--- title: Origination of a loan overview! description: "An overview of loan origination in LendingWise: create loans, manage loan programs, track applications and collect and generate documents." --- [Skip to content](https://help.lendingwise.com/knowledge/origination-of-a-loan-1#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. [Overview of LendingWise Platform](https://help.lendingwise.com/knowledge/overview-of-lendingwise-platform?hsLang=en) 3. [Training & Support](https://help.lendingwise.com/knowledge/overview-of-lendingwise-platform?hsLang=en#training-support) # Origination of a loan overview! ## An overview of loan origination in LendingWise, from creating a loan to collecting documents.   Here's how a loan moves through LendingWise, from the first application to closing. ### Steps 1. **Create the loan.** Borrowers and brokers can apply through your Quick App and Full App webforms, which you can add to your website (see [Setting up web forms on a website](https://help.lendingwise.com/knowledge/setting-up-web-forms-on-a-website?hsLang=en)). Your team can start a file in **Loan Origination \> Create Loans \> Quick App** or **Full App**. Other systems, such as a CRM or a Zapier zap, can post new leads in through Loan Intake (**Settings \> Platform Settings \> Integration Hub**, Loan Intake section). Watch: Create a loan with Quick App (about 4 minutes): [https://youtu.be/cDNAN\_pO13M](https://youtu.be/cDNAN_pO13M) 2. **Pick the loan program.** You choose which loan programs your company offers in **Settings \> Platform Settings \> Company Info**, under Enable Loan Programs. The questions each program asks are set in **Settings \> Platform Settings \> Form Fields**. 3. **Work the file.** New files show up in **Loan Origination \> Pipeline - Main**. Your team adjusts the loan terms on the file's Loan Info tab, and can send documents such as a term sheet for e-signature with the Open E-Sign Workspace icon in the file header. 4. **Complete the Full App.** The Full App collects the rest of the borrower's details, such as real estate they own, assets and liabilities, and income and expenses. 5. **Collect documents.** Required docs are added to each file based on rules you set, such as loan program, transaction type and property type. You can add a description to each doc so borrowers know what to send. See [Required Docs & Conditions setup](https://help.lendingwise.com/knowledge/customizing-required-docs?hsLang=en). 6. **Track progress.** Workflow steps show on the file's Workflow tab (under WORK in the menu on the left) and in the green folder on the file's pipeline row. Automation rules can create tasks and send emails when a step or status changes. See [Customizing Workflows](https://help.lendingwise.com/knowledge/customizing-workflows?hsLang=en). 7. **Generate documents.** Create pre-filled documents from the Doc Library and your own Doc Wizard templates, from the file's Docs tab under Auto-Generated Documents. - [Overview of LendingWise Platform](https://help.lendingwise.com/knowledge/overview-of-lendingwise-platform?hsLang=en#main-content) - [Training & Support](https://help.lendingwise.com/knowledge/overview-of-lendingwise-platform?hsLang=en#training-support) - [Privacy](https://help.lendingwise.com/knowledge/overview-of-lendingwise-platform?hsLang=en#privacy) - [CRM](https://help.lendingwise.com/knowledge/overview-of-lendingwise-platform?hsLang=en#crm) - [Website](https://help.lendingwise.com/knowledge/overview-of-lendingwise-platform?hsLang=en#website) - [Setting Up The Platform](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#main-content) - [Setting up Users and Permissions](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#setting-up-users-and-permissions) - [Main Platform Settings](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#main-platform-settings) - [Creating Your Loan Programs](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#creating-your-loan-programs) - [Setting Up a Webform](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#setting-up-a-webform) - [White Label Setup](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#white-label-setup) - [Website Template Setup](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#website-template-setup) - [Auto-Generate Docs](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#auto-generate-docs) - [Miscellaneous Setup Items](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#miscellaneous-setup-items) - [Setting up Users](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#setting-up-users) - [Email Templates](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#email-templates) - 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