HelloBello User Guide for HUB Institutions
11-4-24
USER GUIDE for HUB INSTITUTIONS
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Published by Murphy & Company, Inc. 13610 Barrett Office Drive
St. Louis, MO 63021 www.mcompany.com
© 2009–2024 Murphy & Company, Inc. Macintosh is a trademark of Apple Inc., registered in the U.S. and other countries. Android is a trademark of Google LLC. Adobe Reader is a registered trademark of Adobe Systems, Inc. © 2012
Disclaimer Concepts, strategies and procedures outlined in this guide can and do change and may not be applicable to all readers. The content in this guide is not warranted to offer a particular result or benefit. Neither the author, publisher nor any other party associated with this product shall be liable for any damages arising out of the use of this guide, including but not limited to loss of profit, commercial, special, incidental or other damages. For complete product and service information, please refer to the terms, conditions and disclosures for each product and service.
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Getting Started Everybody wins with HelloBello! - institutions and community capital lenders can make more loans, small businesses can get funded and communities can thrive. As a completely unique technology platform it leverages algorithms, AI, data mining, and business intelligence technologies to help lenders identify and connect with risk-mitigated gap funding sources on behalf of their borrowers. You can navigate this guide by clicking a topic or feature in the Table of Contents. Each section provides an overview and steps to help you maximize HelloBello. If you have any additional questions, check out the support page on our website where you can submit a request, connect to other institutions on our community forum, and access our guides and FAQs, at https://www.hellobelloapp.com/
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Table of Contents Getting Started
Registration....................................................................................................................5 Logging In.......................................................................................................................7 Logging Off.............................................................................................................................. 7 Dashboard Overview.........................................................................................................................8 Find Programs Program Search.............................................................................................................9 Saved Searches............................................................................................................11 Administration Deals. ............................................................................................................................12 View and Assign Deals................................................................................................13 Bank Settings...............................................................................................................15 Partner Organization Dashboard..............................................................................16 Add Partner Organization..........................................................................................17 Disable or Enable a Partner Organization................................................................18 Configure Partner Instant View of Program.............................................................19
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Getting Started Registration
If you’re new to HelloBello, you need to complete the registration process the first time you log in. Once you complete these few quick steps, you’ll be on your way to utilizing HelloBello!
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1. Open the email from HelloBello and click the Join HelloBello button.
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2. Create your unique password and re-type the same password in the Confirm Password field. 3. Click the Create Password button. A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3
Note: Your password must be 12 characters long, contain numbers, uppercase, lowercase and special characters.
Getting Started: Registration
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10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I A1 B1 C1 D1 E1 F1 G1 H1 A2 B2 C2 D2 E2 F2 G2 H2 A3 B3 C3 D3 E3 F3 G3 H3 11b 12b 13b 14b 15b 16b 17b 18b 19b 2 A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 1112 131415 1617 18 1 21222324252627 28 2 1 2 3 4 5 6 7 8 9 K L M N O P Q R U V W X Y Z A B C D E F G H 1 1112 131415 1617 18 192 2122 2324 2526 27 28 293 1 2 3 4 5 6 7 8 9 1 1a 2a 3a 4a 5a 6a 7a 8a 9a 1 1b 2b 3b 4b 5b 6b 7b 8b 9b 1 1c 2c 3c 4c 5c 6c 7c 8c 9c 1 1d 2d 3d 4d 5d 6d 7d 8d 9d K L M N O P Q R S U V W X Y Z A B C D E F G H I 1a 2a 3a 4a 5a 6a 7a 8a 1b2b3b4b5b6b7b8b9 1c 2c 3c 4c 5c 6c 7c 8c 11a 12a 13a 14a 15a 16a 17a 18a 1 11b 12b 13b 14b 15b 16b 17b 18b 1 11a 12a 13a 14a 15a 16a 17a 18a 19a 2 1d 2d 3d 4d 5d 6d 7d 8d
4. Enter your mobile phone number for 2 Factor Authentication (2FA). 5. Click the Set Phone Number button.
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6. Fill out the First name, Last name, Office Phone Number and Email fields with accurate information. 7. Check the three boxes for ‘Agree to Terms of Use’. 8. Click the Complete & Login to HelloBello button when finished. 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I Note: 2FA is required at every log in. 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d
A1 B1 C1 D1 E1 F1 G1 H1 I1 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b A2 B2 C2 D2 E2 F2 G2 H2 I2 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 A3 B3 C3 D3 E3 F3 G3 H3 I3
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Getting Started: Registration
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Getting Started Logging In
After your first-time enrollment, logging in is easy and only requires your email, password and 2FA.
