Where things moved after the September 2026 update

 

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.