Lender Spotlight

Charles Chometsky

Brad Lister

Alternative Lenders, Account Setup, How to, FAQ

Alternative Lenders (Account Setup & Maintenance) 

Login, First things, Get Started, Updating email, Create profile

Create a Lender Spotlight account

log in, required fields, lender profile set up, faq's

Creating a Lender Profile

Once you publish your lender profile, brokers can find easily your business

How to make your alternative lender profile public

Adding Contacts, who to add, underwriter, BDM, admin portal, delete contact, edit contact

Adding, editing and deleting contacts in your lender profile

maintenance, team members, add, delete, alternative lender

Adding or deleting team members

what does it mean,  how to enter, what to enter, alternative, alt lending

Loan Solutions - getting started

edit options, how to add info, markup, loan solutions

Mark-up options available for loan solutions

Duplicating a Loan Solution

Getting started 

Alternative Lender Promo Video

edit, delete loan solution, alternative lender admin

How to edit or delete a "Loan Solution"

take it all in, vantage point, reviewing your work

How to view your Loan Solutions

faq's, find out more, lender profiles, learn more

FAQ's:  Alternate Lender Profiles

how do I know if brokers are finding me, analytics, report

Reviewing Lender Insights

Commercial property type - definitions

Construction property type - definitions

Residential property type - definitions

Construction loan options - definitions

Commercial loan options - definitions

What does it mean, What does it stand for, loan goals, alternative, loan types

Residential loan options - definitions

Definitions

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.