Integration Hub
One page in Platform Settings where every outside service, API key and lead-intake connection is switched on and configured.
Platform Settings → Integration Hub (Manager role) is where every outside service is set up. It replaced the old 3rd Party Integrations tab, which has been removed. Anything you had already configured there carried over unchanged.
What's on the Hub
Each integration is a card with an on/off switch and a Configure button:
- Credit agencies: more than 30, through the MeridianLink and Xactus gateways, for credit and the related report products your agency offers.
- Document partners: Lightning Docs and DocLab for legal loan documents.
- Inspections: Trinity for construction and rehab draw inspections.
- Accounting: QuickBooks Online.
- API keys and lead intake: create API keys yourself and set up lead posting. See Open API & API Keys and Lead Posting.
Integrations marked Coming soon in the catalog are shown so you can see what's on the way. Only cards marked available can be connected.
Turning an integration on
An integration has to be switched on in three places:
| Layer | Where | Who |
|---|---|---|
| Company | Integration Hub: switch it on, enter your vendor credentials and choose which products your team can order. | A manager, once |
| User | Each user's profile: grant the permission to use third-party services. | A manager, per person |
| Loan | The 3rd Party Services tab on the loan file: choose the vendor and product and place the order. | Whoever works the file |
"It works for my colleague but not for me"That's almost always the user layer. The company switch is clearly on, so the missing piece is your own permission.
Before you start
- Have your own account with the vendor. Most integrations connect your vendor account on your commercial terms. You'll need credentials from them.
- Enable only the products you use. Orders usually cost money, so a shorter list makes it harder to order the wrong expensive thing.
- Place one real order end to end before your team relies on it.
See Integrations Overview for how integrations appear on a loan file, and the Integrations section for each vendor.
Full detail: in LendingWise, open Loan Origination → User Guide → Integrations Overview.
Updated 15 days ago