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The TPOPro Tour (Complete)

TPOPro Quick Submit Lender Disclosed

TPOPro How to Add Users

TPOPro How to Run Credit AUS

TPOPro How to Run SmartFees

How to Order and Manage Appraisal TPOPro

Lending Pros HELOC Consumer Application Process Video Tutorial

How to Upload Conditions - TPOPro

How to Submit and Self-Disclose Non-QM in TPO Pro

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Create your workspace and invite the people you work with.

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

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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.

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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.

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

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

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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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