Setting up Users
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      1. LendingWise - Help Center
      2. Setting Up The Platform
      3. Setting up Users

      LendingWise Tabs - User/Contacts

      The User/Contacts tab is the central place to manage all people-related records in your LendingWise system

       

      Sub Tabs

      Back Office tab

      You can view your Back Office user list and manage their login access, profile information and user permission settings.

      You can also create new Back Office users. 

       

      Branch tab

      You can view your Branch list and manage login access, profile information and user permission settings. 

      You can create additional Branches (Available on the Elite Plan or higher).

      A Branch is also a type of user in the system and can be typically used for Branch Managers or Account Executives who run their own team of Loan Officers/Brokers. 

       

      Broker tab

      You can view your Broker user list and manage their login access, profile information and user permission settings. 

      You can also create new Broker users. 

       

      Loan Officer tab

      You can view your Loan Officer user list and manage their login access, profile information and user permission settings. 

      You can also create new Loan Officer users. 

       

      Contacts

      Are generally any 3rd party service providers or individuals who may be associated with a loan file and are NOT a Lendingwise user or Borrower.

      These individuals are not considered a User role in the system and therefore do not login to the Lendingwise portal.

      Example of Contact Types: Title, Escrow, Attorney, Insurance Agent

       

      Borrowers

      Are your clients who can use the borrower portal if access is enabled. The "Borrower List" will include all clients (borrowers) that have been entered in they system. 

      You can also create and/or import new Borrowers here, however, it is important to note that a borrower profile is automatically created when a borrower submits a Quick/Full App or a Lendingwise User manually creates a loan in the system.