Setting up Users
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      1. LendingWise - Help Center
      2. Setting Up The Platform
      3. Setting up Users

      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.

      The primary login URL= https://app.lendingwise.com/login/client or use your own custom white labeled domain if its setup. Their password defaults to  [Borrower First name: i.e. Tom] and they can always use the forget password to retrieve or reset it. 
      * Every borrower can naturally login by default. You can enable or disable the permission via their borrower profile or borrower pipeline view. 

      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. Navigate to the Email Composer within the LendingWise software.
      2. Select the "Borrower - Login Portal" from the drop-down menu under Templates.

      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 Users/Contacts and select Borrowers.
      2. Locate the Actions column, and look for the checkmark. Toggling this checkmark allots or restricts login access for the particular borrower.

      Accessing Borrower Login Page

      Borrowers can access their portal through the Login Page Link: Borrower Login Page

      Keep in mind: Clients using our White Label Add-On should use the appropriate URL link. You can locate your specific 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 helpsdesk@lendingwise.com