I'm an Optigo Lender and new to Optigo Happy. How do I get started?

Welcome to Optigo Happy! Here's a checklist of the initial setup you need to complete before you can get to work:

  1. Download the Optigo Happy mobile app, for use during on-site inspections.

  2. Android Playstore

  3. iOS App Store

2. Set up your Manage Dashboard account. Ensure you can log in and load current property inspections. 

If you are in need of a new account within HappyCo, you'll need to reach out to one of your System Admins or HappyCo Admins. They will be able to create your account for you.
If you are an admin that is unsure the steps to add a new account, please read over this article. 

If you have any questions about setting up your Optigo Happy account, please contact us at optigo@happy.co

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