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For Loan Brokers

CRM & Loan Software Built for Loan Brokers

You find the deal, package it and place it with the right lender, usually across a dozen inboxes and portals. LendingWise gives you one CRM, one branded application and a marketplace of capital, so you spend your time closing, not re-keying.

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We Know Your Day

Sound familiar?

Our founder started as a mortgage wholesale account executive, so LendingWise is rooted in the broker-to-lender relationship. These are the problems it was built to fix.

  • Re-Keying Every Deal

    The same borrower, entity and property, typed into one lender portal after another, one submission at a time.

  • Shopping Deals Blind

    You find out which lenders actually do the deal after the third decline, and by then the borrower is getting impatient.

  • “Where’s My Loan?”

    Borrowers call for updates while you wait on them for the same bank statement you asked for last week.

  • Judged by Your File

    A messy submission sends your deal to the bottom of the lender’s pile, and your next deal with it.

  • A Pipeline in Your Inbox

    Deals live in email threads and your memory, so follow-ups slip and referral partners go cold.

  • Too Many Tools

    A CRM, a form builder, a doc portal, a website and spreadsheets, each with its own login and its own bill.
From Lead to Funded

One deal, one file, start to finish

Every step of a brokered deal, in one system and under your brand.

  1. Lead captured
  2. Application submitted
  3. Docs collected
  4. Matched to lenders
  5. Term sheet
  6. Funded

How LendingWise works for brokers

Branded Applications & Doc Portal

Look like a lender from the first click.

A PDF form and a string of emails don’t win borrowers. Put branded Quick App and Full App webforms on your own website, collect documents through a status portal, and let our AI doc review agent flag what’s wrong or missing the moment it’s uploaded.

  • Your brand: a unique, white-labeled application link for you and every loan officer
  • Automatic follow-up: daily reminders until every required doc is in
  • Result: complete files, fewer “where’s my loan?” calls, and borrowers who refer their friends
Lender & Note Buyer Marketplace

Find the right capital before the first decline.

Shopping a deal lender by lender wastes days. Filter out every program that can’t do the deal, see a match score for the rest, and send the deal to the best fits straight from the loan file.

  • 60+ lenders & note buyers: bridge, fix & flip, construction, DSCR, CRE, SBA, MCA, equipment & more
  • Match score, explained: click any score to see each criterion Matched or Not Matched
  • Result: fewer declines, faster term sheets, and lenders who see a clean file every time
CRM & Pipeline

Every deal, follow-up and referral partner in one place.

When your pipeline lives in your inbox, follow-ups slip. Track every file by status, let automation rules send the follow-ups for you, and keep past borrowers and referral partners in the same CRM as your loans.

  • Pipeline views: filter by status, loan officer or date, and save views for your whole team
  • Automation: tasks, templated emails and webhooks triggered by status changes and workflow steps
  • Result: nothing falls through the cracks, and past borrowers come back for the next deal

Everything else in your broker toolkit

Built-in tools that replace the stack of apps most brokers pay for separately.

  • Deal Room

    Share deals with your favorite capital providers, control exactly which data & docs they see, and compare rates & terms side by side.

  • Your Capital Rolodex, Organized

    Build a private panel of every provider you work with, from local true hard money and national private money to note buyers, banks and family offices, each with their programs on file.

  • Built-In E-Sign

    Send docs for signature from the loan: assign signers, set the signing order, and signers sign from an emailed link, no login needed. The signed PDF and certificate of completion file themselves.

  • Doc Generation

    Generate term sheets and loan docs from 30+ built-in templates, merge tags and doc packages, or design your own in the doc template wizard.

  • Bulk Email Campaigns

    Send a bulk email campaign straight from a pipeline selection, with merge fields pulled from each loan file.

  • Credit, Flood, Fraud & ID Reports

    Order credit, flood, fraud and identity reports from inside the file through Xactus and MeridianLink.

Need a website too? Launch one from our lending website templates.

Start small, grow on the same platform

The same platform serves a single broker and lenders with whole broker networks, so you never have to switch systems as you grow.

companies & 1000’s of users trust LendingWise
300+
free trial to try it with your own deals
15 days
month-to-month contracts, no forced annual deal
Monthly

Broker software FAQ

Can I send one deal to several lenders?
Yes. Send financing requests to lender programs straight from the loan file, with view-only application links and attached docs, and track status, notes and history per program. You can also share a deal in the Deal Room and compare rates & terms side by side.
Can I add the lenders I already work with?
Yes. Build a private panel of every capital provider you work with, each with their programs on file, alongside the 60+ lenders & note buyers in the marketplace.
Will borrowers see my brand or yours?
Yours. Your applications and portals carry your branding, and our white-label options move every URL and email to your own domain and remove the “Fueled by LendingWise” logo.
Is there a contract?
We offer month-to-month contracts, with quarterly or annual options at a discount. Start with a 15-day free trial.

Built for every seat in lending

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Let us show you how our end-to-end system can transform your lending operations:

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