--- title: Using The Platform | LendingWise - Help Center description: Learn how to use the platform as a manager, processor, loan officer, broker, or borrower. --- [Skip to content](https://help.lendingwise.com/knowledge/using-the-platform#main-content) English Show submenu for translations [Submit Ticket](https://help.lendingwise.com/knowledge/kb-tickets/new) [Customer portal](https://help.lendingwise.com/tickets-view) ![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. 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[Using The Platform](https://help.lendingwise.com/knowledge/using-the-platform) # Using The Platform Learn how to use the platform as a manager, processor, loan officer, broker, or borrower. - [Document Statuses for Required Documents](https://help.lendingwise.com/knowledge/document-statuses-for-required-documents) - [Thank-you page and automatic email after an application](https://help.lendingwise.com/knowledge/how-to-set-up-a-thank-you-message-automated-email-after-loan-application-submission) - [Binders](https://help.lendingwise.com/knowledge/creating-binders-in-lendingwise-a-comprehensive-guide) - [Avatar Image](https://help.lendingwise.com/knowledge/avatarimage) - [Branches: create and configure](https://help.lendingwise.com/knowledge/create-branch) ## Using the dashboard - [Dashboard: cards, lists, charts and the activity bell](https://help.lendingwise.com/knowledge/welcome-to-the-dashboard) - [Delete a Loan File and Reactivate a Deleted or Archived Loans](https://help.lendingwise.com/knowledge/delete-a-loan-file-and-reactivate-a-deleted-or-archived-loans) - [Pipeline search, filters, reports and export](https://help.lendingwise.com/knowledge/creating-custom-reports-exporting-data) - [Action History](https://help.lendingwise.com/knowledge/action-history) ## Communications and Email - [Offers](https://help.lendingwise.com/knowledge/offers) - [Compose Email: send emails, documents and doc requests](https://help.lendingwise.com/knowledge/sending-messages-or-emails) ## Loan Origination - [Quick App vs Full App](https://help.lendingwise.com/knowledge/quick-app-vs.-full-app-whats-the-difference-and-when-to-use-each) - [Send to Lender: transfer a loan to another LendingWise lender](https://help.lendingwise.com/knowledge/-send-to-lender-transfer-a-loan-to-another-lendingwise-lender-instantly) - [Soft Credit Pulls](https://help.lendingwise.com/knowledge/soft-credit-pulls) - [Emailing the Full App to The Borrower or Broker to Complete](https://help.lendingwise.com/knowledge/sending-a-link-to-the-full-app-for-borrower-or-broker-to-complete) - [Creating a loan with Borrowers/Co-Borrowers](https://help.lendingwise.com/knowledge/borrowers/co-borrowers) - [LendingWise Tabs - Create Loan](https://help.lendingwise.com/knowledge/lendingwise-tabs-) - [LendingWise Tabs - Calculators](https://help.lendingwise.com/knowledge/lendingwise-tabs-calculators) - [Fannie Mae 3.4 import and export](https://help.lendingwise.com/knowledge/fannie-mae-3.4-import) - [Nested Entities under primary borrowing entity](https://help.lendingwise.com/knowledge/nested-entities-under-primary-entity) - [Webform to PDF Generator](https://help.lendingwise.com/knowledge/webform-to-pdf-generator) - [Share The Loan File or Loan Application With Lenders or Other 3rd Parties](https://help.lendingwise.com/knowledge/share-this-file-links/merge-tags) - [Pipeline - Main: views, columns, search and row icons](https://help.lendingwise.com/knowledge/save-pipeline) See less ▼ ## Inside a loan file - [Loan File Email Inbox](https://help.lendingwise.com/knowledge/loan-file-email-inbox) - [Loan Info tab: sizing, terms, fees and points](https://help.lendingwise.com/knowledge/loan-info-tab) - [Application tabs: Borrower Info, Property Info, Income, Assets, REO](https://help.lendingwise.com/knowledge/borrower-info-tab) - [Integrated 3rd Party Services: Credit, AVM, CCR](https://help.lendingwise.com/knowledge/ordering-credit-avm-background-check) - [Docs