Automation Rules Engine
Stop chasing follow-ups by hand. Trigger emails, tasks, file assignments and status updates from loan data, stages or workflow events, so no deal stalls waiting on someone to remember the next step.
AI-Powered Lending Platform
Stop Running
Your Loan Book
on Duct Tape
& Spreadsheets
One AI-powered platform for the entire loan lifecycle: CRM, LOS, servicing, draws, fund management, & an integration hub that connects your stack. Close faster without adding headcount.
Built for every loan you fund:
- Bridge
- Fix & Flip
- Rental/DSCR
- Construction
- CRE
Including Business Funding, SBA, MCA, Equipment or customizable loan types.
Trusted by 300+ companies & 1000's of users.
AI Powered,Modern Lending
- Borrowers, entities, brokers and vendors end up scattered across spreadsheets. LendingWise manages individual borrowers, entities & members, loans with many properties, brokers and 3rd-party contacts in one place, so every relationship is one click away.
- Deal emails get buried in personal inboxes. Email & communications sync to the loan, attachments are easily filed into its required docs, and automations send email & SMS, so the whole team sees the full conversation.
- Chasing every status change by hand lets follow-ups slip. Rules trigger on loan status, workflow steps and dozens more events to send email & SMS, fire webhooks, create tasks and assign users, so nothing waits on memory.
- Incomplete applications and bad uploads cost days. Borrowers apply and upload docs through your web forms, and our AI doc review agent checks each file in real time against your own pass, fail and verification-needed rules, so borrowers fix issues instantly.
- Rebuilding term sheets and closing docs by hand invites errors. Design any doc once (pre-approvals, LOIs, loan apps, closing docs) and generate it from the loan file as PDF, Word or Excel with a multi-party signing order, so you can replace DocuSign.
- Every loan type and investor has its own rules. Build your own or investor guidelines so the system knows which fields, required docs & workflow steps to follow on every loan, and your team stops guessing.
- Reconciling payments in spreadsheets invites errors. An immutable ledger applies each payment by your waterfall, with daily interest accrual and ACH (NACHA) collections, so every loan reconciles to the cent.
- Construction draws stall when budgets live in email. Borrowers submit line-item draw requests against the scope-of-work budget, and you review, inspect and release funds with holdback tracking, so projects keep moving.
- Balance and payoff calls eat your team’s day. The borrower portal gives borrowers their loan details and statements and lets them request payoffs, so your team fields fewer calls.
- Splitting loans across investors by spreadsheet is risky. Allocate each loan across funds, investors, your balance sheet or a credit line, and repayments pass back to every capital source as principal, interest and servicer spread.
- Investors emailing for statements slows every month-end. The investor portal gives each investor their statements and tax package summaries, so reporting stops being a manual project.
- Tracking investor capital in spreadsheets doesn’t scale. Contributions post to capital accounts on a double-entry ledger, with units at NAV for evergreen funds, so every investor balance is exact.
- Distribution runs mean hours of manual math. Track each investor’s participation in every loan and run reviewed distributions with DRIP, return of capital and waterfalls, so payouts are accurate.
CRM
Robust user architecture
Borrowers, entities, brokers and vendors end up scattered across spreadsheets. LendingWise manages individual borrowers, entities & members, loans with many properties, brokers and 3rd-party contacts in one place, so every relationship is one click away.
E-mail Sync & SMS
Deal emails get buried in personal inboxes. Email & communications sync to the loan, attachments are easily filed into its required docs, and automations send email & SMS, so the whole team sees the full conversation.
Automation Rules Engine
Chasing every status change by hand lets follow-ups slip. Rules trigger on loan status, workflow steps and dozens more events to send email & SMS, fire webhooks, create tasks and assign users, so nothing waits on memory.
LOS
Web Forms w/ doc upload & AI agent review
Incomplete applications and bad uploads cost days. Borrowers apply and upload docs through your web forms, and our AI doc review agent checks each file in real time against your own pass, fail and verification-needed rules, so borrowers fix issues instantly.
Doc generation w/ E-sign
Rebuilding term sheets and closing docs by hand invites errors. Design any doc once (pre-approvals, LOIs, loan apps, closing docs) and generate it from the loan file as PDF, Word or Excel with a multi-party signing order, so you can replace DocuSign.
Dynamic fields, workflow steps, docs & guidelines
Every loan type and investor has its own rules. Build your own or investor guidelines so the system knows which fields, required docs & workflow steps to follow on every loan, and your team stops guessing.
Servicing / Draws
Payment tracking & ACH
Reconciling payments in spreadsheets invites errors. An immutable ledger applies each payment by your waterfall, with daily interest accrual and ACH (NACHA) collections, so every loan reconciles to the cent.
Budget & Draw Management
Construction draws stall when budgets live in email. Borrowers submit line-item draw requests against the scope-of-work budget, and you review, inspect and release funds with holdback tracking, so projects keep moving.
