- 73
- 78 994
LendingWise
United States
Приєднався 4 вер 2015
LendingWise.com is your all-in-one CRM, LOS, Servicing & Marketplace platform transforming how brokers and lenders work in a digital era.
QA and FA Unique Loan Program Form Field Controller in LendingWise
Learn the advanced features of LendingWise with our in-depth tutorial on configuring unique loan program form fields for Quick App (QA) and Full App (FA). This video is designed for private money lenders and brokers who use LendingWise to manage commercial and residential real estate loans as well as business funding loans. Discover how to effectively customize form fields according to specific loan programs, enhancing efficiency and ensuring precise data collection across different application stages.
Chapters:
00:00 Introduction to Unique Loan Program Form Fields
00:33 Customizing the Mid FICO Score Field Across Loan Programs
01:10 Checking Display Options for QA, FA, and Back Office
01:46 Setting QA Specific Fields for Bridge Loans
01:58 Customizing FA Fields for Fix and Flip Loans
02:28 Configuring Back Office Internal Use Fields
03:07 Final Settings and Review
What You'll Learn:
• How to configure unique independent settings for a form field for 3 different areas, the Quick App, the Full App, and the back-office.
Engage with Us: Did this guide help streamline your loan management process? Hit the 'Like' button, and subscribe for more LendingWise tutorials.
LendingWise Official Website: www.lendingwise.com
For more insightful videos and to stay up-to-date on the latest LendingWise features, be sure to subscribe to our channel, and don't forget to click the bell icon so you never miss an update. If you found this video helpful, share it with your network to help others optimize their lending operations too!
Chapters:
00:00 Introduction to Unique Loan Program Form Fields
00:33 Customizing the Mid FICO Score Field Across Loan Programs
01:10 Checking Display Options for QA, FA, and Back Office
01:46 Setting QA Specific Fields for Bridge Loans
01:58 Customizing FA Fields for Fix and Flip Loans
02:28 Configuring Back Office Internal Use Fields
03:07 Final Settings and Review
What You'll Learn:
• How to configure unique independent settings for a form field for 3 different areas, the Quick App, the Full App, and the back-office.
Engage with Us: Did this guide help streamline your loan management process? Hit the 'Like' button, and subscribe for more LendingWise tutorials.
LendingWise Official Website: www.lendingwise.com
For more insightful videos and to stay up-to-date on the latest LendingWise features, be sure to subscribe to our channel, and don't forget to click the bell icon so you never miss an update. If you found this video helpful, share it with your network to help others optimize their lending operations too!
Переглядів: 37
Відео
Creating Brokers or Partners
Переглядів 862 місяці тому
If you work with brokers or referral partners, you can setup a webform that lets them register with your company. The pre-built form asks detailed questions & supports file uploads like agreements, ID, w-9, etc... What you'll learn: How to create brokers as a logged in user (back office user or loan officer) Broker or partner registration form Customizing the required docs for a broker/partner ...
Using LendingWise as a Processor or Underwriter
Переглядів 1132 місяці тому
This in-depth tutorial provides a high-level walkthrough on managing loans as a processor or underwriter within the LendingWise platform. What You'll Learn: Assigning users to a file Following workflow steps & tasks Making notes throughout the file Requesting & adding required docs on auto-pilot Various productivity best practices like using custom views in pipeline, activity feed & using autom...
Internal Loan Programs within LendingWise
Переглядів 2163 місяці тому
Unlock the potential of LendingWise with our expert guide on managing Internal Loan Programs. This comprehensive tutorial is designed to demonstrate how you can create and utilize internal loan programs for enhanced processing efficiency. Ideal for private money lenders and brokers, this video will help you learn how to add unique documents, guidelines, workflows, and form field settings for sp...
Lender/Investor Marketplace for Efficient Loan Origination in LendingWise
Переглядів 1293 місяці тому
Discover the power of LendingWise's Lender and Investor Marketplace! This comprehensive tutorial walks you through the process of connecting with vetted lenders and investors, submitting loan requests, and managing offers - all within our state-of-the-art loan origination software. Learn how to leverage this feature to streamline your lending process, find the best rates, and close deals faster...
Havana Nights Hosted By LendingWise & LeverageCon
Переглядів 1416 місяців тому
Great party hosted by LendingWise & LeveageCon. Sponsored by Dominion Financial & Park Place Finance. 100's of the industry's best private lenders & brokers attended the kick off party for LeverageCon.
Havana Nights Hosted By LendingWise & LeverageCon
Переглядів 686 місяців тому
Great party hosted by LendingWise & LeveageCon. Sponsored by Dominion Financial & Park Place Finance. 100's of the industry's best private lenders & brokers attended the kick off party for LeverageCon.
Web Form Integration Tab In LendingWise
Переглядів 1576 місяців тому
Maximize the efficiency of your loan processing with this in-depth tutorial on using the Web Form Integration tab in LendingWise. Designed for private money lenders and brokers specializing in commercial & residential real estate loans and business funding loans, this tutorial covers everything from embedding loan applications on your website to customizing borrower interactions after they subm...
