Product Overview
![YouTube](https://i.ytimg.com/vi/638AQze1zhQ/maxresdefault.jpg)
LendingWise- Unboxing a Live Account
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Loan Origination Software Overview
![YouTube](https://i.ytimg.com/vi/9lh3k3b4fK8/maxresdefault.jpg)
Lender/Investor Marketplace
![YouTube](https://i.ytimg.com/vi/NOYPUU96YMc/maxresdefault.jpg)
Setting up your account
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Workflow Automation
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Dashboard Overview
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Using LendingWise as a Broker & Loan Officer
![YouTube](https://i.ytimg.com/vi/XP_D9gcz-rg/maxresdefault.jpg)
Users and Contacts In LendingWise
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Loan Programs and Internal Loan Programs (aka Investor Overlays) In LendingWise
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Custom Loan Guidelines In LendingWise
![YouTube](https://i.ytimg.com/vi/Jev0W-MxylI/maxresdefault.jpg)
Form Fields and Customizing Applications In LendingWise
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Primary File Status and Pipeline Tabs In LendingWise
![YouTube](https://i.ytimg.com/vi/6ls_eofin6s/maxresdefault.jpg)
Setting User Permissions Based On Primary File Status In LendingWise
![YouTube](https://i.ytimg.com/vi/PweBvH60xNs/maxresdefault.jpg)
Creating Workflows In LendingWise
![YouTube](https://i.ytimg.com/vi/lx07Cgc2lPo/maxresdefault.jpg)
Customizing Required Documents In LendingWise
![](https://i.ytimg.com/vi/RaGPR9hY0qY/maxresdefault.jpg)
Setting Up Webforms on a website
![](https://i.ytimg.com/vi/IshDKSpoIHs/maxresdefault.jpg)
Setting Up & Customizing Quick & Full App Webforms
![](https://i.ytimg.com/vi/7Kwx4VVSUsw/maxresdefault.jpg)
White Label Setup
![](https://i.ytimg.com/vi/0wMgWeOJS1M/maxresdefault.jpg)
Sending E sign Docs
![](https://i.ytimg.com/vi/0wMgWeOJS1M/maxresdefault.jpg)
Sending a Loan to Lenders or Investors
![](https://i.ytimg.com/vi/Jev0W-MxylI/maxresdefault.jpg)
Customizing Form Fields for apps and entire system
![](https://i.ytimg.com/vi/tYrnnUzEfSA/maxresdefault.jpg)
Who gets lead notifications for quick app and full app
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Sending Emails Messages and Notes In
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How do I use API lead posting with webhooks
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Creating custom reports & exporting data
![](https://i.ytimg.com/vi/PhEHggkch_w/maxresdefault.jpg)
How do I edit the default conditions text box in the Full Loan Application PDF version
![](https://i.ytimg.com/vi/XKNec5O97g4/maxresdefault.jpg)
Asking for required docs in the quick app or full app web form
![](https://i.ytimg.com/vi/jxQTi6ACC5Q/maxresdefault.jpg)
How to receive document upload notifications
![](https://i.ytimg.com/vi/TAsdjSEVI2E/maxresdefault.jpg)
Sharing leads for loan officers or brokers
![](https://i.ytimg.com/vi/Vm4OQXxQuGM/maxresdefault.jpg)
Customizing & Sending E mail templates
![](https://i.ytimg.com/vi/-r5azBd500I/maxresdefault.jpg)
How do I Delete loan files or mass update, re assign, change status
![](https://i.ytimg.com/vi/yDZn-i53R6Q/maxresdefault.jpg)
Geraci Lightening Docs Integration
![](https://i.ytimg.com/vi/JZYeiQdlkXc/maxresdefault.jpg)
Checking E mail Logs, unsubscribes, bounce list
![](https://i.ytimg.com/vi/zo1bzjCjQx4/maxresdefault.jpg)
Copy a loan file or create loan from borrower profile
![](https://i.ytimg.com/vi/_FGZFXFiiqg/maxresdefault.jpg)
Auto-Generate Docs
![](https://i.ytimg.com/vi/M1fEn8ubHqw/maxresdefault.jpg)
Email Wizard Tool
![](https://i.ytimg.com/vi/k5dpYbI_tc8/maxresdefault.jpg)
Who Gets New Lead Notifications In
Testimonials
![YouTube](https://i.ytimg.com/vi/if83zGdPrAw/maxresdefault.jpg)
Pitbull Adonis Lockett LNH Capital
![YouTube](https://i.ytimg.com/vi/aO4dFnGZA5Y/maxresdefault.jpg)
Toby Potter from Global Integrity Finance
![YouTube](https://i.ytimg.com/vi/3Rkqq4hti3s/maxresdefault.jpg)
Ben Wilkie director of operations RQC
![YouTube](https://i.ytimg.com/vi/oA7_RcjIN9g/maxresdefault.jpg)
Bruce lawyner Chief Operating Officer and Fred Asini CEO of Alpha Tech lending
![YouTube](https://i.ytimg.com/vi/sONn4wvocW0/maxresdefault.jpg)
Lou Forino CEO from Gauntlet Funding