1. LendingWise - Help Center
  2. Overview of LendingWise Platform

Quick On-Boarding Overview and Resources

This article offers a quick guide to the onboarding process at LendingWise, outlining the process, additional resources, and customizable features aimed at a seamless and productive start.

Embarking on your journey with LendingWise? Welcome aboard! Here, we aim to make the setup process as seamless and straightforward as possible. Given the unique nature of private and commercial lending, we've built our platform to be highly customizable to cater to a variety of needs.

Our onboarding process is meticulously designed to offer utmost flexibility, prioritizing innovative services to match the evolved requirements of the lending industry.

Our Onboarding Process:

Typically, the Pro onboarding process includes between 5 to 8 recorded sessions that delve deep into your specific features, modules and offer walk-throughs pertinent to unique situations. The goal? Getting you operational quickly and efficiently.

Further Resources:

We're glad to provide an array of additional resources tailored to help you gain a comprehensive understanding of our platform:

  1. Official User Manual/Guide: This exhaustive guide covers the setup of all features and modules within LendingWise.

  2. Self-Guided Product Tour: Familiarize yourself with the core features of our platform such as CRM, LOS, Marketplace, Pricing Engine, and Loan Servicing through this step-by-step guide.

  3. Self-Guided Onboarding Tour: An interactive, live tour that navigates through all features and settings, ensuring you can implement the platform to its fullest potential.

  4. Master Onboarding Checklist Template: Your unique checklist (located in your shared folder) serves as a go-to guide for understanding primary platform settings, user types, and configurable features with our default system values. Once you have reviewed it with your team and made necessary adjustments, our implementation team will collaborate with you to customize your platform accordingly. (Implementation plans may vary, refer to our Pricing and Programs for details or discuss with our team to identify the best approach).

Here is an example of a typical implementation timeline:

Estimated Implementation Timeline

Our commitment lies in empowering you to utilize LendingWise in a way that best suits your business needs. More details on a typical implementation timeline can be discussed with our team. We're excited to have you with us and look forward to supporting your business growth.