How can we help?
Answers to common questions about creating RFPs, comparing proposals, and participating in the marketplace.
For credit teams
How do I create an RFP?
From your dashboard, select Create RFP and complete the structured sections covering portfolio, requirements, and proposal instructions.
How do I compare proposals?
Open an RFP and select Review proposals. Every proposal uses the same structure so you can compare fee, coverage, experience, and reporting side by side.
Can I invite teammates?
Yes. Visit Team to invite people who help create RFPs, review proposals, or approve decisions.
For agencies
How do I find opportunities?
Use Browse RFPs and filter by service, industry, geography, and fit to find opportunities that match your strengths.
How do I submit a proposal?
Open an RFP and select Submit proposal, then complete the structured sections for experience, approach, fees, and timeline.
How do I improve my matches?
Complete your agency profile. A complete profile helps surface better matched RFPs and gives credit teams more context.
Still need help?
Send us a note and we will route it to the right place.