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Welcome to the easiest way to accept and process business purpose loan applications. Here’s what you need to get started.

First, select a plan. You’ll find this in the settings view under your plan. We offer a monthly subscription, as well as a discounted annual plan.

Next, start receiving loan request. Go to website configuration. That the URL for the customer application page you’ll share with applicants. You can upload logos to personalize your customer application page, notification emails, and Lending Automator workspace.

If you have multiple licenses, you can add, edit, or remove users in the managed users view. Note that admin users can see and manage all loans at all times, well non-admin users can only see and manage loan so if they are assigned.

View documentation, videos, tutorials, and support options by entering the help. You watch the next video to learn how to submit and view applications.

Loan request can be submitted through your application page, by using the new loan button, or by embedding the application form on your own website. Speak with your account manager if you’d like to do this.

The application form dynamically adjust based on how you answer certain questions, so you and your clients are only providing relevant information.

Once an application has been submitted. It will appear in the application for view. Active loans are displayed by default, but closed declined. Loans can be viewed by clicking the appropriate checkbox.

You can search sort your loans using the search box at the top, or clicking any of the column headers. The detailed information and take action on any loan, click the row containing it, and the role will expand. To return to the main screen, click the row again.

Watch the next video to learn how to manage your application.

When a row from the Applications view is expanded, a status bar will display the loan’s status.

You can manually decline a loan, put it on hold, advance it, or roll it back by selecting the desired option from the menu below the current status.

The rest of the interface consists of tabs containing different functions.

The Pre-Application tab holds an archive of the original loan request for you to review.

The Summary Tab displays high-level information about the loan, the tasks assigned, and a messaging interface to communicate with your client.

The other tabs allow you to enter internal notes, view completed documents, modify any details about the application, request quotes from lenders, manage contacts, configure notifications, view an audit trail, and see expanded versions of the loan’s messages and tasks.

Watch the next video to learn more about the Summary tab.

The Summary Tab consolidates frequently-used functionality.

At the top left, you can assign staff to an application. Non-admin users must be assigned to an application in order to view it. Admin users can view an application even when not assigned.

You also can select a lender for the application. Selecting a lender customizes the tasks according to the selected lender’s requirements, and uses its document templates when available.

The Download App Data button generates a PDF containing an overview of the application’s current data.

The Messages section allows you to send and receive secure communication from your clients.

Finally, the Tasks section allows you to view and manage your tasks as well as the applicant’s.

Watch the next video to learn more about Managing Tasks.

Tasks may be managed in the Summary tab as well as the Tasks tab.

Tasks are assigned automatically at each application stage, based on the lender and loan type. If you prefer, you may also assign all tasks at once by using the Autopopulate button. Individual tasks may be added at any time by using the Add Task button.

When adding a task,you may select one or more parties to receive it.

Tasks marked Hidden are not visible by the applicants.

Applicants cannot open tasks or see documents that are assigned to other applicants.

Once a task has been added, you may open it to view the instructions and complete it.

You also may use the Configure Task button to modify the task’s name or instructions, or use the drop-down selector to change the task’s status.

You may complete any task for your client other than esigning documents. Your clients are required to sign documents in their own portals.

If you need to redo a task once it has been completed, simply change the status back to Open.

Deleting a task also deletes any files that were created or uploaded for that task.

Watch the next video to learn more about certain special tasks.

The Messages tab is a larger view of the messaging interface found on the Summary tab. It allows you to send and receive secure messages with your applicant.

You will receive an email notification any time you receive a new message.

The Notes tab contains private internal notes that are only visible by you and your team. Your applicant cannot see these.

You may edit or delete a note or message by clicking the edit button found within it.

Specific messages and notes may be easily located using your web browser’s search function.

The Documents tab contains all documents that have been created or uploaded by you or your applicants.

You can preview or download documents by clicking the appropriate button. If multiple versions of a document have been uploaded, you can select the one you want using the drop-down menu.

If you want to delete a document, you need to delete the task associated with it. This will also delete the document.

