Automate & scale your lending business with our CRM, loan origination & servicing software

Smart loan management software used by lenders & brokers for CRE, Bridge, Fix & Flip, Construction, SBA & More

Join 2000+ users across many great companies...

Say hello to your new loan origination software platform!

Dashboard

Complete 360 overview of all loans, with quick access to loan status details on upcoming closing & various data analytics

Pipeline

Customizable pipeline that displays your loans the way each user wants. Easily export loan data into Excel.

Loan File

A customizable & comprehensive loan layout creates a clean layout tailored to your lending operation.

Loan Intake Webform

Our webforms work on every website for any loan type with smart logic that ask for the right questions & docs every time via a quick or full app.

Loan Status/Doc Upload Portal

Put doc collection on auto-pilot with our easy to use loan status & required doc portal.

Lender Marketplace

Get the best pricing on all your loans pre-funding or post funding via our lender & investor marketplace.

Dashboard

Complete 360 overview of all loans, with quick access to loan status details on upcoming closing & various data analytics

Pipeline

Customizable pipeline that displays your loans the way each user wants. Easily export loan data into Excel.

Loan File

A customizable & comprehensive loan layout creates a clean layout tailored to your lending operation.

Loan Intake Webform

Our webforms work on every website for any loan type with smart logic that ask for the right questions & docs every time via a quick or full app.

Loan Status/Doc Upload Portal

Put doc collection on auto-pilot with our easy to use loan status & required doc portal.

Lender Marketplace

Get the best pricing on all your loans pre-funding or post funding via our lender & investor marketplace.


A CRM & LOS software platform for private lending commercial brokers & lenders

Digital Lending Platform
& Portal

A modern borrower experience with online, mobile friendly portals, customized workflows & paperless origination

Connect Your Website
With Our Web Forms

Integrate our quick & full app web forms on your site to fast track submissions & accurately collect required docs. View Live Example

Real Time Team Collaboration

Keep your entire team, including brokers,  borrowers & 3rd parties updated in real time on the loan status. View Live Example

Bank Level Security & Infrastructure

Our platform sits 100% on AWS & is aligned with SOC 2, ISO 27001, & PCI compliance. We encrypt, secure & back up your data & documents for life.

Close loans faster & easier with the ultimate digital lending software (SaaS)

CRM

Increase borrower engagement & loan conversions with a CRM

  • Customizable Dashboard & Pipeline
  • Email marketing with drip campaigns
  • Lead tagging & referral source tracking
  • Assign leads & deals to loan officers or processors.

The industry's most robust LOS software on the market

LendingWise LOS software is flexible & pre-built for Fix & Flip, Rental, CRE Bridge/Perm, SBA loans or can be customized for almost any loan product. Includes many robust features:

  • Export into Fannie Mae 3.4 file format
  • Industry doc library with E-sign functionality
  • Document assembly powered by Google Docs & Sheets
  • Workflow steps & automated triggers 
  • Custom webforms, loan guidelines, & required docs
LOS
Marketplace

Compare offers from lenders & investors via the Marketplace

Access a curated list of direct non bank/private lenders, banks, & other unique capital sources. Automatically get your loan matched to the right lender or investor. You can even invite other lenders & investors to your private marketplace via a deal room.

What's In Your Lending Stack?

Brokers & lenders of all sizes rely on LendingWise’s cloud based CRM & loan management software platform to help them scale their business. 

  • Website integration for loan submission & status tracking
  • Powerful CRM to manage every contact
  • Track & compare offers from numerous lenders & investors
  • Turnkey & customizable LOS loaded with features
  • Track loan payments & draw management with servicing
  • 3rd party integrations keeps everyone working in one place
Lending Stack

How Our Loan Origination Works...

Step 1.

Borrower or originator creates a quick app
Step 2.

Share loan with lenders or investors via secure deal room to compare offers
Step 3.

Borrower E-signs term sheet, completes full app
& uploads required docs
Step 4.

Loan file is complete, ready for funding or shareable to 3rd party lenders or investors!

More Than Just a Commercial Lending CRM & LOS Software Platform

We have 15+ years experience in helping organisations deploy our CRM & LOS software for private lending, commercial real estate, business funding, SBA loans and more.

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Launch Quickly

Pick a setup & training package during the sign up process and we will help you fast track your system setup, specific to your company’s needs.

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Outsource processing & underwriting

Outsource to the same experienced back office used by the big boys. Reduce costs, no training required, pay per month or per closed loan.

Give your website a face-lift

We offer numerous website templates with an easy to use DIY editor. Choose a package that comes with numerous revisions & digital marketing strategy/implementation.

Data Migration Services

Move away from an existing platform and we will help you migrate all your legacy data into your new platform.

Integrates With...

CiX-2-1

Loved By Our Customers

We go above and beyond for our clients, because their success is our success. We help every step of the way during the implementation stages.

Frequently asked questions

The LendingWise CRM & LOS platform was built to help manage the entire lending tech stack from CRM, LOS, servicing & deal placement. Organizations can now deploy a lending platform in days vs months compared to many off the shelf providers or choosing to custom build your own software solution. No other software provides as many features and functionality out of the box, like LendingWise

The platform can deploy in minutes and works out of the box. With some basic training via our white glove implementation & training service, self help knowledge base & video library, you & your team will be up and running in days. However, for detailed configurations likely needed for private lenders or institutional lenders, expect to invest several weeks in training to learn the advanced configurations. For unique customization requirements, expect a 2-4 week turn around time depending on the complexity of your requirements.

The short answer is Yes, however it depends on the data integrity and cleansiness. Data Migration is never a simple transfer process and delicate care must be taken to ensure data format and accuracy remains in tact. We have done migrations from all major systems, including associated file attachments.

We work with large institutions with strict vendor requirements followed under SOC 2 & ISO 27001. Following these requirements is made possible by hosting our application 100% on AWS. In short your data is encrypted, backed up daily & we follow strict privacy policies to not share your data with 3rd parties.

We do not have a mobile app yet, but we ensure the most important pages of the application are mobile responsive providing a smooth user experience for borrowers, brokers and all parties involved with your loans.

We have over 1000+ fields related to numerous loan types for personal & business purpose loans backed by real estate, equipment, & other collateral types. Customize your own loan programs & set the required fields, docs, guidelines, etc… Or Choose from numerous pre-built loan programs like fix & flip, rental loans, construction, bridge, CRE, SBA, MCA, & business funding.

We offer 2 options on white labeling… Enterpise white label plan will make the entire application work on your domain like app.yourdomain.com, remove Fueled By LedingWise logo from webforms, and ensure all emails send from your domain.

Additionally, you can have a lite white label plan that only handles the email and removal of fueled by LendingWise logo.

You can create unlimited users for brokers & borrowers at no additional cost. Those users can submit deals via online web forms and check doc & loan status via the loan’s dedicated, encrypted URL. If you want borrowers to login to their portal, they need an active user seat. Borrowers can always login to their loan portal at no extra cost. 

We do not believe in forcing annual contracts on our clients. We offer month to month contracts with quarterly or annual options available for discounted pricing.

Sign up now & get started in minutes!