At LendingWise we strive to make our platform easy to setup & use. Since the private lending & commercial lending industry is not standardized, every user can setup their platform in unique ways. We offer many configurable options to provide ultimate flexibility within the platform, which is why we delivery the best onboarding & implememation services possible. Depending on your plan, the process entails 5-10 sessions covering specific features, modules & situational walk throughs. *Starter plans only come with 1-2 sessions and access to the weekly community training.

Here is a an example of a typical implementation timeline:



Master On-boarding Template- This template helps to explain the main platform settings, user types & configurable features with our system's default values. After completing it, circulating it within your team, our implememation team will update your platform accordingly. (assuming you have a plan that includes full implementation support)

Live Demo Guide- Enjoy this guided tour of a live LendingWise system with detailed step by step explanation of all the features & modules.

Webform with all fields enabled. This allows you to visualize all the sections, fields and field formats.

Excel view of all fields- This displays all the sections & fields available for your quick & full app. Make a copy of it and check the boxes accordingly for our onboarding team to make the configurations on your behalf. This an optional resource, you/we can also work off sample loan apps you may have, or even edit the for fields settings right in the form fields editor tool.

Discovery Questionnaire- This form allows our customer success team, to understand your current process, tools and all your needs in detail. It also provides access to information needed to do technical implementations, such as DNS settings, Email provider settings, etc...


On Demand Training & Implementation

We offer additional training or configuration assistance outside the initial onboarding period. We will schedule sessions accordingly in 1 hour sessions or 5 hour blocks for an additional fee. Ask us about a premium VIP support plan that comes with real time (2 hour SLA) phone support.

Watch the video on Setting up a LendingWise account....