> 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/retail-lending/start-here.md).
# Start Here
Find the right part of the Retail LOS docs for your role and your task.
The Retail LOS documentation has four places to look. Pick the one that matches what you need, or start from your role or your task further down.
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#### Learn the solution
What Retail LOS is, how each audience moves through it, and the terms it uses. See the:\
\- [Overview](/retail-lending/retail-los-overview.md), [User Journeys](/retail-lending/user-journeys.md), \
\- [Implementation Guide](/retail-lending/implementation-guide.md)\
\- [Sample Products](/retail-lending/sample-products.md) and [Glossary](/retail-lending/glossary.md). \
\
See the [Release notes](/retail-lending/release-notes/2026.md) for what has shipped.
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#### Look something up
What each screen, field and setting does. The **Reference** group has a section for each module: \
\- [Working with Applications](broken://pages/q03nPFgZeOynQmTsiXJg)\
\- [Product Configuration](broken://pages/h1BRHsVc3cwuzs0gW1IM)\
\- [Configurations](broken://pages/I3kVnw9hvQJUIDCgN2GM), \
\- [Logs](broken://pages/EApi4HoQOVLOa74TzOwK), [Settings](broken://pages/saYIQ0QJTMg5o6HdYXD4) and \
\- [User Management](broken://pages/a5xNA8H9vzMelWWm2DZc).
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{% columns %}
{% column %}
#### Do a task
Step-by-step guides, grouped by role. The **User Guides** group has a parent page for each role: \
\- [Loan Officer](broken://pages/G0BgDJkKtRodgvWbl6nz), \
\- [Underwriter](broken://pages/p8HDxjc3BK8RrsDX43qF), \
\- [Compliance Officer](broken://pages/zEly7u2W2IeC9qgsNLIV) (*early preview*)\
\- [Relationship Manager](broken://pages/6Rg9fRpcsY6WkCiySNnq), \
\- [FI Administrator](broken://pages/CTApVokfrixseZUKcw3S) (Tenant Administrator) \
\- [Technical Teams](broken://pages/tY9pGHMXFDw1rITeh3FI).
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{% column %}
#### Fix a problem
Short answers and fixes, by module. The **Help Centre** has [FAQs](broken://pages/NOJfP7yQ9ZNcrpfIWJNk) for common questions and [Troubleshooting](broken://pages/cznSqi25s8AMbDZABKSr) for what you see, why it happens and what to do.
{% endcolumn %}
{% endcolumns %}
> **Start with the task, not the module.** The same workflow can involve operations, configuration and support teams, so a guide for your role is usually the quickest way in.
### Start from your role
{% tabs %}
{% tab title="Loan Officer" %}
You bring in applications and documents and follow up with the customer.
* **Guides:** [Loan Officer](broken://pages/G0BgDJkKtRodgvWbl6nz), including how to [Start an Application for an Applicant](broken://pages/PJv5BraYfWZF1MxK4FTX) and [request documents](broken://pages/V8vzZnGzI3OC9KvmjkZS).
* **Reference:** [Applications List](broken://pages/zgMLkTd4A5I4oD2DlSqv) and [Application Record](broken://pages/JFF4ngUInPlRk5SpVF7A).
* **If you're stuck:** [Applications FAQs](broken://pages/43Po2n8tOqnksC7WW4t2) and [Applications troubleshooting](broken://pages/C9xWy15lVYd45Fyl4AMs).
{% endtab %}
{% tab title="Underwriter" %}
You review the files the system refers to you, approve or decline, and override rates and tiers within your authority. Senior Underwriters can approve loans of any amount.
* **Guides:** [Underwriter](broken://pages/p8HDxjc3BK8RrsDX43qF), including [Work an Application](broken://pages/lvXMbbnbRDUhZZqPPeJE) and [Re-Run Identity and Credit Checks](broken://pages/HnbYjvLPvUuPKZQGHrqp).
* **Reference:** [Application Record](broken://pages/JFF4ngUInPlRk5SpVF7A) and [Workflow Timeline](broken://pages/oH9buEhKL7c4OSqdWm2x).
* **If you're stuck:** [Applications FAQs](broken://pages/43Po2n8tOqnksC7WW4t2) and [Applications troubleshooting](broken://pages/C9xWy15lVYd45Fyl4AMs).
{% endtab %}
{% tab title="Compliance Officer" %}
You oversee notices, consents and audit trails. By default this role can't open **Logs**, so it needs an additional role that includes it.
