How to set approved lenders?
a step-by-step guide on how to set the short list of lenders to appear in the drop-down in the overview > wholesale lender information section.
- Go to Settings
- Lenders
- Manage Lenders
- To add lenders from our database to your list, click + Add Lenders.
- Serch for your AE then check off the box next to each lender/AE you want to add, then click + Add Lenders
- Click Save.
- To remove lenders and/or Account Executives, click the red " - " to the right of each lender you want to remove
- We maintain the fees for each lender. If you do not see fees when assigning the lender or that a fee has changed email a new fee sheet from the lender to support@lendingpad.com
- You may add as many lenders as you wish
- Take care not to click on the lender box when adding as it will add ALL AEs. use the box next to your corresponding AE
- If you do not see your AE email support@lendingpad.com with the name, email, and phone number and we will add to the database.