Main Platform Settings
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      1. LendingWise - Help Center
      2. Setting Up The Platform
      3. Main Platform Settings

      LendingWise Tabs - Settings

      The Settings tab is the “control center” of LendingWise. It’s where you configure the system to match your lending workflow, loan products, compliance needs, and integrations. Only the Manager(Admin Rights) role in the system has access to this tab.

      The Settings tab can consist of the following sub-tabs: 
      Platform Settings, Automation, API- Lead / Data Posting, Import Data, Doc Wizard Tool, E-mail Wizard Tool. 


      Sub Tabs


      Platform Settings

       

      Automation

       

      API - Lead / Data Posting 

       

      Import Data

       

      Doc Wizard Tool

       

      Email Wizard Tool