LendingWise - Help Center
Go to lendingwise.com
Submit Ticket
Go to Customer Portal
Inside a loan file
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
Loan Servicing
Lender/Investor Marketplace
Pricing Engine
CRM
Frequently Asked Questions
CRM
LOS
Marketplace
Pricing Engine
Integrations
Marketing
Add On Features
DOCS
Loan Programs
Automations Emails and Communication
Service and Support
Help Desk
Managing your Subscription and Billing
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LendingWise - Help Center
Using The Platform
Inside a loan file
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
Loan Servicing
Lender/Investor Marketplace
Pricing Engine
CRM
Frequently Asked Questions
CRM
LOS
Marketplace
Pricing Engine
Integrations
Marketing
Add On Features
DOCS
Loan Programs
Automations Emails and Communication
Service and Support
Help Desk
Managing your Subscription and Billing
Task Tab
This tab shows all tasks created for the loan file and also workflow-generated tasks
