Getting Started
  • Start Guide
  • Setting Up Your Account
  • Creating Your First Deal
  • Select Lenders
  • Email Lenders
  • Use Vault
  • Use Memo
Deal Management
  • Creating Deals
  • Launching & Relaunching
  • Managing Deals
  • Quotes & Pricing
  • Lenders on Deals
  • Market Insights
Network & Outreach
  • Network Management
  • Email Integration
Vault
  • Understanding Vault
  • Uploading & Organizing
  • Sharing & Access
Memo
  • Creating a Memo
  • Editing Content
  • Layouts & Styling
  • Publishing & Sharing
Account & Resources
  • Accounts & Settings
    • Set Up Your Account
    • Add a Team Member to a Deal
    • User Permissions
    • Manage Profile & Company Settings
  • Changelog
Actions
Help CenterAccounts & Settings

Accounts & Settings

Account setup, roles, and settings.

Set Up Your AccountAdd a Team Member to a DealUser PermissionsManage Profile & Company Settings
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