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How to Record a Video to Share with LendingWise

A short screen recording is often the fastest way to show us a question, an issue, or an idea for a new feature. It also works well for training your own team or walking a borrower through a loan application.

You can use any screen recorder you like. Here are some common options.

Already on your computer or phone (no install needed)

  1. Windows 11: Snipping Tool. Open Snipping Tool, click the video camera icon, choose the area of your screen, and press Start.
  2. Mac: Screenshot toolbar. Press Cmd + Shift + 5, choose “Record Entire Screen” or “Record Selected Portion,” then click Record. To stop, click the stop button in the menu bar.
  3. iPhone or iPad: Open Control Center and tap the Screen Recording button. The video saves to your Photos app.
  4. Android: Swipe down to open Quick Settings and tap Screen Record. On some phones you may need to add the tile first.
  5. Zoom: Start a meeting by yourself, share your screen, and click Record. Handy if you already use Zoom every day.

Free browser tools (easy sharing with a link)

These save your video online and give you a link to paste into a support ticket, so you don’t have to upload a large file.

  1. Vidyard: Free Chrome extension for screen and webcam recording.
  2. Loom: Records your screen, your camera, or both. Free plan available.
  3. Zight (formerly CloudApp): Screen recordings, screenshots, and GIFs in one tool.
  4. ScreenPal (formerly Screencast-O-Matic): Simple recorder with a basic editor.
  5. Bubbles: Free recorder that lets viewers leave comments right on the video.

Free plans and limits change from time to time, so check each tool’s website for current details.

Tips for a helpful recording

  1. Keep it short. One to three minutes is usually plenty.
  2. Talk us through it. Say what you clicked, what you expected, and what happened instead.
  3. Show the full screen. It helps us see the page, the loan file, and any error messages.
  4. Protect sensitive info. Avoid showing Social Security numbers, bank account numbers, or other private borrower details. If you can, use a test loan file.

Send it to us

Once you’ve recorded your video, copy the share link (or attach the file) and include it in a support ticket.

The tools listed above are third-party products. They are not affiliated with or endorsed by LendingWise.