Lending CRM Platform
The CRM that closes loans, not just contacts.
Capture every lead, automate every follow-up and keep borrowers, brokers and partners connected to the right loan, so more leads turn into closed loans and past borrowers come back for the next one.
One feature-rich CRM for your whole lending network: net branches, correspondents, account executives, loan officers & brokers
Give every team the view it needs, from the branch manager tracking volume to the broker checking a single file.
Stop chasing status updates. Let every loan trigger its own next step.
When your team is juggling dozens of files, manual follow-ups slip through the cracks and borrowers are left waiting. The LendingWise Automation Rules Engine watches for triggers like a loan status change, a completed workflow step and dozens more, then acts on its own: it sends emails and SMS, fires webhooks to your other systems, creates tasks and assigns users.
- Triggers: loan status, workflow steps and dozens more
- Actions: email, SMS, webhooks, tasks and user assignments
- Result: follow-ups go out on time without anyone having to remember them
Every conversation in the loan file, not buried in someone’s inbox.
When emails live in individual inboxes, your team works without the full picture and borrowers get asked for the same thing twice. LendingWise syncs email and communications to the loan, so loan officers, processors and managers all see the same history and stay in the know.
- Shared history: the whole team sees every message on the file
- Attachments parsed: documents sent by email are easily filed into the loan’s required docs
- Result: fewer lost documents and fewer “did anyone reply?” moments
See every relationship behind every loan.
Spreadsheets and basic contact lists can’t show who is really behind a deal. LendingWise is built on a true CRM architecture that manages individual borrowers, entities and their members, loans with many properties, brokers, and every third-party contact on the deal.
- People & entities: borrowers, entities, entity members and brokers, each linked to their loans
- Third parties: appraisers, title, realtors, attorneys, inspectors and more
- Result: find anyone in seconds, see their full history and win their next deal
Additional CRM features built into your lending platform
We have the most feature rich CRM & LOS software for brokers & private lenders involved with commercial real estate, business funding, SBA loans and more.
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E-mail & SMS Drip Marketing
Send bulk email to a targeted list of leads or past borrowers. Create drip campaigns that nurture leads or automates follow up. Use dozens of built in email templates with mail merge or create your own for sales, processing & servicing purposes. -
Customizable Dashboard
Each user sees their own dashboard summarizing all their loans across stages, total origination fees and upcoming closings, with quick visibility into workflow steps, missing docs, open conditions and internal notes. View the dashboard -
Track Top Producers
Easily see which correspondents, loan officers & brokers are top producers by loan volume. Send targeted marketing or offers to your VIPs and keep them engaged. -
Reporting & Analytics
Run pre-built or customized reports that can be exported via Excel for loan maturities, servicing stats, loan statuses, user productivity, email stats, and more. -
Calendar Date Tracking
Track important dates all in one calendar for follow up reminders, tasks due, closings, maturity date, insurance expiration, property taxes due, etc… -
US Heat Map
A color coded US heat map shows you the average loan amount, total aggregate loan volume in each State by loan type. Great for investor dashboards
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Let us show you how our end-to-end system can transform your lending operations:
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