Finally, a robust CRM & LOS system designed for private & hard money lenders.


Deal Intake--> Pre-Approval--> Processing--> Underwriting--> Funding


Define your own processing work flow & checklist, auto-generate loan docs with E-signature, online submission & tracking portals and so much more


Enterprise level CRM features that will make your borrowers & employees happy & your competitors jealous!

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Web based software for private & hard money commercial lenders that want to streamline their front & back office operations.


Connect all the pieces of the puzzle, and let your business flow...

  • Broker & Lead Management/Marketing

    Automate your E-mail/SMS marketing campaigns for all your borrowers, brokers, and referral partners. Your borrowers & brokers can login to submit deals, track status updates, and communicate with your back office team in real time.

  • Pre-qualifying Deals... Cha Ching!

    Looking at deals can be complicated or really simple... We prefer the latter. With a smart web form designed with your loan guidelines in mind, you can easily review and price deals quicker. Don't waste time reviewing deals that are not even eligible or have missing information critical for accurate pricing.

    Click to view the sample:

    Short Version

    Long Version

  • Loan Origination designed for private & hard money

    Most loan origination systems (LOS) are designed for conventional financing and are bloated with unnecessary features and tools. We give you the tools essential for a cutting edge, private/hard money lender.

  • Processing Made Easy

    Processors can make or break your business, which is why they need the right tools to ensure your loans get approved quickly and all parties involved can efficiently communicate in real time. LendingWise lets you create work flow steps that processors will follow every time, to consistently bring amazing customer service to every loan.

  • Underwriting in a Breeze

    Undwerwriters have a lot to look out for, and it usually isn't very obvious. That's why it's very important to create a very thorough underwriting work flow covering the many potential risk factors that exist in the real estate and mortgage lending space.

  • 3rd Party Tools

    Integrating tools like credit pulling, AVM, Title work, background checks, etc... will speed up your turn times, make you more efficient, and enhance your customer experience tremendously!


Robust CRM and LOS Features

LendingWise CRM & Loan Origination System comes with powerful features for hard & private money lenders

  • Web Based CRM & LOS

    LendingWise is 100% web based, so your borrowers, brokers, investors, and entire team can access the system from anywhere, anytime. Finally, an All-In-One CRM & LOS software for hard money lenders and private money lenders.

  • Lead Management

    Our hard money loan origination software manages your inbound leads for borrowers and brokers. Leads can be assigned to a sales rep or to a lead pool. Sales reps have all the tools they need like lead scoring, E-mail & SMS Text marketing, easy deal review with one click pre-qual, and many more features.

  • Multi-Tiered Users & Roles

    LendingWise allows for multiple levels of users for maximum scalability. Users can view, edit and administer their own respective files, as well as other assigned files, depending on their role. Create user roles with various permissions for processor, underwriter, manager, closer, investor, servicer, attorney, and more.

  • Automated Document Generation with E-sign

    We have many built in E-signature ready docs required for hard money mortgage lending like Pre-approvals, contracts, 1003, HUD statements, disclosures, waivers, etc... With one click, you can have packages auto-filled with client info, property details, lending terms, and more. If we don't have a document, we'll add it! And if you need something custom designed for your company or your affiliates, we can handle that too!

  • Marketing Automation

    Create E-mail templates that go out automatically, based on a schedule or work flow rule. Built in triggers will alert you via E-mail or phone call when an e-mail is opened or link clicked. Now that's insight you can act on and increase conversions.

  • Online Submission Portal

    Our private money loan origination system allows borrowers and affiliates to submit their full scenarios with file uploading capabilities 24/7 through your own private labeled web form hosted on your website. We have several versions of a secure, online submission portal for quick lead capture or complete file submission to make it easy for reviewing eligibility and pricing deals with the click of a button! You can even provide your broker's with their own web forms for their own websites, to help them capture more deals for your company.

  • Centralized, Secured Doc Storage with Built-in E-fax.

    We make it easy for all parties to upload & download essential documents and files pertaining to a borrower file. We also allow you to build and bind multiple files into 1 PDF with watermarking capabilities. Choose to E-mail or E-fax these documents out to any party.

  • Pipeline Management

    We give you 360 degree view of all your leads, loans in process, funded deals, and loans being serviced. The pipeline is customizable to reflect your own preferred view, which can be sorted and segmented into exportable detailed Excel reports.

  • Detailed Data Reporting

    Knowing every detail on every loan is critical for your business. You can generate summary reports/audits per loan that outlines every action & date stamps for actions like sent emails/docs/disclosures, notes, tasks, faxs, etc... Other reports cover various loan statistics, employee productivity, and broker productivity.

