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How do I edit the terms & conditions inside the webforms & loan application PDF?

Edit the Terms and Conditions shown on your webforms and loan application PDF.

You might need to tweak the "Terms and Conditions" in your loan application on LendingWise at times. Here's a guide to lead you through this editing process, ensuring your loan application content aligns with your updated policies or preferences.

Steps to Edit the Terms and Conditions:

  1. Navigate to Branches: From your LendingWise dashboard, go to CRM > Branch > Branch List.
  2. Select the Specific Branch: Your branches will be listed here. Choose the branch corresponding to the loan application you wish to edit and click on it.
  3. Access Web Form Integrations: Once you are on the branch's profile, open the Web Form Integration tab.

  4. Edit Terms and Conditions: Click the gear icon on the Full App or Quick App card (each form has its own terms), open the Terms tab, and edit the text.

  5. Save Your Changes: Click the save button at the bottom of the window (for example, Save Full App settings).


    With these intuitive steps, updating your terms and conditions is just a matter of a few clicks. Remember, if you need any additional assistance, the LendingWise support team is always ready to help at helpdesk@lendingwise.com.