Help
Step-by-step guides to get started with the platform.
For you, the borrower: your space, your documents, your questionnaire and your simulations.
- 1 Activate your account and log in First login, password-free login, your space.
- 2 Upload your supporting documents From your phone or your computer, in a few seconds.
- 3 Fill in your questionnaire 4 parts, about ten minutes, at your own pace.
- 4 Your simulations See your broker's and run your own.
Frequently asked questions
I forgot my password.
No password needed: on the login page, click Email me a login link.
My invitation link has expired.
Ask your broker to resend the invitation: you will receive a new link, valid for 72 hours.
Are my documents safe?
Yes. Your documents are encrypted as soon as they are sent, and only your broker and their agency can view them. Location data contained in your photos is removed.
Can my co-borrower see my documents?
No. Each of you sees your own documents and those shared by the household.
I sent the wrong file.
Click Remove next to the file, then send the right one, as long as your broker has not approved the document.
Who can I ask questions?
Your broker, in Messages (top of the screen): the File thread is shared with your co-borrowers, while Private with my broker is only visible to you and the firm. You can attach PDFs or photos.
I am asked for a code after my password.
This is a security measure: when you log in with your password, a 6-digit code is emailed to you. Enter it to reach your space (it is valid for 10 minutes). With a login link received by email, no code is needed.
How can I get a copy of my data?
In your space, click My data then Download my data: you get a ZIP file with your details and documents.
How do I change my password?
Click your first name at the top of the screen, then Change my password. An email confirms the change.
How do I choose which emails I receive?
Click your first name at the top of the screen, then Email preferences. You can turn off new-message emails, automatic document reminders and appointment emails. Security emails (login, password) are always sent.
How do I sign my brokerage mandate?
When your broker sends it to you, open Brokerage mandate in your space, read it, tick the box and click Get my signing code. Enter the code received by email: it's signed. You receive your signed copy by email once your broker has countersigned it.