Help & support

Submit your first application4 min

Step-by-step walkthrough of submitting a finance application on behalf of a client.

Why payouts are processed twice a month3 min

Settlement cadence, RTP rails, and how to read the payout reconciliation report.

Reconciling a payout cycle7 min

How to match the line-by-line settlement export against your accounting ledger.

Reading the decisioning waterfall6 min

Understand why an application was approved by lender X rather than lender Y.

Adverse Action Notice delivery4 min

When and how AANs are delivered to declined applicants, and what to tell a client who asks why.

Enabling lender overrides for a partner2 min

How to temporarily disable a specific lender for a single partner without affecting other partners.

Connecting EZ Check to your CRM5 min

Drop the EZ Check widget into HubSpot, Salesforce, or a custom landing page.

Two-factor authentication setup3 min

Enable Authenticator-app 2FA on your operator account and recovery code best practice.