Using the Quote App

The Quote App is the borrower-facing side of the LendingWise Pricing Engine. A borrower answers a few questions on your website, sees the loan options you offer update as they go, and picks one — and the Quote App creates the loan file in your pipeline.

What the borrower sees

Loan type — tiles such as Rental, New Construction, Fix & Flip and Bridge (your names, your order).
Property — type, state and, if you ask, the address.
Your loan — one page: the deal and borrower questions on top, a loan amount slider, and the options below. Options update a moment after any answer changes, so a borrower can see what a higher credit score or smaller loan does.
Contact details — before or after the options, as you choose.
Request this loan — the borrower confirms the loan's business purpose and sends. They see a summary with a quote reference and how long the quote is valid.

Borrowers can sort options by lowest rate, lowest payment, highest loan amount or lowest closing costs. A promotional program shows a Promotional banner, with its end date if you choose. Where you assumed a value the borrower left blank, the option says so ("We assumed…").

📘
No SSN, no credit pull
The Quote App prices on what the borrower tells it. It never asks for a Social Security number or pulls credit.

Adding it to your website

Once your company has published its pricing, every branch's Web Form Integration tab — and every broker's and loan officer's profile — has a Quote App card. Use Add to website for:

An auto-fitting embed (resizes to its content)
A fixed-height embed
A plain link to share or put behind a button

A branch's Quote App offers only programs whose loan program that branch offers. Until there is one, the card says Not ready. A broker's or loan officer's link credits the file to them.

What you control

Setting	Where
Default file status for files the Quote App creates	The gear on the branch's Quote App card
Lender name and logo borrowers see, and whether they see points, monthly payment and leverage ratios	Pricing Engine → Borrower experience, set separately for branch, broker and loan officer forms
When the file is created (at contact or at submit), quote validity, disclaimer	Pricing Engine → Borrower experience
A follow-up Quick App or Full App for the same file	Pricing Engine → Borrower experience
Questions asked, their wording and defaults	Pricing Engine → Questions
How ineligible programs show (greyed, hidden, or without a price)	Each program's Eligibility tab

👍
Price a draft before you publish
The Pricing Engine's Test tab prices your draft exactly as a borrower would, with the full trace of how the price was reached. The Quote App only ever uses your published version, and a quote keeps the version it was priced with.

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The rate breakdown never shows
Borrowers see the final rate and options, never your base rate and adjusters.

Full detail: in LendingWise, open Platform Settings → Pricing Engine → User Guide.