Figure Partner Onboarding form (Enertech)

Figure Partner Account Setup Form

We’re excited to get you onboarded with Figure and start supporting your team.To get your account fully set up in our system, please send over the following details:
Company Name
DBA (If Applicable)
Company name you want to be known by
Company Website URL
Company Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Company Email Address
example@example.com
Business Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Upload your company logo (PNG format only, transparent background)

Cancelof
Portal Access

Team Members for Portal Access - We need to create portal access for your team so they can log in and view application updates. List the team members you’d like us to create portal access for, along with the following details for each person. We can assign: Admin access (visibility into all company applications), or Sales rep access (visibility into their own applications only)
Main Point of Contact for loan updates
First Name
Last Name
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email
example@example.com
Milton Young will be your Partner Development Manager moving forward and your primary point of contact for anything you need day-to-day. You’re in great hands; he’s fantastic to work with and does a great job helping partners get fully ramped and set up for success.
Please use the calendar below to schedule your mandatory training with him:

Figure Training with Milton

(https://calendly.com/myoung-figure/)
Have you scheduled your mandatory training session with our Partner Development Manager?
Should be Empty:

Figure Partner Account Setup Form

Portal Access