To get started, your lender, borrower, or general contractor will send you an email invitation to a project. 

  1. Click on the blue "Create Account" button in the email you receive.

2. When the web form appears, enter your company name, phone number, email, and physical address. Then, click on the blue "Next" button.

3. On the next page, you will be prompted to enter details of other employees at your company that need access to the project details. This is optional. When you are done, click on the blue "Done!" button to finish setup of your business account.

4. After completing your business registration, you will receive a second email to set a password for your personal user account. As you did in step 1, click on the blue "Create Account" button in the email.

5. A new web form will appear that allows you to set your password. You must enter it twice to confirm your selection. Then, agree to the Terms of Service and Privacy Policy before clicking on the blue "Register" button.

We're here to help! Please don't hesitate to contact us with any questions or concerns at or by calling 1-833-4SIMPLY.


Did this answer your question?