Criteria Hub Documentation

Support, User Guides, Search Tutorials and more

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18 articles in this collection
Written by Jason Hegarty and Grace Teager

Getting Started

Quick Start Guide

The fastest way to learn how to do your first search on Criteria Hub by the folks who made it.

Written by Jason Hegarty
Updated over a week ago

Welcome to Criteria Hub

A quick hello from the team.

Written by Jason Hegarty
Updated over a week ago

Criteria isn't black and white

Understanding how lenders can handle those grey areas and promote a flexible approach to underwriting

Written by Jason Hegarty
Updated over a week ago

Criteria Hub Training

Getting Started

Understanding the different search types available and when to use each.

Written by Jason Hegarty
Updated over a week ago

Compare Search. Part 1 - Choosing a criteria

How to use the compare search, understanding categories and topics.

Written by Jason Hegarty
Updated over a week ago

Compare Search. Part 2 - Viewing the results

Understanding the layout of results, the order and what those labels mean

Written by Jason Hegarty
Updated over a week ago

Compare Search. Part 3 - Save & print research

Learn how to generate evidence of research for your client file.

Written by Jason Hegarty
Updated over a week ago

Multi Search. Part 1 - Choosing what to search

Learn how to find the criteria to search in Multi Search using categories, topics and keyword search.

Written by Jason Hegarty
Updated over a week ago

Multi Search. Part 2 - Viewing the results

Understanding what the results mean and how to best view them

Written by Jason Hegarty
Updated over a week ago

Lender Browse. Part 1 - Overview

Understanding 'Lender Browse' and the initial view.

Written by Jason Hegarty
Updated over a week ago

Lender Browse. Part 2 - Using the filters

Filters are a great way to focus what is on view.

Written by Jason Hegarty
Updated over a week ago

Lender Hub

Your very own lender directory and useful links and contact info for each lender.

Written by Jason Hegarty
Updated over a week ago

Accounts, Subscriptions, Teams & Team Management

Taking a single license subscription

Learn how to upgrade your account after your free trial

Written by Jason Hegarty
Updated over a week ago

Claiming and creating your team

Describes the steps you need to take in order to first claim ownership of your firm and then manage your firms advisors.

Written by Jason Hegarty
Updated over a week ago

Managing a Team

Learn how to manage your team, invite new users and deactivate non active members.

Written by Jason Hegarty
Updated over a week ago

Selecting a Team Plan

Teams enjoy our lowest subscription plans

Written by Grace Teager
Updated over a week ago

Change your password

Learn how to quickly change your password

Written by Jason Hegarty
Updated over a week ago

Support

Report an inaccuracy

Seen some incorrect info? Let us know and we'll tell the lender right away. Learn how to report an inaccuracy and what happens when you do.

Written by Jason Hegarty
Updated over a week ago