Step 1: Create your Lendr account
Please have your main point of contact complete these steps.
Have these ready to create your account
- EIN
- Company logo (if available)
- Website URL
- Register your Lendr account using the link below.
- Email [email protected] to ask for your account to be activated. Our team needs to activate the account before you can log in.
- Once your account is activated, log in and start the system configuration videos below.
Your onboarding journey at a glance
- Phase 1System ConfigurationYour team
- Phase 2Data MigrationOur Engineering team
- Phase 3Document DigitizationOur Documents team
- Phase 4Onboarding & TrainingWith your Implementation Manager
- Phase 5Data ReviewYour team
- Phase 6Check-In & Go-LiveWith your Implementation Manager
Phase 1: System Configuration
Important: This phase is self-led and is the only step to complete before your onboarding training begins. Watch the videos, complete the action items below, then reply to the email thread with your Customer Success Manager and Natalie Shallow to confirm your configuration is complete.
Setup videos
Your team's action items
Next steps
- 1
Complete your action items
Use the videos above as your guide, and reach out to your Implementation Manager with any questions along the way.
- 2
Confirm your configuration is complete
Reply to the email thread with your Customer Success Manager and Natalie Shallow.
- 3
Start your onboarding training
Your Implementation Manager will book your training sessions with your team.
Phase 2: Data Migration
Your data migration has been added to the queue. Our Engineering team will migrate your supported data from Mortgage Automator to Lendr, and your Implementation Manager will guide your team through the steps before, during and after migration.
- 1
Migration queue & timing
Timing depends on Engineering availability and your account's readiness. We can't confirm an exact start date, but your Implementation Manager will keep you updated.
- 2
Grant support access
When your migration is ready to begin, you'll receive a Support Access request for your Mortgage Automator account. Please grant access for seven days as soon as possible so our Engineering team can securely complete the migration.
- 3
Migration pause
You may need to briefly pause updates in Mortgage Automator to keep data accurate. Your Implementation Manager will confirm timing in advance.
Your team's responsibilities during migration
- Grant Support Access when requested
- Follow the migration pause instructions provided by your Implementation Manager
Phase 3: Document Digitization
Our Documents team will digitize the documents and email templates you previously built in Mortgage Automator, so they're ready to use in Lendr.
Additional documents
If you require additional document templates to be digitized, please email your request to [email protected] in DOCX format. Please provide the most current version of each document and clearly identify any specific requirements or intended use.
Your team's deliverables
- Submit additional document digitization requests to the Documents team
- Review and test imported templates to confirm they contain the required information and function as expected
- Report any required corrections to the Documents team
Phase 4: Onboarding & Training
Each session is 60 minutes. Your Implementation Manager will walk your team through each topic and outline any deliverables to complete afterwards. Staying on top of these keeps you on track for your go-live date.
System Navigation
Your dashboard, getting around Lendr, and managing borrower and investor profiles.
Loan Origination
The end-to-end origination workflow, from application and checklists to generating documents and funding the loan.
Payment Processing
Payment workflows, the USIO integration, late fees, grace periods and NSF fees.
Loan Servicing
Servicing workflows: payments, rate and principal changes, investor replacements, extensions, draws and payoffs.
Borrower, Broker & Investor Portals
Portal settings, onboarding forms, user invitations and notifications.
Automations, Workflows & Reporting
Automations, reporting and key communications to streamline your processes.
Session housekeeping
- Meeting platform: all sessions are held via Google Meet, typically one to two times per week.
- Attendance: please make sure the relevant team members attend each session.
- Recordings: a recording link will be shared after each session.
- Follow-up: a recap email with action items and next steps will be sent after each session.
Phase 5: Data Review
Once your data import is complete, your Implementation Manager will email you a summary of the migration notes so you can start your review.
Your team's action items
- Review migrated data, including borrower, investor, entity and loan information
- Confirm active loan balances and servicing details align with your existing records
- Report any discrepancies or required corrections to your Implementation Manager
Phase 6: Check-In & Go-Live
This session reviews your onboarding progress and confirms your team's readiness for the transition: outstanding action items, migrated data, user access, portal and notification readiness, and your target go-live date.
Borrower & investor launch
Before inviting users to the Lendr portals, your team should:
- Confirm documents and portal settings are ready
- Notify borrowers and investors of the transition outside of Lendr and let them know to expect a portal invitation
- Contact Lendr Support if you need help bulk-inviting existing users
- Enable appropriate borrower and investor notifications when your team is ready to begin using Lendr for ongoing communication
Important: only enable notifications and send portal invitations once your migration and go-live preparations are complete and your team is ready to invite users. For help with bulk invitations, contact [email protected].
Need help along the way?
Your Implementation Manager and Customer Success Manager are your primary contacts throughout onboarding. Support is also available between sessions.
In-app AI support
Click the chat icon in the bottom right of your Lendr account.