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Lend Knowledge Base
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  • ๐ŸGetting Started
  • ๐Ÿ’กWelcome to the Lend Knowledge Base
    • Settings & Preference Pages
      • Account Settings
      • ๐Ÿช›Preferences
      • โš™๏ธConsumer Settings
    • Workflow
    • โฉLead Application Flow
    • ๐Ÿ‘‹Referrer Management
    • ๐Ÿง‘โ€๐Ÿคโ€๐Ÿง‘Applicants
    • โœ‰๏ธMarketing
  • Key Lend Services & Offerings
  • ๐ŸŽ‰Lender Promotions
  • Lend Sign
  • LendED- Tutorial videos
  • Common Bank Statement Retrieval Issues
  • FAQ & commonly asked questions
    • How to set up automations in Lend
    • How to customise Kanban workflow settings
    • How to build referrer profiles
    • How to send a client portal request to your applicant
    • Why can't I change the status of the deal to funded?
    • How to add a user to your Lend account
    • How to create ask applicant presets
    • How to pull a credit report in Lend
    • How to build a Lead Form
    • illion Bank Statements Error
    • Why are my emails not sending to my clients?
    • Fields required for matching & submission
    • Lender related status updates
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  1. ๐Ÿ’กWelcome to the Lend Knowledge Base

Settings & Preference Pages

Account Settings๐Ÿช›Preferencesโš™๏ธConsumer Settings
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