<aside> 🎉 Welcome to the LoanGraphs family! We're glad you're here.

</aside>

The best place to begin is jumping on to a live onboarding call with our co-founder, Nathan. Click here for a link: demo.loangraphs.com

Dashboard

Inside the app, you'll see a dashboard like this. This will be your home base. You can always access this screen by clicking LoanGraphs in the top left nav bar. Inside the Dashboard, you'll see that you can click into any client name to be taken to a client view. This will show any reports you have sent to this client. Currently, clients can have borrower, coborrower along with a partner field for a realtor. Each contact on this can have phone, email and First, last name.

We want to keep this SIMPLE without clogging up your fields

We will be expanding to have more fields but with a focus on ease of use and simplicity. When you click on "view report" it will go to the last generated report- however clients can have multiple reports.

Generate a New Report

Also inside the app, you have the New Graph. this is where you can select "blank purchase graph", "blank refi graph" and "copy existing report"

▶️ Learn

Inside the app, you can Learn how to best use LoanGraphs. The best place to start, stated above is to jump onto our LIVE onboarding call with our co-founder, Nathan. Update