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Loan officers: create, permissions, and login

The Loan Officer role is usually regarded as an internal loan originator / employee. 

Loan officers are your originators. Go to CRM > Loan Officers > Create Loan Officer to add one, or CRM > Loan Officers > Loan Officer List and click a name to edit one. Here's the whole loan officer profile:

Loan officer profiles without a login

Every loan file can be linked to a loan officer or broker for tracking. If you work in a back office role but also originate loans, you can create a loan officer profile for yourself without login access, so you can be attached to files as the loan officer, and keep logging in with your back office profile. Creating a loan officer or broker profile is free unless you turn on login rights.

Give a loan officer or broker login access

Turn on "Allowed to login?" on their profile (CRM > Loan Officers > Loan Officer List, or CRM > Brokers > Broker List, then click the name). If all your user seats are in use, the switch stays locked at No with a message that you've exceeded the number of allowed users.

Logging in

Loan officers and brokers can log in two ways: on LendingWise, or through your website if you have the white-label package.

  1. Go to the loan officer and broker login page. If you have the White-label Add-On, use your own login link from Settings > Platform Settings > Web Forms / Logins.
  2. Enter your login details. Tick "Remember me" if you want to be remembered next time.
  3. Forgot your password? Click "Forget Password?" to reset it.

Turn on the Dashboard for a loan officer

Go to CRM > Loan Officers > Loan Officer List, click the loan officer, turn on "Allowed to see dashboard?" and click Save. Loan officers only see their own assigned files on the Dashboard. Branch profiles have a matching "Allow to see dashboard?" switch.

Using LendingWise as a loan officer or broker

When you log in as a broker or loan officer, the menu on the left has Dashboard, CRM, Loan Origination, Lender Marketplace and Help Center.

  • To start a new file, go to Loan Origination > Create Loans > Quick App. A broker who creates a file this way is set as the file's broker automatically, and Borrower Email is required to save.
  • Inside a loan file, the DEAL ROOM group has Market Place and Offers.

Video: how to use LendingWise as a broker or loan officer

Questions? Email helpdesk@lendingwise.com.