Lender Spotlight

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Create a Lender Spotlight account

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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

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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

Charles Chometsky

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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.

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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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