Product Overview
LendingWise- Unboxing a Live Account
Loan Origination Software Overview
Lender/Investor Marketplace
Setting up your account
Workflow Automation
Dashboard Overview
Using LendingWise as a Broker & Loan Officer
Users and Contacts In LendingWise
Loan Programs and Internal Loan Programs (aka Investor Overlays) In LendingWise
Custom Loan Guidelines In LendingWise
Form Fields and Customizing Applications In LendingWise
Primary File Status and Pipeline Tabs In LendingWise
Setting User Permissions Based On Primary File Status In LendingWise
Creating Workflows In LendingWise
Customizing Required Documents In LendingWise
Setting Up Webforms on a website
Setting Up & Customizing Quick & Full App Webforms
White Label Setup
Sending E sign Docs
Sending a Loan to Lenders or Investors
Customizing Form Fields for apps and entire system
Who gets lead notifications for quick app and full app
Sending Emails Messages and Notes In
How do I use API lead posting with webhooks
Creating custom reports & exporting data
How do I edit the default conditions text box in the Full Loan Application PDF version
Asking for required docs in the quick app or full app web form
How to receive document upload notifications
Sharing leads for loan officers or brokers
Customizing & Sending E mail templates
How do I Delete loan files or mass update, re assign, change status
Geraci Lightening Docs Integration
Checking E mail Logs, unsubscribes, bounce list
Copy a loan file or create loan from borrower profile
Auto-Generate Docs
Email Wizard Tool
Who Gets New Lead Notifications In
Testimonials
Pitbull Adonis Lockett LNH Capital
Toby Potter from Global Integrity Finance
Ben Wilkie director of operations RQC
Bruce lawyner Chief Operating Officer and Fred Asini CEO of Alpha Tech lending
Lou Forino CEO from Gauntlet Funding
