Doc Wizard- Google Docs & Sheets Integration

Doc Wizard Tool

The Doc Wizard Tool is powered by Google Docs & Sheets. It requires you to upload a word or excel template. Merge tags are used to indicate the data field you want to populate on the template. You can have the merge tags inserted in the Word/Excel template prior to import, or you can add the merge tags to the Google Doc or Sheet after import & conversion is completed.

The completed templates must be enabled inside each branch of your account. The templates will be accessible under the docs tab→ Auto-generated docs→ Document Wizard Docs FOLDER

👍

Advantages

Very easy to use on your own. Full control of the master template to make edits, or clone it for various reasons.

🚧

Disadvantages

Does not support our native E-sign technology. Workaround could be that you auto-generate the doc with any LendingWise data (including any e-sign related tags for docusign/hellosign/etc…) and then import/send via your favorite e-sign tool.

Not good for complex forms, with many tables, like a government form (1003, 4506, etc….) or check boxes, etc…We likely have most government or industry forms already completed in the doc library.

Commonly created docs/forms/packages: Pre-approvals, executive summary, credit memo, complete loan docs, closing instructions, mortgage statements, notices, etc…

NOTE: The merge tag library has 100’s of fields available. If you need us to add more it's usually not a big deal, especially if the data field already exists. If the data field(s) needs to be created, then it may take a little longer and may come at a small cost to you, around $100.

❗️

Troubleshooting:

f the doc template fails to load, make sure there are no macros in the original Excel or google sheet. Removing images may help & we have noticed if there is 1000+ rows of data, it may fail.
If the template is not displaying under the docs tab of the loan file… Make sure you go to the corresponding branch profile→ Doc settings tab→ and enable the template under the doc wizard folder.