LendingWise - Help Center
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Using The Platform
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
Website Template Setup
Auto-Generate Docs
Miscellaneous Setup Items
Setting up Users
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
CRM
Frequently Asked Questions
CRM
LOS
Marketplace
Pricing Engine
Integrations
Marketing
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
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
Website Template Setup
Auto-Generate Docs
Miscellaneous Setup Items
Setting up Users
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
CRM
Frequently Asked Questions
CRM
LOS
Marketplace
Pricing Engine
Integrations
Marketing
DOCS
Loan Programs
Automations Emails and Communication
Service and Support
Help Desk
Managing your Subscription and Billing
Using The Platform
Learn how to use the platform as a manager, processor, loan officer, broker, or borrower.
Creating a Branch
Origination / Broker Points
Permission(s) on the Email Wizard Tool
Document Statuses for Required Documents
Binders
Custom Fields (Beta)
Reports -> Servicing (Adding Payments)
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How to view recent Notes?
Using the dashboard
Filtering, Searching, Creating Custom Reports, and Exporting Data in the Pipeline View
Quick View Folder in Pipeline View
Action History
Welcome to the Dashboard
Delete a Loan File and Reactivate a Deleted or Archived Loans
See more
Communications and Email
Offers
Sending Emails and Messages From LendingWise
How To Send E-Sign Docs To Borrowers.
Edit Notes (Public and Private)
Settings for Public or Private Notes
See more
Loan Origination
Fannie Mae 3.4 Import
Webform to PDF Generator
1003 - Fannie Mae
Pipeline Views
Sales & Processing Funnel- Activate a Loan Program in a Branch
Using LendingWise as a Broker/Loan Officer
Soft Credit Pulls
Fannie Mae 3.4 Export
Emailing the Full App to The Borrower or Broker to Complete
Remove Required Documents
Creating a loan with Borrowers/Co-Borrowers
How do I send a link for people to upload documents?
Share The Loan File or Loan Application With Lenders or Other 3rd Parties
See more
Inside a loan file
How to recover lost or deleted document(s)
How to send eFax/Fax
Quick App Tab
Full App Tab
Loan Info Tab
Borrower Info Tab
Property Info Tab
Personal Income and Expense Tab
Assets and Liabilities Tab
Integrated 3rd Party Services: Credit, AVM, CCR
Market Place
Budget & Draws
Docs Tab
Task Tab
Admin Tab
Billing & Commission Tab
Contacts Tab
Deal Analysis Tab
HUD
See more
Managing Borrowers
Getting a Borrower and Co Borrower To Esign
Running Reports & Exporting Data
Summary Report for Private and Public Notes
Entering & exporting HMDA information
Loan Servicing
Servicing 2.0
Lender/Investor Marketplace
Market Place - Uploading Lenders
Marketplace- Lender & Investor Matchmaker
CRM
How do I delete an Email Template
