Help
Every workflow in short steps. Open playbooks here or ask in chat on any page.
Search or pick a lane. Every playbook has plain steps and a video when available.
Open Help center
Browse or search playbooks by lane.
Launch OS
SOPs sync with Ask Finely and context help across the platform.
One plain sentence per route. Jump to the live page or linked playbook.
Pick one path: fix your credit, refer people, or staff login.
Free guides, monitoring links, and how-to videos on one scroll page.
Search plain-English playbooks and watch step-by-step tours.
Learn how credit repair works before you sign up.
See if your profile is ready for business funding.
Create your account and connect a credit monitoring service.
Pick your role — each track links SOPs, tours, and the live hub where you work.
Monitoring → upload report → disputes → letters → follow-up.
5 lessons · 3 playbooks
Toolkit links, Denefits pitch, compliance-friendly copy.
4 lessons · 2 playbooks
Hub economics, partner dashboard, letter workflow execution.
4 lessons · 1 playbooks
Create partners, upload reports, triage workflow queue.
5 lessons · 3 playbooks
Entity profile, vendor sequencing, lender logic modeling.
3 lessons · 1 playbooks
Evidence gate, language review, identity vault checks.
3 lessons · 1 playbooks
Someone lands on Finely and is not sure where to go.
User wants written instructions or search across all workflows.
User needs a tri-merge report source for HTML upload in the portal.
Educational only — we do not guarantee score outcomes.
User is in onboarding and needs a tri-merge monitoring account.
Partner wants the full restore path — reports through letter vault — in one guided station.
Partner has a monitoring export (HTML or PDF) ready to parse.
Ask by typing or speaking. Choose Kreyòl, English, or another supported language.