Exporting Transactions in Lendware
Lendware allows you to export all transactions with no export limits.
Important: To export all transactions, always use Select All Across Pages.
Important: To export all transactions, always use Select All Across Pages.
Preparing your transaction list for export
Before exporting, it’s recommended to review and adjust what you want included in the file.
- Navigate to Transactions
Select Transactions from the main menu on the left-hand side.
- Adjust records per page
- Apply filters (optional)
Use Filters to narrow down the transactions you want to export. For example, applying Status = Closed will limit the export to only closed transactions.
ℹ️ Filters are optional, but helpful for reporting, reconciliation, or audits.
- Choose export fields
Click Manage columns to select the fields you want included in the CSV. You can also reorder columns by dragging them—for example, moving Co-borrower higher in the list.
Only columns visible in Manage columns will be included in the export.
Selecting all transactions and exporting
Once your transactions, filters, and columns are set:
- Select the checkbox at the top of the transaction list
On the right side of the screen, click Select All Across Pages
⚠️ Even if the banner shows a smaller number selected, Select All Across Pages ensures every transaction is included.
- Click Export CSV to start the export
If you do not see the Export CSV option, please contact support@lendware.ai for assistance.
Downloading your file
- The export runs in the background
- Within approximately one minute, you will receive an email with a download link
- The email is sent to the address associated with your Lendware login
Your transactions have been successfully exported
Need more help? Check out: Export Contacts
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