# Intermediate

## <mark style="color:$warning;">**Intermediate Training Videos:**</mark>&#x20;

Build on your foundation and start working smarter. Intermediate training dives deeper into automation, reporting, pipeline management and workflow optimisation. Designed for users who understand the basics and are ready to increase efficiency and streamline daily operations.

### **How to request & add documents to a deal**

Please see the video below, expanding further on how to add & request documentation to Lend.&#x20;

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F12tmgpHBkg65yOxQxxqr%2Fuploads%2F0AkYD6hL6SGgKNbpEwYX%2FHow%20to%20request%20%26%20upload%20documents..mp4?alt=media&token=f4f65d5c-da39-4b59-857d-4a1e11c1e05c>" %}

### **How to save lead data to an applicant profile** &#x20;

Please see the video below, expanding further on how to save lead data to an applicant profile.&#x20;

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F12tmgpHBkg65yOxQxxqr%2Fuploads%2Fi8QIBwzu5i25532mHUiJ%2FHow%20to%20save%20lead%20data%20to%20an%20applicant%20profile.mp4?alt=media&token=9220d883-3f29-4289-9e64-58964a74f5a8>" %}

### **How to create an applicant profile in Lend**&#x20;

Please see the LendED video below, which expands further on how to create an applicant in Lend.

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F12tmgpHBkg65yOxQxxqr%2Fuploads%2FhMpoU2euQkFCqYAN5kgB%2FHow%20to%20create%20an%20Applicant%20Profile.mp4?alt=media&token=7975a3ab-1b9b-44bd-9040-5d16d76273c1>" %}

### **How to navigate the Kanban view & utilise the quick actions**

Please see the below LendED video expanding further on how you can navigate the Kanban and utilise the quick actions from the Kanban view.&#x20;

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F12tmgpHBkg65yOxQxxqr%2Fuploads%2FLcVbekRFcR7twGBQujXo%2FHow%20to%20Navigate%20Kanban%20%26%20Quick%20Actions.mp4?alt=media&token=1f5e2e62-2108-4774-8650-19c6efff57e4>" %}

### **How to synchronise & import information from an account or applicant in Lend**

Please see the below LendED video expanding further on how to synchronise & import information from an account or applicant in Lend

* [How to synchronise & import information from an account or applicant in Lend](https://drive.google.com/file/d/1fSxyn-miiZMuYHz5TBPelcAkwI-PoRw2/view?usp=sharing)

### **How to utilise the lead actions feature in Lend**

Please see the video below, expanding further on how to utilise the lead actions feature in Lend.&#x20;

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F12tmgpHBkg65yOxQxxqr%2Fuploads%2F59f4Up5gWllIoMrUtt1x%2FLead%20actions%20walkthrough.mp4?alt=media&token=70027892-7a0c-4955-a3fa-5d63f19f6b81>" %}

### **How to see commission details in Lend**&#x20;

Please see the below LendED video expanding further on commission details in Lend.&#x20;

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F12tmgpHBkg65yOxQxxqr%2Fuploads%2F1vFrRki7mvxDhzJ7GyCs%2FHow%20to%20see%20commissions%20in%20Lend.mp4?alt=media&token=f059f4cf-5893-4e3f-9369-2dba0cc7ded4>" %}

### **How to pull credit reports & request bank statements in Lend**

Please see the below LendED video expanding further on how to pull credit reports & request bank statements in Lend.

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F12tmgpHBkg65yOxQxxqr%2Fuploads%2F1RakiP8DxVxj8HabCocj%2FCredit%20Reports%2C%20BS%2C%20Analysis.mp4?alt=media&token=968e6205-a02a-40cd-b4e7-a0ecaf590ecb>" %}

### **How to submit deals in Lend**

Please see the below LendED video expanding further on how to submit a deal in Lend.

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F12tmgpHBkg65yOxQxxqr%2Fuploads%2FmnZL2zN1UgkXvkg1y8Ps%2FMethods%20of%20submission%20in%20Lend%20.mp4?alt=media&token=aa0637c0-6a30-4311-b5e0-57e7a468b9cb>" %}

### **How to create a commercial account in Lend**

Please see the below LendED video expanding further on how to create a commercial account in Lend.&#x20;

### **How to add your account preferences in Lend**&#x20;

Please see the below LendED video expanding further on how to add your account preferences in Lend.&#x20;

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F12tmgpHBkg65yOxQxxqr%2Fuploads%2FmIRgigVEu9jcBqmyXGN8%2FHow%20to%20add%20accounts%20preferences%20in%20Lend.mp4?alt=media&token=dbe13ce1-6ce1-4cbe-af8d-87bb84af01a1>" %}


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.lend.com.au/lend-knowledge-base/lended-video-library/intermediate.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.