--- title: Custom Form Fields description: "Create LendingWise Custom Form Fields: pick the section and field type, choose where the field shows and which loan programs use it." --- [Skip to content](https://help.lendingwise.com/knowledge/creating-and-managing-custom-form-fields#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) # Custom Form Fields ## Add your own fields to applications and loan files when no built-in field fits. Custom fields let you add your own questions to your applications and loan files when LendingWise doesn't already have a field for them. **Check the built-in fields first.** LendingWise has a very large library of standard fields. Before you create a custom field, open Settings \> Platform Settings \> Form Fields and search the Field Name filter. A custom field that duplicates a standard one means the same question shows twice and the data lives in two places. Custom fields are the right tool when no standard field exists, or when a standard dropdown doesn't have the choices you need (standard dropdown options can't be edited). ### Who can use custom fields - Custom fields are included on the **Elite** and **Enterprise** plans, and available as a paid add-on on Starter and Pro. If you don't see Custom Form Fields, your plan may not include it. - You need a back office user with **Manager (Admin Rights)** to open Platform Settings. ### 1. Open Custom Form Fields In the menu on the left, go to Settings \> Platform Settings \> Custom Form Fields. The page heading reads **Custom Fields**. ### 2. Pick the section the field belongs in The page lists every section where a custom field can go. Sections are grouped under headers, and a number next to a section shows how many custom fields it already has. ![](https://help.lendingwise.com/hs-fs/hubfs/undefined-1.jpeg?width=670&height=767&name=undefined-1.jpeg) The group decides where your field can appear: ![](https://help.lendingwise.com/hs-fs/hubfs/undefined-3.jpeg?width=670&height=721&name=undefined-3.jpeg) | Group | Where the field appears | | --- | --- | | **Loan File Only Sections** | Inside loan files (and on application webforms if the section is part of the application). This is where most custom fields go. | | **Borrower Profile + Loan File Sections** | Both the borrower's profile and their loan files. | | **Borrower Profile Only Sections** | Only the borrower profile (Contact Info, Internal Info). | **Placement matters.** A custom field shows wherever its section shows, on the application and in the loan file, at the end of that section. On some loan modules a few sections show on the borrower webform but not in the back office loan file (or the other way round). If your team can't find a new field, check the section first. When in doubt, use a section that shows in both places, such as Borrower Info or Additional Questions, and check both after saving. ### 3. Create the field Click a section name. The top of its page is the form: ![](https://help.lendingwise.com/hs-fs/hubfs/undefined-4.jpeg?width=670&height=264&name=undefined-4.jpeg) 1. **Label:** the question your borrower or team will see, written exactly as it should read. 2. **Field Type:** the kind of input (see the list below). It can't be changed after you create the field. 3. **Multi Value Options:** for choice types (Select, SelectMulti, Radio, CheckBox). Separate the choices with **semicolons**, for example: `Google; Referral; Repeat Client; Social Media` 4. **Label Width:** the label's width on a 0 to 12 grid. **0 puts the label above the input.** 3 usually lines up with the standard fields; leaving it blank makes a wider, double-width layout. 5. **Display Order:** where the field sits among the section's custom fields (1 to 999). Number them 1, 2, 3 and so on, so it's easy to fit more in later. Fields show two to a row in this order. 6. **Tool Tip:** optional help text shown in a small info icon next to the field. 7. **File Types:** tick the loan modules the field applies to, such as Commercial/Residential Real Estate or Business Funding. **Tick at least one.** The Loan Programs panel stays empty until you do, and a field with no file type won't show on any form. 8. **Loan Programs:** after you pick file types, your programs show here. Tick only the programs that should show this field. #### Field types There are 16 field types: | Type | Use for | | --- | --- | | Text | Short free-text answers | | Paragraph | Longer free-text answers (multi-line) | | Number | Plain numeric values | | Currency | Dollar amounts | | Percent | Percentages | | Date | Date picker | | Select | Dropdown, one choice | | SelectMulti | Dropdown, multiple choices | | Radio | Visible options, one choice (good for Yes/No) | | CheckBox | Visible options, multiple choices | | Email / Phone | Formatted contact inputs | | State / ZipCode | Formatted address inputs | | File | Document upload | | Header | A section heading with no input, for visually grouping several custom fields | ### 4. Set where it shows and how it behaves Below the form and the Conditions box, three groups of checkboxes control the field: ![](https://help.lendingwise.com/hs-fs/hubfs/undefined.jpeg?width=670&height=306&name=undefined.jpeg) 1. **Display:** where it shows. **Full App** is the borrower's full application webform, **Quick App** is the shorter application, and **Back Office** is the loan file your team works in. 2. **Mandatory:** makes the field required, per place. Only tick a place that the field is also displayed on. In the back office, mandatory is only a peach reminder; users can still save with the field empty. 