* **Guides:** [Compliance Officer](broken://pages/zEly7u2W2IeC9qgsNLIV), including [Track Notices](broken://pages/42z9MX8tzlyTiAUn8jJr) and [Find Changes in Change History](broken://pages/wrEewxwkqffv0s3nlGci).
* **Reference:** [Notice Logs](broken://pages/JFW2ZfWBGd22BUMHJOXX) and [Change History](broken://pages/hnfZ2mjGTLJMpNRBpjFQ).
* **If you're stuck:** [Logs FAQs](broken://pages/H9EZDtA5pLu3QVWjhm3Z) and [Logs troubleshooting](broken://pages/3pK2Z7XjzKmjHGATtdbe).
{% endtab %}
{% tab title="Relationship Manager" %}
You prepare the contract and funding after approval. Closing Officers handle closing-stage review and contract coordination.
* **Guides:** [Relationship Manager](broken://pages/6Rg9fRpcsY6WkCiySNnq). There are no step-by-step guides for this role yet.
* **Reference:** [Applications List](broken://pages/zgMLkTd4A5I4oD2DlSqv), [Application Record](broken://pages/JFF4ngUInPlRk5SpVF7A) and [Workflow Timeline](broken://pages/oH9buEhKL7c4OSqdWm2x).
* **If you're stuck:** [Applications FAQs](broken://pages/43Po2n8tOqnksC7WW4t2).
{% endtab %}
{% tab title="FI Administrator" %}
You configure products, workflows, integrations, settings, users and roles. By default the FI Administrator, which is the **Tenant Administrator** role, is the only role that can.
* **Guides:** [FI Administrator](broken://pages/CTApVokfrixseZUKcw3S), which groups guides under [Set Up Products](broken://pages/x0D23NWrkPspgByKFuIE), [Configure Retail LOS](broken://pages/eBmG2yUTk2tEQkXhPbHb) and [Manage Access](broken://pages/KB8A5rue3VV1wa1dSrFA).
* **Reference:** [Product Configuration](broken://pages/h1BRHsVc3cwuzs0gW1IM), [Configurations](broken://pages/I3kVnw9hvQJUIDCgN2GM) and [User Management](broken://pages/a5xNA8H9vzMelWWm2DZc).
* **If you're stuck:** [Product Configuration](broken://pages/iBNTtj2yY4SXOc3avYU9), [Configurations](broken://pages/whrkurYMZ9VKQi5gWPqn) and [User Management](broken://pages/V4PD6MqypWeS2OqiDSaK) troubleshooting.
{% endtab %}
{% tab title="Technical Teams" %}
You connect Retail LOS to other systems and trace calls and errors.
* **Guides:** [Technical Teams](broken://pages/tY9pGHMXFDw1rITeh3FI), including [Connect Third-Party Integrations](broken://pages/bbbLMXrSOSk5LLhPCVdC) and [Investigate API Calls and Errors](broken://pages/7SpQaJ3Ha1hUsaXq7r3u).
* **Reference:** [Settings](broken://pages/saYIQ0QJTMg5o6HdYXD4) and [Logs](broken://pages/EApi4HoQOVLOa74TzOwK).
* **If you're stuck:** [Settings troubleshooting](broken://pages/JaIndk0bJgKYQ9HcCmvV) and [Logs troubleshooting](broken://pages/3pK2Z7XjzKmjHGATtdbe).
{% endtab %}
{% tab title="Partner (Broker)" %}
You submit deals for customers and request documents.
* **Journey:** [Partner Journey](/retail-lending/user-journeys/partner-journey.md).
* **Related:** [Applicant Journey](/retail-lending/user-journeys/applicant-journey.md) shows the customer side, including the document request link.
