---
title: Creating a Branch
description: Branches can be used in various ways. They can represent divisions in your organization, account executives, or even correspondent lending relationships.
---

[Skip to content](https://help.lendingwise.com/knowledge/create-branch#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. [Using The Platform](https://help.lendingwise.com/knowledge/using-the-platform?hsLang=en)

# Creating a Branch

## Branches can be used in various ways. They can represent divisions in your organization, account executives, or even correspondent lending relationships.

You can create multiple branches, if needed. Maybe you would like a certain branch to only offer a few loan products or maybe the branch is in a different state and can only do multiple other loan programs offered.

Branches can be also designed to be set as Account Managers, where an account manager is responsible for managing the pipeline of all their brokers or similar.

To add a branch: Go to Users/Contacts \> Branch \> Create Branch

After a few details are entered about the branch (Email, name, phone, etc.) You can also set up different permissions. Such as what can loan officers/Brokers see when they log in, the type of loan programs offered, Email BCC, etc.)

![](https://help.lendingwise.com/hubfs/Knowledge%20Base%20Import/1634135230790-70w.png)

![](https://help.lendingwise.com/hubfs/Knowledge%20Base%20Import/1634135293067-duM.png)

 

If a branch needs access to log in, you can enable a login. (Users/Contacts \> Branch)

 

![](https://help.lendingwise.com/hubfs/image-png-4.png)

 

Please know that you can only use your email address once when creating an account.

Contact [helpdesk@lendingwise.com](mailto:helpdesk@lendingwise.com) if you have any other questions

- [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)
    - [Tasks](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#tasks)
    - [Importing Data](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#importing-data)
    - [Loan Programs](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#loan-programs)
    - [Importing and Exporting Data](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#importing-and-exporting-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)
    - [Managing Borrowers](https://help.lendingwise.com/knowledge/using-the-platform?hsLang=en#managing-borrowers)
    - [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)
    - [CRM](https://help.lendingwise.com/knowledge/using-the-platform?hsLang=en#crm)
    - [Integrations](https://help.lendingwise.com/knowledge/using-the-platform?hsLang=en#integrations)
- [Frequently Asked Questions](https://help.lendingwise.com/knowledge/frequently-asked-questions?hsLang=en#main-content)

    - [CRM](https://help.lendingwise.com/knowledge/frequently-asked-questions?hsLang=en#crm)
    - [LOS](https://help.lendingwise.com/knowledge/frequently-asked-questions?hsLang=en#los)
    - [Pricing Engine](https://help.lendingwise.com/knowledge/frequently-asked-questions?hsLang=en#pricing-engine)
    - [Website Template](https://help.lendingwise.com/knowledge/frequently-asked-questions?hsLang=en#website-template)
    - [Integrations](https://help.lendingwise.com/knowledge/frequently-asked-questions?hsLang=en#integrations)
    - [Marketing](https://help.lendingwise.com/knowledge/frequently-asked-questions?hsLang=en#marketing)
    - [DOCS](https://help.lendingwise.com/knowledge/frequently-asked-questions?hsLang=en#docs)
    - [Loan Programs](https://help.lendingwise.com/knowledge/frequently-asked-questions?hsLang=en#loan-programs)
    - [Automations Emails and Communication](https://help.lendingwise.com/knowledge/frequently-asked-questions?hsLang=en#automations-emails-and-communication)
- [Service and Support](https://help.lendingwise.com/knowledge/service-and-support?hsLang=en#main-content)

    - [Help Desk](https://help.lendingwise.com/knowledge/service-and-support?hsLang=en#help-desk)
    - [Managing your Subscription and Billing](https://help.lendingwise.com/knowledge/service-and-support?hsLang=en#managing-your-subscription-and-billing)

- [Submit Ticket](https://help.lendingwise.com/knowledge/kb-tickets/new)
- [Customer Portal](https://help.lendingwise.com/tickets-view)
- [New Releases](https://lendingwise.releasenotes.io/)
- [System Status](https://lendingwise.statuspage.io/)

[![LendingWise Logo\_600x131](https://help.lendingwise.com/hs-fs/hubfs/LW%20logos/LendingWise%20Logo_600x131.jpg?width=366&height=80&name=LendingWise%20Logo_600x131.jpg "LendingWise Logo_600x131")](https://lendingwise.com)

Copyright © 2025, LendingWise