tab: required docs, uploads, statuses and zip download](https://help.lendingwise.com/knowledge/docs-tab) - [Admin Tab](https://help.lendingwise.com/knowledge/admin-tab) - [Billing & Commission Tab](https://help.lendingwise.com/knowledge/billing-commission-tab) - [Contacts Tab](https://help.lendingwise.com/knowledge/contacts-tab) - [MERS Number Auto or manual Generation](https://help.lendingwise.com/knowledge/mers-number-auto-or-manual-generation) - [Borrower profile documents](https://help.lendingwise.com/knowledge/storing-docs-within-the-borrower-profile) - [Loan Stage Visual Tracker Progress Bar](https://help.lendingwise.com/knowledge/loan-stage-visual-tracker-progress-bar) - [Assigning Users, Employees, and Loan Officers/Brokers to a Loan File](https://help.lendingwise.com/knowledge/assigning-loan-officer-broker-employee) - [Delete and restore uploaded documents](https://help.lendingwise.com/knowledge/restore-a-deleted-documents) - [How to send eFax/Fax](https://help.lendingwise.com/knowledge/how-to-send-efax/fax) - [Post-Closing/Loan Trade](https://help.lendingwise.com/knowledge/post-closing-loan-trade) - [Change Log](https://help.lendingwise.com/knowledge/change-log) See less ▼ ## Running Reports & Exporting Data - [LendingWise Tabs - Reports](https://help.lendingwise.com/knowledge/lendingwise-tabs-reports) - [Underwriting tabs: Credit Decision, Adverse Action, Credit Memo, Deal Analysis, HUD, HMDA](https://help.lendingwise.com/knowledge/entering-exporting-hmda-information) - [Property Analytics](https://help.lendingwise.com/knowledge/property-analytics) ## Loan Servicing - [Servicing 2.0 (Sunsetting Soon)](https://help.lendingwise.com/knowledge/servicing-2.0-1) - [Servicing 3.0 Module & Status Updates](https://help.lendingwise.com/knowledge/servicing-module-roadmap-status-update) - [Draw Management](https://help.lendingwise.com/knowledge/draw) - [Servicing 3.0: set up and onboard a loan](https://help.lendingwise.com/knowledge/servicing-3-set-up-and-onboard-a-loan) - [Servicing 3.0: payments, charges, approvals and payoffs](https://help.lendingwise.com/knowledge/servicing-3-payments-charges-approvals-payoffs) - [Servicing Reports 3.0](https://help.lendingwise.com/knowledge/servicing-reports-3) - [Fund Management: getting started](https://help.lendingwise.com/knowledge/fund-management-getting-started) - [Fund Management: investor portal](https://help.lendingwise.com/knowledge/fund-management-investor-portal) - [Fund Management: offerings](https://help.lendingwise.com/knowledge/fund-management-offerings) See less ▼ ## Lender/Investor Marketplace - [Marketplace: search lenders and send financing requests](https://help.lendingwise.com/knowledge/marketplace-lender-investor-matchmaker) - [MarketPlace - Uploading Lenders](https://help.lendingwise.com/knowledge/market-place-uploading-lenders) ## CRM - [E-Sign: send, sign, and track documents](https://help.lendingwise.com/knowledge/e-sign-v2-send-sign-and-manage-documents-inside-lendingwise) - [Tasks and calendar](https://help.lendingwise.com/knowledge/lendingwise-tabs-calendar/tasks) ## Integrations - [LendingWise & Xactus Credit Integration](https://help.lendingwise.com/knowledge/xactus) - [Trinity Real Estate Solutions Integration (Draw Management)](https://help.lendingwise.com/knowledge/trinity-integration) - [Overview of LendingWise Platform](https://help.lendingwise.com/knowledge/overview-of-lendingwise-platform#main-content) - [Training & Support](https://help.lendingwise.com/knowledge/overview-of-lendingwise-platform#training-support) - [Privacy](https://help.lendingwise.com/knowledge/overview-of-lendingwise-platform#privacy) - [CRM](https://help.lendingwise.com/knowledge/overview-of-lendingwise-platform#crm) - [Website](https://help.lendingwise.com/knowledge/overview-of-lendingwise-platform#website) - [Setting Up The Platform](https://help.lendingwise.com/knowledge/setting-up-the-platform#main-content) - [Setting