--- title: Frequently Asked Questions | LendingWise - Help Center description: Access FAQs to learn from past user's questions --- [Skip to content](https://help.lendingwise.com/knowledge/frequently-asked-questions#main-content) English Show submenu for translations [Submit Ticket](https://help.lendingwise.com/knowledge/kb-tickets/new) [Customer portal](https://help.lendingwise.com/tickets-view) ![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. 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[Frequently Asked Questions](https://help.lendingwise.com/knowledge/frequently-asked-questions) # Frequently Asked Questions Access FAQs to learn from past user's questions - [TCPDF ERROR](https://help.lendingwise.com/knowledge/tcpdf-error) - [How do I Reset a Borrower/Client Password](https://help.lendingwise.com/knowledge/change-borrower/client-password) - [Recommended Browsers for LendingWise](https://help.lendingwise.com/knowledge/recommend-browser) - [Customizing Web Form theme & styles (using CSS styles)](https://help.lendingwise.com/knowledge/customizing-web-forms-using-css-style-and-feel) - [How do I edit the terms & conditions inside the webforms & loan application PDF?](https://help.lendingwise.com/knowledge/how-do-i-edit-the-terms-conditions-inside-the-webforms-loan-application-pdf) - [Populating the 1003 loan app in PDF format](https://help.lendingwise.com/knowledge/populating-the-1003-loan-app-in-pdf-format) - [Scheduled emails: set up and cancel](https://help.lendingwise.com/knowledge/automate-emails-deleting/canceling-scheduled-emails) - [Loan file notes: add, edit, delete, public vs private](https://help.lendingwise.com/knowledge/making-conversational-notes-on-a-file) - [How to Lock & Unlock Loan Terms](https://help.lendingwise.com/knowledge/how-to-lock-unlock-loan-terms) - [Copy/Duplicate the Loan File or Create a New Loan File for Existing Borrower](https://help.lendingwise.com/knowledge/copy-of-a-loan-application) - [Uploading Company and Branch Logo](https://help.lendingwise.com/knowledge/uploading-company-and-branch-logo) - [Document upload notifications: turn on or off](https://help.lendingwise.com/knowledge/stop-borrower-upload-notifications) - [Looking for a logo for your business? Get one for free!](https://help.lendingwise.com/knowledge/need-a-logo-for-your-business-they-are-free) - [SPF, DKIM and DMARC (2024 Changes)](https://help.lendingwise.com/knowledge/dmarc-changes-2024) - [User Access for Large Lenders](https://help.lendingwise.com/knowledge/do-account-executives-at-larger-private-lenders-doing-residential-investment-loans-use-the-system-or-does-the-company-as-a-whole-need-to-be-onboard) - [Non-Disclosure Agreements (NDAs)](https://help.lendingwise.com/knowledge/non-disclosure-agreements-ndas) - [Adding Additional Users](https://help.lendingwise.com/knowledge/adding-additional-users) - [Affiliate Partner Program](https://help.lendingwise.com/knowledge/affiliate-partner-program) - [Service Availability in Canada](https://help.lendingwise.com/knowledge/service-availability-in-canada) - [Supported Loan Types](https://help.lendingwise.com/knowledge/supported-loan-types) - [How to cancel my LendingWise account](https://help.lendingwise.com/knowledge/how-to-cancel-my-lendingwise-account) - [Email reports: Mail Queue, bounced and unsubscribed](https://help.lendingwise.com/knowledge/checking-e-mail-logs-unsubscribes-bounce-list) See less ▼ ## CRM - [New lead notifications for Quick App and Full App](https://help.lendingwise.com/knowledge/who-gets-lead-notifications-for-quick-app-and-full-app) - [How do I set Up "Lead Source" or "Referral Source" on my Quick App or Full App?](https://help.lendingwise.com/knowledge/what-is-lead-source-or-referral-source-used-for) - [How to Send SMS Messages](https://help.lendingwise.com/knowledge/how-to-send-sms-messages) ## LOS - [How to Change the File Status on Multiple Loan Files at Once?](https://help.lendingwise.com/knowledge/how-to-change-the-file-status-on-multiple-loan-files-at-once) - [OpenAPI](https://help.lendingwise.com/knowledge/open-api) - [Maximum Size Upload](https://help.lendingwise.com/knowledge/maximum-size-upload) - [How to Deactivate, Remove, or Reactivate a User](https://help.lendingwise.com/knowledge/how-to-deactivate/delete-and-reactivate-a-user) - [File Extensions](https://help.lendingwise.com/knowledge/file-extensions) - [Can’t edit the application or loan file? (troubleshooting)](https://help.lendingwise.com/knowledge/cant-fill-out-the-application-cant-edit-the-loan-file) See less ▼ ## Pricing Engine - [Term sheet](https://help.lendingwise.com/knowledge/generating-term-sheet) ## Website Template - [Website Integration with Starter Plan](https://help.lendingwise.com/knowledge/website-integration-with-starter-plan) - [Cost for a Website](https://help.lendingwise.com/knowledge/cost-for-a-website) - [Website Customization