To start, log in to your account and select “Projects" from the top navigation bar.
From here, click on either of the "Add Project" buttons found on the righthand side of the page.
You will then be prompted to submit all information relevant to your loan, including what type of user you will engage with on the project.
If you select "Borrower with separate GC", you will be prompted to select two different users. The Borrower will be able to view documents and accept or reject scopes of work. The GC (general contractor) will be able to create draws and manage subcontractors.
If you select "Borrower paid directly" the borrower will be able to both manage documentation and function as a GC within the platform.
Your submission of the project will send an email notification to the users you enter, inviting them to the project.
We are here to help! If you have any questions, please don't hesitate to contact us directly at firstname.lastname@example.org or 1-833-4SIMPLY.