Custom Doc Generation with or without E-sign
We can custom build E-sign ready docs, forms, packages as needed. This assumes we have all the fields needed to populate.
We have helped companies import their legacy data into the system, which often requires deep analysis of the data fields in each column and data format cleansing (find & replace) This typically will be an additional fee, if the built-in import tool does meet the requirements.
Custom Training Manual, Videos or business workflow diagram
We can help build out training material (PDF job Aides or video tutorials) to clarify how to use the system for various user roles like borrower, broker, loan officer, manager, processor, underwriter, etc…
Additional Training/Implementation Support
We are always available to assist & provide training for our clients to use the platform. Light technical support is always available on demand via phone, live chat, E-mail, knowledgebase, & video library. If you need comprehensive support & training outside your normal onboarding & implementation time period. we can assist for a fee.
Broker Registration Webform Installation
We can help install the broker or branch registration forms on your site
Quick & Full Application Webform Installation
We can help you install the webforms on your website so borrowers or brokers can submit deals with required docs easily.
Website Template with DIY Editor
We have professionally built website templates for the lending industry. They come with an easy-to-use editor to change everything on the site without having to hire a HTML designer/developer. They can be integrated with the lendingwise webforms, broker & branch registration, and user login portals.
Private Label options for sub-users: i.e. correspondents, net branches, & brokers
If you setup branches within your organization, we can private label the platform for them as well. Their logic will display in all portals and doc generated. Additional fees apply for each private label.
Private Labeled System
We can private label the system, so that the URL runs on your own domain for all users including borrower, broker, loan officer, branches and back office employees. All emails can be configured to send from your own domain too