Deal Details

Account Settings Tutorial

Configure your profile details so your contact information displays correctly across the platform and on borrower-facing materials.

Setting Up Your Personal Information

Personalize your Deal Details profile with professional designations, alternate contact numbers, team branding, and quick-access links to your pricing tools.

Additional Personal Information Settings

Complete your account setup by adding your company details and state licensing information to ensure compliance and enable full platform functionality.

Entering Your Company Information

Customize your account with your company logo, headshot, and brand colors so every client-facing document and communication looks professionally yours.

Setting your Account Branding

Upload a square logo so your branding looks sharp when clients view quotes on their phones.

Setting up Mobile Logo

Lender Fee Templates – Creating, Editing, Cloning

Settlement Fee Templates – Creating, Editing, Cloning

Activation and Onboarding

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.