Onboarding

Sign Up for Lenders / Owners / Contractors

• Sign Up as an Lender
• Sign Up as an Owner
• Sign Up as a Contractor
• Builders = 2 Roles (Owner & Contractor)
• Tip/Trick - 2 Roles inside 1 Organization

Sign Up for Subcontractors / Material Providers

• Sign Up as a Material Provider
• Sign Up as a Subcontractor

Project Banking w/ Digital Wallets

• Connecting a Personal/Business Bank Account
• Activating Your Digital Wallet
• Transferring Funds In - (Lender/Owner/Contractor)
• Withdrawing Funds Out
• Connecting a 2nd Bank Account
• Tip/Trick - a COMPLETELY SEPARATE Bank Account just for BuildWallet