--- title: "Brokers: create, permissions, with or without login" description: Create LendingWise brokers as referral partners, with or without a login, set their permissions and share their own Quick App and Full App links. --- [Skip to content](https://help.lendingwise.com/knowledge/broker-users-no-login-portal#main-content) English Show submenu for translations [Submit Ticket](https://help.lendingwise.com/knowledge/kb-tickets/new?hsLang=en) [Customer portal](https://help.lendingwise.com/tickets-view?hsLang=en) ![owl-Logo-1.png\]](https://help.lendingwise.com/hs-fs/hubfs/owl-Logo-1.png?width=43&height=46&name=owl-Logo-1.png) - [New Releases](https://lendingwise.releasenotes.io/) - [System Status](https://lendingwise.statuspage.io/) Open main navigation Close main navigation - [New Releases](https://lendingwise.releasenotes.io/) - [System Status](https://lendingwise.statuspage.io/) - English Show submenu for translations - [Submit Ticket](https://help.lendingwise.com/knowledge/kb-tickets/new) - [Customer portal](https://help.lendingwise.com/tickets-view) - Go to lendingwise.com Go to lendingwise.com Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [LendingWise - Help Center](https://help.lendingwise.com/knowledge?hsLang=en) 2. [Setting Up The Platform](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en) 3. [Setting up Users](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#setting-up-users) # Brokers: create, permissions, with or without login ## Create brokers with or without a login, set their permissions and share their webform links. Brokers are your referral partners or outside sales channels. Each broker in your Broker List can have their own Quick App and Full App webform links without needing a user seat, even if they never log in. ### The broker's webform links 1. Go to CRM \> Brokers \> Broker List and click the broker's name. ![](https://help.lendingwise.com/hs-fs/hubfs/undefined-Jan-15-2026-11-41-21-2408-PM.png?width=1338&height=610&name=undefined-Jan-15-2026-11-41-21-2408-PM.png) 2. Open the **Web Form Integration** tab. Each form card (Full App, Quick App, Uniform Residential Loan Application) has **Add to website** (embed code), **Copy link** and **Preview**. Files from these forms are credited to that broker. Thank-you messages, welcome emails and other form settings come from each branch. ![](https://help.lendingwise.com/hs-fs/hubfs/undefined-Jan-15-2026-11-53-27-7789-PM.png?width=2196&height=1113&name=undefined-Jan-15-2026-11-53-27-7789-PM.png) Older versions also had a broker Doc Upload Page link, shown below. Broker profiles no longer have that link. ![](https://help.lendingwise.com/hs-fs/hubfs/undefined-Jan-13-2026-11-50-31-9092-PM.png?width=670&height=420&name=undefined-Jan-13-2026-11-50-31-9092-PM.png) ### Create a broker Go to **CRM \> Brokers \> Create Broker/Agent**. Required: Company, Phone Number, Assigned to Branch(s), and a typed Password and Confirm Password. The broker form also has Broker/Partner Type, EIN#, SSN, Primary Contact and Assigned Loan Officer(s). Here's the whole broker profile: ![](https://help.lendingwise.com/hs-fs/hubfs/undefined-Feb-25-2026-11-32-33-7562-PM.png?width=670&height=1467&name=undefined-Feb-25-2026-11-32-33-7562-PM.png) ### Change a loan officer to a broker (or the other way) 1. Go to CRM \> Loan Officers \> Loan Officer List, or CRM \> Brokers \> Broker List. 2. Click the user to open their profile. 3. Find the **Agent Type** field and pick **Loan Officer** or **Broker**. 4. Click **Save**. ![](https://lh3.googleusercontent.com/McBAvtlVtPcqcSPtr0XNbsEK3ZVchnQb8djO052f2Gqjc2d1GmryXi8HWKibIajQa2tNhZsBGt_tZk9JufloZeBhASmj_D_NNDmLAVo7_H9ykDjBMpLqebsQpe7vKPjrMEItjbVkMgv1yN1SkGjlnf8) After you switch, check the profile, since brokers and loan officers have different fields. Brokers have Broker/Partner Type, EIN# and Assigned Loan Officer(s); loan officers have License Information and Allow this Loan Officer to Create Brokers. - [Overview of LendingWise Platform](https://help.lendingwise.com/knowledge/overview-of-lendingwise-platform?hsLang=en#main-content) - [Training & Support](https://help.lendingwise.com/knowledge/overview-of-lendingwise-platform?hsLang=en#training-support) - [Privacy](https://help.lendingwise.com/knowledge/overview-of-lendingwise-platform?hsLang=en#privacy) - [CRM](https://help.lendingwise.com/knowledge/overview-of-lendingwise-platform?hsLang=en#crm) - [Website](https://help.lendingwise.com/knowledge/overview-of-lendingwise-platform?hsLang=en#website) - [Setting Up The Platform](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#main-content) - [Setting up Users and Permissions](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#setting-up-users-and-permissions) - [Main Platform Settings](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#main-platform-settings) - [Creating Your Loan Programs](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#creating-your-loan-programs) - [Setting Up a Webform](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#setting-up-a-webform) - [White Label Setup](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#white-label-setup) - [Website Template Setup](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#website-template-setup) - [Auto-Generate Docs](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#auto-generate-docs) - [Miscellaneous Setup Items](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#miscellaneous-setup-items) - [Setting up Users](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#setting-up-users) - [Email Templates](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#email-templates) - [Automations](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#automations) - [Importing Data](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#importing-data) - [Using The Platform](https://help.lendingwise.com/knowledge/using-the-platform?hsLang=en#main-content) - [Using the dashboard](https://help.lendingwise.com/knowledge/using-the-platform?hsLang=en#using-the-dashboard) - [Communications and Email](https://help.lendingwise.com/knowledge/using-the-platform?hsLang=en#communications-and-email) - [Loan Origination](https://help.lendingwise.com/knowledge/using-the-platform?hsLang=en#loan-origination) - [Inside a loan file](https://help.lendingwise.com/knowledge/using-the-platform?hsLang=en#inside-a-loan-file) - [Running Reports & Exporting Data](https://help.lendingwise.com/knowledge/using-the-platform?hsLang=en#running-reports-exporting-data) - [Loan Servicing](https://help.lendingwise.com/knowledge/using-the-platform?hsLang=en#loan-servicing) - [Lender/Investor Marketplace](https://help.lendingwise.com/knowledge/using-the-platform?hsLang=en#lender-investor-marketplace) - 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