Lender Spotlight

Charles Chometsky

Getting Started

Brad Lister

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All about the Rates section

Everything you wanted to know about the policy section

All about the Policies section

How to subscribe and maximize your monthly usage 

AI Assistant

How to get the Scenarios tool and get the most out of it 

Scenarios 

Everything to know about Platinum Team management 

Brokerage/Team Admin

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Troubleshooting

Learning about the Alternative Lending section

Alternative Lending Section

Alternative Lenders, Account Setup, How to, FAQ

Alternative Lenders (Account Setup & Maintenance) 

All the things you want to know about Lender Spotlight 

FAQs

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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.

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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.

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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.