Help and demos for set up

Companies, funds and legal entities

• How do I set up a company?
• How do I set up a fund or legal entity?

Users and roles

• How do I set up a user?
• How do I set up a user role?
• How do I set up a director?

Loans and fees

• How do I set up loan types?
• How do I set up loan fees?

Document Checklists and Required Documents

• How do I set up a document checklist?
• How do I make a default document checklist?

System Admin

• How do I set up notification templates?
• How do I set up a platform agreement?
• How do I set up User Deactivation configuration?