Aypex Finance Documentation

Find guides for your role. Public sections are open to all; broker and admin sections require a staff password.

Account setup, widget embed, webhooks, and pipeline dashboard.

How to apply, fact-find, documents, and identity verification.

What Aypex offers referral and lender partners.

Managing leads, AI extraction, messaging, and dossiers.

Users, rates, partners, audit logs, and compliance.

Auto-generated release notes from every production push.