- LendingWise - Help Center
- Setting Up The Platform
- Main Platform Settings
LendingWise Tabs - Settings > Platform Settings
The Platform Settings tab is the administrative control center of LendingWise. It allows system administrators to configure the core loan programs, workflow, documents, and pipeline statuses that shape how every loan moves through the platform.
Company Info
Doc Library
3rd Party Integrations
Required Docs
Doc Statuses
Borrower Profile Required Docs
Workflow
File Status
File Sub-status
Draw Management
Web Forms / Logins
Custom Loan Guidelines
File Tab Display Order
Form Fields
Custom Form Fields