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Setting Up The Platform
Articles, Steps, and Videos that help you set up your platform quickly
Setting up Users and Permissions
Main Platform Settings
- Customizing Status on the Dashboard
- File Tab Display Order
- Company Settings > Web Forms/Logins
- Company Settings > Required Docs
- Primary File Status Tab
- Setting User Permission Based on Primary File Status
- Sub-Statuses
- Company Settings > Custom Loan Guidelines tab
- Data Import V2
- Setting up email function in LendingWise
- Auto-Generated Loan Numbers
- Pricing Engine Activation
- Customizing Required Docs
- LendingWise File Types - Commercial/Residential Real Estate and Business Funding
- Workflows not showing?
- Where to manage Borrower Profile Required Documents?
- LendingWise Tabs - Settings
- LendingWise Tabs - Settings > Platform Settings
- Customizing Workflows
Creating Your Loan Programs
Setting Up a Webform
- Setting Up Web Forms and or Applications for a Website
- How do I add a CAPTCHA to my Online Forms and Apps
- How do I add or remove loan officers from the quick app or full app?
- Mandatory Fields
- Thank You Email After Loan Application Submission
- How to Edit/Rename Application Section Labels
- How to assign a Lender / Capital Source to a Loan File?
- Enable a Loan Officer to be displayed as a dropdown option on the Quick/Full App
- Broker Registration Form
White Label Setup
Website Template Setup
Auto-Generate Docs
Miscellaneous Setup Items
Setting up Users
Email Templates
Automations
- Zapier Integrations (API/Webhooks)
- Automations with File Status Change Trigger
- Automations with Workflow Step Trigger
- Automation Trigger for Scheduled Action
- Automations Activity Log
- Webhook Automation Integration for Outbound Data Transfer
- Workflow Automation
- API Integration for Inbound Data Transfer to Post New Leads into LendingWise