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1. Enter your Email and Password. 2. Click the Login To HelloBello button.
Note: If you enter an incorrect password too many times, your account will be temporarily locked.
Logging Off
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1. Click the
icon in the bottom of the left sidebar.
2. Click the Logout button.
Getting Started: Logging In
8 Dashboard Overview
The HelloBello app dashboard provides an overview of loan pipeline activities across various feeder organizations. Key metrics displayed include: 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9
J3 1a 2a 3a 4a 5a 6a 7a 8a 9a 1b 2b 3b 4b 5b 6b 7b 8b 9b 1c 2c 3c 4c 5c 6c 7c 8c 9c K L M N O P Q R S U V W X Y Z A B C D E F G H I 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 11a 12a 13a 14a 15a 16a 17a 18a 11b 12b 13b 14b 15b 16b 17b 18b A1 B1 C1 D1 E1 F1 G1 H1 A2 B2 C2 D2 E2 F2 G2 H2 A3 B3 C3 D3 E3 F3 G3 H3 J1 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I 11 12 13 14 15 16 17 18 19 21 22 23 24 25 26 27 28 29 1 2 3 4 5 6 7 8 9 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I 1a 2a 3a 4a 5a 6a 7a 8a 1b 2b 3b 4b 5b 6b 7b 8b 1c 2c 3c 4c 5c 6c 7c 8c 1d 2d 3d 4d 5d 6d 7d 8d K L M N O P Q R U V W X Y Z A B C D E F G H J2 J3 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d A1 B1 C1 D1 E1 F1 G1 H1 I1 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 11 12 13 14 15 16 17 18 21 22 23 24 25 26 27 28 1 2 3 4 5 6 7 8 J1
10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I
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A. Loan Pipeline Value B. Funded Loans Value C. Deal Volume D. Closed Deals Count E. Average Rate of Funded Loans F. Average Loan Amount G. Total Partner Organizations H. Partner Organization A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 J1 J2 J3 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 10a 8a 9a 10b 8b 9b 10c 8c 9c 10d 8d 9d 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I 18a 19a 20a 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 18b 19b 20b H1 I1 H2 I2 H3 I3 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10 18 19 20 28 29 30 8 9 J R S T H I
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Individual partner organization details include their names, addresses, and metrics such as Closed Deals Value, Closed Deals Volume, Pipeline Deals Value and Total Deal Count. The dashboard allows editing partner organizations and accessing detailed views of loans and organizations. I. Navigational Sidebar
Note: Click the View All Loans link to see additional information.
Dashboard: Overview
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Find Programs Program Search
HelloBello enables you to search our extensive database to find programs that work for you.
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In the sidebar navigation, click the Find Program tab. 1. Enter the required information in the correct fields.
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2. Click the Search Programs button when you have filled out the fields. HelloBello then searches the database of programs and shows you the results for possible funding programs using the logic entered in the search results.
Note: You are able to pause and continue your search at a later date by clicking the Save Search button. Saved searches will appear under the Saved Search feature in the Navigation Bar.
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Find Programs: Program Search A1 B1 C1 D1 E1 F1 G1 H1 I1 J A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3
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3. Click the Start Pre-Application button to start pre-applying for funding.
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4. Fill out the form with the relevant information. 5. Click the Submit button when finished.
Find Programs: Program Search
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Find Programs Saved Searches
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In the sidebar navigation, click the Saved Search tab. A. Program List: Displays your programs with details such as business name, creation date and last updated date. B. View: A button to view the current filled out information. C. Load: Option to continue the saved search. D. Delete: Allows you to delete the saved search and remove it from the list.
