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How to Deactivate, Remove, or Reactivate a User

LendingWise does not permanently delete users by default. Instead, users are deactivated, which keeps their account history, loan files, and notes intact and accessible. This is important for audit trails and record-keeping. If you need a user permanently deleted from the system, see the Permanent Deletion section at the bottom of this article.

Deactivating a User

Use this when a team member leaves or no longer needs access. Their history and files remain accessible to you.

  1. Log in and click Users/Contacts in the navigation.
  2. Select the list that corresponds to the user's role: Back Office, Loan Officer, Brokers, or Borrower.
  3. Locate the user and click the Reactivate/Deactivate icon next to their name.
  4. Click Yes to confirm deactivation.

The user will immediately lose login access. Their files, notes, and history remain visible to administrators.

Reactivating a User

Use this to restore login access for a previously deactivated user.

  1. Log in and click Users/Contacts in the navigation.
  2. Select the list that corresponds to the user's role: Back Office, Loan Officer, Brokers, or Borrower.
  3. Click the Search icon and filter the status to Inactive/Deleted, then click Search.
  4. Locate the user in the results and click the Reactivate/Deactivate icon next to their name.
  5. Click Yes to confirm reactivation.

The user will regain login access immediately and their previous settings and history will be restored.

Permanent Deletion

⚠️ This action is irreversible. Once a user is permanently deleted, their data cannot be recovered.

If you need a user permanently removed from the system, submit a request to our support team:

📧 helpdesk@lendingwise.com

Please include the following in your email:

  • User's full name
  • User's email address
  • User type (Back Office, Loan Officer, Broker, or Borrower)

Our team will process your request and confirm once complete.

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