> For the complete documentation index, see [llms.txt](https://docs.uptiq.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.uptiq.ai/commercial-lending/getting-started/admin-setup.md).

# Admin setup

Configure lending organizations, products, access, workflows, communications, branding, and oversight.

Configure UPTIQ Commercial Lending for your organization. Set access, lending products, workflow rules, communications, branding, and reporting.

UPTIQ uses AI to extract, classify, validate documents, and prefill applications. Your configuration determines who uses these capabilities and how each company applies them.

## Starting points

{% hint style="info" %}
Start with organization access. Then define products, financial rules, and communications.
{% endhint %}

> Your assigned responsibilities determine which configuration guidance applies to your work.

Use the [configuration guide](broken://pages/4abcd468ee06aca66f71e16c3992c134ece7f582) to identify your next task.

{% tabs %}
{% tab title="Set foundations" %}

* Establish [organization access](broken://pages/OIXKxb4VzHBffQrPxHnI).
* Define [lending products](broken://pages/pJ5bqSjgNGLZa9TGDavT).
* Set [organization-wide rules](broken://pages/4abcd468ee06aca66f71e16c3992c134ece7f582).
  {% endtab %}

{% tab title="Maintain operations" %}

* Maintain [financial rules](broken://pages/uTsfeTSS3oQog0SbZ41h).
* Manage [borrower communications](broken://pages/8e4df4dd0cba1a3da13e34cb2d8c0706bd607358).
* Review [administrative activity](broken://pages/XR40U4otI8syhjcqnha6).
  {% endtab %}
  {% endtabs %}

## Task selection

<table data-view="cards"><thead><tr><th>Task</th><th data-card-target data-type="content-ref">Guide</th></tr></thead><tbody><tr><td>Manage organization access</td><td><a href="broken://pages/OIXKxb4VzHBffQrPxHnI">Broken link</a></td></tr><tr><td>Define lending products</td><td><a href="broken://pages/pJ5bqSjgNGLZa9TGDavT">Broken link</a></td></tr><tr><td>Set organization-wide rules</td><td><a href="broken://pages/4abcd468ee06aca66f71e16c3992c134ece7f582">Broken link</a></td></tr><tr><td>Maintain financial rules</td><td><a href="broken://pages/uTsfeTSS3oQog0SbZ41h">Broken link</a></td></tr><tr><td>Manage borrower communications</td><td><a href="broken://pages/8e4df4dd0cba1a3da13e34cb2d8c0706bd607358">Broken link</a></td></tr><tr><td>Shape the borrower experience</td><td><a href="broken://pages/6NTItW4eK4ZTryPagbc9">Broken link</a></td></tr><tr><td>Maintain reference data</td><td><a href="broken://pages/3581e103a034bbc6a89bed87cb15615aba3e3cbd">Broken link</a></td></tr><tr><td>Review activity and exports</td><td><a href="broken://pages/XR40U4otI8syhjcqnha6">Broken link</a></td></tr></tbody></table>

### Work commercial loans

See the [Platform overview](/commercial-lending/platform-overview.md) for every lending capability, and [Loan stages](/commercial-lending/getting-started/loan-stages.md) for how a deal moves from intake to close.

### Explore guidance

| Goal                 | Guidance                                                                                                                                                   | Applies to                  | Outcome                 |
| -------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------- | ----------------------- |
| Structure access     | [Companies](broken://pages/uHw5qqQnOUywi7AbVsBj), [Company hub](broken://pages/1f520qLQZX4riq4OaJV6), [Company users](broken://pages/gePOz6TTKrS081gocd0g) | Company administrators      | Accurate company access |
| Manage people        | [Users](broken://pages/2vgY40lxC1ZT2gGsYdMB), [Teams](broken://pages/qUOKam8sH7K9kBUTAWwa)                                                                 | Access administrators       | Organized assignments   |
| Control permissions  | [Roles permissions](broken://pages/yaliiYSba8n5xC7fJa4n), [Platform roles](broken://pages/r5uE5bCflMGhVBJdqmu7)                                            | Organization administrators | Governed administration |
| Protect integrations | [API keys](broken://pages/4jakOFpJKt3GcngUFLGr)                                                                                                            | Integration administrators  | Secure external access  |

### Configuration

<table data-view="cards"><thead><tr><th>Guide</th><th data-card-target data-type="content-ref">Link</th></tr></thead><tbody><tr><td>Configuration</td><td><a href="broken://pages/4abcd468ee06aca66f71e16c3992c134ece7f582">Broken link</a></td></tr><tr><td>Domain settings</td><td><a href="broken://pages/e837aff1cbffc643375ae0aea678cc4bfaef3a2d">Broken link</a></td></tr><tr><td>Lender configuration</td><td><a href="broken://pages/886ce80631ffbdde72d2b29690fd86ac56f76607">Broken link</a></td></tr><tr><td>Agent configurations</td><td><a href="broken://pages/c01a0a65dbc47b21c6b9b2baddd53e74ec72fb67">Broken link</a></td></tr><tr><td>Auth providers</td><td><a href="broken://pages/mUT7jK562tdGefcpPqUa">Broken link</a></td></tr><tr><td>Session security</td><td><a href="broken://pages/cddb62b687fec5d7fd1d96d5236306752121e1ba">Broken link</a></td></tr><tr><td>Features</td><td><a href="broken://pages/46ffe76e7c2eb5ed80a19fe1885e3281337bb53f">Broken link</a></td></tr></tbody></table>