  • Track Billing & Receivables

    Within each loan file there is section to input fees or commissions owed by the borrower or broker. You control what fees are listed in the system and set them up for future dates owed and/or in phases. Built in reminders can be set to notify the borrower, broker, or any back office employee of amounts due. Reminders are sent via Email and Text message if Cell number is entered.

  • Resource Directory

    There are many 3rd party tools and services essential to the hard money lending industry. We give you access to the best ones to help you do things like: property valuation, credit pulling, asset & income verification, background check, skip trace, title search, and more.

  • Assign Tasks & Reminders

    Creating, tracking, and assigning tasks or reminders in our hard money lending loan origination software (LOS) is critical to manage your business. Our software lets you create tasks for yourself or any users associated to a loan file, including the borrower, broker, branch manager, or any back office employee. Reminders are sent via Email and/or text message to the assigned user. Each user has their own calendar to see what tasks are assigned to them, while a manager can see ALL tasks globally. The centralized calendar can be used to quickly see many date sensitive items like, pending tasks, billings owed, commissions owed, and most importantly funding dates.

Discover what LendingWise software can do for your hard/private money mortgage lending business.

Watch the video below to see how LendingWise will streamline your operations from front office to back office, and make you become more scalable overnight, literally!

Our Philosophy and Story

LendingWise (Originally "TheLoanPost") was built in 2006 during the mortgage boom days, originally as a pricing/pre-qual engine and niche wholesale lender database used by thousands of mortgage brokers, loan originators, and wholesale lenders nationwide. After the mortgage market collapse of 2008, we switched gears into loss mitigation CRM. Now with a booming housing recovery, we see a huge opportunity to focus and help hard money lenders by becoming their loan origination system of choice. After working in-house with a large nationwide lender with clients & affiliates spread across the country, we were able to build out LendingWise with a flexible, multi-user/role architecture with all the critical features needed to manage 1000's of files and broker relationships. We pride ourselves on fostering relationships with our clients to continually develop the most up to date, feature rich loan software platform for today's complex mortgage lending industry.

What they say about us!

Frequently asked questions

We know you have plenty of questions, so here are a few FAQs. Call us today to get all your answers!

How can I test or try

First, fill out the form above and we will automatically log you into LendingWise, where you can openly test the demo system. You must contact us to get a license agreement and proposal signed to have your own private account setup with a risk free 30 day trial.

How secure is software?

Our mortgage origination software protects your business data across various levels. You control who has access to what, while we safeguard your data from hackers via encryption & firewalls. If servers ever crash, we will always have redundant servers keeping you live and data backed up.

How long does it take to setup?

Since we charge a setup fee, you will find the software is 100% turnkey and has many default settings already created for hard money lending. We provide live support & training sessions for your staff to learn how to drive and customize the software. By the way, there is no software to install or download!

Does the CRM & LOS software integrate with other 3rd party service providers?

Yes, our API can be used to integrate with other 3rd parties for services like Appraisal, BPO, credit, inspections, background check on individuals or entity and many more.

Scale your business & grow your pipeline with these packages below

All packages have a 30 day Risk Free trial period, which means you will get a full refund if canceled within 30 days.






 Monthly Price (Annual Discounts Available) $75/user $299/5 users $999/20 users 

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Setup Fee Varies based on requirements & modules Varies based on requirements & modules Varies based on requirements & modules Varies based on requirements & modules
 Unlimited Brokers
 Unlimited Borrowers & Loans

Marketing Tools

Mail Merged Emails
SMS Notifications
Email Drip Campaigns
 E-mail to Phone triggers (

Lead & Deal Management

Loan Pipeline with milestones
Built in & Customizable Webforms
Import/Export leads & loans
Lead Vendor Integrations
Lead Pool for multiple Sales Reps
Borrower Portal
Broker Portal
Investor Portal

Document Management

Doc/file storage to Centralized Doc Storage with
Drive, Box, & Drop Box integration
10 GB Unlimited Unlimited Unlimited
Auto-populate loan docs & forms from our library or your own docs.
Binder tool to stack docs into 1 PDF

Reports & Analytics

Loan Pipeline Report
File Velocity
E-mail send/open/click/bounce report
Broker/Referral Partner Tracker
Employee Productivity Report
Track Billing & Commissions
Loan Servicing Module

Admin Level Control

Tiered Multi-User Permissions
Custom Milestones & Statuses
Custom Work Flow Rules
 IP Address Restriction
 Custom Loan Programs & Guidelines
 3rd party Integrations


E-mail Support
Live Chat
Training Videos
Phone Support
Go to Meeting Live Training

The most effective CRM & LOS software to manage your entire hard money lending business

Get started today to streamline your mortgage lending business.

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