Who gets lead notifications for quick app and full app?

In LendingWise, setting up lead notifications for both Quick App and Full App submissions can be done in several ways, depending on how you want to notify your team (via email, within the platform, or both).

✅ 1. Email Notifications via Pipeline Automation

You can use the Pipeline Automation Engine to trigger email alerts when a lead submits either a Quick App or Full App.

Steps:

1. Go to Settings > Automation & Workflows > Pipeline Automation Engine.

2. Choose the pipeline where Quick App or Full App submissions land (usually Leads, Quick App, Full App, or custom pipelines).

3. Create a new automation:

   • Trigger Event: When loan enters pipeline or status changes (e.g., “New Quick App” or “New Full App”).

   • Action: Send Email.

   • Recipient: Choose internal users, loan officer, assigned team member, etc.

✅ 2. Notification Settings in Company Profile

You can set default notification preferences for the company or specific users.

Steps:

1. Go to Settings > Company Profile > Notifications.

2. Add email addresses that should receive lead or app submission notifications.

3. Choose the type of notifications (Quick App, Full App, loan status updates, etc.).

✅ 3. User Profile Settings

Each user or loan officer can be assigned notification settings individually.

Steps:

1. Go to User/Contacts > Select User Role type (Back Office, Branch, Loan Officer etc.)

2. Click on the user.

3. Scroll down to the Documents and Notifications section.

4. Enable email alerts for new leads, Quick App submissions, or Full App submissions.
   Toggle on the "Notify if new file is create?" permission setting. 
   
   

✅ 4. Webform Settings (Quick App / Full App Builder)

Configure notification emails directly within the form builder for Quick App or Full App.

Steps:

1. Go to Settings > Forms > Quick App or Full App.

2. Edit the form.

3. Under Notifications, add the email addresses to be notified on form submission.

✅ 5. Assigning Deals to Specific Users Automatically

To ensure the right user is notified, auto-assign deals based on source, loan type, or submission method.

Steps:

1. Go to Settings > Automation & Workflows > Assignment Rules.

2. Create rules to auto-assign deals.

3. Assigned users will receive internal LendingWise notifications and emails based on their profile settings.

✅ 6. Using Tasks or Comments to Trigger Notifications

Add a task or comment in a pipeline automation, which notifies the assigned user via platform and/or email.

Example:

• In the automation engine:

  • Action: Add Task or Add Comment

  • Assignee: Loan officer or team member

They will be notified in-app and via email, depending on their notification settings.

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