Form Fields & Custom Fields
Choose which fields appear on the Quick App, Full App and back-office tabs, what's mandatory, what they're called, and add fields of your own.
The platform ships with far more fields than any one lender needs. Platform Settings → Form Fields (Manager role) is where you cut it down to yours.
Three audiences, two switches each
Every field is configured separately for three audiences, and for each one you decide whether it shows and whether it's mandatory:
| Audience | Who's looking | Rule of thumb |
|---|---|---|
| Quick App | A borrower, often on a phone, deciding whether to continue | Ruthlessly short. Every field costs completed applications. |
| Full App | A committed borrower, broker or loan officer | Where detail belongs. |
| Back office | Your staff, on the loan file's tabs | Show what your team uses. |
The pattern that solves most problemsHidden on the Quick App, shown and mandatory in the back office. The borrower is never asked, and your processor can't finish the file without it.
Finding fields
Filter by file type (real-estate lending or business funding), section, field name or file tab. The file-tab filter shows exactly the fields on the screen someone is asking about. Each column has a check-all control, which applies to whatever is currently filtered.
A few fields can't be hidden (loan program, borrower first name, file status), and calculated or yes/no fields can't be made mandatory. That's by design, not a permissions problem.
Renaming
You can rename fields and section headings to match your vocabulary. The new label shows in forms and pipeline columns, but exports, the API and webhooks keep the original field name. Tell whoever maintains those before you rename. If you're giving a field a different job rather than a new name, create a custom field instead, because built-in fields can feed calculations.
Custom Form Fields
When a field genuinely doesn't exist, add it in Platform Settings → Custom Form Fields. Each section can have its own custom fields.
- Rules: show a custom field only on loans where it applies, based on loan attributes, so a construction loan and a DSCR rental each see their own fields.
- Formula fields: fields that calculate themselves from other values.
Search before you createSearch the built-in list for the concept, not your name for it. A custom field that duplicates a built-in one splits your data: reports read one, your team fills in the other.
Hiding a field doesn't delete data already in it, and hidden values can still appear in reports.
Resources: Live tour: customizing form fields · Video: Customizing Quick/Full Loan Applications
Full detail: in LendingWise, open Loan Origination → User Guide → Form Fields & Custom Form Fields.
Updated 12 days ago