Setup Tracker

Setting up a lending platform is a long list of small decisions. The hard part is usually knowing what's left, not any one decision. Account Setup is that list, kept live and shared between your team and LendingWise.

Where to find it

Account Setup is pinned at the bottom of the main menu, next to your completion percentage. The percentage recalculates as items are marked off.

A red envelope beside it means a message is waiting on one of the items. Check it the same day. It's usually us asking for the one piece of information that's blocking something.

How it's organized

Sections cover one area each: company details, people, statuses, workflow, documents, fields, templates and automations. Each section has its own progress bar.
Edit on each section takes you straight to the screen where that work is done. A few ask a quick question first, such as which kind of user or which branch.
Every item has an assigned person, a due date and its own conversation thread with file attachments.

The six statuses

Status	Means
Not Yet Started	Nobody has begun it.
In-Progress	You're working on it.
In-Progress LW	LendingWise is working on it.
Need Help	You're stuck. This flags the item for our team.
N/A	Doesn't apply to your business. Removes it from outstanding work.
Completed	Done.

👍
Use Need Help and N/A
Need Help gets our attention on a specific item instead of an e-mail thread nobody can tie back to it. N/A stops you chasing a percentage you can never reach. If you don't do construction lending, the construction items aren't outstanding work.

🚧
Don't chase 100% before go-live
The checklist covers everything the platform can do, not everything you need on day one. What matters is that nothing outstanding is blocking a real loan.

Account Setup is visible to your back-office administrators and managers. Branch users, brokers, loan officers and borrowers don't see it.

Full detail: in LendingWise, open Loan Origination → User Guide → Company Info, Settings & Setup Tracker.