Document Library
The built-in shelf of industry documents the platform can generate from loan file data, and the three ways to produce documents.
The Document Library is the platform's built-in shelf of industry documents and forms. Each one fills itself in from the loan file when you generate it.
Where to find it
Platform Settings → Doc Library (Manager role) controls which built-in documents are available to your company. Unchecking a document there turns it off for every branch. To turn a document off for one branch only, do it in that branch's own document settings.
Generated documents are produced from the loan file's Docs tab and stored on the file like any other document, ready to send, share or sign.
What's in the library
Documents are organized in folders. Examples include:
- Borrower: 1003, credit authorization, term sheet, pre-approval letter
- 4506: 4506-C and 4506-T, in borrower-only, joint and co-borrower-only versions
- Disclosures and lender packages
- A Custom Docs folder for anything LendingWise has built specifically for you
Three ways to produce documents
| Option | Best for |
|---|---|
| Document Library (this page) | Standard industry and government forms, ready to use. |
| Doc Wizard | Your own templates: term sheets, commitment letters, closing packages. Built in a Google Docs editor with merge tags and e-sign markers. |
| Custom Docs | Complex forms or conditional layouts built for you by LendingWise. |
Take a tour of the three ways the system generates documents and packages
Sending for signature
Any generated document can be sent for e-signature from the loan file with E-Sign V2, with no outside e-sign subscription needed. See E-Sign.
Want a form added to the library?Send an example to [email protected], with the fields that should fill themselves in highlighted.
Full detail: in LendingWise, open Loan Origination → User Guide → Templates: Doc Wizard & Email.
Updated 16 days ago