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How to Set Up a Thank You Message Page & Automated Email After Loan Application Submission

When a borrower or applicant submits a loan application through your webform, LendingWise gives you two ways to acknowledge their submission: Thank You Web Message page and an Automated Thank You Email. Both are optional but highly recommended — together they create a professional, reassuring experience for new applicants.

Part 1: Customizing the Thank You Web Message

This is the confirmation message the applicant sees in their browser immediately after submitting the form.

Where to find it: Navigate to Users/Branch → Branch → (Select your branch) → Web Form Integration

You can configure a unique Thank You message for each of the following form types:

  • Full Loan App
  • Quick Loan App
  • Broker Registration

What you can customize:

  • Message text and verbiage
  • Company logo
  • Basic styling and appearance

Make your changes and save. The updated message will appear to applicants the next time they submit a form.

Part 2: Setting Up an Automated Thank You Email

This sends an email to the applicant automatically when their loan file reaches a specific status — typically when it becomes a Lead after form submission.

Automations in LendingWise consist of two components that must be set up together:

  • Action — What happens (in this case, sending an email)
  • Rule — When it happens (in this case, when the Primary File Status changes to "Lead")

Step 1: Create the Email Template (the Action)

Before building the automation rule, you need to create the email message that will be sent.

  1. Navigate to Settings → Email Templates.
  2. Click Create New Template.
  3. Write your Thank You email — include a welcoming message, next steps, and your contact information.
  4. Use merge tags to personalize the email with the applicant's name, loan program, and other dynamic fields.
  5. Save the template with a clear name (e.g., "Thank You – Application Received").

Step 2: Create the Automation Rule (the Trigger)

Once your email template is ready, set up the rule that sends it.

  1. Navigate to Settings → Automations.
  2. Click Create New Automation Rule.
  3. Set the Trigger to: Primary File Status Change.
  4. Set the Condition to: Status becomes "Lead" (or whichever status is assigned when a new application comes in).
  5. Set the Action to: Send Email, and select the template you created in Step 1.
  6. Define who the email should be sent to — typically the Borrower/Applicant.
  7. Save and activate the rule.

From this point forward, any new application submission that triggers the Lead status will automatically send your Thank You email to the applicant.

Tips

  • Test it first. Submit a test application through your webform to confirm both the on-screen message and the automated email trigger correctly.
  • Keep the email concise. The best Thank You emails confirm receipt, set expectations for next steps, and provide a support contact. Avoid overwhelming new applicants with too much information.
  • Customize per branch. If you operate multiple branches, you can configure distinct Thank You messages and automation rules for each branch to reflect different branding or workflows.

For additional guidance or help please reach out to the support team at helpdesk@lendingwise.com.