FAQs
Frequent Questions
How to access Submit Deals
How to Set Up a New User in Your Workspace
How to Group Funders for Submissions
How to CC a Rep on the Deals You Submit
How to Get Daily Reports
How to Add Previous Funded Deals
How do I give access to reps to submit from an email account sender? When my rep tries to submit, there are no email accounts in the dropdown.
How do I install the mobile app on my phone?
How do I restrict my reps from seeing the total payments/commissions to the company?
Emails erroring with "Invalid login: Username and Password not accepted"
How to get a breakdown of Total Payments to the company?
How to add a renewal to an existing deal
Everest (EBF) is not receiving the files in my submissions.
How to Set Up Automated Follow Ups
How to automatically copy the originator of a deal on submissions
How to edit the subject line prefix on submission emails
How to download the desktop app
I'm getting an error "Max message size exceeded"
How to match funders automatically for a deal?