> For the complete documentation index, see [llms.txt](https://advisorhub.syntheticfi.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://advisorhub.syntheticfi.com/product-learn-more/how-to-get-started.md). # How to get started ### Two ways to start 1. **Run the numbers yourself.** If you already have a client in mind, log into your Advisor Dashboard and use the Proposal Center to generate a side-by-side savings comparison. Share it with the client, get their sign-off, and we handle the onboarding from there. 2. **Talk it through with us first.** If you'd rather have help picking the best first client or running a few scenarios, reach out and we'll walk through your book with you. ### What happens next * **Run the proposal.** Generate the savings math in the Proposal Center, or we can run it with you. Share the result with the client. * **Onboard the client.** Once the client says yes, you answer a few quick questions in the dashboard, and we generate a DocuSign envelope for them to sign. * **Loan opens.** Once the paperwork clears, SyntheticFi opens the loan, monitors it, and reports through the standard 1099. Cash timing depends on the custodian. {% hint style="info" %} ## Questions, or want to set up a meeting? Reach out to your dedicated SyntheticFi rep any time or contact operations: **Email:** **Phone:** (510) 867-3698 We're happy to help you pick a first client, run scenarios, or walk through anything in this hub. {% endhint %} *** [\* Important Disclosures](/disclosures.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://advisorhub.syntheticfi.com/product-learn-more/how-to-get-started.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.