--- title: Setting Up The Platform | LendingWise - Help Center description: Articles, Steps, and Videos that help you set up your platform quickly --- [Skip to content](https://help.lendingwise.com/knowledge/setting-up-the-platform#main-content) English Show submenu for translations [Submit Ticket](https://help.lendingwise.com/knowledge/kb-tickets/new) [Customer portal](https://help.lendingwise.com/tickets-view) ![owl-Logo-1.png\]](https://help.lendingwise.com/hs-fs/hubfs/owl-Logo-1.png?width=43&height=46&name=owl-Logo-1.png) - [New Releases](https://lendingwise.releasenotes.io/) - [System Status](https://lendingwise.statuspage.io/) Open main navigation Close main navigation - [New Releases](https://lendingwise.releasenotes.io/) - [System Status](https://lendingwise.statuspage.io/) - English Show submenu for translations - [Submit Ticket](https://help.lendingwise.com/knowledge/kb-tickets/new) - [Customer portal](https://help.lendingwise.com/tickets-view) - Go to lendingwise.com Go to lendingwise.com Hello. 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[Setting Up The Platform](https://help.lendingwise.com/knowledge/setting-up-the-platform) # Setting Up The Platform Articles, Steps, and Videos that help you set up your platform quickly - [Custom Form Fields](https://help.lendingwise.com/knowledge/creating-and-managing-custom-form-fields) - [Automation rules: triggers, conditions and examples](https://help.lendingwise.com/knowledge/automation-rule-triggers) - [Automation actions: tasks, emails and webhooks](https://help.lendingwise.com/knowledge/automation-actions) - [Troubleshooting automations: when an email, task or assignment doesn't happen](https://help.lendingwise.com/knowledge/troubleshooting-automations) ## Setting up Users and Permissions - [Back office users: create and set permissions](https://help.lendingwise.com/knowledge/how-to-create-back-office-user) - [✅ How to Set Up a Processor in the System](https://help.lendingwise.com/knowledge/-how-to-set-up-a-processor-in-the-system) - [User types and how to set them up](https://help.lendingwise.com/knowledge/users-permissions) - [Contacts: add, manage, and export](https://help.lendingwise.com/knowledge/contacts-manager-tool) - [Enhancing Security with Two-Factor Authentication (2FA)](https://help.lendingwise.com/knowledge/two-factor-authentication-2fa) ## Main Platform Settings - [Borrower Management tab](https://help.lendingwise.com/knowledge/borrower-management-tab) - [Company Settings \> Company Info tab](https://help.lendingwise.com/knowledge/company-settings-company-info-tab) - [File Tab Display Order](https://help.lendingwise.com/knowledge/company-settings-file-display-order-tab) - [Web Forms / Logins](https://help.lendingwise.com/knowledge/company-settings-web-forms/logins) - [Doc Library: turn documents on for your company and branches](https://help.lendingwise.com/knowledge/doc-settings-tab) - [File Status: statuses, permissions, and dashboard display](https://help.lendingwise.com/knowledge/file-status-tab) - [Sub-Statuses](https://help.lendingwise.com/knowledge/adding-or-removing-sub-status) - [Custom Loan Guidelines](https://help.lendingwise.com/knowledge/company-settings-custom-loan-guidelines-tab) - [Setting up email function in LendingWise](https://help.lendingwise.com/knowledge/sending-emails-from-lendingwise) - [Auto-Generated Loan Numbers](https://help.lendingwise.com/knowledge/set-up-auto-generated-loan-numbers) - [Required Docs & Conditions setup](https://help.lendingwise.com/knowledge/customizing-required-docs) - [LendingWise File Types - Commercial/Residential Real Estate and Business Funding](https://help.lendingwise.com/knowledge/file-types) - [Settings overview: where everything lives now](https://help.lendingwise.com/knowledge/lendingwise-tabs-settings-platform-settings) - [Workflows](https://help.lendingwise.com/knowledge/customizing-workflows) - [Import loans](https://help.lendingwise.com/knowledge/import-data-csv) - [Company