Support · Knowledge Base · Guides

Guides

Onboarding your team, first workflows, and troubleshooting guidance.

9articles
2sub-topics
Guides articlesKnowledgebase

Best practices for secure credential handling

Keep credentials private and follow your organization’s approved access-management process.

1 min →

Complete your first login and profile setup

Walk through MFA enrollment, profile edits, and notification defaults.

1 min →

Find a loan by number, borrower, or filters

Search for a loan using the identifying information and filters available to your role.

1 min →

Onboarding your team and provisioning users

Set up new users in ReversePilot with appropriate roles and permissions. This guide covers account creation, user hierarchies, and permission management for company administrators and team members.

Onboarding 6 min 2026-06-05 →

Permission troubleshooting basics

Identify whether feature visibility is role or permission related.

1 min →

Reset MFA and recover account access

Steps for users who lost their authenticator device.

1 min →

Resolving login and access issues

This guide helps you troubleshoot common login and access problems in ReversePilot, including password resets and account activation issues. Whether you're a company user or administrator, you'll find steps to resolve your authentication problems.

Access 4 min 2026-06-05 →

Understand dashboard cards and shortcuts

Quick explanation of key dashboard widgets and what each shows.

1 min →

Diagnosing calculation discrepancies

Calculation discrepancies in reverse mortgage loans often stem from incorrect borrower data, property information, or settings. This guide walks you through the systematic troubleshooting steps to identify and resolve the most common issues.

4 min 2026-06-05 →
Showing 9 articles in Guides

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