Requesting Required Docs At The Application In LendingWise

Learn to streamline your document collection process at the application stage with LendingWise, the tailored CRM and loan origination software for private money lenders and brokers. This tutorial guides you through setting up and requesting required documents immediately after an application submission, ensuring you swiftly gather all the necessary information for any loan application. Ideal for both the quick app and the full app to Enhance your workflow and document collection process. Chapters: 00:00 - Introduction to Requesting Documents at Application 00:40 - Accessing the Branch Profile for Document Settings 00:51 - Navigating to Required Documents Tab 01:50 - Pre-Setting Required Documents in Platform Settings 02:20 - Configuring Document Requests Post-Application 03:08 - Application Specific Document Requests 04:30 - Setting Mandatory Document Requirements What You'll Learn: • How to access and configure the required document settings in LendingWise. • Strategies to customize document requests based on loan program specifics. • Importance of setting mandatory documents to enhance loan processing efficiency. 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!