LendingWise - Help Center
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Setting Up The Platform
Overview of LendingWise Platform
Training & Support
Privacy
CRM
Website
Setting Up The Platform
Setting up Users and Permissions
Main Platform Settings
Creating Your Loan Programs
Setting Up a Webform
White Label Setup
Website Template Setup
Auto-Generate Docs
Miscellaneous Setup Items
Setting up Users
Email Templates
Automations
Tasks
Importing Data
Loan Programs
Importing and Exporting Data
Using The Platform
Using the dashboard
Communications and Email
Loan Origination
Inside a loan file
Managing Borrowers
Running Reports & Exporting Data
Loan Servicing
Lender/Investor Marketplace
CRM
Frequently Asked Questions
CRM
LOS
Marketplace
Pricing Engine
Website Template
Integrations
Marketing
DOCS
Loan Programs
Automations Emails and Communication
Service and Support
Help Desk
Managing your Subscription and Billing
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LendingWise - Help Center
Setting Up The Platform
Overview of LendingWise Platform
Training & Support
Privacy
CRM
Website
Setting Up The Platform
Setting up Users and Permissions
Main Platform Settings
Creating Your Loan Programs
Setting Up a Webform
White Label Setup
Website Template Setup
Auto-Generate Docs
Miscellaneous Setup Items
Setting up Users
Email Templates
Automations
Tasks
Importing Data
Loan Programs
Importing and Exporting Data
Using The Platform
Using the dashboard
Communications and Email
Loan Origination
Inside a loan file
Managing Borrowers
Running Reports & Exporting Data
Loan Servicing
Lender/Investor Marketplace
CRM
Frequently Asked Questions
CRM
LOS
Marketplace
Pricing Engine
Website Template
Integrations
Marketing
DOCS
Loan Programs
Automations Emails and Communication
Service and Support
Help Desk
Managing your Subscription and Billing
Setting Up The Platform
Articles, Steps, and Videos that help you set up your platform quickly
Setting Up Users
Customizing Required Docs
Automation Rule Triggers
Setting up Users and Permissions
How to Add & Create User
Enhancing Security with Two-Factor Authentication (2FA)
User Types
User Permissions
Loan Officers/Mortgage Broker Login Portal
Contacts Manager Tool
How Do I Enable the Marketplace for a Back Office User?
See more
Main Platform Settings
Customizing Workflows
Customizing Status on the Dashboard
Company Settings > Company Info tab
File Tab Display Order
Company Settings > Web Forms/Logins
Doc settings tab
Company Settings > Required Docs
Primary File Status Tab
Setting User Permission Based on Primary File Status
Sub-Statuses
Company Settings > Custom Loan Guidelines tab
Data Import V2
Setting up email function in LendingWise
Set up Auto Generated Loan Numbers
Pricing Engine Activation
See more
Creating Your Loan Programs
Setup Your Loan Programs/Services
Customize Quick App & Full App form fields
Creating Custom Form Fields
Fees & Cost - Guidelines
Internal Loan Programs
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Setting Up a Webform
Setting Up Web Forms and or Applications for a Website
How do I add a CAPTCHA to my Online Forms and Apps
How do I add or remove loan officers from the quick app or full app?
Mandatory Fields
Thank You Email After Loan Application Submission
How to Edit/Rename Application Section Labels
See more
White Label Setup
What is the Private Label (aka White Label) Add-On Feature
Website Template Setup
DIY Website Template Set-Up
Auto-Generate Docs
Document Set Up for a Branch(s)
Auto-Generated Documents & Templates
Custom required documents on a loan file
Custom E-sign Documents
Miscellaneous Setup Items
How to Enable Mass Emailing at The Branch Level
Setting up Users
Borrower Login
Email Templates
Signature on email templates
How do I Customize Email Templates? Email Wizard Tool.
Automations
Automations Activity Log
Webhook Automation Integration for Outbound Data Transfer
Workflow Automation
API Integration for Inbound Data Transfer to Post New Leads into LendingWise
Zapier Integrations (API/Webhooks)
Automations with File Status Change Trigger
Automations with Workflow Step Trigger
See more
Tasks
Creating Tasks
Importing Data
How To Bulk Import Contacts Only
How To Bulk Import Borrowers Only
How do I bulk Import Data Lists For Loan Officers, Branches, or Brokers
Loan Programs
How do I activate an Internal Loan Program
Importing and Exporting Data
How to Download Borrower Sample Import/Upload Template
