1. Set up your brokerage
Open Guided setup. Save branding and locale, add the actual servicing entity, invite staff and define account types.
Start with a practical workflow.
The shared demo is read-only. Creating or changing records requires a private sandbox deployment.
2. Import and assign leads
Review a CSV preview before importing. Configure an eligible agent pool and capacity, then follow the lead through qualification and conversion.
3. Review operations
Use independent approval for financial actions. Inspect document status, recurring report history and worker health.
4. Request assistance
Use YCB services for onboarding, migration, training or incident questions. Share references, never secrets or identity documents.