- LendingWise - Help Center
- Setting Up The Platform
- Setting Up a Webform
How do I add or remove loan officers from the quick or full applications?
Add or remove loan officers from the drop-down in the quick & full app webform
You can add your brokers or loan officers in your webforms. Please ensure that your Form Field settings are set-up where the broker options are enabled.
To find this:
- Go to Settings.
- Click Platform Settings then Form Fields.
Once everything is enabled, according to your preference, set-up user permissions for the brokers or loan officers you want to be added on the webforms.
To enable/add user to webform:
- Go to Users/Contacts.
- Click Loan Officers/Brokers, and choose the name of the user.
- Expand the options under User Permissions Settings and enable the “Display in Webform?”
Here is also a quick video.