> For the complete documentation index, see [llms.txt](https://docs.buildertek.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.buildertek.com/index-4/how-to-start.md).

# How To Start

## Understanding the Funding Flow

Before creating a Funding Transaction, it’s important to understand how the new BuilderTek Funding Module is structured.

Every New Funding Transaction is created under a Program, and every Program is connected to an Account (Funder). The Funder Account stores the funding source, customer details, contacts, and debt-to-income information. A single account can contain multiple programs, and each program can be used across multiple funding transactions.

A Funding Transaction is the operational record used to manage funding activity. One transaction can receive multiple payments and can be allocated across multiple projects and expenses, giving complete visibility into how funds are received, distributed, and utilized throughout the project lifecycle.

## How to Start

{% stepper %}
{% step %}

### Log in to Your Account

[Log in](#log-in-to-your-account) to your BuilderTek Account
{% endstep %}

{% step %}

### Open Manage Program Funds

From your dashboard, locate the nine-dot menu (App Launcher).

<figure><img src="/files/MgM6w0JZKboNZxchxTGk" alt="" width="213"><figcaption></figcaption></figure>

* In the search bar, type "Manage Program Funds" and select it from the dropdown list.
* Click on "Manage Program Funds" to open the module.
* You will be redirected to the Manage Program Funds Dashboard, where you can create, manage, and track funding activities.
  {% endstep %}
  {% endstepper %}


---

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