Follow these steps to set up your account and begin managing your portfolio.
1. Access Your Account
You'll receive an email invitation from your sales representative. Click the login link to access Lumonic. If you encounter any issues, refer to our login troubleshooting guide.
2. Add Companies
To create a new company:
Navigate to the Library page
Click Add Reporter in the top right corner
Follow the setup workflow
For detailed instructions, see our guide on adding reporters and documents.
Required Documents
Upload these key documents for each company:
Loan Agreement
Compliance Certificates
Financial Statements
Budget Documents
Portfolio Review/Summary documents or models
Additional company documents can be uploaded as needed.
Need Help?
Contact our support team:
Email: support@lumonic.com
Live Chat: Click the chat button in the bottom right corner
Your kickoff call will cover these topics in greater detail.