Partner Training

We offer training sessions of the Financeit partner portal every Tuesday and Thursday at 2pm Eastern Standard Time. These are on-going sessions so if you miss one there is always another one right around the corner.

Some of the topics covered are:

  • How to login and navigate through your Financeit Partner Portal
  • Understanding your rate sheets and what type of loans are available to your customers
  • How to use the Purchase Calculator to create offers for your customers
  • How to Create a Loan Application from start to finish
  • Understanding which documents need to be sent to Financeit for the loan you are working on and how you can send them to us.

The training will include common terms and definitions used by Financeit and its partners. If you have any questions at all, you can ask them during the training session or by calling us at 1-888-536-3025 or emailing us at service@financeit.io





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