Connecting a tool
- 1Open Connect and browse the catalog by category, or search.
- 2Open a connector to see what it syncs, what access it needs, and setup instructions.
- 3Follow the connection flow and confirm. Health and last-sync status appear on the card.
Connection score
Your connection score reflects coverage across the categories that matter most for lending and operations. The Connect advisor recommends the highest-value tool to add next.
Missing a tool?
Submit an integration request from the Connect Hub with the product name and how you would use it. Requests feed our roadmap and you are notified when one ships.
Disconnecting
Disconnect at any time from the connector page. We stop syncing immediately; previously synced records remain in your workspace until you delete them.