👏
Lend Knowledge Base
Ctrlk
  • 🏁Getting Started
  • 💡Welcome to the Lend Knowledge Base
    • Settings & Preference Pages
    • Workflow
    • ⏩Lead Application Flow
    • 👋Referrer Management
    • 🧑‍🤝‍🧑Applicants
      • ➕Create an Applicant
      • 📌Sync Lead Data to Applicant Profile
    • ✉️Marketing
  • Key Lend Services & Offerings
  • 🎉Lender Promotions
  • Lend Sign
  • LendED- 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
Powered by GitBook
On this page
  1. 💡Welcome to the Lend Knowledge Base

🧑‍🤝‍🧑Applicants

➕Create an Applicant📌Sync Lead Data to Applicant Profile
PreviousReferrer PortalNextCreate an Applicant