For AI agents: visit https://lendingwise.readme.io/llms.txt for an index of all pages formatted in Markdown and endpoints in OpenAPI.
Jump to Content
Home
User Manual
API Reference
Discussions
v3.2
Log In
User Manual
Log In
v3.2
User Manual
Document Library
Document Library
GETTING STARTED
Introduction
Key Features
Users & Permissions
How to add or remove users
User Permissions
Plans & Billing
Data Management, Security & Privacy
SETTING UP THE PLATFORM
Overview
Account Setup: Onboarding Checklist
Company Information
Loan Program Setup
Internal Loan Programs
CRA-3rd Party Integrations
Required Docs
Document Library
Doc Wizard- Google Docs & Sheets Integration
Custom Docs with E-sign
Workflow Steps
File Status/Loan Stages
Sub Status aka Tags
Webforms & Logins
Loan Guidelines
File Tab Display Order
Form Fields- Quick & Full Loan App and other tabs of loan file
Automations
Loan Servicing
Draw Managment
Lender/Investor Marketplace
Pricing Engine
White Labeling/Private Labeling the Platform
Website Templates
USING THE PLATFORM
Working from the dashboard
Originating a Loan: All User Types
Sending out a term sheet or pre-approval
Using the pipeline to search, sort & export reports
Submit loans, track status & upload docs as a borrower
Sharing a Loan File
Using the CRM features
Using the Marketplace
Using the Pricing Engine
Using the Loan Servicing platform
Managing productivity of all users.
INTEGRATIONS
Hard Pull Tri-Merge Credit
Soft Credit Pull
AVM ordering
Background Reports
Flood Cert Ordering
Lead/Deal/Loan API posting
Doc Storage- Box, DropBox, Google Drive
FAQS & TROUBLESHOOTING
Top FAQs
Powered by
Document Library
Settings-->
Platform Settings--> Doc Settings
Copy Page
Document Library
