--- title: Setting Up Users description: Setting up/creating users and the user profile hierarchy. --- [Skip to content](https://help.lendingwise.com/knowledge/setting-up-users#main-content) English Show submenu for translations [Submit Ticket](https://help.lendingwise.com/knowledge/kb-tickets/new?hsLang=en) [Customer portal](https://help.lendingwise.com/tickets-view?hsLang=en) ![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. How can we help you? - There are no suggestions because the search field is empty. 1. [LendingWise - Help Center](https://help.lendingwise.com/knowledge?hsLang=en) 2. [Setting Up The Platform](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en) # Setting Up Users ## Setting up/creating users and the user profile hierarchy. There are 5 main user types in the LendingWise Platform which are: **Back Office, Branch, Loan Officer, Broker and Borrower**. You may also view the [**Organization Chart**.](https://www.mindomo.com/mindmap/176951bacacc4057a5335c90d5cf2911)   1\. **Back Office** users represent your team members with roles like processor, underwriter, closer, attorney, etc. Back office users typically see all loan files from all your sales channels like branches, loan officers & brokers. However, you may set each user's permission in their profile to restrict which files they see, when they can edit, and what they can edit. **"Manager" role = full system admin privileges** To see this: 1. Go to Accounts/Users/Contacts then click Back Office. 2. Click "Create back office user" to create a new user with Back Office access.   2\. **Branches** can be used in various ways. Think of them as your different sales channels. You will always have 1 main branch for your business, but they can also represent different divisions/offices in your organization, account executives, or even correspondent lending relationships. A Branch level user will only see the loan files under their branch and from their broker or loan officer network under that branch.  **NOTE**: **You must have an Elite Plan or higher to create more than 1 branch. ** Every organization will need at least 1 main branch where all their loan files are assigned.  To see this: 1. Go to Accounts/Users/Contacts then click Branch. 2. Click "Create Branch" to create a new user with Branch access. \*If a user is unable to see a specific loan, please verify if they are assigned to the same branch as the loan file. Users who are not assigned to the branch where the loan is located will not have access to the file.   3\. **Loan Officers** have their own login portal and will only see their loan files accordingly. Set their permissions carefully to control what they can edit and when they can edit. They can also be under multiple branches in your organization if needed. A Loan Office can create a Broker and Borrower. To see this: 1. Go to Accounts/Users/Contacts then click Loan Officers. 2. Click "Create Loan Officer" to create a new user with Loan Officer access. A loan officer will get their own quick & full app web forms. You can view this in Web From Integration after clicking the Loan Officers name. ![](https://help.lendingwise.com/hs-fs/hubfs/undefined-Mar-24-2026-09-05-57-0378-PM.png?width=1920&height=917&name=undefined-Mar-24-2026-09-05-57-0378-PM.png) 4\. **Brokers** have their own login portal and will only see their loan files accordingly. Set their permissions carefully to control what they can edit and when they can edit. They can also be under multiple branches in your organization if needed. Brokers will get their own quick & full app webforms. You can view this in Web Form Integration after clicking the Broker name. ![](https://help.lendingwise.com/hs-fs/hubfs/undefined-Mar-24-2026-09-09-43-3710-PM.png?width=1920&height=917&name=undefined-Mar-24-2026-09-09-43-3710-PM.png) **NOTE: You must have a Pro Plan or higher to create Broker Users/Profiles** 5\. **Borrowers** can have their own login portal if you opt to provide that for them. They will only see their loan files accordingly. You can list their background, entity info, experience, assets, and more.   6\. **Contacts** aren't necessarily users but having them in your system can be very useful. If set up properly you can see which 3rd party vendors are attached to loan files and you can set up automated notifications to be sent out to title reps, appraisers, etc.   **Adding** **Users** - If you need to add users to your account, please see [Managing Plans & Billing](https://help.lendingwise.com/knowledge/managing-plans-billing?hsLang=en)  article for more information, or if you're having trouble, email us at [helpdesk@lendingwise.com.](mailto:helpdesk@lendingwise.com)   Here is also a quick video. Log in to [https://app.lendingwise.com/login.php](https://app.lendingwise.com/login.php) and choose your user role to be routed to the login page. Please note that each role has a different login portal, see image below. ![](https://lh4.googleusercontent.com/QHZ1vbQsLJeU5S8a8s7B7NbUVSCeIoJeJ6iWE8GFhCt8YM6Zz034cyBWVXg2-SpXqqZ3Vb20XG85x6Xy-e0nlYbRxVLLfXFdGprynUJUWWUhQyjbT7GF8NTo3HmeV2TulGvepMMNIuksMlEqPUzAuprbb0SdQmET1Hwo7UALGJ2locZS1A-9SKlFi-ZFog) - [Overview of LendingWise Platform](https://help.lendingwise.com/knowledge/overview-of-lendingwise-platform?hsLang=en#main-content) - [Training & Support](https://help.lendingwise.com/knowledge/overview-of-lendingwise-platform?hsLang=en#training-support) - [Privacy](https://help.lendingwise.com/knowledge/overview-of-lendingwise-platform?hsLang=en#privacy) - [CRM](https://help.lendingwise.com/knowledge/overview-of-lendingwise-platform?hsLang=en#crm) - [Website](https://help.lendingwise.com/knowledge/overview-of-lendingwise-platform?hsLang=en#website) - [Setting Up The Platform](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#main-content) - [Setting up Users and Permissions](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#setting-up-users-and-permissions) - [Main Platform Settings](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#main-platform-settings) - [Creating Your Loan Programs](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#creating-your-loan-programs) - [Setting Up a Webform](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#setting-up-a-webform) - [White Label Setup](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#white-label-setup) - [Website Template Setup](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#website-template-setup) - [Auto-Generate Docs](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#auto-generate-docs) - [Miscellaneous Setup Items](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#miscellaneous-setup-items) - [Setting up Users](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#setting-up-users) - [Email Templates](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#email-templates) - [Automations](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#automations) - [Tasks](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#tasks) - [Importing Data](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#importing-data) - [Loan Programs](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#loan-programs) - [Importing and Exporting Data](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#importing-and-exporting-data) - [Using The Platform](https://help.lendingwise.com/knowledge/using-the-platform?hsLang=en#main-content) - [Using the dashboard](https://help.lendingwise.com/knowledge/using-the-platform?hsLang=en#using-the-dashboard) - [Communications and Email](https://help.lendingwise.com/knowledge/using-the-platform?hsLang=en#communications-and-email) - [Loan Origination](https://help.lendingwise.com/knowledge/using-the-platform?hsLang=en#loan-origination) - [Inside a loan file](https://help.lendingwise.com/knowledge/using-the-platform?hsLang=en#inside-a-loan-file) - [Managing Borrowers](https://help.lendingwise.com/knowledge/using-the-platform?hsLang=en#managing-borrowers) - [Running Reports & Exporting Data](https://help.lendingwise.com/knowledge/using-the-platform?hsLang=en#running-reports-exporting-data) - [Loan Servicing](https://help.lendingwise.com/knowledge/using-the-platform?hsLang=en#loan-servicing) - [Lender/Investor Marketplace](https://help.lendingwise.com/knowledge/using-the-platform?hsLang=en#lender-investor-marketplace) - [CRM](https://help.lendingwise.com/knowledge/using-the-platform?hsLang=en#crm) - [Integrations](https://help.lendingwise.com/knowledge/using-the-platform?hsLang=en#integrations) - [Frequently Asked Questions](https://help.lendingwise.com/knowledge/frequently-asked-questions?hsLang=en#main-content) - [CRM](https://help.lendingwise.com/knowledge/frequently-asked-questions?hsLang=en#crm) - [LOS](https://help.lendingwise.com/knowledge/frequently-asked-questions?hsLang=en#los) - [Pricing Engine](https://help.lendingwise.com/knowledge/frequently-asked-questions?hsLang=en#pricing-engine) - [Website Template](https://help.lendingwise.com/knowledge/frequently-asked-questions?hsLang=en#website-template) - [Integrations](https://help.lendingwise.com/knowledge/frequently-asked-questions?hsLang=en#integrations) - [Marketing](https://help.lendingwise.com/knowledge/frequently-asked-questions?hsLang=en#marketing) - [DOCS](https://help.lendingwise.com/knowledge/frequently-asked-questions?hsLang=en#docs) - [Loan Programs](https://help.lendingwise.com/knowledge/frequently-asked-questions?hsLang=en#loan-programs) - [Automations Emails and Communication](https://help.lendingwise.com/knowledge/frequently-asked-questions?hsLang=en#automations-emails-and-communication) - [Service and Support](https://help.lendingwise.com/knowledge/service-and-support?hsLang=en#main-content) - [Help Desk](https://help.lendingwise.com/knowledge/service-and-support?hsLang=en#help-desk) - [Managing your Subscription and Billing](https://help.lendingwise.com/knowledge/service-and-support?hsLang=en#managing-your-subscription-and-billing) - 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