Skip to content
English
Submit Ticket Customer portal
Go to lendingwise.com
  • There are no suggestions because the search field is empty.

Company Settings > Company Info tab

Company contact details and settings on the Company Info page.

Company Info holds your company's details and a few account-wide choices: the file types you use, your loan programs, billing fees and note types. Go to Settings, then Platform Settings, then Company Info.

Watch: Company Info and Company Settings in about 4 minutes.

 

Users your plan includes

The box at the top shows how many back office or branch users, and how many loan officers or brokers, your plan includes.

Company details

The Company Info section opens closed. Click the arrow on its right to open it. It holds:

  • Company Name, Owner Name and Owner Email.
  • Logo: 250 pixels wide by 150 pixels tall, as a JPEG, PNG or GIF. See Uploading Company and Branch Logo.
  • Telephone, Cell Number, Fax, Address, City, State, Zip Code, County and Website.
  • Borrower Login URL (optional): the link in the login email your borrowers get (the "Borrower - Login Portal" email template). Leave it blank to use the standard LendingWise borrower login link. Add your own link only if your borrowers log in from your own web address.
  • Time Zone.
  • NMLS ID#, MERS ID# and Legal Entity Identifier, if you have them, and which LendingWise loan identifier (File Id or Loan Number) to use when a MIN is created.
  • Custom domain: part of the White Label add-on. It runs LendingWise, your login pages and your web forms on your own web address. Have whoever manages your domain point it to LendingWise first, as the note below the box explains, then click Provision. See What is the Private Label (aka White Label) Add-On Feature.

File types and loan programs

Select the Types of Files to Activate for Your Account sets the file types you work with. There are two: Commercial/Residential Real Estate and Business Funding. If you need Business Funding and don't see it, let our support team know and we'll turn it on for you.

Enable Loan Programs is where you turn on the loan programs you offer, one card per file type. See Loan programs: add, edit, internal programs and branch access. Watch Loan programs (about 2 minutes).

Billing fees and note types

  • Select the billing fee(s): the fees your team can add with Add Fee on a loan file's Billing & Com. tab.
  • Select the Notes Type(s): the note types your team can pick when they add a note on a loan file. General is the default. Two show under different names on the loan file: Borrower shows as Client, and Billing Notes shows as Billing Department.

Save

Click Save at the bottom. You'll see "Updated Successfully." and the page reloads with the Company Info section closed again.

The company-wide switches (email sending, the Loan File Inbox, Dashboard display, webform rules and more) are on their own page now. See Company Settings.