Watch the next video to learn more about editing loan data.

The Loan Details tab contains all of the application's data about the loan, the property, and the applicant. You can edit any of this information, with the exception of the applicant's contact details, which must be changed on the Parties tab.

Text in black is editable by you. Items in gray are auto-calculated or pulled from another location.

The Lenders tab contains a list of lenders in our system and provides you with their phone numbers, email addresses, and links to their web sites.

Our lender matching technology automatically compares your loan data against each lender's requirements and then presents the lenders in a ranked order, with the lenders most likely to fund your deal at the top. You can request a quote from any lender by clicking the Request Quote button.

Watch the next video to learn more about managing applicants and contacts.

The Contacts tab contains a listing of all people associated with a particular loan.

The applicant’s information automatically appears here when an application is created.

You may add co-guarantors and other parties by using the Add Contact button.

Adding a co-guarantor will trigger an email notification that provides them with a link to log in to the user portal. Non-guarantors do not get portal access.

Any existing contact may be edited or made an applicant or co-guarantor by using the Actions button. A contact may not be deleted if there are tasks assigned to it.

When a new contact is made to be the applicant, the old applicant gets moved into an unassigned state. If you’d like the former applicant to remain as a co-guarantor on the loan, use the Actions button to set the role to co-guarantor.

Watch the next video to learn how to configure notifications and view audit information.

The Notifications tab allows you to configure any notifications for you and your applicants.

The Task Completed By Applicant notification sends an email whenever an applicant completes a task.

The Reminders Configuration allows you to set due dates for tasks, when you want to begin sending reminders, and how frequently to send them.

Reminders may also be configured globally in your account’s Settings page.

The Audit History tab contains a date and time stamped record of important application activity.

Watch the next video to learn more about the applicant portal.

All applicants and co-guarantors have access to their own user portal to view an application’s status and complete tasks.

To reduce confusion, this portal uses the loanmanager.app domain rather than lendingautomator.com.

The interface in the loanmanager.app portal is very similar to lendingautomator.com, but has much less functionality.

Applicants and co-guarantors only have access to the Summary, Pre-Application, Messages, Documents, and Tasks tabs. They cannot see any information related to the lender, or any tasks or documents that are not relevant for them.

Lending Automator makes it easy for you to request that we add new lenders to the system.

Simply open any application, go to the Lenders tab, and then click the Request Lender button.

Submit a completed form, and we’ll get to work on it.

You can also access this form in Settings, on the Lenders Management screen.

Watch the next video to learn how to set up referral pages.

You can configure referral pages for each external broker or other source that refers applicants to you.

Go to Settings and select the Referral Sources option, then click the Add Referral Source button to create a new entry.

Use the referrer’s company name or other value to create a unique referral code for each entry, then add a logo if you’d like.

When you’re done, you will be able to provide your referral source with a custom web page they can use to submit deals to you and have them drop right into your Lending Automator system.

Watch the next video to learn the different forms you and your clients can use to enter a loan request.

Lending Automator provides you and your clients with several ways to input a loan request.

To see the options, go to the Settings screen, then to Website Configuration.

The Full Pre-Application is the standard form that asks all of the questions you’ll need to begin processing an application and match it with lenders. Most questions on this form are mandatory.

The three lead forms, by contrast, leave most fields optional and ask a different number of questions, depending on the experience you want to provide for your clients. The Level 1 form asks very few questions, while the Level 3 form asks all of the same questions that are on the Ful Pre-Application form, but they are optional.

You can use any of these links on your website or share them with clients electronically.

Watch the next video to learn how to manage lenders.

You can easily add your own account representative for any lender in Lending Automator.

First, go to the Settings page and then select Lenders Management.

Next, find the lender you want to modify by using the search box or scrolling through the list.

Simply Click the Edit button and then update the name, email address, or phone number as you’d like.

Once edited, quote requests will be sent to your contact at the lender.

You can restore a lender’s default values at any time by pressing the Restore Defaults button.