---
title: Premium On-Boarding Overview and Resources
description: How LendingWise onboarding works for private and commercial lenders, with the setup guides and resources to get started.
---

[Skip to content](https://help.lendingwise.com/knowledge/quick-intro-overview#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)

# Premium On-Boarding Overview and Resources

## What premium onboarding with LendingWise looks like, with setup resources.

LendingWise is a highly customizable loan origination and servicing platform built for private and commercial lenders. The steps below outline what to expect during onboarding and where to find key resources to get your team operational quickly.

What does the LendingWise Premium Onboarding process include?

The Premium Onboarding process typically includes a series of recorded sessions covering your specific features, modules, and workflow walk-throughs relevant to your loan products and business model. Each session is structured to get your team operational as efficiently as possible.

Contact our team for the current pricing, session count and scope for premium onboarding.

**Further Resources:**

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

- In-app User Guide: in the menu on the left, go to Loan Origination \> User Guide (Start Here, The Loan Journey, Loan File Tab by Tab, Platform Settings, Automation Rules, The Pipeline and Glossary). Loan Servicing and Fund Management have their own User Guides.
- Help Center menu: Help Center (this knowledge base), Release Notes, How It Works and Vote for Features.
- LendingWise University: on the Help Center page under Learn & Explore.
- Help button: click **Help** in the bottom-right corner of LendingWise for LendingWise University (Free), the High-Level Overview Tour of LendingWise, the Training Videos Playlist, Knowledgebase Help Articles and Submit a Help Ticket. Open the **Chat** tab in the same panel to talk to our support team.

**Here is an example of a typical premium onboarding timeline**:

![Estimated Implementation Timeline](https://help.lendingwise.com/hs-fs/hubfs/Estimated%20Implementation%20Timeline.jpg?width=670&height=377&name=Estimated%20Implementation%20Timeline.jpg)

For questions about your specific premium onboarding timeline or configuration requirements, contact the LendingWise support team directly at helpdesk@lendingwise.com.

- [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)
    - [Automations](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#automations)
    - [Importing Data](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#importing-data)
    - [Required Docs & Conditions](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#required-docs-conditions)
- [Using The Platform](https://help.lendingwise.com/knowledge/using-the-platform?hsLang=en#main-content)

    - [Using the dashboard](https://help.lendingwise.com/knowledge/using-the-platform?hsLang=en#using-the-dashboard)
    - [Communications and Email](https://help.lendingwise.com/knowledge/using-the-platform?hsLang=en#communications-and-email)
    - [Loan Origination](https://help.lendingwise.com/knowledge/using-the-platform?hsLang=en#loan-origination)
    - [Inside a loan file](https://help.lendingwise.com/knowledge/using-the-platform?hsLang=en#inside-a-loan-file)
    - [Running Reports & Exporting Data](https://help.lendingwise.com/knowledge/using-the-platform?hsLang=en#running-reports-exporting-data)
    - [Loan Servicing](https://help.lendingwise.com/knowledge/using-the-platform?hsLang=en#loan-servicing)
    - [Lender/Investor Marketplace](https://help.lendingwise.com/knowledge/using-the-platform?hsLang=en#lender-investor-marketplace)
    - [CRM](https://help.lendingwise.com/knowledge/using-the-platform?hsLang=en#crm)
    - [Integrations](https://help.lendingwise.com/knowledge/using-the-platform?hsLang=en#integrations)
- [Frequently Asked Questions](https://help.lendingwise.com/knowledge/frequently-asked-questions?hsLang=en#main-content)

    - [CRM](https://help.lendingwise.com/knowledge/frequently-asked-questions?hsLang=en#crm)
    - [LOS](https://help.lendingwise.com/knowledge/frequently-asked-questions?hsLang=en#los)
    - [Pricing Engine](https://help.lendingwise.com/knowledge/frequently-asked-questions?hsLang=en#pricing-engine)
    - [Website Template](https://help.lendingwise.com/knowledge/frequently-asked-questions?hsLang=en#website-template)
    - [Integrations](https://help.lendingwise.com/knowledge/frequently-asked-questions?hsLang=en#integrations)
    - [Marketing](https://help.lendingwise.com/knowledge/frequently-asked-questions?hsLang=en#marketing)
    - [Automations Emails and Communication](https://help.lendingwise.com/knowledge/frequently-asked-questions?hsLang=en#automations-emails-and-communication)
- [Service and Support](https://help.lendingwise.com/knowledge/service-and-support?hsLang=en#main-content)

    - [Help Desk](https://help.lendingwise.com/knowledge/service-and-support?hsLang=en#help-desk)
    - [Managing your Subscription and Billing](https://help.lendingwise.com/knowledge/service-and-support?hsLang=en#managing-your-subscription-and-billing)

- [Submit Ticket](https://help.lendingwise.com/knowledge/kb-tickets/new)
- [Customer Portal](https://help.lendingwise.com/tickets-view)
- [New Releases](https://lendingwise.releasenotes.io/)
- [System Status](https://lendingwise.statuspage.io/)

[![LendingWise Logo\_600x131](https://help.lendingwise.com/hs-fs/hubfs/LW%20logos/LendingWise%20Logo_600x131.jpg?width=366&height=80&name=LendingWise%20Logo_600x131.jpg "LendingWise Logo_600x131")](https://lendingwise.com)

Copyright © 2025, LendingWise