Step-by-Step Onboarding Guide
Step 1
Verify Lender Profile
Tell us a little about your company. The details you provide—such as your address, license numbers, and contact information—will be used on loan documents, so accuracy is important.
- Complete all required fields
- Double-check everything before continuing
Step 2
Set Up Users
It’s easy for you to create, manage, and customize user accounts. This is where you’ll set up the roles and permissions for your team to access DocMagic.
- Name your users and decide their roles
- You can also define a role and then add users
- Set privileges by role or individual
- Then choose the loan packages they can process
Step 3
Add Loan Programs
The Plan Manager is where you can add or remove loan programs assigned to your account. You can add investor-specific programs or generic options—whatever fits your business needs.
- Click Add a Plan to get started
- Pick one or more investors from the list
- Add programs one at a time or in bulk
Final Step
Book an Onboarding Call
Congratulations! Your onboarding setup is complete. Your next step is to schedule a convenient time for a brief call with a member of our onboarding team. During this call, we'll ensure you have everything you need to start processing documents.
Help & Training
As a DocMagic customer, you have access to helpful training tools to get started and manage your account with confidence. Explore the resources and welcome to the DocMagic family!
Training Videos
On-demand videos walk you through DocMagic’s tools with step-by-step guidance, empowering you to work smarter and faster.WATCH VIDEOS
Training Guides
Detailed guides provide practical instructions, screenshots, and best practices to help you master every part of the DocMagic platform. VIEW GUIDES
Live Chat
Connect with a DocMagic expert in real time to get answers, resolve issues, or receive personalized guidance when you need it most. START CHAT