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How to Add and Configure a New User in LenderLogix

This guide walks through the complete process of creating a new user account in LenderLogix, configuring system roles, enabling optional tools like LiteSpeed and credit pull services, and retrieving key user links (such as digital business cards and application URLs).



Step 1: Access User Management

  1. Log into your LenderLogix account.
  2. From the main side menu, select Manage Organization.
  3. Click the New User button located at the top of the user list.

Step 2: Fill Out Basic User Information

Enter the required user details in the modal pop-up:

  • Email Address: Enter the user’s primary work email.
  • First and Last Name: Enter the user's full name.
  • Role: Choose one of the standard system roles: Manager, Loan Officer, or Assistant.

    Note: If an Admin account is required, contact LenderLogix support directly.

  • Title & NMLS #: Optional fields for job title and regulatory identification.
  • Phone Number: Enter a valid contact phone number (required).
  • About Me Link: (Optional) Add a link to the loan officer's official bio page on your company website.

Click Create User to save the profile.

Step 3: Provide Access Credentials

By default, newly created users have access to QuickQual.

  1. Locate the user in your list and expand their profile options.
  2. Click Reset Password to generate a temporary login password.
Provide the user with their login link ([lenderlogix.com/login] email address, and temporary password.

Step 4: Enable LiteSpeed Access & Integration Details (Optional)

If your organization uses LiteSpeed, configure the integration directly from the user's settings:

  1. Click Add LiteSpeed Access.
  2. Toggle the integration switch to ON.
  3. Input the user's Encompass Username.
  4. Select the appropriate Encompass Lead Folder (e.g., Leads or Demo Bank Pipeline).
  5. Credit Credentials: If credit pulling is enabled for your organization, enter the user's credit vendor credentials in the designated fields.
  6. Click Add LiteSpeed Access to save.

Step 5: Retrieve Digital Business Card and Application Links

After setup, access key sharing assets for the user:

  1. Select Update Account under the user's profile.
  2. Digital Business Card: Locate the user's personalized URL and downloadable QR code near the top of the window.
  3. Main Action Button Link: Copy the LiteSpeed "Apply Now" URL located in the profile fields. This link can be embedded into external websites, email signatures, or marketing material. Clicking Apply Now on the digital business card directly routes applicants to the LO's Encompass instance.