1. You will receive an email from Barkr, notifying you that your account has been created.
2. Click on the “Change Password” button to be redirected to the login screen.
3. You will be asked to login with the credentials provided to you in the email.
4. After logging in, you will be instructed to create a new password. You may also review and make changes to your profile.
5. Once you click submit, you will receive a notification on the top right hand side of your screen stating “Password updated successfully!”
6. Congratulations, you have successfully completed your account setup! You may now navigate to the Dashboard and begin submitting assets for pricing.

Note: You can update your password any time in Settings by selecting the circular icon with your initials at the bottom of the sidebar.

Tutorial

Purpose

Use this guide to understand the purpose of each dashboard tile and learn how to interpret the data and metrics displayed.

Tutorial

Purpose

Use this guide to learn how to submit, edit, and track assets for valuation through the Barkr Client Portal.

Step-by-Step Instructions

1. Log in to your account.
2. Select Submission from the sidebar.
3. Click + Create button at the top-right of the Submissions table.
4. Complete the submission form:
• Select Asset Type(s): You may choose multiple asset types.
• Enter Number of assets.
• Upload Supporting Documents: Include invoices, appraisals, images, asset links etc. (see instruction box for more information on supporting documents)
• Instruction/Asset Details Box: Add additional asset details or comments (optional).
5. Review your information and click Create.
6. A confirmation message will appear in the top-right corner of your screen. Your entry will be displayed in the submission table as “Submitted”.

Managing Your Submission

In the submission table, double-click on the entry to view your submission. Click on the action menu (⋮) beside your entry’s status to:

• VIEW: Review submitted documents, copy the assigned VSA number and track status
• EDIT: Add or update information, assets, or supporting documents, then click Save.
• DELETE: Remove your submission (requires account password confirmation)

Note: Once a submission is marked “Under Review”, it can no longer be deleted.

Tracking Your Submission

• Each submission is assigned a VSA # for tracking.
• You can monitor the Status progression of your entry from the submission table:
• Submitted: Received and queued
• Under Review: Parsing and standardizing asset data
• In Progress: AI pricing underway + manual review
• Ready: Pricing complete and ready for client review

Notifications will appear in the top right corner of your screen when an entry’s status is changed.

Tips & FAQs

• Barkr’s warranty-backed valuations are designed to mirror your loan terms. Submit one entry per loan.
• Typical valuation turnaround: 2-3 Business Days, depending on portfolio size and data completeness.
• Priced submissions will remain actionable for 2 weeks. After that, they will be marked as “Inactive” and you will need to request a re-run. See “How to Request a Rerun” for more information.
• You can export the Valuation Table as a PDF, Excel, or CSV file.
• Need help? Email clientservices@barkr.ai

Next Steps

Once pricing is complete:

• Review your results.
• Proceed to Contract Request to initiate a contract.

Tutorial

Purpose

Use this guide to learn how to review pricing once a submission’s status changes to “Ready” and request a valuation contract.

Step-by-Step Instructions

Review Pricing

1. Locate the entry in the Submission Table and double-click the entry or select View from Action menu (⋮)
2. Scroll down to the Valuation Table to review:
• Asset details
• Barkr Valuation Price
• Barkr Max Payout
• Barkr Fee
3. Have questions about the pricing? Click Contact Us above the valuation table. New information and data can change our final pricing up or down. Final valuations are then provided in the contract.

Request a Contract

1. To move forward with a contract, click Accept on the banner at the top of the entry page.
2. Complete the pricing acceptance form:
• Start Date: Enter your intended contract start date
• End Date: Enter your intended contract end date
• Notes (Optional): Add comments such as preferred payment frequency (monthly or quarterly), and/or additional sale platforms to include in Barkr’s Approved Platform list.
3. Review your information and click Submit.
4. A confirmation message will appear on your screen, and you’ll receive an email confirming that your request has been received.
5. Execute your finalized agreement sent via Docusign.
6. Once completed, your contract status will update to “Active.” You can view active contract details anytime from the Contracts Table in your sidebar.

Managing Your Submission

In the submission table, double-click on the entry to view your submission. Click on the action menu (⋮) beside your entry’s status to:

• VIEW: Review submitted documents, copy the assigned VSA number and track status
• EDIT: Add or update information, assets, or supporting documents, then click Save.
• DELETE: Remove your submission (requires account password confirmation)

Note: Once a submission is marked “Under Review”, it can no longer be deleted.

Tips & FAQs

• Barkr’s contract is structured to align with your loan terms reappraisal timelines, with up to 13-month terms available. Contracts are renewable.
• Barkr fees shown are calculated on a 12-month contract basis.
• Fees are paid in advance, either monthly, quarterly or annually.
• Marketplaces must be approved prior to contract signing.

Next Steps

• Initiate payment for your first invoice

Tutorial

Purpose

Use this guide to learn how to track and manage active contracts and request renewals through the Barkr Client Portal.

Step-by-Step Instructions

View Contract Details

1. Select Contracts from the sidebar.
2. Locate the corresponding VSA number. Double-click or select View from Action menu (⋮).
3. You’ll be able to review key contract details including:
• Start and End Dates
• Total Valuation and Max Payout
• Asset Information
• Status
• Contract File

Request to Remove an Asset

You may request to remove an asset from an active contract at any time.

