--- title: New lead notifications for Quick App and Full App description: "Set up new lead email notifications in LendingWise for Quick App and Full App submissions: branch emails, user settings and automation." --- [Skip to content](https://help.lendingwise.com/knowledge/who-gets-lead-notifications-for-quick-app-and-full-app#main-content) English Show submenu for translations [Submit Ticket](https://help.lendingwise.com/knowledge/kb-tickets/new?hsLang=en) [Customer portal](https://help.lendingwise.com/tickets-view?hsLang=en) ![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. How can we help you? - There are no suggestions because the search field is empty. 1. [LendingWise - Help Center](https://help.lendingwise.com/knowledge?hsLang=en) 2. [Frequently Asked Questions](https://help.lendingwise.com/knowledge/frequently-asked-questions?hsLang=en) 3. [CRM](https://help.lendingwise.com/knowledge/frequently-asked-questions?hsLang=en#crm) # New lead notifications for Quick App and Full App ## Choose who gets emailed when a new lead submits a Quick App or Full App. When a lead submits a Quick App or Full App, LendingWise emails the branch's email address and the loan officer selected on the application. You can add more people and more emails in a few ways. ### 1. Branch new lead emails Each branch can copy extra people on new lead emails. 1. Go to CRM \> Branch \> Branch List and click the branch. 2. On the Branch Info tab, open the Branch Configuration card and find **New Lead Notification Handling**. 3. Enter the email addresses (separate several with a semicolon) and click Save. ![](https://help.lendingwise.com/hubfs/KB%20Screenshots%202026-10/who-gets-lead-notifications-for-quick-app-and-full-app_img1.png) ### 2. User profile settings Each user can have their own notification settings. 1. Go to CRM and open the user list, for example CRM \> Back Office Users \> Back Office User List. 2. Click the user and scroll to **Documents and Notifications**. 3. Turn on "Notify if new file is created?" and save. ![](https://help.lendingwise.com/hs-fs/hubfs/KB%20Screenshots%202026-10/who-gets-lead-notifications-for-quick-app-and-full-app_img2.png?width=670&name=who-gets-lead-notifications-for-quick-app-and-full-app_img2.png) **Careful:** if a back office user has no branch picked under Exclusively Assign to a Branch, this can email them the Completed Quick App (with its PDF) for files they aren't assigned to. ### 3. Email notifications with automation (Pro plans and up) 1. Go to **Settings \> Automation \> Actions**, open E-mails and click Create Notifications. Write your email and save. 2. Create a rule. For the trigger, use Loan File = Create, or Primary File Status set to the status your Quick App or Full App gives new files. That status is set per form on the branch's Web Form Integration tab (the gear on the form's card \> Default file status). 3. Attach the email you created to the rule and save. 4. Submit a test application to check that it works. ### 4. Assign files to the right person automatically Use an automation rule with the **Assign Back Office User(s)** action: go to Settings \> Automation \> Rules, pick a trigger (for example a new file, or your webform's default Primary File Status), add the action and save. Assigned users then get emails based on their own notification settings. ![](https://help.lendingwise.com/hubfs/KB%20Screenshots%202026-10/who-gets-lead-notifications-for-quick-app-and-full-app_img3.png) **Good to know:** saving a new file can run automation rules right away with no pop-up, so test new rules on a file that uses your own email as the borrower. - [Overview of LendingWise Platform](https://help.lendingwise.com/knowledge/overview-of-lendingwise-platform?hsLang=en#main-content) - [Training & Support](https://help.lendingwise.com/knowledge/overview-of-lendingwise-platform?hsLang=en#training-support) - [Privacy](https://help.lendingwise.com/knowledge/overview-of-lendingwise-platform?hsLang=en#privacy) - [CRM](https://help.lendingwise.com/knowledge/overview-of-lendingwise-platform?hsLang=en#crm) - [Website](https://help.lendingwise.com/knowledge/overview-of-lendingwise-platform?hsLang=en#website) - [Setting Up The Platform](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#main-content) - 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