Settings](https://help.lendingwise.com/knowledge/company-settings) See less ▼ ## Creating Your Loan Programs - [Loan programs: add, edit, internal programs and branch access](https://help.lendingwise.com/knowledge/setup-your-loan-programs/services) - [Form Fields: show, hide and require fields by app and program](https://help.lendingwise.com/knowledge/customize-quick-app-full-app-form-fields) ## Setting Up a Webform - [Webform Permission Setting - "Save & Finish Later" Button](https://help.lendingwise.com/knowledge/webform-permission-setting-save-finish-later-button) - [Embed webforms on your website](https://help.lendingwise.com/knowledge/setting-up-web-forms-on-a-website) - [How do I add a CAPTCHA to my Online Forms and Apps](https://help.lendingwise.com/knowledge/captcha) - [Mandatory Fields](https://help.lendingwise.com/knowledge/mandatory-fields) - [How to assign a Lender / Capital Source to a Loan File?](https://help.lendingwise.com/knowledge/how-to-assign-a-lender-/-capital-source-to-a-file) - [Enable a Loan Officer or Broker to be displayed as a dropdown option on the Quick/Full App](https://help.lendingwise.com/knowledge/enabling-loan-officer-on-the-quick/full-app) - [Broker Registration Form](https://help.lendingwise.com/knowledge/broker-registration) See less ▼ ## White Label Setup - [What is the Private Label (aka White Label) Add-On Feature](https://help.lendingwise.com/knowledge/full-white-label-what-is-it) ## Website Template Setup - [DIY Website Template Set-Up](https://help.lendingwise.com/knowledge/diy-website-template) ## Auto-Generate Docs - [Doc Wizard: custom document templates (incl. e-sign tags)](https://help.lendingwise.com/knowledge/custom-document-templates) ## Miscellaneous Setup Items - [Field ID and Merge Tag Display Tool (Advanced)](https://help.lendingwise.com/knowledge/field-id-and-merge-tag-display-tool-advanced) - [How to Enable Mass Emailing at The Branch Level](https://help.lendingwise.com/knowledge/how-to-enable-mass-emailing-at-the-branch-level) ## Setting up Users - [Borrower Login](https://help.lendingwise.com/knowledge/borrower-login) - [Brokers: create, permissions, with or without login](https://help.lendingwise.com/knowledge/broker-users-no-login-portal) - [Loan officers: create, permissions, and login](https://help.lendingwise.com/knowledge/loan-officer-configuration-and-permission-settings-screen) ## Email Templates - [Email signatures and webform links (Outlook, Gmail, LendingWise)](https://help.lendingwise.com/knowledge/signature-on-email-templates) - [E-mail Wizard: email templates and merge tags](https://help.lendingwise.com/knowledge/customizing-email-templates) ## Automations - [Zapier Integrations (API/Webhooks)](https://help.lendingwise.com/knowledge/zapier-integrations) - [Automations Activity Log](https://help.lendingwise.com/knowledge/automations-v2) - [Webhook Automation Integration for Outbound Data Transfer](https://help.lendingwise.com/knowledge/how-to-utilize-webhook-automation-integration-for-outbound-data-transfer) - [Loan Intake: post leads into LendingWise (API, Jotform)](https://help.lendingwise.com/knowledge/how-to-utilize-api-integration-for-inbound-data-transfer-to-post-new-leads-into-lendingwise) ## Importing Data - [How To Bulk Import Contacts Only](https://help.lendingwise.com/knowledge/how-to-bulk-import-contacts-only) - [Import borrowers](https://help.lendingwise.com/knowledge/how-to-bulk-import-borrowers) - [Overview of LendingWise Platform](https://help.lendingwise.com/knowledge/overview-of-lendingwise-platform#main-content) - [Training & Support](https://help.lendingwise.com/knowledge/overview-of-lendingwise-platform#training-support) - [Privacy](https://help.lendingwise.com/knowledge/overview-of-lendingwise-platform#privacy) - [CRM](https://help.lendingwise.com/knowledge/overview-of-lendingwise-platform#crm) - [Website](https://help.lendingwise.com/knowledge/overview-of-lendingwise-platform#website) - [Setting Up The