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, required docs, and integrations. Only the Manager(Admin Rights) role in the system has access to this tab.

      The Settings tab consists 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


      *Note: Feature may only be available on certain billing plans.

      Please reach out to your Onboarding Specialist or email helpdesk@lendingwise.com with any questions.