| User Setup | ||||||||
| Sign Up & Verify (User + Business) | Done By | Sent To | Access | Article | Video | |||
| - | Sign up as a Lender | Lender | - | Web | Article | Video | ||
| Setup & Activate User Wallet | Done By | Sent To | Access | Article | Video | |||
| - | Connect an Outside Bank Account | ALL | - | Web | Article | Video | Pro Tip | |
| - | Activate Your User Wallet | ALL | - | Web | Article | Video | ||
| ** User Onboarding Meeting Required ** | ||||||||
| - | ACH Transfer Funds IN | L / O / P | - | Web/App | Article | Video | ||
| - | ACH Withdrawing Funds OUT | ALL | - | Web/App | Article | Video | ||
| - | Connecting a 2nd Bank Account | L / O / P | - | Web | Article | Video | ||
| Project Setup | ||||||||
| Invite Your Team | Done By | Sent To | Access | Article | Video | |||
| - | Invite Your Lender | Owner | Lender | Web | Article | Video | ||
| - | Receiving a Lender Link | Lender | - | Web/App | Article | Video | ||
| - | Rejecting a Project | Lender | Owner | Web/App | Article | Video | ||
| - | Accepting a Project | Lender | Owner | Web/App | Article | Video | ||
| Setup Your Project's Build Wallet | Done By | Sent To | Access | Article | Video | |||
| - | B) Initial Funding for a Project | Lender | - | Web/App | Article | Video | ||
| Primary Project Actions | ||||||||
| Adding Additional Funds to a Project's Build Wallet | Done By | Sent To | Access | Article | Video | |||
| - | Add Funds to a Project's Build Wallet (aka Construction Draws) |
L / O | - | Web/App | Article | Video | ||
| Monitor an Active Project | Done By | Sent To | Access | Article | Video | |||
| - | Monitoring as Lender | Lender | - | Web/App | Video | |||
| 3rd Party Inspections (Beta Testing) | Done By | Sent To | Access | Article | Video | |||
| - | Order 3rd Party Inspections | Lender | Inspector | Web | ||||
| - | Property Inspection (% Complete, Notes, Photos) |
Inspector | Any Phone |
|||||
| - | Review Inspection | Lender | - | Web | ||||
| Project Closeout | Done By | Sent To | Access | Article | Video | |||
| - | Project Complete: Project's Build Wallet Balance Transfer Back to Owner | Lender | Owner | Web/App | Article | Video | ||
| - | Close Out & Archive Project | Owner | Lender | Web/App | ||||
User Guide - Lender Action Set
Jake Harris
Was this article helpful?
Have more questions? Submit a request
Please sign in to leave a comment.
Comments (0 comments)