Area | What it's for |
Quotes | Price estimates you build before a customer commits |
Applications | Your main working area - deals from entry through to lender submission |
Users | Your team, invites and permissions |
Organisation | Business details, structure and compliance |
What's New | Product updates and release notes |
Profile menu | Settings, billing and logout - select your name, top right |
Support chat | Reaching Financeable Support - bottom-left of every page |
Quotes
The list shows ID, date, status, application type, broker, asset type and value, and customer
The All / Mine toggle and the date filter narrow the list
New Quote asks you to pick the application type first
When the customer goes ahead, convert the quote rather than starting again - see Convert a quote to an application
Applications
Same columns as Quotes, plus Clone and Archive row actions
The Active / Archived toggle switches between the two views
New Application opens the full workflow, starting with the Application Type - see Create a new application
Users
Full detail in Set user permissions.
Organisation
New Organisation creates an organisation or a sub-organisation. ACL details are entered here.
Profile menu
Document, email and SMS templates live under Settings - see Set up document templates. So do your lender credentials - see Add lender credentials.