Note: Update Saved Search allows you to save the search with a different name, save Search overwrites the loaded search.
Find Programs: Saved Searches
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Administration Deals
The Deals feature dashboard in HelloBello provides an organized view of all loan deals submitted by a Partner Organization. 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9
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In the sidebar navigation, click the Deals tab. A. Deal Summary: Displays total number of deals, total dollar amount for all deals, and total dollar amount for active deals. B. Filter Options: Users can filter deals by status, business name and financial institution name to quickly find specific deals. C. Deal Details: Lists each deal with detailed information including the business name, program name, creation date, dollar amount, location, financial institution name and current status. D. View Deal: Shows Deals Details, Integration Information, Business Information, Program Details, Application Information and Demographic Information. 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 A3 B3 C3 D3 E3 F3 G3 H3 I3
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Administration: Deals
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Administration View and Assign Deals
You can use the View Deals feature to assign accounts to facilitate different deals.
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In the sidebar navigation, click the Deals tab. 1. Click the icon to view the deal.
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2. Click the Assign Deal Owners button.
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Administration: View and Assign Deals
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3. Select the Owner to assign. 4. Click the Save button when finished. J2 J3
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Administration: View and Assign Deals
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Administration Bank Settings
The Bank Settings feature allows you to update your institution’s information and settings.
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In the sidebar navigation, click the Bank Settings tab. 1. Update the information in the relevant fields. 2. Click the Update button to save your changes.
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Note: The All Deals setting only affects loan officer users. Administrators always see all deals. View own deal: Loan officers can only see deals they created or have been assigned to by an administrator. View all deals: Loan officers will see all deals. A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3
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Administration: Bank Settings
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Administration Partner Organization Dashboard
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This feature allows you to manage your Partner Organizations.
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In the sidebar navigation, click the Partner Organizations tab. A. Partner Organization List: Displays your organizations with details such as name, address and status. B. Add Partner Organization: A button to add new organizations to the list. C. Disable Partner Organization: Option to disable or enable the organization. D. Partner Organization: Allows you to go to the Organization Dashboard for that Partner Organization. E. Pagination: Navigation controls to browse through multiple pages of organizations, with options to set the number of rows displayed per page. A3 B3 C3 D3 E3 F3 G3 H3 I3 1a 2a 3a 4a 5a 6a 1b 2b 3b 4b 5b 6b 1c 2c 3c 4c 5c 6c 11a 12a 13a 14a 15a 16a 11b 12b 13b 14b 15b 16b 1d 2d 3d 4d 5d 6d J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 11b 12b 13b 14b 15b 16b 17b A1 B1 C1 D1 E1 F1 G1 A2 B2 C2 D2 E2 F2 G2 A3 B3 C3 D3 E3 F3 G3
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Administration: Partner Organization Dashboard
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Administration Add Partner Organization
Use this feature to add new partner organizations to the system.
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In the sidebar navigation, click the Partner Organizations tab. 1. Click the Add Partner Organization button. 2. Fill the fields with the correct information. 3. You can invite users to the partner organization and optionally give them Administrator privileges. 4. Click the Add Partner Organization button when you are finished. 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I
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Administration: Add Partner Organization
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Administration Disable or Enable a Partner Organization
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In the sidebar navigation, click the Partner Organizations tab. 1. Click the icon to disable the organization. 2. Click the icon to enable a disabled organization.
Administration: Configure Partner Instant View of Program
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Administration Configure Partner Instant View of Program Hub Administrators have the ability to configure what their feeder institutions will see for each program. They can show a lot of information, or just a little. It’s entirely up to each Hub Organization.
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In the sidebar navigation, click the Programs tab. 1. Click the icon next to the program.
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2. Scroll to the Partner Description text box and enter the information you want the feed institutions to see. 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b
Administration: Configure Partner Instant View of Program A1 B1 C1 D1 E1 F1 G1 H1 I1 J1
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3. Navigate to the bottom of the page and click the Update Program button.
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Administration: Configure Partner Instant View of Program
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