Onboarding for Admins

This section is onboarding guide for system administrators and support teams who are responsible for implementing and managing the mortgage point of sale and other origination technology.

In this section, we will walk through how we set up your point of sale application, customize your branding, configure your workflows, manage your users, and complete the other essential steps needed to get your organization onboarded, tested, and live.

For organizations that want more enterprise level control of their point of sale experience, we have included advanced admin guides that cover enhanced workflow configuration, analytics, and webhook management. These resources support more complex setups that go beyond the standard onboarding process.

Navigate the subsections on the left hand side to walk through on-boarding and site management.