CRM

E-mail/Drip Marketing

LendingWise supports bulk E-mail sending & drip campaigns to automate a series or sequence of e-mails following your preferred intervals. These drip campaigns can be used for marketing, processing or even servicing purposes. We provide both text and HTML E-mail templates and allow you to upload or edit your own templates.

Website Templates

Many private, commercial, sba lenders & brokers don’t have an up to date, professional website template, which can make or break your business. We provide turnkey, commercial or business lending website templates that are mobile responsive and let you edit the page content yourself. These website templates come with webforms tied to the LendingWise LOS software, so all the deals enter your pipeline in the CRM and automated processing funnel.  Check out the Examples:


Private Money CRE Website Templates  OR    Business Funding SBA Lender Website Templates


You can also use our professional web design team to customize the site further than what comes out of the box at $75/hour. Additional services include logo design ($250) SEO $1500/Mo, Pay Per Click/Retargeting $300/Mo, Social Media Page Creation/Google Places- $200, Content Creation- $75 per blog article or page.

Custom Dashboards

Your custom dashboard displays a lot of information highlighting key data points of your entire business like:

 

  • Total number of loans within each of your custom stages.
  • Specific loans scheduled for closing with detailed status overview
  • Top Producing Loan Originators/Brokers
  • Breakdown using pie charts on lead sources, file activity, loan types, & US heat map.
  • File velocity to show how long it takes to move files through one stage to the next.
  • Custom data metrics… Ask us and we can deliver it!

3rd party CRM & Lead Vendor Integration

We support integrations with 3rd party CRMs & lead vendors like Connected Investors (CIX), Salesforce, HubSpot, & any other platform that supports APIs & Webhooks. With the click of a button, you can push borrower data into LendingWise CRM & LOS Software loan mangement system.

Borrower & Broker Lead Management

Most LOS platforms focus on the loan file and all of it’s surrounding parameters. LendingWise lets you manage borrowers & brokers separately with their own pipeline, respective profiles, statuses, notes, marketing E-mails & more.

CRE, SBA, Private Money loan origination software, LOS, CRM

LendingWise Test Drive

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