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
Auto-Generate Docs
Miscellaneous Setup Items
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
Lender/Investor Marketplace
Pricing Engine
CRM
Frequently Asked Questions
CRM
LOS
Marketplace
Pricing Engine
Website Template
Integrations
Marketing
Add On Features
Website
DOCS
Loan Programs
Automations Emails and Communication
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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
Auto-Generate Docs
Miscellaneous Setup Items
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
Lender/Investor Marketplace
Pricing Engine
CRM
Frequently Asked Questions
CRM
LOS
Marketplace
Pricing Engine
Website Template
Integrations
Marketing
Add On Features
Website
DOCS
Loan Programs
Automations Emails and Communication
Setting Up The Platform
Articles, Steps, and Videos that help you set up your platform quickly
Customizing Required Docs
Setting Up Users
Setting up Users and Permissions
How to Create Back Office User
User Types
Back Office User
User Permissions
Branches (aka Account Executives, Divisions)
Loan Officers/Mortgage Broker Login Portal
Borrower Login Information
Contacts Manager Tool
See more
Main Platform Settings
Organizing Field and Columns in My Pipeline
Customizing Workflows
Customizing Status on the Dashboard
Company Settings > Company Info tab
Company Settings > File Tabs Display Order
Company Settings > Web Forms/Logins
Doc settings tab
Company Settings > Required Docs
Workflow Tab
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
Servicing 2.0!
Set up Auto Generated Loan Numbers
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
See more
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 or full applications?
Mandatory Fields
White Label Setup
Connecting Website Template to your Domain Name
What is the White Label Add-On Feature
White Label
Auto-Generate Docs
Document Set Up for a Branch(s)
Auto-Populate Documents & Templates
Custom required documents on a loan file
Miscellaneous Setup Items
How to Enable Mass Emailing at The Branch Level
Email Templates
How do I Customize Email Templates? Email Wizard Tool.
Signature on email templates
Automations
Workflow Automation
Zapier Integration (Automation-Webhooks)
Tasks
Creating Tasks
Importing Data
How To Bulk Import Borrowers Only
How do I bulk Import Data Lists For Loan Officers, Branches, or Brokers
Loan Programs
Creating a New Loan Program
How do I activate an Internal Loan Program
Importing and Exporting Data
How to Download Borrower Sample Import/Upload Template
