Web Forms & Logins

Platform Settings → Web Forms / Logins (Manager role) lists your portal addresses and your public application links. Each branch, broker and loan officer also has its own forms.

Portal logins

Portal	Who signs in
Borrower	Borrowers upload documents, check progress and, on serviced loans, make payments and request draws.
Broker & loan officer	Originating partners submit and track deals.
Branch	A branch works its own book.
Back office	Your own staff.

These addresses are generated for your account. Put them on your website, in e-mail signatures and in onboarding material. To serve them from your own domain, see Branding & White Labeling.

Application forms

Every branch profile has a Web Form Integration tab with one card per form: Quick App, Full App, the Uniform Residential Loan Application and Broker Registration. Once your company publishes pricing, a Quote App card appears there too. See Pricing Engine & Quote App.

Add to website asks whether to embed the form or link to it, one page or multi-step, and whether an embedded form fits its height to its content. You get one block of code or one link to copy.
Settings on each card covers what happens after submission (thank-you message or redirect), the welcome e-mail, the starting file status, terms and conditions, and tracking code or custom CSS.
Required Docs in the branch profile sets which documents borrowers are asked for after the Quick App or Full App.

Broker and loan officer profiles have the same cards, credited to that person. Their settings come from the branch you choose.

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One smart form for every product
The loan program the applicant picks decides which fields the rest of the form asks, so you run one application across all your products. Use each branch's own link, and deals arriving through it are attributed to that branch automatically.

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Save & Finish Later
Let borrowers save a part-completed application and come back to it. Long forms get interrupted, and starting over usually means not starting at all.

Branch and broker registration

A public branch registration form lets new branches, partners and correspondents apply to join your network, with your own welcome e-mail and thank-you message. Each branch also has a broker registration page with a document uploader and terms and conditions.

Full detail: in LendingWise, open Loan Origination → User Guide → Branding & White Labeling and Intake & Origination.