Product Guide 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.

Yulia Yaani avatar Masha Sharma avatar
17 articles in this collection
Written by Yulia Yaani and Masha Sharma
Create a Loan Request

First-time user

How do I create my first loan request
Yulia Yaani avatar
Written by Yulia Yaani
Updated over a week ago

I have created a loan request before

How to create a loan request
Yulia Yaani avatar
Written by Yulia Yaani
Updated over a week ago

Loan Overview

How to setup a loan overview, whats required.
Yulia Yaani avatar
Written by Yulia Yaani
Updated over a week ago

Desired Terms

How to setup desired terms
Yulia Yaani avatar
Written by Yulia Yaani
Updated over a week ago

Property Profile

What is required in the property profile information
Yulia Yaani avatar
Written by Yulia Yaani
Updated over a week ago

Documents and Media

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

Sponsor Profile - optional

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

Sources and Uses - optional

How to add sources and uses information
Yulia Yaani avatar
Written by Yulia Yaani
Updated over a week ago

Market Info - optional

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

Executive Summary - optional

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

Complete Loan Request

Why cant I submit my loan request?
Yulia Yaani avatar
Written by Yulia Yaani
Updated over a week ago

Review Loan Request

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

Printing a Loan Request

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