Overview
The Support Hub is your always-available help resource built directly into Deal Details. Instead of hunting for external help pages or waiting on hold, you can search the knowledge base, ask questions in plain English, and submit tickets all from a floating bubble in the corner of your screen. It's designed to get you unstuck fast so you can keep moving through your workflow.
Before You Start
Requirement | Details |
Location | You must be inside Deal Details (any screen within the deal) |
Support Hub Icon | Look for the floating bubble in the lower corner of your screen |
Step-by-Step: Using the Support Hub
1. Open the Support Hub
Locate the floating bubble icon in the lower corner of any Deal Details screen
Hover over the bubble and click to open the support popup
2. Choose Your Support Option
Option | When to Use |
Search Help Center | Browse existing articles and documentation |
Ask a Question | Get instant AI-powered answers to your questions |
Create a Ticket | Report a bug or request a new feature |
3. Ask a Question (Recommended First Step)
Click on the question option
Type your question using natural, conversational language
Example: "How do I do a 3-2-1 buydown?"
💡 Tip: Phrase your question the way you'd ask a coworker. The system understands plain English, so skip the keyword-only searches.
4. Review Your Answer
The system returns step-by-step instructions tailored to your question
Answers include guidance on where to navigate within the software
If the answer resolves your issue, you're all set
Still Need Help?
Submitting a Ticket
If the instant answer doesn't solve your problem, you can escalate:
Ticket Type | Purpose |
Bug Report | Something isn't working as expected |
Feature Request | Suggest an improvement or new capability |
Click the ticket option from the main Support Hub menu
Fill out the required details and submit
Finishing Up
1. Close the Support Hub
Click the close button on the popup window
The bubble minimizes and tucks itself away
2. Access Again Anytime
The Support Hub bubble remains available on every Deal Details screen
Click it whenever you need help
Quick Reference
Click Support Bubble → Ask Question or Search → Review Answer → Submit Ticket (if needed) → Close
Tips for Success
Ask in plain language—type full questions like "How do I add a co-borrower?" rather than single keywords
Check the instant answer first—most common questions are resolved immediately without needing a ticket
Use tickets for tracking—if you need follow-up from support, submitting a formal ticket ensures nothing falls through the cracks
Stay in your workflow—the Support Hub works on any Deal Details screen, so you don't have to navigate away to get help
Related Topics
[Navigating Deal Details]
[Submitting a Bug Report]
[Requesting New Features]
[Understanding Buydown Options]