Getting started
Set up your workspace and learn the essentials.
Practical guides for deal intake, underwriting, decisions, and portfolio operations.
Start here
Sign in, orient yourself, and move a first deal into Bridgewerks.
Read guide Guide 02Add a deal, organize its records, and move it through the lending lifecycle.
Read guide Guide 03Review source documents, set assumptions, and inspect calculated returns.
Read guide Guide 04Use the Microsoft 365 add-in to bring live Bridgewerks data into an existing workbook.
Read guideDocumentation
Set up your workspace and learn the essentials.
Bring opportunities in, review them, and move them forward.
Analyze deals, apply credit policy, and prepare decisions.
Board closed loans and monitor the portfolio.
Coordinate priorities, tasks, and schedules.
Prepare your company, connect core systems, and launch with confidence.