Lenders

Help articles for lenders (banks, credit unions, etc.)

Tara McAdams avatar Will Mitchell avatar Seth Snyder avatar +1
21 articles in this collection
Written by Tara McAdams, Will Mitchell, Seth Snyder and 1 other
Managing my Account

Lenders Startup Checklist

Follow these steps to get going with Contract Simply's construction lending software.
Tara McAdams avatar
Written by Tara McAdams
Updated over a week ago

Organization Settings

How to adjust your settings in Contract Simply's loan monitoring software.
Tara McAdams avatar
Written by Tara McAdams
Updated over a week ago

How to Verify a Bank Account

After receiving the verification deposits, follow these instructions to confirm your bank account addition via our loan monitoring software.
Andrew Latimer avatar
Written by Andrew Latimer
Updated over a week ago

Inviting Other Employees (for Lenders)

Follow these instructions to invite other employees to join you on Contract Simply's construction loan management platform.
Tara McAdams avatar
Written by Tara McAdams
Updated over a week ago

What do the Roles Mean?

When inviting others to sign up for our construction loan software, you have to set their role. Read on for an explanation of roles.
Andrew Latimer avatar
Written by Andrew Latimer
Updated over a week ago

How to Upload Document Templates

Step-by-step guide to uploading custom draw cover sheets and lien release templates to Contract Simply's construction loan software
Tara McAdams avatar
Written by Tara McAdams
Updated over a week ago

Why Personal Information is Required When Adding a Bank Account

To ensure compliance and reduce risk, you need to enter your name, DOB, etc. when adding a bank account to our construction loan platform.
Andrew Latimer avatar
Written by Andrew Latimer
Updated over a week ago

How to Add an Inspector

Inspectors and other third-party vendors need access to view project info. Easily make that happen with our construction loan software.
Tara McAdams avatar
Written by Tara McAdams
Updated over a week ago

Report Generation

Here is a step-by-step guide to generating reports with data from selected projects using Contract Simply's loan monitoring software.
Seth Snyder avatar
Written by Seth Snyder
Updated over a week ago