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.

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

How do I create a loan request?

Creating a loan package
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Written by Yulia Yaani
Updated over a week ago

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

Requirements for a loan request
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Written by Yulia Yaani
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How to set up desired terms?

Desired Terms
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The Loan Overview

How to set up the loan overview and what's required.
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Written by Yulia Yaani
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What's required in the Property Profile information?

Property Profile
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Written by Yulia Yaani
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Documents and Media

How to add documents/media and how to request a signed confidentiality agreement
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Updated over a week ago

Sponsor Profile (Optional)

How to add sponsor profile to the loan request
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Sources and Uses (Optional)

How to add sources and uses information
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Market Info (Optional)

How to enhance the loan request with the information about the market
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Executive Summary (Optional)

How to add more details about the loan request
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Why can't I submit my loan request?

The percentage for a completed loan request
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Review Loan Request (Prior to Sending)

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