Mortgage Brain

Amy Whitworth

Training sessions designed to help you successfully onboard and get up to speed with our new software.

LIVE Sourcing Brain and Criteria Brain training webinars - book your place!

Pollyanna Puddephat

Help and training guides for Sourcing Brain

Sourcing Brain

Help and training materials to help get the most from The Key.

The Key

User support for using the online multi-lender application platform.

Submissions Brain

A collection of help guides and videos for Criteria Brain.

Criteria Brain

Help and training guides to help you navigate Affordability Brain.

Affordability Brain

David Louw

A guide to creating strong passwords for Mortgage Brain products

Mortgage Brain Password Guide

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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