Options](https://help.lendingwise.com/knowledge/website-customization-options) - [Website Hosting Options](https://help.lendingwise.com/knowledge/website-hosting-options) ## Integrations - [Lightning Docs + LendingWise](https://help.lendingwise.com/knowledge/lightning-docs-lendingwise) - [What Does LendingWise Integrate With?](https://help.lendingwise.com/knowledge/what-does-lendingwise-integrate-with) ## Marketing - [Mass Email Marketing with Send Email Campaign Feature - Borrower(s)](https://help.lendingwise.com/knowledge/mass-email-marketing-borrowers) ## Automations Emails and Communication - [E-mails going to spam, junk or updates folder](https://help.lendingwise.com/knowledge/emails-not-going-to-main-inbox) - [How do I access the CustomBroker or Lender Quick App Link](https://help.lendingwise.com/knowledge/how-do-i-access-the-custombroker-or-lender-quick-app-link) - [Overview of LendingWise Platform](https://help.lendingwise.com/knowledge/overview-of-lendingwise-platform#main-content) - [Training & Support](https://help.lendingwise.com/knowledge/overview-of-lendingwise-platform#training-support) - [Privacy](https://help.lendingwise.com/knowledge/overview-of-lendingwise-platform#privacy) - [CRM](https://help.lendingwise.com/knowledge/overview-of-lendingwise-platform#crm) - [Website](https://help.lendingwise.com/knowledge/overview-of-lendingwise-platform#website) - [Setting Up The Platform](https://help.lendingwise.com/knowledge/setting-up-the-platform#main-content) - [Setting up Users and Permissions](https://help.lendingwise.com/knowledge/setting-up-the-platform#setting-up-users-and-permissions) - [Main Platform Settings](https://help.lendingwise.com/knowledge/setting-up-the-platform#main-platform-settings) - [Creating Your Loan Programs](https://help.lendingwise.com/knowledge/setting-up-the-platform#creating-your-loan-programs) - [Setting Up a Webform](https://help.lendingwise.com/knowledge/setting-up-the-platform#setting-up-a-webform) - [White Label Setup](https://help.lendingwise.com/knowledge/setting-up-the-platform#white-label-setup) - [Website Template Setup](https://help.lendingwise.com/knowledge/setting-up-the-platform#website-template-setup) - [Auto-Generate Docs](https://help.lendingwise.com/knowledge/setting-up-the-platform#auto-generate-docs) - [Miscellaneous Setup Items](https://help.lendingwise.com/knowledge/setting-up-the-platform#miscellaneous-setup-items) - [Setting up Users](https://help.lendingwise.com/knowledge/setting-up-the-platform#setting-up-users) - [Email Templates](https://help.lendingwise.com/knowledge/setting-up-the-platform#email-templates) - [Automations](https://help.lendingwise.com/knowledge/setting-up-the-platform#automations) - [Importing Data](https://help.lendingwise.com/knowledge/setting-up-the-platform#importing-data) - [Using The Platform](https://help.lendingwise.com/knowledge/using-the-platform#main-content) - [Using the dashboard](https://help.lendingwise.com/knowledge/using-the-platform#using-the-dashboard) - [Communications and Email](https://help.lendingwise.com/knowledge/using-the-platform#communications-and-email) - [Loan Origination](https://help.lendingwise.com/knowledge/using-the-platform#loan-origination) - [Inside a loan file](https://help.lendingwise.com/knowledge/using-the-platform#inside-a-loan-file) - [Running Reports & Exporting Data](https://help.lendingwise.com/knowledge/using-the-platform#running-reports-exporting-data) - [Loan Servicing](https://help.lendingwise.com/knowledge/using-the-platform#loan-servicing) - [Lender/Investor Marketplace](https://help.lendingwise.com/knowledge/using-the-platform#lender-investor-marketplace) - [CRM](https://help.lendingwise.com/knowledge/using-the-platform#crm) - [Integrations](https://help.lendingwise.com/knowledge/using-the-platform#integrations) - [Frequently Asked Questions](https://help.lendingwise.com/knowledge/frequently-asked-questions#main-content) - [CRM](https://help.lendingwise.com/knowledge/frequently-asked-questions#crm) - [LOS](https://help.lendingwise.com/knowledge/frequently-asked-questions#los) - [Pricing Engine](https://help.lendingwise.com/knowledge/frequently-asked-questions#pricing-engine) - [Website Template](https://help.lendingwise.com/knowledge/frequently-asked-questions#website-template) - [Integrations](https://help.lendingwise.com/knowledge/frequently-asked-questions#integrations) - [Marketing](https://help.lendingwise.com/knowledge/frequently-asked-questions#marketing) - [Automations Emails and Communication](https://help.lendingwise.com/knowledge/frequently-asked-questions#automations-emails-and-communication) - [Service and Support](https://help.lendingwise.com/knowledge/service-and-support#main-content) - [Help Desk](https://help.lendingwise.com/knowledge/service-and-support#help-desk) - [Managing your Subscription and Billing](https://help.lendingwise.com/knowledge/service-and-support#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