--- title: Offers description: "The LendingWise Offers tab: see the offers lenders and investors submit on a loan file and manage them." --- [Skip to content](https://help.lendingwise.com/knowledge/offers#main-content) English Show submenu for translations [Submit Ticket](https://help.lendingwise.com/knowledge/kb-tickets/new?hsLang=en) [Customer portal](https://help.lendingwise.com/tickets-view?hsLang=en) ![owl-Logo-1.png\]](https://help.lendingwise.com/hs-fs/hubfs/owl-Logo-1.png?width=43&height=46&name=owl-Logo-1.png) - [New Releases](https://lendingwise.releasenotes.io/) - [System Status](https://lendingwise.statuspage.io/) Open main navigation Close main navigation - [New Releases](https://lendingwise.releasenotes.io/) - [System Status](https://lendingwise.statuspage.io/) - English Show submenu for translations - [Submit Ticket](https://help.lendingwise.com/knowledge/kb-tickets/new) - [Customer portal](https://help.lendingwise.com/tickets-view) - Go to lendingwise.com Go to lendingwise.com Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [LendingWise - Help Center](https://help.lendingwise.com/knowledge?hsLang=en) 2. [Using The Platform](https://help.lendingwise.com/knowledge/using-the-platform?hsLang=en) 3. [Communications and Email](https://help.lendingwise.com/knowledge/using-the-platform?hsLang=en#communications-and-email) # Offers ## See and manage lender offers on a loan file's Offers tab. Where to find it: open the loan file and, in the menu on the left under DEAL ROOM, click Offers. The LendingWise platform provides the functionality to share pertinent files with your investors, lenders, and other key participants. This allows them to submit an offer for your deal. Upon submission of these offers, they will be effectively listed in your "Offers" tab for easy access. Refer to the accompanying images to locate the "Offers" tab within your interface: ![](https://help.lendingwise.com/hubfs/Knowledge%20Base%20Import/1633968446445-OOw.png) In this section, you can establish the particulars of the loan application, as well as define the primary contact for the deal. Use Set Point of contact at the top of the Offers tab to choose who's notified. Only that person gets the "Offer Submit for \" email; with no point of contact set, nobody is notified. The window lists branch and back office employees, requires Deal Status and Summary of the Deal, and can't be cleared once saved. This ensures all relevant information is accurate and readily available for reference. ![](https://help.lendingwise.com/hubfs/Knowledge%20Base%20Import/1633968853884-dTY.png) There are two methods available to generate an offer within our system. First, you can elect to manually create the offer and dispatch it to the relevant party. Alternatively, you can utilize the links embedded in the "Share this file" button for a more automated process. Within this option, you'll encounter a column titled "Link with Offer Submission." This component adds an additional tab labeled "Submit offer," where respective parties can deliver an offer directly to you, thus streamlining the process. ![](https://help.lendingwise.com/hubfs/Knowledge%20Base%20Import/1633969279968-ykY.png) ![](https://help.lendingwise.com/hubfs/Knowledge%20Base%20Import/1633969472607-cDE.png) ![](https://help.lendingwise.com/hubfs/Knowledge%20Base%20Import/1633970040486-Bzk.png) ![](https://help.lendingwise.com/hubfs/Knowledge%20Base%20Import/1633970893112-56I.png) Upon the submission of an offer, you will receive an immediate notification via email. Furthermore, all received offers pertaining to your deal can be viewed collectively within the "Offers" tab. This area provides a consolidated summary of all offers, making it simple to manage and review. An illustrative example of how this functionality should appear is provided below for your reference. ![](https://help.lendingwise.com/hubfs/Knowledge%20Base%20Import/1633971240185-N_0.png) If this feature is not visible in your account, the required access may not be set correctly within your user permissions. This typically necessitates a Back Office user with Manager/Admin rights to grant explicit access. Please ensure that the corresponding permissions are activated both at the branch level and user level for full functionality. ![](https://help.lendingwise.com/hubfs/Knowledge%20Base%20Import/1633971807777-3Z8.png) If you have any questions or need further guidance, please reach out to us at helpdesk@lendingwise.com. On the Offers page, Create Offer (top right) logs an offer by hand. Each offer row has Edit Offer, Delete Offer, Copy Offer, an info icon (who created it and when) and Add Offer Notes (one note per offer). There's no Accept or Decline. 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