Borrower Portal
Balance and payoff calls eat your team’s day. The borrower portal gives borrowers their loan details and statements and lets them request payoffs, so your team fields fewer calls.
Fractional/Loan Syndication & loan allocation
Splitting loans across investors by spreadsheet is risky. Allocate each loan across funds, investors, your balance sheet or a credit line, and repayments pass back to every capital source as principal, interest and servicer spread.
Fund Management
Investor portal & reporting
Investors emailing for statements slows every month-end. The investor portal gives each investor their statements and tax package summaries, so reporting stops being a manual project.
Capital accounts
Tracking investor capital in spreadsheets doesn’t scale. Contributions post to capital accounts on a double-entry ledger, with units at NAV for evergreen funds, so every investor balance is exact.
Loan participations & Distributions
Distribution runs mean hours of manual math. Track each investor’s participation in every loan and run reviewed distributions with DRIP, return of capital and waterfalls, so payouts are accurate.
The All-in-One Lending Platform Built for Private & Commercial Lenders or Brokers
Close Loans Faster & Smarter With the Right Lending Tools Built With Automation & A.I.
Robust User Architecture & Portals
One shared login gets messy fast. Give back-office, branch and broker teams their own portals and permission levels, so everyone sees exactly what they need, and nothing they shouldn’t.
Manage Contacts & Borrower Profiles
No more digging through inboxes to find who’s who. Borrowers, entities, documents and every third-party contact (agents, appraisers, attorneys) stay synced across every loan, so the whole relationship is one click away.
Doc Generation
Stop rebuilding the same term sheet in Word. Generate docs from 30+ built-in templates with unlimited E-sign, design your own in the doc template wizard, or send loan data to Lightning Docs, DocLab, GoDocs, DocMagic & more.
Automated Doc Collection
Chasing borrowers for docs kills closing timelines. Daily reminders keep every party on top of loan status and open conditions, and our A.I. doc review agents validate each doc the moment it’s uploaded, so files reach underwriting complete.
Pre-built Loan Products
Skip months of setup. Start with products pre-built for bridge, fix & flip, construction, DSCR, CRE, SBA, equipment, MCA & more, then tailor them to your guidelines and start taking applications right away.
Borrower & Investor Portals
Cut the “where’s my payoff?” calls. Borrowers manage payments, draw requests & payoffs on their own, and investors track their loans, ROI and principal and generate their own reports & W9s.
Track Payments
Spreadsheet servicing breaks on the first unusual loan. Service rehab loans, pre-paid interest and multiple accrual types, with custom waterfall rules for how each payment is applied, so every balance stays right.
Draw Management
Messy rehab budgets mean slow, risky draws. Build custom scope-of-work templates, finalize the budget with your borrower in real time and approve draws line item by line item, so you release exactly what the work supports.
Raise Capital, Your Way
Stop chasing investors through email and PDFs. Publish an offering page for each fund, let investors register, complete accreditation and subscribe in the portal, then approve and fund them in one click. Run evergreen or closed-end funds, or raise debt or equity deal by deal.
Investor Capital, Tracked to the Cent
Stop reconciling investor spreadsheets by hand. Record contributions, issue units at NAV for evergreen funds or track capital accounts for closed-end funds, all on an immutable double-entry ledger, so every balance reconciles to the cent.
Capital That Follows Every Loan
Know exactly whose money is in every deal. Allocate each funded loan across your fund, direct investors, balance sheet or credit line, set senior, mezzanine or junior positions, and let interest income and principal flow back automatically from servicing.
Distributions & Investor Portal
Cut the investor emails and manual payout math. Run reviewed distributions with DRIP, return of capital or preferred-return waterfalls, and give investors a portal with their positions, statements and tax packages.
Build Your Own Marketplace
Your capital partners, organized in one place. Add your own providers privately to your marketplace, and direct lenders on the Elite plan get listed in front of 1000’s of originators.
Deal Room Collaboration
Stop emailing loan packages to a dozen lenders. Share deals with your favorite capital providers in a deal room, control exactly which data & docs they see, and compare rates & terms side by side.
Match Your Loans with Right Source
Stop guessing who will fund the deal. Match every loan against 60+ lenders & note buyers for bridge, fix & flip, construction, DSCR, CRE, SBA, MCA, equipment & more, and send it straight to the right fit.
Say hello to your new loan origination software
Seamlessly Integrate with 3rd Party Tools & Apps
Say goodbye to a fragmented, disjointed set of tools & apps. Our automation engine, native integrations, webhooks, Open API, AI Agents & MCP will keep your team connected & apps synced in real time.
Scale Your Lending Business With High User Adoption Across Entire Team & Borrower Base
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Launch Quickly
LendingWise deploys pre-built with easy to configure settings for loan products, form fields, loan guidelines, required docs, & workflow steps
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Trusted by Top Lenders
All in one platform trusted by 300+ companies since 2017. 100% white labeled under your brand & URL.