Automations 2: Using Workflow Step Triggers In LendingWise
Переглядів 1076 місяців тому
Explore the power of workflow automation in LendingWise with this detailed tutorial on using workflow step triggers. Perfect for private money lenders and brokers specializing in commercial and residential real estate loans, this video will guide you through creating and implementing automations that streamline your loan processing tasks. Learn how to set up automations that activate based on s...
Automations 1: Using Primary File Status Change Triggers In LendingWise
Переглядів 1336 місяців тому
Unlock the power of automation in LendingWise with this comprehensive tutorial on using primary file status change triggers. This video will guide you through setting up efficient automations within the LendingWise platform, perfect for private money lenders and brokers handling commercial & residential real estate loans and business funding. Learn how to automate essential tasks such as emaili...
Managing a Loan as a Processor In LendingWise
Переглядів 2666 місяців тому
This in-depth tutorial provides a high-level walkthrough on managing loans as a processor within the LendingWise platform. Tailored for private money lenders and brokers, this video demonstrates the key functionalities and processes from start to finish, including handling submissions, leveraging data from Quick Apps, comparing lender offers from the marketplace, previewing term sheets, and ens...
Completing a Quick App or Creating a Loan In LendingWise
Переглядів 2116 місяців тому
This step-by-step tutorial guides you through the process of completing a Quick Application (Quick App) or creating a loan file using LendingWise’s robust loan origination software. Discover how to seamlessly integrate and customize Quick Apps on your website, catered specifically to private money lenders and brokers handling commercial/residential real estate loans, or business funding loans. ...
Share The Loan File with Lenders, Investors, and Other Third Parties In LendingWise
Переглядів 896 місяців тому
Learn how to effectively share loan files with lenders, investors, and other third parties using LendingWise, the robust loan origination software tailored for private money lenders and brokers. This tutorial covers detailed methods for sharing complete, secure views of loan files, including documentation and offer submissions, ensuring streamlined communications and operations. Whether you han...
Sending E-Sign Documents In LendingWise
Переглядів 1426 місяців тому
Master the process of sending electronic signature documents within LendingWise with this comprehensive tutorial. Designed for private money lenders and brokers, this video covers the step-by-step method to securely send e-sign documents to clients directly within the LendingWise platform. Whether managing residential, commercial real estate, or business funding loans, this guide ensures that y...
Custom Reports and Exporting Data In LendingWise
Переглядів 1007 місяців тому
Unlock the full potential of LendingWise with our in-depth tutorial on creating custom reports and exporting data tailored to your needs. Ideal for private money lenders and brokers, this video demonstrates how to optimize your workflow by customizing your pipeline, applying specific filters, and generating various reports for loan tapes or deal sizers for better decision-making. Whether you're...
Copy Loan File or Create New Loan File For Existing Borrower In LendingWise
Переглядів 1827 місяців тому
Copy Loan File or Create New Loan File For Existing Borrower In LendingWise
Embed Your LendingWise Quick App Webform On Your Website
Переглядів 787 місяців тому
Embed Your LendingWise Quick App Webform On Your Website
Requesting Required Docs At The Application In LendingWise
Переглядів 777 місяців тому
Requesting Required Docs At The Application In LendingWise
Check Email Logs Unsubscribes and Bounced List In LendingWise
Переглядів 427 місяців тому
Check Email Logs Unsubscribes and Bounced List In LendingWise
Auto Generated Documents and The Doc Wizard Tool In LendingWise
Переглядів 2377 місяців тому
Auto Generated Documents and The Doc Wizard Tool In LendingWise
Update Additional Terms and Conditions In LendingWise
Переглядів 357 місяців тому
Update Additional Terms and Conditions In LendingWise
Delete Loan File or Perform a Mass Update In LendingWise
Переглядів 1087 місяців тому
Delete Loan File or Perform a Mass Update In LendingWise
Required Document Upload Notifications In LendingWise
Переглядів 587 місяців тому
Required Document Upload Notifications In LendingWise
Who Gets New Lead Notifications In LendingWise
Переглядів 677 місяців тому
Who Gets New Lead Notifications In LendingWise
Loan Origination, Marketplace & Servicing Demo
Переглядів 8667 місяців тому
Loan Origination, Marketplace & Servicing Demo
Form Fields and Customizing Applications In LendingWise
Переглядів 2547 місяців тому
Form Fields and Customizing Applications In LendingWise
Custom Loan Guidelines In LendingWise
Переглядів 2287 місяців тому
Custom Loan Guidelines In LendingWise
Loan Programs and Internal Loan Programs In LendingWise
Переглядів 3387 місяців тому
Loan Programs and Internal Loan Programs In LendingWise
Setting User Permissions Based On Primary File Status In LendingWise
Переглядів 967 місяців тому
Setting User Permissions Based On Primary File Status In LendingWise