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Post-Purchase Onboarding

Let's build your system.

You're in. This form gives our build team everything they need to configure your EZ Rate Sheet and RiseHub setup. Complete it at your own pace — your progress saves automatically.

Your information is sent directly to our build team. Nothing is shared or sold.
Welcome — let’s get your account set up.

Complete the sections below so our team can start your buildout right away. Buildout typically takes 4–20 business days depending on package size and how quickly we can iterate together.

1 Primary Contact & Business Info All tiers

We use this to set up your accounts, send you setup confirmations, and configure client-facing materials with your correct business identity. For your email address, please use the email address used to purchase your package. That helps us find and reconcile your purchase quickly.

1.1

Primary contact — who should our build team communicate with? *

Please enter your first name.
Please enter your last name.
Please enter a valid email.
1.2

Legal business name *

As it appears on your tax documents and registration. Used for compliance, contracts, and footers.

Please enter your legal business name.
1.3

Short brand name optional

The name you want borrowers and partners to see on your website, emails, and rate sheets. If different from your legal name (DBA), enter it here. Leave blank if same.

1.4

EIN / Tax ID *

Your Employer Identification Number. Used for account setup and compliance documentation.

Please enter your EIN / Tax ID.
1.5

Business address *

Must match the address on your EIN letter. This address is used to set up your phone system and in rate sheets, email signatures, and other branded materials.

Please enter your street address.
Please enter your city.
Please select your state.
Please enter your ZIP code.
1.6

Current website URL

If you have an existing website, share the URL. We'll reference it for brand continuity in your setup.

1.7

States you actively lend in *

We'll configure your rate sheets and marketing materials to reflect your active lending footprint.

Select every state where you currently originate loans. Use the helpers below to bulk-select.

0 selected
Please select at least one state where you originate loans.
1.8

Social media profile URLs

Share the URLs to your existing social media profiles. We'll reference these during setup.

2 Calendar & Business Hours All tiers

We'll set up a borrower calendar (and a referral partner calendar for Full Stack clients). Just need your basic business hours and timezone — you can fine-tune in your CRM after launch.

2.1

Your timezone *

Please select your timezone.
2.2

Business hours

Set your availability for each day of the week. Check "Closed" for days you're not available. You can fine-tune this in your CRM after launch.

3 Branding All tiers

Your brand identity goes directly into your RiseHub templates, rate sheet headers, email signatures, and any funnel pages we build.

After you submit this form, you'll receive a confirmation email. Please reply to that email with your logo attached (PNG, SVG, or PDF). For Full Stack clients, also attach any team headshots you'd like featured on your funnel.
3.1

Brand colors optional

Click any swatch to open the color picker, or paste a hex code into the field next to it. We’ve seeded these with our EZRS defaults — replace any that don’t match your brand.

Primary Buttons, links, CTAs
Accent Highlights, badges
Background Page background
Text Body copy
3.2

Brand tone & voice

How should your brand sound to clients and partners? We'll apply this to email templates, automations, and any copy we write during setup.

4 GHL / RiseHub CRM Setup All tiers

We'll configure your RiseHub CRM with your team, pipelines, and contact structure. If you're migrating from another tool, we'll handle the transition as smoothly as possible.

4.1

Team members who need RiseHub access optional

You'll automatically be set up as an admin user with the Full Name and Email you provided above — no need to re-enter your own info here. Add any other users who you'd like us to set up in the account. Include their name, email, and role so we can set up the right permissions.

User 1
4.2

Current CRM or pipeline tool (if any)

Knowing what you're coming from helps us think about what workflows to replicate and what to improve. If you're not using anything, that's totally fine.

4.3

Migrating contacts from another CRM?

If you have an existing contact list you'd like imported into RiseHub, let us know and we'll coordinate the import separately.

4.4

Do you have an online loan application form you'd like us to send borrowers to after they sign their term sheet? *

Please answer this question.
Please enter your loan application URL.
✓ Anything Else? All tiers

A catch-all for everything we didn't ask about. Your build team reads every word.

✓.1

Anything else we should know?

This is your open field. Timeline constraints, existing integrations you rely on, team preferences, things that went wrong with a previous tech setup, things you're most excited about — all of it is useful.

Your form is sent directly to our build team. We'll reach out within 1 business day to confirm receipt and schedule your kickoff.

Questions? Email our team Privacy Policy Back to EZ Rate Sheet

You're all set. Let's build something great.

Our build team has everything they need to start constructing your system. You'll hear from us within 1 business day — we'll confirm receipt and schedule your kickoff call from there.

⚑ One last step — reply to the confirmation email with your logo attached.

Please attach your logo as a PNG, SVG, or PDF.

Setup timeline: 5–7 business days
A copy of your submission will be sent to your email.