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

      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.

       

      **Note:

      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, with 1003 being the highest number recorded thus far.