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Getting started

Navigate Bridgewerks

Find your way around the workspace, sidebar, and global search.

Updated July 22, 2026

Use the sidebar

The sidebar groups everyday lending tools together. A number beside an item shows how much work is currently in that area. Selecting a deal-specific tool keeps you in the same Bridgewerks workspace; items under Elsewhere may open a specialized module with its own navigation.

Some tools are optional. If a guide mentions a tool you do not see, your workspace may not have that module enabled.

Search from anywhere

Press Command–K on macOS or Control–K on Windows to open global search. Start typing a tool name, property, or location, then use the arrow keys and Enter to open the selected result.

Global search is designed for navigation. Use the filters inside Deals, Tasks, or another tool when you need to narrow a full list.

Read the home view

Home summarizes the current operating picture. It brings together active priorities, deal flow, upcoming work, and shortcuts into the tools your team uses most. Treat it as a starting point, then open the underlying record for complete details.

Use your account menu

The account menu at the bottom of the sidebar contains personal settings and sign out. In Settings, you can update profile details. Workspace administrators can also manage company configuration there.

Bridgewerks supports light and dark appearance in the signed-in app. Appearance changes affect your browser only and do not change exported documents.