---
title: ✅ How to Set Up a Processor in the System
description: "Set up a loan Processor in LendingWise: create a back office user, assign the Processor role and choose their permissions."
---

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2. [Setting Up The Platform](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en)
3. [Setting up Users and Permissions](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#setting-up-users-and-permissions)

# ✅ How to Set Up a Processor in the System

## Set up a Processor as a back office user, with the right role and permissions.

 

## How do I set up a Processor?

To set up a Processor, go to CRM \> Back Office Users \> Create Back Office User, fill in the user's details, assign the **Processor** role, configure permissions, and click **Save**. The steps below walk through each stage in detail.

#### Setting up a processor

![](https://help.lendingwise.com/hs-fs/hubfs/undefined-Feb-03-2026-11-16-03-6237-PM.png?width=670&height=320&name=undefined-Feb-03-2026-11-16-03-6237-PM.png)

1. **Go to CRM \> Back Office Users**
   
     - In the menu on the left, go to CRM \> Back Office Users.
2. **Click “Create Back Office User"**
3. **Fill in Processor Details**
   
     - Enter the user’s **name**, **email address**, and any other required contact details.
     - Under **Role**, select **“Processor.”**
       
           - *(Note: You may also use a similar role such as "Loan Assistant" if it fits your workflow better.)*
4. **Set Permissions & Visibility**
   
     - Decide what this Processor can **view, edit, or receive notifications** about.
     - You can:
       
           - Limit access to only certain loan files or branches
           - Allow visibility into full pipeline activity
           - Enable/disable specific actions (e.g., document upload, borrower communication)
5. **Save the User**
   
     - Once all settings are configured, click **“Save”** to create the Processor user account.

---

#### Role and permission considerations

![](https://help.lendingwise.com/hs-fs/hubfs/undefined-Feb-03-2026-11-19-10-4652-PM.png?width=1920&height=917&name=undefined-Feb-03-2026-11-19-10-4652-PM.png)

![](https://help.lendingwise.com/hs-fs/hubfs/undefined-Feb-03-2026-11-20-56-5751-PM.png?width=1920&height=917&name=undefined-Feb-03-2026-11-20-56-5751-PM.png)

![](https://help.lendingwise.com/hs-fs/hubfs/undefined-Feb-03-2026-11-28-50-0722-PM.png?width=1920&height=917&name=undefined-Feb-03-2026-11-28-50-0722-PM.png)

The Processor role can be highly customizable depending on your workflow. As a Manager, consider the following:

- **Visibility Scope**  
  Will this Processor need access to **all files in a branch**, or only those they’re assigned to?
- **Data Sensitivity**  
  You may want to **limit access** to certain data types like:
  
    - Borrower PII
    - Income & asset documentation
    - Credit reports
- **Notification Preferences**  
  Choose whether the Processor should receive:
  
    - Status change alerts
    - Task reminders
    - Document upload notifications

---

#### Automation tip

If your company has the **Automation Engine** enabled in your billing plan:

- You can assign a Processor automatically with an automation rule (Settings \> Automation \> Rules) that uses the Assign Back Office User(s) action, with conditions such as:
  
    - Loan Officer
    - Branch
    - Loan type

This helps streamline your pipeline and ensures Processors are assigned early in the loan flow.

---

#### Best practices

- Clearly communicate the Processor's expected role with the team to avoid permission overlap.
- Periodically **review and audit user access** to maintain data security.
- Use naming conventions or internal notes if adding a **third-party processing company**, so team members know it’s an external partner.

---

Need help configuring custom permissions for your Processor? Reach out to your account manager or support team: we’re here to help.

After you save: "Enable Manager Permissions?" appears on the profile only after the first save. Without it, a Processor has no Settings menu, no CRM \> Back Office Users, no Create Borrower or Create Branch, no Import Loans or Loan Intake, no TOOLS \> Copies, and only Deactivate Files in Mass Update. Also check the profile's defaults: "Allowed to View / Edit Fund Management?" starts On, and saving turns "Allow to Manage Draws?" On. Loan Status Hard Stop Rules only apply to the Manager, Branch, Broker and Loan Officer roles, so they never block a Processor.

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