Email signatures and webform links (Outlook, Gmail, LendingWise)

You can add your signature to the emails LendingWise sends, and you can put a link to your Quick App or Full App webform in your email signature, whether you use LendingWise, Outlook or Gmail.

Add your signature to LendingWise emails

1. Go to Settings > Platform Settings > Company Settings and find the Communication Settings card.
2. Turn on "Automatically include a user signature on outgoing emails?" (turn it off to leave the signature out).
3. Click Save at the bottom of the page.

The signature includes the name, cell #, fax # and email from the user's profile, and the company name from Company Info.

Step 1: Copy your webform link

1. Go to CRM > Branch > Branch List and click the branch.
2. Open the Web Form Integration tab.
3. Click Copy link on the Quick App or Full App card. This copies the one-page link. For the multi-step version, click Add to website, choose Link to it and Multi-Step, then copy the link.

Loan officers and brokers have their own Web Form Integration tab on their profile, with links that credit files to them. The direct link works as-is in an email signature; you don't need the embed code.

In a LendingWise email template

Instead of showing the whole URL, you can link text like "Apply Now" or "Complete Your Application".

1. Go to Settings > Email Wizard Tool. Select an existing template or click Add New Email Template.
2. Put your cursor where you want the link and click the insert hyperlink (link) icon.
3. Type the link text, such as "Apply Now", and paste the webform link you copied.
4. Confirm to insert the link.
5. To personalize the email, add merge tags such as ##Borrower First Name## or ##Borrower Last Name##. For a full list of available merge tags, refer to the Email Wizard Tool documentation.
6. Click Save, then send a test to check that the link shows and opens the right webform.

Link not working? Check the following: (1) the link was copied from the branch's Web Form Integration tab, not from a broker or loan officer profile; (2) the template was saved before sending; and (3) the webform is active and publicly accessible.

In Outlook

1. Open the signature editor.
   • Outlook desktop (Windows): click File > Options > Mail > Signatures, or open a new email and go to Message > Signature > Signatures.
   • Outlook web (Outlook.com / Office 365): click the Settings gear (top right), then View all Outlook settings > Mail > Compose and reply.
   
2. Pick a signature to edit, or click New and give it a name like "LendingWise Application Link".
3. In the Edit signature box, put your cursor where the link should go. Highlight or type the text (for example "Apply Now" or "Complete Quick App").
4. Click the Insert Hyperlink (chain) icon, paste your webform link in the Address box and click OK. You can also link an image, such as your logo: insert it, select it, then click the hyperlink icon.
5. Click Save, then OK. If you like, set it as the default for new messages or replies and forwards.
6. Send yourself a test email and check that the link shows and opens the right webform.

   Tip: If the link does not appear as a clickable hyperlink in Gmail, check that your Gmail signature editor is in rich-text mode (not plain-text mode) by clicking Formatting options at the bottom of the signature editor.

In Gmail

1. Click the Settings gear at the top right of Gmail, then "See all settings".
2. Open the "General" tab.
3. Scroll to the "Signature" section and click the insert link icon.
4. Type the text to show, like "Apply Now", and paste your Quick App or Full App link in the second box.
5. Scroll down and click "Save Changes".