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Web Forms / Logins

Settings > Platform Settings > Web Forms / Logins

This page provides direct URL links for all user logins in LendingWise, including branch registration, loan application webforms, and broker registration. Each link can be sent directly to the appropriate audience or embedded under a white-label domain. The login URLs for each user type are listed below:

  • Borrower Login URL: listed on this page in your account
  • Broker/Loan Officer Login URL: listed on this page in your account
  • Branch Login URL: listed on this page in your account
  • Admin Login URL: listed on this page in your account

If you want to embed the logins and/or white label the URLs under app.yourdomain.com you must have an activated white label plan. Once the add-on is active, set up your domain in Settings > Platform Settings > Company Info > Custom domain.

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Branch Registration- This URL lets a new branch self-register. Configure a welcome email that includes their webform links, login credentials, and onboarding information. To enable the welcome email, go to Settings > E-mail Wizard Tool, review and copy the New Branch Welcome Email template, and it will appear in the drop-down for use.

 
Quick & Full Loan Application and Broker Registration Webforms

The webforms for the quick & full loan application are located under each branch profile. Once inside the branch profile, you will have a set of tabs that provide options controlling how your quick & full loan application webform works. For example:

Branch Info tab > Branch Configuration card (click it to open):

  • New Lead/Deal Handling- Enter multiple email addresses that you want to be notified of any new deals created or submitted via the quick/full app.
  • Enable Captcha- This will force users on the quick/full app webform to verify they are human and not a spam bot.
  • Loan Programs- Each branch can have its own loan programs enabled

Web Form Integration tab- Quick & Full Loan App Sections

  • One card per form (Full App, Quick App, URLA and Broker Registration). Add to website gives you the embed code or a link (One page or Multi-Step), and the gear icon opens each form's settings:
  • Welcome email- Auto-send an email template to the borrower & broker/loan officer
  • Thank you page- Use our built-in customizable thank you page or redirect users to your own thank you page URL.
  • Default Loan File Status- After a quick or full app is submitted, set the status for the loan file
  • Terms & Conditions: The webform displays a terms & conditions box that you can edit to include any required disclosure language.
  • Tracking code / Custom CSS- Add custom CSS to change the form's colors, hide the logo and so on. Script tags (tracking pixels) are blocked.

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