3. **Features:** *Enable Merge Tag*, *Show in API* and *Export to Excel* are on by default. The merge tag looks like `##Custom Field_##`; copy the exact tag from Choose Legend in Settings \> E-mail Wizard Tool to use it in Doc Wizard and E-mail Wizard templates. *Show on Pipeline* and *Show in Webhook* are marked Coming Soon. Header and File fields can't be exported, merged or sent through the API. **Recommended:** when a field shows to borrowers (Full App or Quick App), also tick **Back Office**, or borrowers can answer a question your team can't see. And if you tick Quick App, tick Full App too, so the answer stays visible when a Quick App becomes a full application. ### Optional: show the field only on some loans Between the form and the checkboxes there's a **Conditions** box (SHOW THIS FIELD WHEN). With no conditions, the field shows on every loan that already matches its file types and loan programs. Click **Add Condition** to narrow it to particular loans. Conditions work on top of the file types and loan programs; a loan still has to match those first. Recommended: after you add a condition, save and check the field on a test loan file before your team relies on it. ### 5. Save and check Click **Save**. The page reloads (it doesn't always clear the form), and your field shows in the list below, so you can create several in a row. ![](https://help.lendingwise.com/hs-fs/hubfs/undefined-2.jpeg?width=670&height=632&name=undefined-2.jpeg) The list shows each field's Active status and an Edit button. Before you tell your team the field is live: - Use the **Preview** panel at the bottom of the page. Pick a File Type and Loan Program to see the fields as they'll show. - For borrower fields, open your application webform for that program and check the field shows and saves. - For Back Office fields, open a test loan file and check the field shows in the section's tab. Custom fields can be exported with the Pipeline's Export Client Data. Their values aren't recorded in the Change Log. ### 6. Edit or turn off a field ![](https://help.lendingwise.com/hs-fs/hubfs/undefined-Jul-23-2026-10-49-24-7046-PM.jpeg?width=614&height=550&name=undefined-Jul-23-2026-10-49-24-7046-PM.jpeg) - **Edit:** click **Edit** on the field's row, make your changes and Save. Renaming the Label keeps all the answers already saved. - **Turn off:** there's no delete. Click Edit, untick **Active** and Save. The field gets a red Inactive badge and a **Restore** button, and it disappears from forms, files, the merge tag legend and exports. Saved answers are kept, and you can restore it later. ### Troubleshooting | Symptom | What to check | | --- | --- | | Field doesn't appear on the borrower webform | Active is checked; Full App (or Quick App) is checked under Display; the correct File Type is checked; the borrower's loan program is checked under Loan Programs; the host section renders on that program's webform. | | Field doesn't appear in the loan file | Back Office is checked under Display; the host section renders in the loan file for that loan module. A few sections are webform-only on some modules; if so, recreate the field in a section that renders in both, and deactivate the original. | | Save didn't seem to work | Make sure at least one File Type is checked before saving. | | Dropdown shows wrong or missing choices | Edit the field and fix the Multi Value Options list. Options must be separated by semicolons, not commas or line breaks. | | Custom Form Fields tab is missing entirely | Custom Form Fields is plan-gated (Elite+ or add-on) and requires Manager admin rights. | | The question appears twice on the application | A stock field with the same meaning is probably enabled in Form Fields. Disable one of the two, preferably keeping the stock field if it fits. | ### Quick reference - **Path:** Settings \> Platform Settings \> Custom Form Fields \> click a section - **Options:** separated by semicolons (`Option 1; Option 2`) - **Label Width:** 0 = label above the field; 3 = standard field layout - **Must tick:** at least one File Type, plus the Loan Programs that should see the field - **Display:** Full App = borrower full application, Quick App = borrower short application, Back Office = your team's loan file - **Remove a field:** Edit \> untick Active \> Save (answers are kept) ![](https://help.lendingwise.com/hs-fs/hubfs/KB%20Screenshots%202026-10/creating-and-managing-custom-form-fields_img8.png?width=688&name=creating-and-managing-custom-form-fields_img8.png) Questions? 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