Company

Real Estate Lending Expertise, Engineered Into One Platform

We’re a real estate lending tech company, not just a software vendor. For 10+ years we’ve built the CRM, LOS, marketplace, draws, servicing & fund management that brokers, lenders and banks run on, with AI powering all that we do.

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Illustration: the LendingWise platform as a building whose floors are CRM, LOS, Marketplace, Draw Management and Servicing, with a tower crane powered by AI lowering the Fund Management floor onto the roof, and native integrations, Open API and MCP connected to the building

Our Vision

Every loan, from the first lead to the final payoff, runs on one connected, intelligent system, so lenders spend their time on borrowers & deals instead of busywork.

Our Mission

Empower the lending community with a cloud based, centralized CRM, LOS & Servicing platform fueled by the latest Fintech technology.

Who We Are

Where Lending Meets Technology

Great lending software takes two kinds of expertise. We’ve spent our careers building both.

Lending Knowledge, Earned in the Field

Rooted in the broker-to-lender relationship: our founder started as a mortgage wholesale account executive
Configured for Bridge, Fix & Flip, Rental/DSCR, Construction, CRE, SBA, Business Funding & Equipment loans
Draws, servicing & fund management are part of the platform, not bolted on
Built for the way brokers, lenders & banks actually work together

Technology, Built by Engineers

Hosted 100% on AWS, aligned with SOC 2 & PCI compliance, with data encrypted & backed up
An automation engine with triggers on loan status, workflow steps & dozens more
Native integrations, webhooks & Open API
AI Agents & MCP connected into our core platform architecture

We don’t just build software for lenders. We know how loans get done.

The Problems We Solve

Lending Runs on Too Many Workarounds

These are the pain points we hear from brokers, lenders and banks, and the reason LendingWise exists.

Too Many Disconnected Tools
A CRM here, an LOS there and spreadsheets for draws & servicing. LendingWise puts the whole loan lifecycle in one system of record.
Re-Keying the Same Data
Enter borrower, entity & property data once and use it everywhere, from the loan application to term sheets & closing docs.
Chasing Documents
Borrower & Broker Portals plus our AI Doc Review agent show borrowers exactly what needs to be re-submitted, in real time.
CRMs That Don’t Speak Lending
Generic CRMs don’t understand entities, entity members, multi-property loans or 3rd-party contacts. Ours was built around them.
Software Built for Other Loans
Residential mortgage software rarely fits private money, CRE & business lending. LendingWise is configurable to almost any loan product.
Roadmaps That Never Ship
With AI connected into our core architecture, we’re backfilling our roadmap and our clients’ roadmaps too.

End-to-End

One System, From First Lead to Final Payoff

Every module shares the same data, workflows and portals, so nothing falls through the cracks between teams.

CRM
Capture & nurture leads, borrowers, brokers & partners
LOS
Originate, underwrite & close with workflows you control
Marketplace
Place & fund deals through the Lender Marketplace
Draw Management
Manage construction draw requests & approvals
Servicing
Service loans from funding to payoff
Fund Management
Track the investor capital behind every loan

Optionality

End-to-End, Without Lock-In

Run your whole operation on LendingWise, or connect it to the tools you already love. Our automation engine, native integrations, webhooks, Open API, AI Agents & MCP keep your team connected & apps synced in real time.

Native Integrations
Connect the lead vendors, CRMs, credit, valuation, document & servicing tools your team already relies on.
Webhooks & Automation
Trigger emails, SMS, tasks, user assignments & webhooks from any loan event.
Open API
Build on LendingWise with our Open API and keep every system in sync in real time.
AI Agents & MCP
Bring AI agents and the Model Context Protocol into your lending workflows.

See All Integrations API Documentation

AI Inside

AI Powering All That We Do

AI isn’t a feature we added on top. It’s connected deeply into our core platform architecture and into how we build.

AI Doc Review agentScans & validates any uploaded doc in real time against your own pass, fail & verification-needed logic.
Automation Rules EngineTriggers on loan status, workflow steps & dozens more, then sends emails & SMS, creates tasks, assigns users & fires webhooks.
AI Agents & MCPConnect AI tools to your lending data and workflows.
A faster roadmapAI helps us build faster, smarter & better, so we’re backfilling our roadmap and our clients’ roadmaps too.

Trusted by 300+ companies & 1000's of users.

“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
Review Case Study
“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
Review Case Study
“We grew our loan origination volume from $40M a year to $40M a month!”
Adonis LockettCEO, LNH Capital