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Lend Knowledge Base
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Lend Knowledge Base
  • 🏁Getting Started
  • πŸ’‘Knowledge Base
    • Settings & Preference Pages
    • arrows-rotate-reverseWorkflow
      • πŸ””Date Automations
    • ⏩Lead Application Flow
    • πŸ‘‹Referrer Management
    • πŸ§‘β€πŸ€β€πŸ§‘Applicants
    • βœ‰οΈMarketing
  • apertureKey Lend Services & Offerings
  • πŸŽ‰Lender Promotions
  • signature-slashLend Sign
  • graduation-capLendED - Tutorial videos
  • Common Bank Statement Retrieval Issues
  • FAQ & commonly asked questions
    • How to set up automations in Lend
    • How to customise Kanban workflow settings
    • How to build referrer profiles
    • How to send a client portal request to your applicant
    • Why can't I change the status of the deal to funded?
    • How to add a user to your Lend account
    • How to create ask applicant presets
    • How to pull a credit report in Lend
    • How to build a Lead Form
    • illion Bank Statements Error
    • Why are my emails not sending to my clients?
    • Fields required for matching & submission
    • Lender related status updates
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