Frequently Asked Questions

Access FAQs to learn from past user's questions

• 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
• Customizing Web Form theme & styles (using CSS styles)
• Borrower cannot edit Loan Application
• Interest Rate/Cost of Capital Yield Spread locked/Grayed?
• 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
• Copy/Duplicate the Loan File or Create a New Loan File for Existing Borrower
• 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
• Looking for a logo for your business? Get one for free!
• Driver's License Form Field
• SPF, DKIM and DMARC (2024 Changes)