Main Platform Settings
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      1. LendingWise - Help Center
      2. Setting Up The Platform
      3. Main Platform Settings

      Auto-Generated Loan Numbers

      Set up and use your auto generated loan numbers

      To find this:

      1. Log in to your LendingWise admin account.
      2. Go to Settings > Platform Settings and click Company Info.
      3. Under Company Settings, enable the “User Auto Generated Loan Number(s)” option. 

      4. Assign/update the starting loan number.

      5. Make sure to hit Save.

      Note: Here you can also choose your sequence starting loan number. If you do not enter a starting loan number for your sequence, the loan number assigned will be determined by the highest loan number generated.

      For instance, if the initial loan number is set at 1000, the subsequent number will be 1001, followed by 1002, and so on. However, if you choose to begin from 10 instead, the next number will be 1003, because 1003 has already been the highest number generated thus far.

      Now when a new loan file is created, you can go to the Admin section of the loan file and click on the button shown below (next to the Loan Number field) to auto-generate the next loan number in your loan number sequence:

      Auto-Generated Loan Number

       

      Here is a step-by-step guide: