How do I Reset a Borrower/Client Password

Only Managers(Admin Rights) can reset a borrower's password

You can change the password of the borrower/client via the following:

Users/Contacts -> Borrowers

*Please note this can only be done by a manager of your company.

Tip: the borrower can self-reset on the login page

Note: This is the borrower/client portal: https://app.lendingwise.com/client/

We also have a default borrower email template called "Borrower - Login Portal"