Your company setup link
After your call with us, we email you a link to add your company and sign your agreements.
Book a call
Once your account is set up, your Task List (the checklist icon at the top of the page) shows Book a call. Pick a time to talk with us. After the call, we email you a link to add your company.
Add your company
The link is for you alone: it only works when you're signed in with the email address we sent it to, and it can be used once. Open it, enter your company's basic details, and save. Your company is created, and you're its owner.
The Task List shows the link too, with the date it expires. If it expires before you use it, reply to any email from us and we'll send a new one.
Review and sign your agreements
As soon as you save your company, Ask Lou takes you to your agreements to review and sign. Importing your data opens once they're signed.
Take the time you need. If you want to read them later or share them with someone first, you can leave and come back: the Task List keeps a step to resume right where you left off.
Then follow the Task List
Once your agreements are signed, the Task List walks you through each setup step, starting with importing your data.
- 1Create your account
Sign up with email or single sign-on, set up multi-factor authentication, and add your name and phone.
- 2Book a call
Pick a time to talk with us. Once it's booked, we email you a company setup link.
- 3Add your company
Open the link, signed in with the same email, and enter your company's details.
- 4Sign your agreements
Right after you save your company. Importing opens once they're signed.
- 5Follow the Task List
Import your data, add assets and loans, and set up your mappings.