Resources & Help

Learn the platform before you operate live loans

Use these guides to set up a workspace, understand the lending workflow and train users on the parts of LoanDesk Works relevant to their role.

Getting Started Contact Support

Getting started

Recommended setup sequence

Complete the foundation first so users, products and borrower records follow consistent rules from the beginning.

Complete the Company Profile

Add legal/business information, contact details and your company logo.

Review your Subscription

Confirm user limits, available modules and subscription status.

Create Loan Products

Define principal ranges, terms, interest methodology, fees and effective dates.

Add Users & Roles

Create staff accounts and verify that each role only receives the required permissions.

Create a Test Borrower

Walk through the application, CI, approval, disbursement and payment workflow using test data.

Review Reports & Audit Logs

Confirm that management reporting and user activity are visible to the right people.

Documentation library

Help by topic

ADMINISTRATION

Company setup & branding

Company details, logos, subscription status and workspace configuration.

USERS

Users, roles & access

Standard usernames, activation, role permissions, user limits and access scope.

ORIGINATION

Borrowers & applications

Borrower records, loan products, credit investigation, risk grading and approval.

SERVICING

Loans, schedules & payments

Disbursement, schedules, ledger records, payments, reversals and balances.

COLLECTIONS

Delinquency & recovery

Past-due accounts, collector assignments, contact actions and promises to pay.

REPORTING

Reports & analytics

Portfolio, receivables, aging, collections, income and management dashboards.

SECURITY

Tenant isolation & audit

How company isolation, session context and audit history protect subscriber data.

Security overview

SUBSCRIPTIONS

Plans & billing

Free/Basic/Premium limits, future plans, invoices and gateway-ready billing states.

View plans

DEVELOPER

Modules & future integrations

Module registry and event-based extension points for future add-ons.

FAQ

Frequently asked questions

Is LoanDesk Works itself a lending company?

LoanDesk Works is positioned as software for lending operations. Lending services are provided independently by the companies that use the platform.

Can two companies use the same URL without seeing each other's borrowers?

Yes. The application is designed as a multi-tenant platform. Authenticated tenant context separates company records, while role permissions further restrict what each user can see inside that company.

How are employee usernames created?

Internal company usernames follow the standardized lowercase firstname.lastname pattern. Company owners use their registered email address as the primary login identity.

How does email verification work?

New registrations and account-recovery flows use an authentication code sent to the registered email address. The code is time-limited and the application can enforce attempt limits.

Can a subscriber upload its own logo?

Yes. Subscriber branding is stored separately for each company workspace. Platform-owner company information is managed separately in Platform Administration.

Can new modules be added later?

Yes. LoanDesk Works includes a module registry and event hooks intended to let future features be activated without rewriting or deleting historical records in the core modules.