Support Center

After signing up, you'll receive an email with your login credentials. From there, you can set up your brokerage, invite team members, and start adding deals. Our onboarding wizard will guide you through the process.

Navigate to your dashboard and click the 'New Deal' button. Fill in the merchant's information, upload required documents, and assign the deal to a broker. You can then submit to one or more funding partners.

Yes! SubbedPro supports CSV import for bulk deal entry. Go to Settings > Import to upload your existing deals. Our team can also assist with data migration for larger datasets.

As an admin, go to Settings > Team and click 'Invite Member'. Enter their email, assign their role (Admin, Broker, or Viewer), and they'll receive an invitation to join your workspace.

Open a deal and click 'Submit to Funders'. Select one or more funding partners from your list, review the documents, and hit send. All submissions are tracked in the deal's activity timeline.

Typically: 3 months of bank statements, a completed credit application, and merchant identification. Some funders may require additional documents like tax returns or leases — SubbedPro will flag these as stipulations.

When you send emails through SubbedPro's Email Engine, all replies are automatically matched to the correct deal using smart routing. You can also forward funder emails to your unique SubbedPro address for automatic deal matching.

Yes, you can upgrade or downgrade your plan at any time from Settings > Billing. Changes take effect at the start of your next billing cycle.

Visit app.subbedpro.com/auth/v2/login and click 'Forgot Password'. Enter your email and you'll receive a reset link within a few minutes.

Use the form on this page to reach our support team, or email us directly at support@subbedpro.com. We respond to all inquiries within 24 hours on business days.