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Help Center

Everything you need to know about using DealHarbor

Getting Started

Create your account, set up MFA, and learn the basics

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Posting Leads

How to post leads, upload files, and manage proposals

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For Providers

Subscriptions, browsing leads, submitting proposals

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Billing & Payments

Pricing, payment methods, invoices, and refunds

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Account & Security

Passwords, MFA, sessions, and data privacy

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File Uploads

Supported types, size limits, and troubleshooting

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Admin Guide

Managing leads, providers, analytics, and settings

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FAQ

Answers to the most common questions

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DealHarbor

The marketplace for financial services leads. Connecting businesses with vetted solution providers across banking, payments, licensing, compliance, and more.

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