Guides

Walk-throughs for every workflow

From day-1 onboarding to advanced playbooks — written by people who use Mortgage360 every day.

Day-1 setup, lender list, brand kit, agent invites, automation defaults. From zero to live in 7 days.

Setup MIC + share classes, NAV cadence, distribution schedule, investor invitations, and audit baseline.

How to grant data-room access, post distributions, issue T5s, and run watermark policy. With FAQ for LPs.

Set up screening, configure refresh cycles, handle PEP / sanctions hits, dismiss with audit.

Dry-run import, field mapping, conflict resolution. Move 10,000-deal book in 48 hours.

Triggers, conditions, AI actions, SLA enforcement. With 6 real playbook examples.

Ready when you are

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