System Overview

A general overview of LendingPad system including common screens and use cases.

• Dashboard
• How to connect your CRM?
• Adding Contacts in LendingPad
• How to create a report?
• Settings
• Getting Started in LendingPad
• LendingPad Statuses
• List of Broker Edition User Roles
• LendingPad System Email Notifications
• File Size Limit
• TPO Register and Submit
• List of System Checks, Logic & Hard Stops
• VA Funding Fee
• LendingPad Integrated Vendors List
• Shortcuts
• Theme Settings
• URLA document Layout
• How to send an invite to the processing company?
• How to automate reports to email?
• How to set Archive Settings?
• Mortech Setup
• Fees Calculation Functionality Update
• Avantus by Xactus Technical Affiliate
• How to turn on credit in the POS?
• How to Set Custom Loan Numbers in LendingPad
• LendingPad Brokers operating with LendingPad Wholesale Lenders
• Custom Pipeline Views
• Limitations for Service Providers
• Custom Notifications
• Business Rule Workflow
• How to Set Up/Run Lender Price Pricing Engine.
• 2023 User Interface (UI)
• How to complete the settings section as a TPO Broker system admin
• How to set MFA for System Admins.
• Pricing Providers on the POS.
• Google/Microsoft login
• How to set loan indicators
• Freddie Mac and Second Home w/ no mortgage
• How to Add Bonafide Discount Points.
• How to add a user?
• How to update the company address.
• VA Loan Full Review Setup?
• Kinective Core Banking Setup?
• HMDA report for CT.
• Optimal Blue setup (V1)