Help Center

Short guides to the things people get stuck on. If none of these answer it, send us a message — we reply within one business day.

Getting started

Add your first note
What to have in front of you, and what each step of the note wizard is asking for.

Troubleshooting

I cannot add a note — what is wrong?
Every error the note wizard can show, what it means, and how to clear it.

Your account

Your business profile, and what borrowers see
Your notes are filed under a business profile. Its name is the letterhead on everything you send.
Am I a note holder or a borrower?
Which side of the loan you are on, and what to do if your account was set up as the wrong one.

Signing in

Signing in
Passwords, one-time sign-in links, and what to do when a link has expired.

Notes and payments

Recording a payment
How a payment is split across the loan, and what to do when one bounces.

Still stuck?

Tell us what you were trying to do and what you saw. Including the exact wording of any error gets you a straight answer first time.

Contact support