Users often visit U-Rite for the first time unsure of where to begin or how to set up their account. Creating your account is the first step to accessing the platform, downloading the Excel Add-In, and starting your underwriting workflows. This guide walks you through the process and outlines what to expect.
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To create your U-Rite account, follow the steps below:
- Navigate to the U-Rite Dashboard
Use the link provided by your team or onboarding email to open the Dashboard. - Select Create Account
Click Create Account to begin the signup process. - Enter Your Information
Provide your name, email address, and a secure password when prompted. - Submit and Verify Your Email
After submitting your details, check your inbox for a verification email.- Open the email
- Click the verification link
- Select your preferred plan and add-ons
- Return to the Dashboard and Log In
Use your newly created credentials to access your U-Rite Dashboard. - Access Your Workspace
Once logged in, you can access the Downloads section, onboarding materials, and your main U-Rite workspace.
If you experience any issues during signup, such as not receiving the verification email or encountering an error, contact U-Rite Support at support@u-rite.com for assistance.
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