Lendio

How do I find my 6-digit secure access code?

How do the additional business owners access the application to authorize the soft credit check?

How do my additional business owners access the application to upload their personal tax returns?

How do the additional business owners access the application to upload the required documents?

How do I update/change/resend the email address to the additional owners for additional documents?

How do I update/change/resend the email address to the additional owners for their credit info and tax returns?

I have multiple owners in my business. Do you need to pull their credit too?

Does each owner need to complete their part before the application can move forward?

What exactly does the additional owner need to have ready before they start their portion?

My business partner owns less than 20%. Do they still need to go through this process?

We have three owners. Does every single one need to submit their information?

Additional owners

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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