I cannot sign in
Use the correct sign-in page: Staff or Borrower. Confirm your email was verified. Use the password reset flow if needed. For an invitation, use the invited email address and request a new link if the invitation has expired.
A page or action is missing
Check the selected organization. Ask its owner to review your role, action permissions, and loan-specific access. Also check feature availability: some functions are intentionally unavailable.
I cannot find a borrower or loan
Clear search and filters, confirm the organization, and check your file access. Search by the known name or identifier before creating another record.
My changes did not save
Read the error and wait for any pending save. Keep the page open while resolving the problem. If another person changed the application, follow the displayed refresh or retry instructions and review the current data before entering changes again.
An upload fails
Check the supported file type and size shown on the upload form. Confirm the file is not empty. Wait for success and verify the item appears in the list before assuming the upload completed.
Email is not appearing
Check the Gmail card in Integrations and reconnect if required. Clear inbox filters and check both matched and unmatched messages. Review the processing status for messages that need attention.
An export does not download
Wait for generation, read any error, and use the fallback download link if a new window was blocked. See application exports.
Ask for help
Contact your organization administrator or lender first. Include the page, task, time, exact error, and relevant loan identifier when appropriate. A screenshot with personal details hidden can help. Do not include passwords, verification codes, identity numbers, or raw borrower documents in a support report.