System Overview
A general overview of LendingPad system including common screens and use cases.
- Dashboard
- How to connect your CRM?
- How to set approved lenders?
- 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
- 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)