Branding & White Labeling

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Add-on

Private labeling is an add-on. Check that it's on your account under Plans & Billing, or ask [email protected].

Your borrowers and brokers should see your brand, not ours. White labeling makes the platform look and read as though you built it.

What changes

With private labeling and your own domain set up:

• Borrower-facing links are served from your own subdomain (for example app.yourdomain.com). That covers application forms, document upload links, payment pages, e-sign links and portal invites.
• Outbound e-mail is sent from your users' own addresses.
• The "Fueled By LendingWise" mark is removed from your web forms.
• The SSL certificate is issued and renewed for you.

Set up your custom domain

1. In your domain provider's DNS settings, add an A record for the subdomain you want (for example app). Point it to the address shown in the help popover next to the Custom domain field, and always use the address shown there rather than one from an old e-mail.
2. In Platform Settings → Company Info, enter the full address in Custom domain and click Provision (manager access).
3. If provisioning fails, your DNS change may not have reached us yet. Wait about five minutes and try again.

Until the domain is live, your links use LendingWise addresses, but the branding on those pages is already yours. Setup guide: Full white label: what is it?

Set up e-mail from your domain

Separately, so mail from your domain is trusted and delivered, we generate about three DNS records (SPF, TXT and DKIM) for your domain. Either give us access to your DNS, or ask us for the records and pass them to whoever manages it.

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Don't skip e-mail authentication

E-mail from a domain that isn't set up properly is far more likely to land in spam. A borrower who never received your document request looks exactly like one who ignored it.

Your identity

On Platform Settings → Company Info: company name (used everywhere through merge tags), logo, contact details and licence numbers, footer disclosures, and e-mail sending settings. Each branch has its own logo, so net-branch and correspondent partners show their own brand. With private labeling you can also replace the login page background.

Portal login addresses and application links are on Web Forms & Logins.

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Do it in this order

1. Company details and logo.
2. E-mail sending domain.
3. Your custom domain.
4. Publish your links on your website and in your e-mail signatures.
5. Test as a borrower: open your application on a phone, submit it, read the e-mail that arrives, and generate one of each main document.

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