New Client Onboarding

Contents:

Overview
Software Vendor Management Checklist
Contracts and Agreements
Technical Requirements and Integration
Contact

Overview

Daric's onboarding checklist requires completion of all necessary agreements, completion of the software management package, feature selection list, third party API integration credentials, and training request forms. Read The Process section for an in-depth explanation of how Daric works.

Back to top

Vendor Management Checklist

What do mortgage lenders request?
Vendor Management
SOC 2 Type 2 (SSAE 16)
Security Testing
Back to top

Technical Documentation

Technical documentation for integration purposes
Technical Specifications

Back to top

Contact and Support


You can contact support@daric.com for general technical inquiries. The support hotline for emergency technical issues goes to 1-855-248-3900, while client_support@daric.com answers specific client-related inquiries. Tickets may also be submitted to jira.daric.com

Back to top