Set up Auto Generated Loan Numbers

Set up 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. Make sure to hit Save.

After saving, go back to company setting where you will  have the option to assign/update the starting loan number.

Here is also a quick video.