Documentation

Run Twio well.

Practical guides for the day-to-day broker workflow — from connecting your inbox to shipping a refix proposal.

Start here

Getting Started with Twio

A 10-minute tour: connect your inbox, open your first case, and send an AI-assisted refix proposal.

Workflows

1 article

The Refix Workflow
A walkthrough of how Twio structures a refix case end-to-end, from importing existing loans to sending the customer-approved proposal to the lender.

Guides

1 article

Gmail Integration
How Twio reads your inbox, what it does with the data, and how to disconnect cleanly when you need to.

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