Keep learning

More step-by-step guides for your team.

Interactive guide · 44 steps

The customer experience

Walk through prequalification exactly as your customer sees it.

Interactive guide · 17 steps

How to start an application

Learn 3 ways to help your customer start a prequalification.

Interactive guide · 28 steps

Managing applications & getting funded

Track every application and request your funds from the Jobs and Funding pages.

Interactive guide · 11 steps

How to manage notifications

Choose which alerts you get and where you get them.