Are you sure you want to delete?

Yes, I'm sure

No, cancel

Add accountant

Invite Team Member

Send an invitation to join your workspace.

Email Address

Assign Role

Standard

Limited access

Admin

Full access

Role Label (shown on roster)

Optional Profile

Full Name

User NMLS #

Zip Code

Phone Number

Edit Team Member

Update role and access level for this user.

Email Address

Update Role

Standard

Limited access

Admin

Full access

Role Label (shown on roster)

Access Summary

Standard

Can submit documents. Cannot view or manage other members' files.

Admin

Full access to view, edit, and download all members' documents.

Are you sure you want to remove this user?

The user will lose access to assigned company
Files they uploaded will no longer be accessible to them
Owner/Brokers will continue to have access to all files

Yes, I'm sure

No, cancel

Add new company

Edit company

Are you sure you want to delete this company? All documents of this company will be deleted.

0

items

Total Expense

Total Income

Export

0

items

Report name (optional)

CSV will include all the data about each document. 1 row for each document. Tables will be added below the corresponding row.

Export

No, cancel

Under Maintenance

Export to Google Drive

Export to new folder

Export to existing folder

Export to Google Drive

Export to new folder

Export to existing folder

Export to existing spreadsheet

Fast Pass Eligibility

Already Verified

Lender Activation

Verification Sent!

Under Maintenance

Export to Google Drive

Export to new folder

Export to existing folder

Export to Google Drive

Export to new folder

Export to existing folder

Export to existing spreadsheet

Are you sure you want to delete?

Add accountant

Invite Team Member

Edit Team Member

Are you sure you want to remove this user?

Add new company

Edit company

Are you sure you want to delete this company? All documents of this company will be deleted.

Lender Login | Cerebra

Welcome

Fast Pass Eligibility

Already Verified

Lender Activation

Verification Sent!

Welcome to Cerebra

Total Expense

Total Income

Enter Input