Company Information & Settings
Your company identity, and the company-wide switches that change how loan numbers, dates, notes, e-mail and the dashboard behave.
Two screens at the front of Platform Settings decide how the platform behaves for everyone at your company.
Company Info
Platform Settings → Company Info holds your company name, address, contact details and logo, which is the identity that appears on documents and portals. These details are also available as merge tags in your document and e-mail templates. Loan programs are selected here too; see Loan Programs.
Company Settings
Platform Settings → Company Settings (Manager role) is the switch panel. Every setting applies to every file at your company.
| Area | What you control |
|---|---|
| Loan numbering | Auto-generated loan numbers and the starting number. |
| Calculated dates | Auto-calculate the first payment due date and maturity date, counting from the closing date or the first payment date. |
| Notes | Whether system-generated notes show in note history, and the note type they're stamped with. |
| Add the user's signature to outgoing e-mail, and addresses copied on document activity. | |
| E-fax | Send faxes through your e-fax provider's account. |
| Dashboard | Show the pipeline-by-status breakdown and the state map. |
| Feature switches | E-Sign V2, Loan Tracker, cookie consent, how Paid Outside Closing starts on new files, the default per-diem accrual type, and nested entity members (up to ten layers). |
New accounts start with the settings most companies want already on, including Loan Status Hard Stop Rules (with no rules defined yet) and Show file status in dashboard.
Set numbering and dates onceNumbering and date settings shape new files only; they don't fix old ones. Pick your starting loan number before your first file. Agree date settings with whoever handles servicing, because they flow into statements, payoffs and interest.
Change one thing at a timeSeveral of these settings show up on screens far from here. A batch of changes is hard to unpick when something looks wrong.
To send e-mail from your own domain, see Branding & White Labeling.
Full detail: in LendingWise, open Loan Origination → User Guide → Company Info, Settings & Setup Tracker.
Updated 15 days ago