TranIQ Education Center
Learn TranIQ
Structured guides organized by feature, so you can find exactly what you need and put it to work right away.
Getting Started
Set up your account, profile, and branding so TranIQ is ready on day one.
- Account setup
- Profile setup
- Branding
- Import first contacts
How to Set Up Your TranIQ Account
Walk through account creation and the essential first-run settings.
Read guide →How to Complete Your Profile Setup
Fill out your loan officer profile so proposals and borrower communication look right.
Read guide →How to Customize Your Branding
Add your logo, colors, and contact details so every proposal reflects your brand.
Read guide →How to Import Leads
Bring your existing contacts into TranIQ so nothing falls through the cracks.
Read guide →Borrowers
Add, edit, and track borrower records and history.
- Add borrower
- Edit borrower
- Borrower history
How to Add a Borrower
Create a new borrower record with the details you need to move a deal forward.
Read guide →How to Edit Borrower Information
Keep borrower records accurate as details change throughout the loan process.
Read guide →How to Review Borrower History
See a full timeline of communication, proposals, and activity for a borrower.
Read guide →Pipeline
Manage opportunities and stay focused on what matters today.
- Opportunities
- Pipeline stages
- Today's Focus
- Tasks
How to Work Opportunities in Your Pipeline
Understand how opportunities move through your pipeline from lead to close.
Read guide →How to Customize Pipeline Stages
Configure stages that match how your team actually works deals.
Read guide →How to Use Today's Focus
Start every day knowing exactly which borrowers and tasks need your attention.
Read guide →How to Manage Tasks
Create, assign, and complete tasks tied to borrowers and opportunities.
Read guide →Proposals
Create, compare, customize, and send borrower-ready proposals.
- Create proposal
- Compare scenarios
- Customize PDF
- Send proposal
How to Create Your First TranIQ Proposal
A step-by-step walkthrough of building your first borrower-ready proposal.
Read guide →How to Compare Loan Scenarios
Show borrowers side-by-side options so they can make a confident decision.
Read guide →How to Customize Your Proposal PDF
Adjust layout, branding, and content on the exported proposal PDF.
Read guide →How to Send a Proposal to a Borrower
Deliver a proposal and track when a borrower views it.
Read guide →AI
Use TranIQ AI tools to move faster without losing accuracy.
- Ask TranIQ
- AI Copilot
- AI suggestions
- AI credits
How to Use Ask TranIQ
Ask questions in plain language and get answers pulled from your own data.
Read guide →How to Use AI Copilot
Let AI Copilot help draft messages, summarize activity, and suggest next steps.
Read guide →Understanding AI Suggestions
See how TranIQ surfaces suggested actions based on borrower and pipeline activity.
Read guide →How AI Credits Work
Understand how AI usage is measured so you can plan accordingly.
Read guide →Automation
Automate follow-up across email, SMS, and nurture sequences.
- Follow-up
- SMS
- Nurture
How to Set Up Follow-Up Automation
Build a follow-up sequence so no lead goes untouched.
Read guide →How to Automate Email Touchpoints
Set rules for when automated emails go out to leads and borrowers.
Read guide →How to Automate SMS Follow-Up
Reach borrowers by text as part of an automated nurture sequence.
Read guide →How to Build Nurture Sequences
Keep long-term leads engaged with a structured nurture cadence.
Read guide →Integrations
Connect TranIQ to the tools already in your workflow.
- Bonzo
- LendingPad export
- Future integrations