LendingWise - Help Center
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Frequently Asked Questions
Overview of LendingWise Platform
Training & Support
Privacy
CRM
Website
Setting Up The Platform
Setting up Users and Permissions
Main Platform Settings
Creating Your Loan Programs
Setting Up a Webform
White Label Setup
Auto-Generate Docs
Miscellaneous Setup Items
Email Templates
Automations
Tasks
Importing Data
Loan Programs
Importing and Exporting Data
Using The Platform
Using the dashboard
Communications and Email
Loan Origination
Inside a loan file
Managing Borrowers
Running Reports & Exporting Data
Loan Servicing
Lender/Investor Marketplace
Pricing Engine
CRM
Frequently Asked Questions
CRM
LOS
Marketplace
Pricing Engine
Integrations
Marketing
Add On Features
DOCS
Loan Programs
Automations Emails and Communication
Service and Support
Help Desk
Managing your Subscription and Billing
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LendingWise - Help Center
Frequently Asked Questions
Overview of LendingWise Platform
Training & Support
Privacy
CRM
Website
Setting Up The Platform
Setting up Users and Permissions
Main Platform Settings
Creating Your Loan Programs
Setting Up a Webform
White Label Setup
Auto-Generate Docs
Miscellaneous Setup Items
Email Templates
Automations
Tasks
Importing Data
Loan Programs
Importing and Exporting Data
Using The Platform
Using the dashboard
Communications and Email
Loan Origination
Inside a loan file
Managing Borrowers
Running Reports & Exporting Data
Loan Servicing
Lender/Investor Marketplace
Pricing Engine
CRM
Frequently Asked Questions
CRM
LOS
Marketplace
Pricing Engine
Integrations
Marketing
Add On Features
DOCS
Loan Programs
Automations Emails and Communication
Service and Support
Help Desk
Managing your Subscription and Billing
Frequently Asked Questions
Access FAQs to learn from past user's questions
How to Duplicate or Copy a Loan File
How do I edit my Welcome Email
How do I Change borrower or client password
TCPDF ERROR
Actual Closing Date
Recommended Browsers for LendingWise
Customizing web form scroll bars
Credit Note/Memo
I Can not see a loan program?
Document upload notifications
How do I send email templates as a broker/loan officer or any user type?
New loan file notifications for full app and quick app
How to track Email Delivery and Status
How do I Export Contacts List
Google Tracking
FAQ Esign Notifications
DIY Website Template Set-Up
Customizing Web Form theme & styles (using CSS styles)
Borrower cannot edit Loan Application
How do I edit the terms & conditions inside the webforms & loan application PDF?
Broker Registration
Automate Emails - Deleting/Canceling Scheduled Emails
Documents Wizards Docs not showing?
Assigning a User to a Loan
How to Lock & Unlock Loan Terms
Copying or Duplicating a Loan File
Uploading Company and Branch Logo
How do I delete uploaded required documents?
Checking E-mail Logs, Unsubscribes, Bounce List
Additional terms/notes on the Term Sheet
Stop Borrower Upload Notifications
Need a logo for your business? They are Free!
Driver's License Form Field
SPF, DKIM and DMARC (2024 Changes)
CRM
How to Send SMS Messages
How do I set Up "Lead Source" or "Referral Source" on my Quick App or Full App?
How to Enable Dashboard for Loan Officer
Adding Contacts
How to Change Agent Type - Loan Officer to Broker or Broker to Loan Officer
Who gets lead notifications for quick app and full app
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LOS
OpenAPI
Mandatory Fields not Working
How to Deactivate/Delete and Reactivate a User
Maximum Size Upload
File Extensions
Help I Can’t Fill Out The Application/Can’t Edit The Loan File
Deactivate or Remove a User
Download Documents as Zip
Geraci Law Firm + LendingWise
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Marketplace
How Do I Enable Marketplace at my Branch
Pricing Engine
Generating Term Sheet
Integrations
How to do Jotform Integration
Installing Webforms
Marketing
Mass Email Marketing with Send Email Campaign Feature - Borrower(s)
Add On Features
DNS Settings for Private White Label
Setting up White Label Add-On
DOCS
Updates on eSign/Custom/Standard Documents
1003 - How it works in the system
Loan Programs
How to Activate a Loan Program in the Branch Profile
How do I add or activate a loan program in a branch
Automations Emails and Communication
E-mails going to spam, junk or updates folder
How To Set Up An Automated "Thank You" Email After An Application is Submitted
How do I access the CustomBroker or Lender Quick App Link
