> ## Documentation Index
> Fetch the complete documentation index at: https://docs.myfundingmachine.com/llms.txt
> Use this file to discover all available pages before exploring further.

# What remains in onboarding

> See your next actions, work with your team, and understand shared blockers.

**What remains** on Onboarding & Setup shows your required setup progress. Your
onboarding team also completes a few checks of its own, such as verifying your partner
application page. Those are not counted here; until they are done, setup shows
**With your team**. Expand **View remaining steps by owner** for your actions,
team work, and provider processing. Identity verification counts when enabled;
phone setup and texting approval remain separate. The automatic website check uses
the website in your CRM Location’s business settings; add or correct it there, then
refresh onboarding.

**Your actions are complete** means the remaining work is with your team or a
provider. It does not mean your account is Live. **Required setup complete** means
the required outcomes are confirmed and the shared blocker has been resolved.
Your team still checks the remaining CRM stage requirements and approves going Live.

Your team can publish one shared blocker explaining what needs to happen next:

* **Waiting on you:** your next action is needed.
* **With your team:** Funding Machine is handling the next action.
* **Waiting on provider:** an external provider needs to act.

The optional **Team review date** is when the team plans to review progress, not a
promised completion date. If no date is recorded, the page says so. Continue other
available setup while you wait. Clearing this update does not complete any required
step; reopened checks still need to be finished.

Ask your onboarding team to correct an unclear or outdated update. Internal CRM
notes are not automatically published here.


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.