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Using The Platform
Learn how to use the platform as a manager, processor, loan officer, broker, or borrower.
Using the dashboard
- Welcome to the Dashboard
- Delete a Loan File and Reactivate a Deleted or Archived Loans
- How to view/enable loan files in the Dashboard's "Upcoming Closings" tab?
- Dashboard - Origination and Broker Fees
- Filtering, Searching, Creating Custom Reports, and Exporting Data in the Pipeline View
- Quick View Folder in Pipeline View
- Action History
Communications and Email
Loan Origination
- Soft Credit Pulls
- Fannie Mae 3.4 Export
- Emailing the Full App to The Borrower or Broker to Complete
- Remove Required Documents
- Creating a loan with Borrowers/Co-Borrowers
- How do I send a link for people to upload documents?
- Share The Loan File or Loan Application With Lenders or Other 3rd Parties
- Nested Entities under primary borrowing entity
- Days in File Status
- LendingWise Tabs - Create Loan
- What do the icons in the ACTIONS column do?
- LendingWise Tabs - Calculators
- Fannie Mae 3.4 Import
- Webform to PDF Generator
- 1003 - Fannie Mae
- Pipeline Views
- Sales & Processing Funnel- Activate a Loan Program in a Branch
Inside a loan file
- Quick App Tab
- Loan Info Tab
- Borrower Info Tab
- Property Info Tab
- Personal Income and Expense Tab
- Assets and Liabilities Tab
- Integrated 3rd Party Services: Credit, AVM, CCR
- Marketplace
- Budget & Draws
- Admin Tab
- Contacts Tab
- MERS Number Auto or manual Generation
- Storing docs within the borrower profile
- Loan Info tab - "Loan Setup" section
- Loan Stage Visual Tracker Progress Bar
- Download Documents as Zip
- How to Assign a Loan Officer/Broker to a Loan File?
- How to recover lost or deleted document(s)
- How to send eFax/Fax