Platform](https://help.lendingwise.com/knowledge/setting-up-the-platform#main-content) - [Setting up Users and Permissions](https://help.lendingwise.com/knowledge/setting-up-the-platform#setting-up-users-and-permissions) - [Main Platform Settings](https://help.lendingwise.com/knowledge/setting-up-the-platform#main-platform-settings) - [Creating Your Loan Programs](https://help.lendingwise.com/knowledge/setting-up-the-platform#creating-your-loan-programs) - [Setting Up a Webform](https://help.lendingwise.com/knowledge/setting-up-the-platform#setting-up-a-webform) - [White Label Setup](https://help.lendingwise.com/knowledge/setting-up-the-platform#white-label-setup) - [Website Template Setup](https://help.lendingwise.com/knowledge/setting-up-the-platform#website-template-setup) - [Auto-Generate Docs](https://help.lendingwise.com/knowledge/setting-up-the-platform#auto-generate-docs) - [Miscellaneous Setup Items](https://help.lendingwise.com/knowledge/setting-up-the-platform#miscellaneous-setup-items) - [Setting up Users](https://help.lendingwise.com/knowledge/setting-up-the-platform#setting-up-users) - [Email Templates](https://help.lendingwise.com/knowledge/setting-up-the-platform#email-templates) - [Automations](https://help.lendingwise.com/knowledge/setting-up-the-platform#automations) - [Importing Data](https://help.lendingwise.com/knowledge/setting-up-the-platform#importing-data) - [Using The Platform](https://help.lendingwise.com/knowledge/using-the-platform#main-content) - [Using the dashboard](https://help.lendingwise.com/knowledge/using-the-platform#using-the-dashboard) - [Communications and Email](https://help.lendingwise.com/knowledge/using-the-platform#communications-and-email) - [Loan Origination](https://help.lendingwise.com/knowledge/using-the-platform#loan-origination) - [Inside a loan file](https://help.lendingwise.com/knowledge/using-the-platform#inside-a-loan-file) - [Running Reports & Exporting Data](https://help.lendingwise.com/knowledge/using-the-platform#running-reports-exporting-data) - [Loan Servicing](https://help.lendingwise.com/knowledge/using-the-platform#loan-servicing) - [Lender/Investor Marketplace](https://help.lendingwise.com/knowledge/using-the-platform#lender-investor-marketplace) - [CRM](https://help.lendingwise.com/knowledge/using-the-platform#crm) - [Integrations](https://help.lendingwise.com/knowledge/using-the-platform#integrations) - [Frequently Asked Questions](https://help.lendingwise.com/knowledge/frequently-asked-questions#main-content) - [CRM](https://help.lendingwise.com/knowledge/frequently-asked-questions#crm) - [LOS](https://help.lendingwise.com/knowledge/frequently-asked-questions#los) - [Pricing Engine](https://help.lendingwise.com/knowledge/frequently-asked-questions#pricing-engine) - [Website Template](https://help.lendingwise.com/knowledge/frequently-asked-questions#website-template) - [Integrations](https://help.lendingwise.com/knowledge/frequently-asked-questions#integrations) - [Marketing](https://help.lendingwise.com/knowledge/frequently-asked-questions#marketing) - [Automations Emails and Communication](https://help.lendingwise.com/knowledge/frequently-asked-questions#automations-emails-and-communication) - [Service and Support](https://help.lendingwise.com/knowledge/service-and-support#main-content) - [Help Desk](https://help.lendingwise.com/knowledge/service-and-support#help-desk) - [Managing your Subscription and Billing](https://help.lendingwise.com/knowledge/service-and-support#managing-your-subscription-and-billing) - [Submit Ticket](https://help.lendingwise.com/knowledge/kb-tickets/new) - [Customer Portal](https://help.lendingwise.com/tickets-view) - [New Releases](https://lendingwise.releasenotes.io/) - [System Status](https://lendingwise.statuspage.io/) [![LendingWise Logo\_600x131](https://help.lendingwise.com/hs-fs/hubfs/LW%20logos/LendingWise%20Logo_600x131.jpg?width=366&height=80&name=LendingWise%20Logo_600x131.jpg "LendingWise Logo_600x131")](https://lendingwise.com) Copyright © 2025, LendingWise