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FAQ
Quick answers to common security and privacy questions. For detailed information, see the relevant Trust Center sections.
Updated December 2025
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Account & Settings
Account setup, team permissions, and email connection.
CRM
Add and remove lender contacts, then organize your network with labels and filters.
Deals
Create deals, add lenders, launch outreach, and manage your pipeline.
Files
Upload, organize, search, and manage files on deals and in Vaults.