--- title: Company Settings description: "LendingWise Company Settings: email handling, inbox syncing, loan numbers, e-sign, Dashboard display, webform rules, notes and Lender Partners." --- [Skip to content](https://help.lendingwise.com/knowledge/company-settings#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. [Main Platform Settings](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#main-platform-settings) # Company Settings ## What each setting on the Company Settings page does, from email sending to Dashboard display and webform rules. Company Settings holds the switches that apply to your whole company: how emails are sent, loan numbers, what shows on the Dashboard, webform rules, notes and more. Go to **Settings \> Platform Settings \> Company Settings**. **One Save covers the whole page.** The **Save** and **Save & Next** buttons at the bottom save every card at once, and the page reloads. Check the whole page before you save, not just the card you changed. ![Top of the Company Settings page in LendingWise](https://help.lendingwise.com/hs-fs/hubfs/00_company_settings_top.png?width=670&height=369&name=00_company_settings_top.png) Communication Settings - **E-mail handling**: who emails appear to come from. - **Recommended: Do not use my name and email while sending emails.** Emails come from the platform's mailing address, but replies and bounces go to the user who sent them. - **Use my name and email while sending emails.** Emails show the user's own address. Many email providers treat this as spoofing, so emails may not be delivered unless your domain's DKIM and SPF settings are set up. Contact us before you choose this. - **Use Branch name and email while sending emails to customers.** Emails show the branch's name and email, and replies and bounces go to the branch. - **Enable Inbox E-mail Syncing**: gives every loan file its own email address. Anyone can email or forward messages to it, and they show on the file's Inbox tab. When your team emails from a loan file, that address is added as CC and a second reply-to, so replies are captured even if people don't Reply All. Recipients will see the address on the thread. See [Loan File Email Inbox](https://help.lendingwise.com/knowledge/loan-file-email-inbox?hsLang=en). - **Enable Loan Status Hard Stop Rules**: turns on the rules that block a file from moving into a status until its requirements are met. You set the rules with the lock icons in Settings \> Platform Settings \> File Status. See [File Status](https://help.lendingwise.com/knowledge/file-status-tab?hsLang=en). - **Use E-Fax Service**: chooses which fax account sends your faxes. *Use my default settings* sends through the LendingWise fax service, at $0.06 per page. *Let me specify my own server details* sends through your own Vitelity, RingCentral or Faxage account. Users send faxes from a loan file's Documents tab with the **Fax Documents** button, and each user needs permission to send faxes. Faxing is off by default, so contact LendingWise Support to turn it on for your company or to help you connect your own fax account. - **Enter Emails to Receive Document Information**: everyone on this list gets an email whenever documents are uploaded to any loan file in your company, whether a team member, a borrower, a webform or a draw request uploaded them. The email lists the document names and the file details (borrower, property, branch, broker and loan officer). The documents themselves aren't attached. These addresses also get a copy of document requests sent to borrowers, and a notice when an API key is created, changed or removed. Separate addresses with a semicolon (;). A shared operations inbox is a good fit here. - **Automatically include a user signature on outgoing emails?**: when this is on, the email box opens with the sender's sign-off already filled in: "Regards", then their name, email, phone and fax from their My Profile page. They can edit or delete it before sending. It only applies to emails your users write themselves, not automated emails. Ask your users to fill in their phone and fax numbers in My Profile, or those lines show up empty. Loan Configuration - **Use Auto Generated Loan Number(s)?** and **Starting Loan number**: have LendingWise number your loans automatically, starting from the number you enter. - **Enable Loan Tracker**: shows the stage bar (Application to Paid Off/Sold) at the top of every loan file. Turn it off to hide it. - **Enable E-Sign V2**: the company-wide switch for e-sign. When it's off, nobody can start a new e-sign request and the Open E-Sign Workspace button is hidden. Documents already sent for signing aren't affected, so turning it off won't stop a signing that's in progress. To stop one, void it. See [E-Sign](https://help.lendingwise.com/knowledge/e-sign-v2-send-sign-and-manage-documents-inside-lendingwise?hsLang=en). - **Auto-Calculate Maturity Date**: Off, From Closing Date (Closing Date + Term), or From First Payment Date (last scheduled payment). - **Auto-Calculate First Payment Due Date**: when on, fills the First Payment Due Date on the Loan Info tab with the 1st of the month after the closing date plus one month (closing 07/15 gives 09/01). It only fills a blank date, never one that's already entered. Webform - **Include Save & Finish Later Button on webforms?**: shows a Save & Finish Later button on the multi-step Full App webform, so borrowers can come back later. The Quick App doesn't have this button. See [Save & Finish Later button](https://help.lendingwise.com/knowledge/webform-permission-setting-save-finish-later-button?hsLang=en). - **Require Entity Ownership to Total 100% on Webforms**: entity borrowers can't submit a public webform unless their members' ownership adds up to 100% (within 1%). It only applies to public webforms and new files, not applications your team fills in. - **Calculate Paid Outside Closing on New Loan Files**: new loan files start with Paid Outside Closing added up from the fees marked "Pre-paid" in Fees & Costs, instead of typed in. You can still change it on each file, and existing files aren't changed. Dashboard Display - **Show file status in dashboard**: shows the status cards and the filter bar above them on the Dashboard. - **Show state map in dashboard**: shows the Statewide Map card. - **Show Dashboard Calculators**: shows or hides Loan Origination \> Calculators in the menu on the left, for everyone in your company. Advanced / Business Rules - **Is Non Inclusive PerDiem**: decides whether the last day of the date range is counted when per diem interest is worked out. - **Enable Nested Entity Members**: changes the entity members section into a card that asks "How many members/officers are there with 20%+ ownership?". You'll be asked to confirm if you turn it off. Compliance - **Cookie Consent**: shows a cookie banner, with a Cookie settings button, on your borrower webforms. - **Privacy Policy URL**, **Cookie Policy URL** and **Do Not Sell / Share URL**: links shown in the cookie banner on your public webforms and borrower document upload pages. Enter pages you've already published on your own website. Leave them blank to use the LendingWise policy pages. Notes & Visibility - **Default system generated notes as**: Public or Private. Public notes can be seen by everyone with access to the file's notes, including borrowers if they can see notes. Private notes are only seen by users with that permission. - **Show System Generated Notes**: shows the notes LendingWise adds on its own, such as when a file is created or its status changes. Turning it off hides them for everyone. It doesn't delete them. ![Bottom of the Company Settings page, including the Lender Partners section](https://help.lendingwise.com/hs-fs/hubfs/01_company_settings_bottom.png?width=670&height=356&name=01_company_settings_bottom.png) Borrower Portal Settings Pick the starting file status for new files that borrowers create in the borrower portal: one for **Full App** files (the multi-step form) and one for **Quick App** files (the short form). Lender Partners Tick the approved lenders your company can send loan files to with Send to Lender. Only lenders marked as Approved Lender appear here. To add a lender that uses LendingWise, submit a help ticket. See [Send to Lender](https://help.lendingwise.com/knowledge/-send-to-lender-transfer-a-loan-to-another-lendingwise-lender-instantly?hsLang=en). Save your changes Click **Save** (or **Save & Next**) at the bottom of the page. You'll see "Updated Successfully." and the page reloads. Looking for something that used to be here? See [Settings overview: where everything lives now](https://help.lendingwise.com/knowledge/lendingwise-tabs-settings-platform-settings?hsLang=en). - [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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