{% endtab %}
{% endtabs %}
### Start from your task
| If you want to | Guide | Reference | If it goes wrong |
| ----------------------------------------------- | ---------------------------------------------------------------------------- | ----------------------------------------------------------------- | ------------------------------------------------------------ |
| Start an application with an applicant | [Start an Application for an Applicant](broken://pages/PJv5BraYfWZF1MxK4FTX) | [Starting an Application](broken://pages/802GfCWuEgm8kc5qwK7F) | [Applications](broken://pages/C9xWy15lVYd45Fyl4AMs) |
| Review and decide an application | [Work an Application](broken://pages/lvXMbbnbRDUhZZqPPeJE) | [Application Record](broken://pages/JFF4ngUInPlRk5SpVF7A) | [Applications](broken://pages/C9xWy15lVYd45Fyl4AMs) |
| Build the application form | [Build an Application Flow](broken://pages/n1SdyLUnQZgbkOYajm7c) | [Building Applications](broken://pages/AHrYhOpoy0ldcUiuUa0S) | [Product Configuration](broken://pages/iBNTtj2yY4SXOc3avYU9) |
| Set how decisions and pricing run | [Publish the Decision Matrix](broken://pages/n5eU7xEVylTz025Fvnzy) | [Decisions, Pricing, Offers](broken://pages/jo3OJEsRNxMSgOW8D09V) | [Product Configuration](broken://pages/iBNTtj2yY4SXOc3avYU9) |
| Build or change a workflow | [Build and Publish a Workflow](broken://pages/YpBznnpGXgIgnhL2fSdK) | [Workflows](broken://pages/HtrMw5Rb28SNfizcpoDI) | [Product Configuration](broken://pages/iBNTtj2yY4SXOc3avYU9) |
| Set up documents, queues, notices and templates | [Configure Retail LOS](broken://pages/eBmG2yUTk2tEQkXhPbHb) | [Configurations](broken://pages/I3kVnw9hvQJUIDCgN2GM) | [Configurations](broken://pages/whrkurYMZ9VKQi5gWPqn) |
| Connect vendors, API keys and agents | [Technical Teams](broken://pages/tY9pGHMXFDw1rITeh3FI) | [Settings](broken://pages/saYIQ0QJTMg5o6HdYXD4) | [Settings](broken://pages/JaIndk0bJgKYQ9HcCmvV) |
| Give someone access | [Manage Users](broken://pages/f7gdPumh7eDJyAOWCy9G) | [User Management](broken://pages/a5xNA8H9vzMelWWm2DZc) | [User Management](broken://pages/V4PD6MqypWeS2OqiDSaK) |
| Investigate a change, an email or an API call | [Investigate API Calls and Errors](broken://pages/7SpQaJ3Ha1hUsaXq7r3u) | [Logs](broken://pages/EApi4HoQOVLOa74TzOwK) | [Logs](broken://pages/3pK2Z7XjzKmjHGATtdbe) |
### Which role does what
By default the FI Administrator is the only role that can configure products, workflows, Flow Designer, integrations, settings, users and roles. Other roles work applications within the limits of their permissions. [Roles](broken://pages/lwftzPHlwUChlhZeEB6T) lists the roles, and [Module Access](broken://pages/EebOasKPKQhWq9ggrFQL) shows the modules each one can open.
{% hint style="warning" %}
Confirm a user's role and module access before you troubleshoot a missing feature or menu item.
{% endhint %}
### Help Centre by module
| Module | FAQs | Troubleshooting |
| --------------------- | ----------------------------------------------------------------- | ---------------------------------------------------------------------------- |
| Applications | [Applications FAQs](broken://pages/43Po2n8tOqnksC7WW4t2) | [Applications troubleshooting](broken://pages/C9xWy15lVYd45Fyl4AMs) |
| Configurations | [Configurations FAQs](broken://pages/6DUX2F0EbdedSC1lduXq) | [Configurations troubleshooting](broken://pages/whrkurYMZ9VKQi5gWPqn) |
| Logs | [Logs FAQs](broken://pages/H9EZDtA5pLu3QVWjhm3Z) | [Logs troubleshooting](broken://pages/3pK2Z7XjzKmjHGATtdbe) |
| Product Configuration | [Product Configuration FAQs](broken://pages/ulFlMWsMbHYlmiUQPoT2) | [Product Configuration troubleshooting](broken://pages/iBNTtj2yY4SXOc3avYU9) |
| Settings | [Settings FAQs](broken://pages/RTDLqlV3nn6NOxWBgQ5N) | [Settings troubleshooting](broken://pages/JaIndk0bJgKYQ9HcCmvV) |
| User Management | [User Management FAQs](broken://pages/D8KjfZ4S3TqbBc5jmlAG) | [User Management troubleshooting](broken://pages/V4PD6MqypWeS2OqiDSaK) |
| Next | Page |
|---|
| What Retail LOS is, and who uses it. | Overview |
| How applicants, FI staff and Partners move through Retail LOS. | User Journeys |
| The terms Retail LOS uses. | Glossary |
***
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{% column width="83.33333333333334%" %}
Maintained by Abhishek Paul
AI-assisted, human-approved
{% endcolumn %}
{% column width="16.666666666666664%" %}
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---
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