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Borrower Login

Learn to enable, disable, and direct borrowers to their specific login portals if you would like them to login.

LendingWise software allows you to setup Borrower Logins per borrower. This functionality lets you provide your existing clients or borrowers that already have a profile in your system with personalized login information so they can start or complete loan applications on their own time with ease.

Find your borrower login link in Settings > Platform Settings > Web Forms / Logins. If you use a custom domain, give borrowers the link for your domain. When you create a borrower in CRM > Borrowers > Create Borrower, you can type a Password for them. If you didn't, or they came in through a webform, they can set one with the forgot password link on the login page. 
Every borrower can log in by default. You can stop a borrower's login from the Borrower List (see below). 

Note: If a borrower email is associated to any other LendingWise account, the borrower will be prompted to choose the company which they want to login and see associated loans. 


Here's How to invite borrower to login:

  1. Open the borrower's loan file and click the Compose Email icon in the file header.
  2. Under Templates, pick "Borrower - Login Portal". The To box starts empty, so add the borrower, then send.

The generated link will direct your borrowers to the login portal. For users utilizing the white label feature, rest assured as the link will direct your clients to your specific login screen.

Taking Control with "Stop Login" Feature

There may come a time when you would need to prevent a borrower from logging into LendingWise. The platform grants you this access control through the "Stop Login" feature.

Here's how you can disable or enable a borrower's login:

  1. Go to CRM > Borrowers > Borrower List.
  2. In the Actions column, find the check icon ("Click to stop login"). Click it to stop that borrower's login, and click it again to allow login. This is separate from the person icon, which deactivates the borrower and all their connected loan files.

Accessing Borrower Login Page

Borrowers sign in with the login link from Settings > Platform Settings > Web Forms / Logins.

Keep in mind: Clients using our White Label Add-On should use the appropriate URL link. You can find your URL in Settings > Platform Settings > Web Forms / Logins.

If you have any questions of need further guidance, please do not hesitate to reach out to our support team at helpdesk@lendingwise.com