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Where things moved after the September 2026 update
Find where a menu, setting or tool went after the new LendingWise layout.
In September 2026 LendingWise got a new look, and a few more things moved in the October 2 release. The sidebar is now grouped by what you're doing: CRM, Loan Origination, Lender Marketplace, Loan Servicing, Fund Management, Settings and Help Center. Most items have a small arrow (›) next to them. Click it to open the group.
If you're used to the old menus, use the tables below to find where things are now. Each row links to the article that explains it.
People, contacts and email reports
| What | It used to be | Where it is now |
| Borrowers, brokers, loan officers, branches, back office users, contacts | Users/Contacts menu | CRM, then Borrowers, Brokers, Loan Officers, Branch, Back Office Users or Contacts. See User types and how to set them up. |
| Email logs, bounces and unsubscribes | Users/Contacts > Reports | CRM > E-mail Reports (Mail Queue - File Related, Mail Queue - Marketing Related, Bounced Emails, Unsubscribed). See Email reports. |
Loans and the pipeline
| What | It used to be | Where it is now |
| Import loans | Settings > Import Data | Loan Origination > Create Loans > Import Loans. See Import loans. |
| Soft credit pulls | Pipeline > Soft Credit Pull | Loan Origination > Soft Credit Pulls (the page is called "Credit Screening"). See Soft Credit Pulls. |
| Reports | One Reports menu | Split by area: Loan Origination > Reports, CRM > E-mail Reports, and Loan Servicing > Servicing Reports 3.0. See Reports and Servicing Reports 3.0. |
| Calculators | Calculators tab | Loan Origination > Calculators. It only shows when Company Settings "Show Dashboard Calculators" is on. See Calculators. |
Inside a loan file
| What | It used to be | Where it is now |
| Change a file's status or sub-status | File header or pipeline | In the menu on the left side of the loan file, under ADMIN, click Admin. You can also use Admin Info at the top of Quick App or Full App. See Admin Tab. |
| Request documents from a borrower | Send Document Upload Request | The Compose Email icon in the loan file header. Pick a template such as Required Docs Needed. See Compose Email. |
| Email history for a file | Billing & Com. tab | The Scheduled Emails/Email History icon in the loan file header. See Scheduled emails. |
| Copy a loan file | Pipeline quick view folder | In the menu on the left side of the loan file, under TOOLS, click Copies, then Copy This File. See Copy a loan file. |
| Loan servicing | Servicing 2.0 tab | In the menu on the left side of the loan file, under POST-CLOSE, click Servicing 3.0. Servicing settings and reports are in the Loan Servicing menu. See Servicing 3.0: set up and onboard a loan. |
Settings
| What | It used to be | Where it is now |
| Company setup | Company Profile | Settings > Platform Settings > Company Info, or Company Settings. See Company Info and Company Settings. |
| E-mail handling and inbox syncing | Company Info | Settings > Platform Settings > Company Settings, Communication Settings card. See Company Settings. |
| Borrower portal settings | Settings > Borrower Management | Settings > Platform Settings > Company Settings, Borrower Portal Settings card. |
| Save & Finish Later button | Web Forms/Logins | Settings > Platform Settings > Company Settings, Webform card. See Save & Finish Later. |
| Loan programs | Company Info > Descriptive Loan Programs | Settings > Platform Settings > Company Info > Enable Loan Programs, then the green + beside a file type. See Loan programs. |
| Document setup | Doc Settings | For the company: Settings > Platform Settings > Doc Library. For a branch: CRM > Branch > Branch List, open the branch, then the Docs Library tab. See Doc Library. |
| Email templates | Email Templates menu | Settings > E-mail Wizard Tool. See E-mail Wizard. |
| Custom domain | A help desk ticket | Settings > Platform Settings > Company Info > Custom domain. Set up your DNS record first, then click Provision. See Private Label. |
Integrations (moved October 2, 2026)
| What | It used to be | Where it is now |
| Credit agencies and other integrations | Settings > Platform Settings > 3rd Party Integrations | Settings > Platform Settings > Integration Hub. Switch the service's card on, then click Configure. |
| Lead posting API | Settings > API - Lead/Data Posting, then Create Loans > Loan Intake | Settings > Platform Settings > Integration Hub, Loan Intake section. See Loan Intake. |
| Webhooks | Integration settings | Settings > Automation > Actions, Webhooks tab. See Automation actions. |
| Lender Partners for Send to Lender | 3rd Party Integrations > Lender Partners | Settings > Platform Settings > Company Settings, Lender Partners card at the bottom. See Send to Lender. |
The 3rd Party Integrations tab inside a loan file (under UNDERWRITING) hasn't moved. It's still where you order reports on a file.
Help and training
| What | It used to be | Where it is now |
| LendingWise University | Sidebar item | Help Center > Help Center, under Learn & Explore. |
| Step-by-step guides inside the app | New | User Guide in the Loan Origination, Loan Servicing and Fund Management menus. See In-app User Guides. |
For a full tour of the Settings menu, see Settings overview: where everything lives now.
Can't find something? Email us at helpdesk@lendingwise.com.