up Users and Permissions](https://help.lendingwise.com/knowledge/setting-up-the-platform#setting-up-users-and-permissions) - [Main Platform Settings](https://help.lendingwise.com/knowledge/setting-up-the-platform#main-platform-settings) - [Creating Your Loan Programs](https://help.lendingwise.com/knowledge/setting-up-the-platform#creating-your-loan-programs) - [Setting Up a Webform](https://help.lendingwise.com/knowledge/setting-up-the-platform#setting-up-a-webform) - [White Label Setup](https://help.lendingwise.com/knowledge/setting-up-the-platform#white-label-setup) - [Website Template Setup](https://help.lendingwise.com/knowledge/setting-up-the-platform#website-template-setup) - [Auto-Generate Docs](https://help.lendingwise.com/knowledge/setting-up-the-platform#auto-generate-docs) - [Miscellaneous Setup Items](https://help.lendingwise.com/knowledge/setting-up-the-platform#miscellaneous-setup-items) - [Setting up Users](https://help.lendingwise.com/knowledge/setting-up-the-platform#setting-up-users) - [Email Templates](https://help.lendingwise.com/knowledge/setting-up-the-platform#email-templates) - [Automations](https://help.lendingwise.com/knowledge/setting-up-the-platform#automations) - [Importing Data](https://help.lendingwise.com/knowledge/setting-up-the-platform#importing-data) - [Using The Platform](https://help.lendingwise.com/knowledge/using-the-platform#main-content) - [Using the dashboard](https://help.lendingwise.com/knowledge/using-the-platform#using-the-dashboard) - [Communications and Email](https://help.lendingwise.com/knowledge/using-the-platform#communications-and-email) - [Loan Origination](https://help.lendingwise.com/knowledge/using-the-platform#loan-origination) - [Inside a loan file](https://help.lendingwise.com/knowledge/using-the-platform#inside-a-loan-file) - [Running Reports & Exporting Data](https://help.lendingwise.com/knowledge/using-the-platform#running-reports-exporting-data) - [Loan Servicing](https://help.lendingwise.com/knowledge/using-the-platform#loan-servicing) - [Lender/Investor Marketplace](https://help.lendingwise.com/knowledge/using-the-platform#lender-investor-marketplace) - [CRM](https://help.lendingwise.com/knowledge/using-the-platform#crm) - [Integrations](https://help.lendingwise.com/knowledge/using-the-platform#integrations) - [Frequently Asked Questions](https://help.lendingwise.com/knowledge/frequently-asked-questions#main-content) - [CRM](https://help.lendingwise.com/knowledge/frequently-asked-questions#crm) - [LOS](https://help.lendingwise.com/knowledge/frequently-asked-questions#los) - [Pricing Engine](https://help.lendingwise.com/knowledge/frequently-asked-questions#pricing-engine) - [Website Template](https://help.lendingwise.com/knowledge/frequently-asked-questions#website-template) - [Integrations](https://help.lendingwise.com/knowledge/frequently-asked-questions#integrations) - [Marketing](https://help.lendingwise.com/knowledge/frequently-asked-questions#marketing) - [Automations Emails and Communication](https://help.lendingwise.com/knowledge/frequently-asked-questions#automations-emails-and-communication) - [Service and Support](https://help.lendingwise.com/knowledge/service-and-support#main-content) - [Help Desk](https://help.lendingwise.com/knowledge/service-and-support#help-desk) - [Managing your Subscription and Billing](https://help.lendingwise.com/knowledge/service-and-support#managing-your-subscription-and-billing) - [Submit Ticket](https://help.lendingwise.com/knowledge/kb-tickets/new) - [Customer Portal](https://help.lendingwise.com/tickets-view) - [New Releases](https://lendingwise.releasenotes.io/) - [System Status](https://lendingwise.statuspage.io/) [![LendingWise Logo\_600x131](https://help.lendingwise.com/hs-fs/hubfs/LW%20logos/LendingWise%20Logo_600x131.jpg?width=366&height=80&name=LendingWise%20Logo_600x131.jpg "LendingWise Logo_600x131")](https://lendingwise.com) Copyright © 2025, LendingWise