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
See this knowledgebase article showing how to create documents via Doc Wizard Tool
Very easy to use on your own. Full control of the master template to make edits, or clone it for various reasons.
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.
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.
Updated about 1 year ago