Dashboard / Settings / Getting started

Getting started

Three short steps to set up your firm (1 of 3 done). Your team can already sign in and work; nothing here blocks them. Shown to the Owner / Admin until setup is finished or skipped.
Go to the dashboard

More setup (any time)

Drop-down lists → Email & SMS → Payments / PAD → Rate sheet → Import your book → Accounting (GL start) → Portals → Appointments & calendar → E-signature → Documents & cloud storage →

Firm details

Shown on letterhead, commitments, statements and emails. More options (letterhead, signer) are in Settings → Company.
L
Under 1 MB
Due dates, reminders and cut-offs use this time zone

Lending defaults

Filled in on new leads and loans; each loan can still be changed. Penalty, interest and payment defaults are in Settings → Fees & defaults.
% of principal
$
$
% of principal
days

Invite users

Invite the people who will use the system and pick their role. Without an email server set up, choose “Set a temporary password now” in the invite and share the password with them securely. Roles and approval limits: Settings → Users & roles.
NameEmailRole2FALast activeStatus
Alex Morganalex@[lender].caOwner / AdminOnNowActive
Priya Nairpriya@[lender].caUnderwriter——Invited
Daniel Brooksdaniel@[lender].caServicing——Invited
Setup complete. You can change any of these settings at any time in Settings. Next: connect email, set up PAD, check your drop-down lists and import your existing book.
Go to the dashboardReview drop-down listsImport data