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 lenders & brokers don’t have an up to date, professional hard money/private money website templates, which can make or break your business. We provide turnkey, commercial lending, mobile responsive word press website templates that let you edit the page content yourself. These private money 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 Example Hard Money Website Template

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.

Hard money commercial mortgage loan origination software, LOS, CRM

LendingWise Test Drive

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