Getting started with Advocate
Walk through the basics of Advocates Software Platform
Welcome to Advocate!
Advocate Platform Overview
Welcome to Advocate Technologies—your trusted partner in insurance compliance and automation. Our platform is purpose-built for lending institutions, ...
How to log into Advocate
Logging into the Advocate Review App [Click here to access the Advocate Review App] Advocate uses Single Sign-On (SSO) for secure login. Once your ac...
Basic Navigation in the Advocate Platform
Welcome to Advocate! This guide provides a quick overview of how to navigate the platform so you can get oriented quickly and access the tools you nee...
Account Setup & User Access
At this time, the Advocate Platform does not support self-service account creation or user invitations directly within the software. To add a new user...
Understanding the Advocate Platform Statuses
As part of our platform upgrade, we’ve redesigned and simplified status labels across the Advocate Platform to provide greater clarity and ease of use...
Troubleshooting & Support
How to Contact Advocate Support
Need help with something on Advocate? We’re here for you. Whether you’re experiencing a technical issue, have a question about your account, or just n...
When to Contact Advocate Support
While the Advocate Platform offers powerful self-service tools, some features and configurations are managed by our team on your behalf. If you're loo...