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Help center

Browse common topics, or reach the team directly. Everything’s on one page.

Getting started

New to Oritek? Start here.

How do I set up my workspace?

Onboarding walks you through branding, users, and your first program — most desks are live in days.

How do borrowers submit deals?

Through a hosted form, an embedded widget, or the API — all three feed the same validated intake.

Lender routing

How do field mappings work?

Map intake fields to each lender once, per program. Every future deal routes automatically.

Can I submit to several lenders at once?

Yes — parallel submit sends one clean deal to your whole panel.

Programs & forms

How do I create a program?

Use the form builder to define the intake fields a program needs, then publish it.

Users & permissions

How do I invite teammates?

Open Employees, choose Invite, pick a role, and send. The permission matrix scopes access by role.

How do I reset my password?

Use the reset link on the sign-in page; you’ll get an email with next steps.

Keys & security

Where are my API keys?

Under settings — keys are revealed once at creation for security.

Is my data isolated?

Yes, each tenant’s data stays within its own workspace.

Billing & plans

How am I billed?

Core plans are billed per brokerage; add-ons attach to any plan. See the pricing page for details.

Is there a status page?

Yes — check the status page for live system health.

Need a hand?

Talk to the team.

Can’t find it here? Reach support or book a walkthrough.