Skip to main content

How to Create your U-Rite Account

Getting Started

Creating Your U-Rite Account​

Users often visit U-Rite for the first time unsure of where to begin or how to set up their account.

Creating your account is the first step to accessing the platform, downloading the Excel Add-In, and starting your underwriting workflows.

Overview​

This guide walks you through the account creation process and explains what to expect.

Steps to Create Your Account​

  1. Navigate to the U-Rite Dashboard
    Use the link provided by your team or onboarding email to open the Dashboard.

  2. Select Create Account
    Click Create Account to begin the signup process.

  3. Enter Your Information
    Provide your name, email address, and a secure password when prompted.

  4. Submit and Verify Your Email
    After submitting your details, check your inbox for a verification email:

    • Open the email
    • Click the verification link
    • Select your preferred plan and add-ons

  5. Return to the Dashboard and Log In
    Use your newly created credentials to access your U-Rite Dashboard.

  6. Access Your Workspace
    Once logged in, you can access the Downloads section, onboarding materials, and your main U-Rite workspace.

Need Help?​

If you experience any issues during signup—such as not receiving the verification email or encountering an error—contact U-Rite Support at
support@u-rite.com for assistance.