OneEthos Help Center

Navigating Your Portal

9 articles

How to change your notification preferences.

Registering for and signing into the installer portal

Project Management

How to send a customer a link to apply.

What do project statuses mean?

How to upload contracts or funding documents.

How can my customer speak to a loan officer?

Admin Abilities

How to add users to your company's user list.

How to change permissions levels or deactivate team members

How do I assign a representative to a project so that they can see it in the portal?