System Overview

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

• Fees Calculation Functionality Update
• How to Set Up/Run Lender Price Pricing Engine.
• Theme Settings
• LendingPad Brokers operating with LendingPad Wholesale Lenders
• How to Add Bonafide Discount Points.
• How to set loan indicators
• How to set MFA for System Admins.
• 2023 User Interface (UI)
• How to set Archive Settings?
• Limitations for Service Providers
• How to Set Custom Loan Numbers in LendingPad
• Pipeline Management
• How to manage documents?
• How to automate reports to email?
• Dashboard
• Pipeline
• Adding Contacts in LendingPad
• Reports
• 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
• LendingPad Integrated Vendors List
• Shortcuts
• URLA document Layout
• How to send an invite to the processing company?
• Mortech Setup
• Avantus by Xactus Technical Affiliate
• How to turn on credit in the POS?
• Custom Pipeline Views
• Custom Notifications
• Business Rule Workflow
• How to complete the settings section as a TPO Broker system admin
• Pricing Providers on the POS.
• Google/Microsoft login
• Freddie Mac and Second Home w/ no mortgage