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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.