### Loan products

<table data-view="cards"><thead><tr><th>Guide</th><th data-card-target data-type="content-ref">Link</th></tr></thead><tbody><tr><td>Loan Products</td><td><a href="broken://pages/pJ5bqSjgNGLZa9TGDavT">Broken link</a></td></tr><tr><td>Product configuration</td><td><a href="broken://pages/9UHHaxFXZq81mJl8Vpk9">Broken link</a></td></tr><tr><td>Create a loan product</td><td><a href="broken://pages/yO5SyRK7c7XpAtSO4G3Q">Broken link</a></td></tr></tbody></table>

### Spread & covenant configuration

These pages are for the Tenant Admin. The Customer Admin and Configurator roles do not hold the permissions that open them.

<table data-view="cards"><thead><tr><th>Guide</th><th data-card-target data-type="content-ref">Link</th></tr></thead><tbody><tr><td>Spread Covenant</td><td><a href="broken://pages/uTsfeTSS3oQog0SbZ41h">Broken link</a></td></tr><tr><td>Spread configs</td><td><a href="broken://pages/388be1abc0280d2fcce71211c7ebacca36644bd4">Broken link</a></td></tr><tr><td>Covenant configs</td><td><a href="broken://pages/KKchneJt7SmsITkePXji">Broken link</a></td></tr><tr><td>Covenant spread templates</td><td><a href="broken://pages/DCdG9jwBx5xn7oyYU9XR">Broken link</a></td></tr></tbody></table>

### Data & catalogs

<table data-view="cards"><thead><tr><th>Guide</th><th data-card-target data-type="content-ref">Link</th></tr></thead><tbody><tr><td>Valuation data</td><td><a href="broken://pages/e5de99a23e41bdec659e487993975e91af229f9a">Broken link</a></td></tr><tr><td>Document types</td><td><a href="broken://pages/3581e103a034bbc6a89bed87cb15615aba3e3cbd">Broken link</a></td></tr><tr><td>Legal entity types</td><td><a href="broken://pages/k6xwZadQrMvSgV0zxMQP">Broken link</a></td></tr></tbody></table>

### Communications

<table data-view="cards"><thead><tr><th>Guide</th><th data-card-target data-type="content-ref">Link</th></tr></thead><tbody><tr><td>Email templates</td><td><a href="broken://pages/8e4df4dd0cba1a3da13e34cb2d8c0706bd607358">Broken link</a></td></tr></tbody></table>

### Branding & experience

<table data-view="cards"><thead><tr><th>Guide</th><th data-card-target data-type="content-ref">Link</th></tr></thead><tbody><tr><td>Branding &#x26; Experience</td><td><a href="broken://pages/6NTItW4eK4ZTryPagbc9">Broken link</a></td></tr><tr><td>Home page</td><td><a href="broken://pages/LbA86ujFX0Ar1DLCzvhY">Broken link</a></td></tr><tr><td>Theme settings</td><td><a href="broken://pages/9750b8c32f232675b0d5804b283f7d5c2ffd3679">Broken link</a></td></tr><tr><td>Public intake settings</td><td><a href="broken://pages/YQnI8IrKHIBloMX2IrMK">Broken link</a></td></tr><tr><td>Copy and wording</td><td><a href="broken://pages/5e628109cce98e549c22572eab5cbbee9ca03b46">Broken link</a></td></tr></tbody></table>

### Audit & reporting

<table data-view="cards"><thead><tr><th>Guide</th><th data-card-target data-type="content-ref">Link</th></tr></thead><tbody><tr><td>Audit Reporting</td><td><a href="broken://pages/XR40U4otI8syhjcqnha6">Broken link</a></td></tr><tr><td>User activity</td><td><a href="broken://pages/54e50906041c74ce198d892d3106363b8b94ac7f">Broken link</a></td></tr><tr><td>Reports registry</td><td><a href="broken://pages/5shKmH547uwFQPRAXMeS">Broken link</a></td></tr><tr><td>Data export</td><td><a href="broken://pages/EqNW72MeXZTMzXiWzLws">Broken link</a></td></tr></tbody></table>

### Reference

<table data-view="cards"><thead><tr><th>Guide</th><th data-card-target data-type="content-ref">Link</th></tr></thead><tbody><tr><td>Glossary</td><td><a href="/commercial-lending/getting-started/glossary.md">Glossary</a></td></tr></tbody></table>

***

{% columns %}
{% column width="83.33333333333334%" %}

<p align="right"><em>Maintained by</em> <mark style="color:green;">Abhishek Paul</mark><br><code>AI-assisted, human-approved</code></p>
{% endcolumn %}

{% column width="16.666666666666664%" %}

<div align="left"><img src="https://2424445642-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoNOfYlgbuwiWKkdQsRIp%2Fuploads%2Fgit-blob-d034645b4f8f8ee661985f5306b60ded3289653c%2Fmaintainer-abhishek-paul.png?alt=media" alt="" width="60"></div>
{% endcolumn %}
{% endcolumns %}


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