Help

Help center — plain English playbooks

Every workflow in short steps. Open playbooks here or ask in chat on any page.

Finely noticed

Search or pick a lane. Every playbook has plain steps and a video when available.

Now do this · Step 1 of 3

Open Help center

Browse or search playbooks by lane.

After that

Launch OS

Search playbooks or pick a lane

SOPs sync with Ask Finely and context help across the platform.

Playbooks
26
Modules
117
Role courses
6
Video tours
18
Lanes
7
Module guides — how to use every screen

One plain sentence per route. Jump to the live page or linked playbook.

Start Here
/start-here

Pick one path: fix your credit, refer people, or staff login.

Resources
/resources

Free guides, monitoring links, and how-to videos on one scroll page.

Help center
/help-center

Search plain-English playbooks and watch step-by-step tours.

Personal credit
/pricing/personal-credit-restore

Learn how credit repair works before you sign up.

Fundability readiness
/fundability-readiness

See if your profile is ready for business funding.

Sign up & monitoring
/onboarding

Create your account and connect a credit monitoring service.

Role training tracks

Pick your role — each track links SOPs, tours, and the live hub where you work.

Partner

Fix credit step-by-step

Monitoring → upload report → disputes → letters → follow-up.

5 lessons · 3 playbooks

Affiliate

Refer & earn responsibly

Toolkit links, Denefits pitch, compliance-friendly copy.

4 lessons · 2 playbooks

Credit specialist

Work partner files

Hub economics, partner dashboard, letter workflow execution.

4 lessons · 1 playbooks

Admin / ops

Daily ops launch playbook

Create partners, upload reports, triage workflow queue.

5 lessons · 3 playbooks

Business credit

Vendor stack & funding

Entity profile, vendor sequencing, lender logic modeling.

3 lessons · 1 playbooks

All roles

Compliance before you mail

Evidence gate, language review, identity vault checks.

3 lessons · 1 playbooks

public · visitor

Start here — pick your path

Someone lands on Finely and is not sure where to go.

public · all

Find a step-by-step playbook

User wants written instructions or search across all workflows.

public · visitor

Choose a credit monitoring service

User needs a tri-merge report source for HTML upload in the portal.

Educational only — we do not guarantee score outcomes.

public · visitor

Pick monitoring during onboarding

User is in onboarding and needs a tri-merge monitoring account.

portal · partner

Walk the Personal Credit Restore sequence

Partner wants the full restore path — reports through letter vault — in one guided station.

portal · partner

Upload your credit report

Partner has a monitoring export (HTML or PDF) ready to parse.

Page 1 of 5 · 26 total
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