--- title: User types and how to set them up description: There are 5 main user types in the LendingWise Platform --- [Skip to content](https://help.lendingwise.com/knowledge/users-permissions#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) 3. [Setting up Users and Permissions](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#setting-up-users-and-permissions) # User types and how to set them up ## There are 5 main user types in the LendingWise Platform LendingWise has five main user types: **Back Office, Branch, Loan Officer, Broker and Borrower**. Contacts are a sixth kind of record, but they don't log in. See the [Organization Chart](https://www.mindomo.com/mindmap/176951bacacc4057a5335c90d5cf2911) (also the [org chart](https://www.mindomo.com/mindmap/lw-org-chart-sales-176951bacacc4057a5335c90d5cf2911)) for how they fit together. ![](https://help.lendingwise.com/hs-fs/hubfs/undefined-May-07-2026-05-50-02-7001-PM.png?width=2560&height=1237&name=undefined-May-07-2026-05-50-02-7001-PM.png) All of them are managed in the **CRM** menu (called Users/Contacts before the September 2026 update): Borrowers, Brokers, Loan Officers, Branch, Back Office Users, Contacts, Calendar/Tasks and E-mail Reports. A Manager (or a back office user with Manager permissions) can create back office, branch, loan officer, broker and borrower users. ### Back Office users Your team members: processors, underwriters, closers, attorneys and so on. They usually see all loan files from all your sales channels (branches, loan officers and brokers), but you can set each [user's permissions](https://help.lendingwise.com/knowledge/user-permissions?hsLang=en) to limit which files they see and when and what they can edit. The **Manager** role has full system admin rights. To create one, go to CRM \> Back Office Users and click **Create Back Office User**. In the list you can manage each user's login access, profile and permissions. ### Branches Think of branches as your sales channels. You always have one main branch for your business, where all your loan files are assigned. Branches can also be divisions or offices, account executives, or correspondent lending relationships. A branch user can be a branch manager or account executive who runs their own team of loan officers or brokers, and only sees the files under their branch and its broker and loan officer network. To create one, go to CRM \> Branch and click **Create Branch**. **You need the Elite plan or higher to create more than one branch.** Each branch's **Web Form Integration** tab has your Quick App and Full App webform links and the code to embed them on your website (Add to website). *If a user can't see a loan, check that they're assigned to the same branch as the file. Users who aren't assigned to the file's branch can't open it.* ### Loan Officers Loan officers have their own login portal and only see their own files. Set their permissions carefully to control what and when they can edit. They can be under several branches. A loan officer can create borrowers, and brokers too if "Allow this Loan Officer to Create Brokers" is on in their profile. To create one, go to CRM \> Loan Officers and click **Create Loan Officer**. Each loan officer gets their own Quick App and Full App webforms: click their name in CRM \> Loan Officers \> Loan Officer List and open the [Web Form Integration tab](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#setting-up-a-webform). ![](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) ### Brokers Brokers have their own login portal and only see their own files. They can create borrowers. Set their permissions carefully, and they can be under several branches. **You need the Pro plan or higher to create broker users.** Each broker gets their own Quick App and Full App webforms: click their name in CRM \> Brokers \> Broker List and open the Web Form Integration tab. ![](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) ### Borrowers Your clients. They can have their own login portal if you give them one, and only see their own files. Their profile holds their background, entities, experience, assets and more. The Borrower List lists every borrower, each identified by their email address. You can create or import borrowers there. A borrower profile is also created automatically when a borrower submits a Quick App or Full App, or when one of your users creates a loan. ### Contacts Third parties linked to loan files, such as title, escrow, attorneys, insurance agents, investors and appraisers. They aren't users and don't log in, but set up properly they show which vendors are on each file and can receive automated notifications. ### Permissions You can set permissions by user and role, for example access to the interest rate, seeing private notes, or using the Marketplace. Permissions are on each profile: - Back office: CRM \> Back Office Users \> Back Office User List \> click the user. ![](https://help.lendingwise.com/hubfs/Knowledge%20Base%20Import/1633967653966-iMg.png) - Branch: CRM \> Branch \> Branch List \> click the branch. ![](https://help.lendingwise.com/hubfs/Knowledge%20Base%20Import/1633967801883-_3k.png) - Broker or loan officer: CRM \> Brokers \> Broker List, or CRM \> Loan Officers \> Loan Officer List, then click the name. ![](https://help.lendingwise.com/hubfs/Knowledge%20Base%20Import/1633967547682-TSA.png) ### Creating users: good to know - Every create form needs a typed Password and Confirm Password. There's no invite email option. - After you save a back office user, open their profile and check every permission: "Enable Manager Permissions?" only shows after the first save, "Allowed to View / Edit Fund Management?" and "Notify if Borrowers/Clients upload a document?" start On, and saving turns "Allow to Manage Draws?" On. Quick video: ### Logging in Each user type has its own login page. Go to [the LendingWise login page](https://app.lendingwise.com/login.php) and choose your role to be sent to the right one. Your login links are also in Settings \> Platform Settings \> Web Forms / Logins. ![](https://lh4.googleusercontent.com/gQrNxNhA_Wk5-AN5gs9GdHSq0piBkDo_WWJ3hj1Vbo-Ssnddwzbm5DqCrHT7vXy2w8YwhENQbaDko4okM0--uFKbac8fBOhwo5YDTJGAy3Dll9BsHkvZ0kvK9lZmyAxDt8ji1PTmBuxNbJ27ZGDD2J8) ![](https://lh4.googleusercontent.com/QHZ1vbQsLJeU5S8a8s7B7NbUVSCeIoJeJ6iWE8GFhCt8YM6Zz034cyBWVXg2-SpXqqZ3Vb20XG85x6Xy-e0nlYbRxVLLfXFdGprynUJUWWUhQyjbT7GF8NTo3HmeV2TulGvepMMNIuksMlEqPUzAuprbb0SdQmET1Hwo7UALGJ2locZS1A-9SKlFi-ZFog) To add more users to your plan, see [Managing Plans & Billing](https://help.lendingwise.com/knowledge/managing-plans-billing?hsLang=en) (also [Managing Plans and Billing](https://docs.google.com/document/d/1ZIqjNqnGRshXnJXBAC5TNK-sDRPDQC5kNtCLPmeMC2U/edit#heading=h.x83m5ywdw7c1)). Having trouble? Email [helpdesk@lendingwise.com](mailto:helpdesk@lendingwise.com). ### Broker/Partner vs Broker/Referring Party Admin Info on a loan file has two broker fields. **Select Broker/Partner** is a dropdown of the brokers set up in your account, and picking one links that broker to the file. **Broker/Referring Party** is a plain text box where you type any referring party by hand, for example someone who isn't set up as a broker in LendingWise. You can turn Broker/Referring Party on or off in Form Fields (Admin Info section). - [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) - [Importing Data](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#importing-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) - [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) - [Automations Emails and Communication](https://help.lendingwise.com/knowledge/frequently-asked-questions?hsLang=en#automations-emails-and-communication) - 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