BrokerEngine

Create and publish your first document request

Send a Document Request to Client/s Via FinanceVault - Classic UI

Send documents to a co-applicant or guarantor after you've sent them to the primary applicant

Forward a document request to a co-applicant - Classic UI

Save time by bundling related documents and sending one request

Create and Edit Document Stacks

Customise document stacks to meet client needs and streamline workflows

Add a Doc Category Template to FinanceVault

Learn how to update files in a document stack

Edit FinanceVault Doc Category Templates

Update a document request but don't send a notification.

Add Documents in FinanceVault Without Triggering an Email

Customise document handling and outgoing email templates

Configure Additional FinanceVault Settings

Make documents visible only to the internal team

Hide Documents in FinanceVault

Prevent document roadblocks by sending applicants another request

Re-send FinanceVault Document Requests

See documents that clients have filled out or send new documents for signing

Check Document Request Progress on the Client Portal (FinanceVault) - Classic UI

Send a Client Document Request via FinanceVault

Add a Co-Applicant to an Existing Document Request

Shelley Maher

Samantha Nichols

FinanceVault / Client Portal

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Create your workspace and invite the people you work with.

Set up your account

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

Ship something

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

Connect your stack

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.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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

Prototype integrations answer

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

Prototype invite-team answer

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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