link from Invite link ready and send it to them yourself: the app does not email invitations. The link expires in 7 days.
Check the invite is listed under Pending invitations.

Minutes 10 to 20: import a few leads

Import

0 of 6

Under Settings → Lead sources, click Add source and add the vendor or channel your test file came from.
Open Import in the sidebar and drop your CSV or XLSX file into Upload a file.
On Map columns, check each column's match. Set anything you do not need to Don't import.
Under Options, pick the Lead source, leave Status for new leads as New, and assign the leads to yourself or a rep.
Leave When a row matches an existing record on Skip it and click the Import button (it shows the row count, for example Import 15 rows).
Read the result tiles (New leads, Duplicates skipped, Errors), then click View leads.

A small first file is the point: if a column mapped wrong, you have fifteen leads to fix, not five thousand. The full import is covered in Importing your book.

Minutes 20 to 25: convert one lead

Convert

0 of 4

Open one of the imported leads and click Convert.
Keep Create a new merchant, check the merchant, owner and deal details (add a Requested amount).
Click Create merchant & deal and open the new deal.
Look through its tabs: Overview, Documents & stips, Bank statements, Underwriting, Lenders, Activity and Tasks.

Minutes 25 to 30: add one lender

Lender

0 of 3

Click New → Lender, fill in the name and the To email for submissions, and click Add lender.
On the lender's page, add its basic criteria (minimum revenue, time in business, credit score, restricted states).
Go back to your test deal, open the Lenders tab and see the lender under Lender matches, with what it still needs to know.

That is the whole loop in miniature. Next, follow the Owner and admin setup track to finish the configuration before the team starts.

Try it in the app

Signed in? Open the screen this lesson covers.

Open Organization settings

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