Adding & Removing Users
Create users, buy seats, and switch off access for people who leave.
People are added from the CRM menu, each type from its own list:
| To add | Go to |
|---|---|
| Staff | CRM → Back Office Users |
| Branches | CRM → Branch → Create Branch |
| Brokers | CRM → Brokers → Create Broker/Agent |
| Loan officers | CRM → Loan Officers → Create Loan Officer |
| Borrowers | CRM → Borrowers → Create Borrower (most are created automatically from applications) |
| Third-party contacts | CRM → Contacts → Create Contact — title, escrow, appraisers, attorneys; contacts, not users |
Seats
Only users with login rights count as a paid seat.
- Brokers and loan officers without a login don't use a seat. They still get their own web forms, and each deal they send can be tracked through a unique status link.
- Borrowers never use a seat. Give them portal access freely.
- Adding seats is self-service: click your name (top right) → Modify Plan / Update Billing. Or email [email protected] and we'll do it.
TipA partner who sends more than a handful of loans is worth a login seat — the tracking you get back is worth more than the seat.
When someone leaves
Managers can switch any user's login off from that user's list. Deactivate people who leave rather than leaving them in place — it frees the seat and, more importantly, removes their access to borrower data. This works the same way for back-office users, branches, brokers, loan officers and borrowers.
If you remove someone by mistake, filter the list by Inactive status to find and restore them.
Use roles, not names, in automationRules written as "email the assigned processor" keep working when staff change. Rules that name a person stop working the day that person leaves.
Next: User Permissions
Full detail: in LendingWise, open Loan Origination → User Guide → Plans & Billing and People & Portal Access.
Updated 14 days ago