Help Center for Brokers

The following guide will help you get up and running. If you have any questions, don’t hesitate to reach out via chat on our website or email.

Masha Sharma avatar Kasen Wysong avatar Eniko Sveininger avatar +1
67 articles in this collection
Written by Masha Sharma, Kasen Wysong, Eniko Sveininger and 1 other
Create a Loan Request

How do I create a loan request?

Creating a loan package
Kasen Wysong avatar
Written by Kasen Wysong
Updated over a week ago

What do I need in order to create a loan request?

Requirements for a loan request
Naim Tate avatar
Written by Naim Tate
Updated over a week ago

How to set up desired terms?

Desired Terms
Naim Tate avatar
Written by Naim Tate
Updated over a week ago

The Loan Overview

How to set up the loan overview and what's required.
Naim Tate avatar
Written by Naim Tate
Updated over a week ago

What's required in the Property Profile information?

Property Profile
Kasen Wysong avatar
Written by Kasen Wysong
Updated over a week ago

Documents and Media

How to add documents/media and how to request a signed confidentiality agreement
Naim Tate avatar
Written by Naim Tate
Updated over a week ago

Sponsor Profile (Optional)

How to add sponsor profile to the loan request
Eniko Sveininger avatar
Written by Eniko Sveininger
Updated over a week ago

Sources and Uses (Optional)

How to add sources and uses information
Kasen Wysong avatar
Written by Kasen Wysong
Updated over a week ago

Market Info (Optional)

How to enhance the loan request with the information about the market
Eniko Sveininger avatar
Written by Eniko Sveininger
Updated over a week ago

Executive Summary (Optional)

How to add more details about the loan request
Eniko Sveininger avatar
Written by Eniko Sveininger
Updated over a week ago

Why can't I submit my loan request?

The percentage for a completed loan request
Naim Tate avatar
Written by Naim Tate
Updated over a week ago

Review Loan Request (Prior to Sending)

How can I review my loan request prior to sending it out to lenders
Kasen Wysong avatar
Written by Kasen Wysong
Updated over a week ago

Printing a Loan Request

How can I print my loan request to share with lenders offline
Eniko Sveininger avatar
Written by Eniko Sveininger
Updated over a week ago