👀 Product Expert & Integrations Novice: We make the decisions about how our lending program operates. We need to trust and feel confident that Canopy will be an unlock for our team.

🎨 Program Manager / Operations

Introduction

How to access

In this section, explain the different methods through which servicing agents and developers can access this feature. Provide step-by-step instructions on how to access the platform using our different tools such as CanopyOS, Postman, or any other relevant software. Include any required credentials, URLs, or setup instructions.

Steps / Instructions

This section will provide detailed step-by-step instructions on how to connect and use the features within our ecosystem. Break down complex tasks into clear and concise steps. Include screenshots, API references, or any other visual to assist readers in understanding and following the instructions effectively. Ensure that the instructions are accurate, up-to-date, and applicable to both servicing agents and developers.

Gotchas / Nice-to-knows

In this section, highlight any potential issues, challenges, or important considerations that servicing agents and developers should be aware of when using this feature. These "gotchas" could include known limitations or specific requirements that users need to keep in mind. Provide tips, and recommendations to help users overcome or avoid these challenges. Additionally, include any "nice-to-know" information that can enhance the user's experience or provide additional insights.

Advanced Usage [If any]

If there are no UI options, but only API or webhooks usage (more for technical people).

Frequently Asked Questions (FAQs)

In this section, compile a list of frequently asked questions related to this topic. Provide concise answers to each question to address common queries and concerns. Include information on topics such as system requirements, integration capabilities, data security, or support channels available to users.