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Documentation & implementation notes

Integration guides, onboarding references, and policy packs for the ThinkBonds portal are published here as they ship.

Library

Living documentation

Each section captures process details, integration hooks, and compliance artefacts so you can self-serve easily.

Getting started

Everything you need to request access, register, and invite colleagues.

Request access guide

Coming soon

First login & 2FA setup

Coming soon

Roles & permissions

Configure wholesalers, brokers, agents, and administrators with the right limits.

Wholesaler configuration

Coming soon

Agent & broker roles

Coming soon

Integrations

Domino, CreditSafe, and file attachments with guidance for each environment.

Domino REST API & DRAPI overview

Coming soon

CreditSafe integration notes

Coming soon

Compliance & security

Audit packs, policy templates, and incident response procedures.

Policy & audit pack

Coming soon

Need something sooner?

Let us know which artefact would unblock your rollout and we’ll prioritise it.

Contact support

Want a guided walkthrough?

Request a session to review onboarding, proposal reviews, and audit history flows.

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Be first to know when new docs drop

We’re publishing new guides each sprint. Reach out if there’s a specific topic you need.