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Managing a Loan as a Processor In LendingWise

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 ensuring diligent follow-ups with required documents. Enhance your ability to streamline operations, compare offers, and automate critical communications within your lending practice using LendingWise. Chapters: 00:00 - Introduction to Managing Loans as a Processor 00:30 - Starting with Loan Submissions and Credit Checks 01:24 - Comparing Offers and Selecting Lender Terms from Marketplace 02:46 - Previewing and Sending Term Sheets 03:56 - Adjusting Loan Terms and Managing Fees 05:02 - Sending and Signing Term Sheets 06:52 - Deeper Dive into Full Application Processing 08:54 - Managing Additional Document Submissions 10:10 - Automating Document Collection and Communications 13:59 - Maintaining Real-Time Updates with Automated Systems 16:13 - Overview of Dynamic Workflow Steps and Conditional Logic What You'll Learn: • Navigating the system and starting with a loan submission. • Utilizing the built-in tools for managing credit checks, and lender comparisons. • Customizing communication templates and setting up automated document requests. • Simplifying complex lending scenarios with dynamic data fields and diverse lender requirements. • Ensuring a consistent and automated follow-up process that keeps all parties informed. 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: https://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!