Troubleshooting
Fixes for the things that go wrong most: signing in, uploads that stall, missing lender matches, and clients who cannot get into their portal.
By Kaylan1 author12 articles
- Why does it say I don't have permission when I'm the admin?
- I submitted the same deal twice, or submitted to the wrong lender. How do I fix it?
- I can't log in or my password reset isn't working. How do I fix it?
- I signed up with the wrong email, or my account was created on the business side instead of the broker side. How do I fix it?
- How do I report a display or branding issue?
- AI Autofill is loading slowly or didn't pull the data from my document. What should I do?
- When I'm signed in I land on the dashboard or homepage instead of the intake form. Why?
- My client's application is getting declined or showing no green lender matches. What's going on?
- My client says the signup page isn't working or won't load. Is there something I can check?
- My client can't find a specific document or form in their portal even though the other docs show up. What should I check?
- My white-label custom domain isn't live yet. What should I check?
- If I get stuck, what are my support options?