1. Locate VSA number and select Request to Remove an Asset from Action menu (⋮)
2. Complete request form and click Submit.
3. A confirmation email will be sent once your request has been received.
4. Contract details such as total warranty and fees will be amended accordingly.

Note: If payment has already been made, any applicable fees for removed assets will be prorated and credited accordingly.

Request a Renewal

You may request to remove an asset from an active contract at any time.

1. The status of an active contract will change to "Expiring" within 30 days of its end date. At this time, you can:
• Let the contract expire (no action required), or
• Request a renewal
2. To request a renewal:
• Select Apply for Renewal from the Action menu (⋮) next to an “Expiring” status
• Complete the Renewal Request Form and click next:
• Remove assets?: Select Yes or No
• Add assets?: Select Yes or No
3. If you selected Yes to REMOVE asset(s):
• Select the asset(s) from the Valuation Table that you want to remove and click Next.
4. If you selected Yes to ADD asset(s):
• Complete the submission form:
• Select Asset Type(s): You may choose multiple asset types.
• Enter Number of assets.
• Upload Supporting Documents: Include invoices, appraisals, images, etc.
• Instruction/Asset Details Box: Add additional asset details or comments (optional).
See “How to Submit an Asset(s) for Pricing” for additional information
5. Review your information on the summary screen and click Submit Renewal Request.
6. A confirmation notice will appear in the top right corner of your screen.
7. Renewal requests will be assigned a new VSA # and appear in the Submissions Table, following the same pricing process as a new submission.
8. Once pricing is complete and the status changes to “Ready”, proceed with a contract request.
See “How to Review Pricing & Request a Contract” for more information

Track renewals + Legacy Contracts

1. Locate the relevant VSA number on the Submission Table. Double-click or select View from Action menu (⋮).
2. A summary box at the top of the page will display Renewal Request Details and reference to the previous VSA #.
3. To view the original agreement, select View Submission to navigate to the previous contract record.

Tips & FAQs

• If an asset is removed from an active contract after payment has been made, any applicable fees for that asset will be prorated and credited accordingly.
• Assets can only be added to an active contract during the renewal period.

Tutorial

Purpose

Use this guide to learn how to request a re-run of pricing for an “Inactive” submission. Re-runs allow clients to update or revise previously submitted assets once the original pricing period has expired.

Step-by-Step Instructions

1. Identify an Inactive Submission
• After two weeks, submissions that have yet to be active contracts are marked Inactive.
• You can view inactive submissions in your dashboard under Pending Contracts or directly within the submission record.
2. Request a Re-Run
• Navigate to the inactive submission on the Submission Table.
• Select Request Re-Run from the Action menu (⋮).
• You can:
• Re-run as is – use the original submission and assets.
• Remove assets and re-run – exclude certain assets from the new request.
• If so, select yes from the dropdown menu and follow the prompts on the next screen.
• Add assets and re-run – include additional assets in the new request.
• If so, select yes from the dropdown menu. You’ll be asked to submit asset details on the next screen.
• Add and/or remove assets and re-run – fully revise the asset list before re-running.
• If so, select yes from the dropdown menu for both questions. Click next and follow the instructions for removing and adding assets.
See “How to Submit an Asset(s) for Pricing” for additional information
3. Review Summary and Submit Rerun Request
• Once submitted, the request is sent directly to the Barkr team for processing. Review your request from the Submission Table.

Tips & FAQs

• Re-runs will keep the original VSA # assigned.
• Once a re-run request is submitted, version history becomes available. Use the Latest and Version 1 toggles to review previous submissions and identify any changes in valuation.
• No pre-approval is required. Clients may initiate re-runs at any time.

Tutorial

Purpose

Use this guide to learn how to cancel an active Barkr contract.

Overview

Barkr contracts are designed to run in parallel with your loan terms. If a loan is repaid before its scheduled end date, you may cancel your contract at any time by contacting our Client Services team.

Step-by-Step Instructions

1. Locate Your Contract Information
• Go to the Contracts Table.
• Identify the VSA # associated with the contract you’d like to cancel.
2. Submit a Cancellation Request
• Select Request Cancellation from the Action menu (⋮) and fill out the request form.
• Effective End Date: Specify the desired cancellation date
• Reason (Optional): Brief reason for cancellation (e.g., “loan repaid early”).
3. Confirmation
• You will receive a confirmation notice on your screen as well as an email confirming that your request has been received.
• Barkr’s team will review and process the cancellation within 2 business days.
• Once processed, your contract status will update to “Cancelled.”

Prorated Fees & Refunds

If cancellation occurs after payment has been made, any applicable fees will be prorated and credited based on the remaining contract term.

Tips & FAQs

• You may request cancellation at any time, provided your account is in good standing.
• Cancellations are effective as of the date specified in your request.
• Cancellations cannot be reversed.

Next Steps

Once your cancellation is confirmed:

• Download any contract documentation you wish to keep for your records.
• If you plan to renew, simply create a new submission from your Submission Table.