Yes. There are step-by-step video walkthroughs and guides built right into the Help Center and the platform covering the core workflows: brand setup, signup links, intake setup, AI AutoFill, creating a deal, the lender marketplace, sharing applications, and the client portal. On top of that, your onboarding session is fully hands-on with our team, and you can ask the platform's built-in AI how-to questions like where to find your deals or how to submit. So between the videos, in-app guides, the AI assistant, and live onboarding, you are never left figuring it out alone.
Are there training videos and tutorials I can follow?
Where to find training videos and tutorials for learning the platform.
Written by Kaylan Pepin