Lead Posting

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Ask to enable
Lead posting is switched on by LendingWise; it isn't a setting you can flip yourself. Contact [email protected].

Lead posting lets another system put a deal into LendingWise without anyone typing it: your marketing site, a lead vendor, a partner's system or your CRM. Each deal arrives as a real loan file, attributed to the right branch and people.

Where to find it

Platform Settings → Integration Hub → Loan Intake (manager access). If you see an invitation to request posting instructions instead of a form, lead posting isn't on for your account yet.

The screen writes the spec for you

Choose the branch, broker, loan officer, file type and loan program. The screen produces the posting details for exactly that combination: where to send the deal, every supported value (with required ones marked), and a sample request and response. Download the list and hand it to whoever maintains the other system.

Attribution comes from referral codes for the branch and broker built into those details. A different branch or broker needs its own details from the screen.

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Unknown values can fail the whole post
Sending a value that isn't on the supported list can cause the post to be refused, and no file is created. If a feed that worked stops working, check what changed on the sending side first.

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No broker code means a placeholder broker
A deal posted without a broker code still lands, attributed to a placeholder broker. Check attribution on your first file.

Posted leads fire your automation

A posted lead is a real loan file the moment it's accepted, so every matching automation rule runs: welcome e-mails, tasks, assignments, webhooks. There's no person to cancel anything. That's the payoff (a deal arriving overnight can be acknowledged and have its document request sent before anyone reads it) and the risk.

Test with a throwaway lead

Post one obviously fake lead with an e-mail you control.
Open the file and check branch, broker, loan officer, loan program and file type.
Check the activity log to see what your automation did.
Delete the test file.
Run the live feed with internal-only rules first; switch on borrower e-mails once real files land correctly.

Full detail: in LendingWise, open Loan Origination → User Guide → Lead Posting.