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Bank Level Security
LendingWise sits 100% on AWS & is aligned with SOC 2 & PCI compliance, encrypting & backing up your data & docs. Visit our Trust Center
- 15-day free trial with immediate access to the full platform. Extended trials available upon request.
- A custom-built Proof of Concept set up around your loan products, so you see your own deals in the system.
- A live walkthrough with our team on the modules you care about most.
- Bank-level security hosted 100% on AWS, aligned with SOC 2 & PCI compliance, with data encrypted & backed up.
- Flexible plans from Starter to Enterprise, so you only pay for what you need.
- Pre-built loan products with easy to configure loan guidelines, required docs & workflow steps.
- Implementation & training to set up your web forms, custom loan docs & e-sign forms, fields and training videos.
- LendingWise University a free course to help your team master every feature.
- White labeled under your brand & URL for your team, brokers and borrowers.
- Connected from day one with native integrations, webhooks, Open API, AI Agents & MCP.
Trusted by Hundreds of Brokers & Lenders
Hear how our platform helped clients close loans faster and scale their portfolios.
“LendingWise delivered a robust, secure, cloud-based platform that perfectly aligns with our CRE lending requirements. Our entire team, from sales to back office, and even our external partners like brokers and borrowers, seamlessly use our white-labeled digital lending platform, which integrates effortlessly with our existing Cross River banking products. Great job LendingWise Team!”
Jaime FinkelsteinHead of Operation, Cross River Bank
“LendingWise has been an invaluable CRM & LOS software platform to help us manage our borrowers, broker network and ever growing private money deal flow. They make our intake, processing, underwriting & loan closing process extremely efficient, which helps us continually grow and scale our hard money lending business!”
Jeff FechterCEO, HouseMax Funding
“We grew our loan origination volume from $40M a year to $40M a month!”
Adonis LockettCEO, LNH Capital
Got Questions? We’ve Got Answers!
What exactly is the LendingWise loan origination software platform?
The LendingWise platform manages your entire lending tech stack — CRM, LOS, Pricing Engine (PPE), Servicing & deal placement via lender marketplace. Deploy in days vs months compared to off-the-shelf providers or custom builds. No other private lending software provides as many out-of-the-box features as LendingWise.
How long does it take to setup the CRM & Loan Origination Software?
The platform deploys in minutes and works out of the box. With basic training via our white glove implementation service, you’ll be up and running in days. Advanced configurations for private or institutional lenders may take several weeks. Custom requirements typically have a 2–4 week turnaround depending on complexity.
Can I import my data from another lending software or loan origination software?
Yes — though it depends on data integrity and cleanliness. We have helped companies import their legacy data into the system, which often requires deep analysis of the data fields in each column and data format cleansing (find & replace) This typically will be an additional fee, if the built-in import tool does meet the requirements. is never a simple transfer and requires careful attention to format and accuracy. We’ve completed migrations from all major systems including associated file attachments.
How secure & private is my data in the CRE, private lending loan origination software?
We work with large institutions with strict vendor requirements and are aligned with SOC 2 & PCI compliance, hosting 100% on AWS. Your data is encrypted, backed up daily, and we follow strict privacy policies to never share your data with third parties. Visit our Trust Center at lendingwise.trustshare.com/home.
Is the loan origination software mobile friendly or is there a mobile app?
We don’t have a native mobile app yet, but the most important pages are fully mobile responsive — providing a smooth experience for borrowers, brokers, and all parties involved with your loans.
What loan products & types does the loan origination software system support?
Choose from pre-built programs including fix & flip, rental/DSCR, portfolio, construction, bridge, CRE, Agency, SBA, MCA & business funding. The platform has 1,000+ fields across numerous loan types for personal & business purpose loans backed by real estate, equipment & other collateral. Fully You can fully customize existing or new loan programs and set the exact fields, required docs, workflow steps & guidelines accordingly. with required fields, docs, and guidelines.
Can I white label the CRM & loan origination software software platform?
Two options: Enterprise white label runs the entire platform on your domain (app.yourdomain.com), removes the “Fueled by LendingWise” logo from webforms, and sends all emails from your domain. A lite white label option handles email and logo removal only.
Do borrowers & brokers count as a user?
You can create unlimited broker & borrower users at no extra cost. They can submit deals via webforms and check loan status via the loan’s dedicated encrypted URL. If borrowers need portal login access, they require an active user seat — though borrowers can always access their loan portal at no extra cost.
Can I cancel anytime?
Yes. We don’t believe in forcing annual contracts. We offer month-to-month with quarterly or annual options available at discounted pricing.
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Flexible Pricing Options Designed to Grow With You
From a single broker to an enterprise lender, there’s a plan that fits. Every plan starts with a 15-day free trial.