Your first 15 minutes

Sign in and finish setup

Open the sign-in link provided by your workspace administrator. The first time you enter Bridgewerks, the welcome flow asks for the company details and modules your team uses. What you see afterward may differ from a teammate's workspace because modules are configured per company.

If you cannot sign in, ask your administrator to confirm that your invitation is still active and that you are using the invited email address.

Learn the workspace

The sidebar is the fastest way to understand Bridgewerks:

• Priorities collects work that needs attention now.
• Deals is the record of active opportunities and their lending stages.
• Credit Boxes captures the criteria used to size and route deals.
• Servicing and Monitoring cover loans after closing.
• Tasks and Schedule coordinate team work.

Press Command–K on macOS or Control–K on Windows to jump to a tool or search for a deal from anywhere in the app.

Add your first deal

1. Open Deals from the sidebar.
2. Select New deal.
3. Add the property name or address and the information available today.
4. Save the deal. Missing fields can be completed as diligence arrives.
5. Open the deal record to add documents, notes, financials, and next steps.

If your workspace has an intake mailbox, you can also start from an incoming broker email instead of entering the deal manually.

Know where to go next

Use Underwriting from a deal when you are ready to review source documents and assumptions. Use Tasks for assigned work, and Priorities for deal events that Bridgewerks has surfaced as time-sensitive.

Next: Create and manage a deal.