Getting Started with LoanX

This guide will walk you through installing LoanX, setting up your account, and getting familiar with the app's basic functionality.

System Requirements

Before installing LoanX, ensure your device meets these requirements:

iOS Version: iOS 18.0 or later
Device: iPhone 10 or newer (iPhone 12+ recommended for optimal AI voice performance)
Storage: At least 100MB of free space
Network: Stable internet connection (Wi-Fi or cellular)
Permissions: Microphone access (for voice assistant), Contacts access (optional)

Installation

Installing from the App Store

Open the App Store on your iPhone
Search for "LoanX" or navigate to the provided app link
Tap Get or Install
Wait for the download and installation to complete
Find the LoanX app icon on your home screen

Enterprise/TestFlight Installation

If you're installing through TestFlight or enterprise distribution:

Install the app using the provided link or QR code
Trust the enterprise developer certificate if prompted:
- Go to Settings > General > VPN & Device Management
- Select the enterprise app certificate
- Tap Trust

First Launch Setup

Initial App Launch

Tap the LoanX icon to launch the app
The app will display the LoanX animated logo during startup
You'll see the login screen once the animation completes

![App Launch Animation] The LoanX logo animation plays during first launch

Grant Permissions

LoanX may request several permissions during setup:

Required Permissions

Network Access: Automatically granted for app functionality

Optional Permissions

Microphone Access:
- Required for AI voice assistant features
- Tap Allow when prompted
- You can enable this later in iOS Settings if initially declined
Contacts Access:
- Enables creating loans from your contact list
- Tap Allow when prompted
- Not required for basic app functionality

Environment Selection

If you have access to multiple environments:

The app may prompt you to select an environment
Choose between:
- Production: Live system environment
- Staging: Testing/development environment
Your administrator will provide guidance on which to select

Account Setup

LoanX supports multiple authentication methods through Clerk:

Google: Sign in with your Google account
Microsoft: Sign in with your Microsoft/Office 365 account
Apple ID: Sign in with Apple (iOS devices)

Email Authentication

Sign in using your email address
Receive verification codes via email
Enter the 6-digit code when prompted

On the login screen, select your preferred sign-in method
Follow the prompts to authenticate
Grant necessary permissions when requested
Wait for authentication to complete

![Login Screen] Multiple sign-in options are available on the login screen

Initial Configuration

Organization Setup

After successful authentication:

The app will attempt to detect your organization automatically
If multiple organizations are available, select the appropriate one
Wait for organization configuration to complete

Profile Information

Your profile information is automatically populated from your authentication provider:

Name and email from your sign-in account
Organization details from your administrator
Default preferences and settings

First Steps in LoanX

Understanding the Interface

After successful login, you'll see one of these interfaces based on your configuration:

Loan Selection Screen

Purpose: Select or create a loan to work with
Actions: Browse existing loans or create new ones
Navigation: Tap a loan to select it

AI Voice Assistant (Voice-First Mode)

Purpose: Start with AI-powered loan assistance
Interface: Chat-style interface with voice interaction
Features: Ask questions, get calculations, access rates

Main Dashboard (Hybrid Mode)

Purpose: Full-featured loan management interface
Navigation: Tab bar with multiple sections
Features: Complete loan workflow management

Creating Your First Loan

If starting with loan management:

From Loan Selection: Tap "Create Loan" button
Choose Input Method:
- Select from contacts (if permissions granted)
- Enter manually
Enter Required Information:
- Borrower name
- Phone number
- Additional details as needed
Save: Tap to create the loan

Using the Voice Assistant

If starting with AI features:

Tap the microphone icon to start voice interaction
Say "Hello" or ask a mortgage-related question
Listen to the AI response
Continue the conversation naturally

Quick Tour

Key Areas to Explore

Settings: Accessible from the menu or settings icon
- Configure voice assistant options
- Manage account preferences
- Switch environments if needed
Voice Assistant: Your AI-powered helper
- Ask about mortgage rates
- Calculate payments and affordability
- Get loan limit information
Loan Management: Core functionality
- Create and manage loans
- Search existing applications
- Track loan progress
Contacts Integration: If enabled
- Import contacts for new loans
- Quick loan creation workflow

Common First-Time Issues

Solution: Ensure stable internet connection
Check: Verify correct credentials
Contact: Your administrator for account setup

Permission Denied

Microphone: Go to iOS Settings > Privacy & Security > Microphone > LoanX > Enable
Contacts: Go to iOS Settings > Privacy & Security > Contacts > LoanX > Enable

Environment Issues

Wrong Environment: Check with administrator
Access Denied: Verify account permissions

App Performance

Slow Loading: Check network connection
Voice Issues: Ensure microphone permissions are granted
Crashes: Try restarting the app

Next Steps

Once you've completed the initial setup:

Explore Authentication Options: Learn about different sign-in methods
Master Loan Management: Dive into creating and managing loans
Discover Voice Features: Explore the AI Voice Assistant capabilities
Customize Your Experience: Configure settings and preferences

Getting Help

If you encounter issues during setup:

Check the Troubleshooting Guide
Contact your system administrator
Review device compatibility requirements

Next: Authentication - Learn about sign-in options and account management