Quick fixes for logins, email sync, missing data, auto outreach not firing, imports, and billing.
A Borrower Didn't Receive An Email From Me
Spam, wrong email on file, bounces, and how to resend.
A Client Isn't Showing Up On Refinance Or Renewals
Most common causes - eligibility threshold, missing maturity date, missing balance, archived.
An Import Is Stuck Or Didn't Come In Correctly
Direct imports (Filogix, Finmo, Velocity) are immediate. CSV/Excel files go through manual mapping and can take up to 1 business day.
Auto Outreach Isn't Sending
Capacity reached, send-day mismatch, no candidates qualifying, or the channel is toggled off.
Billing Questions
Failed payments, updating your payment method, invoices, and plan changes.
Can't Log In
Forgot password, lost 2FA access, or a stuck login. Step-by-step fixes.
Email Isn't Syncing Or Stopped Working
Most often this is an expired OAuth token. Reconnect from Settings.
Equity Isn't Loading For A Property
AVMs may still be pulling, the address might not match, or you might want to set a manual override.
Can't find what you're looking for? Our team responds within one business day.
