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Empowering Managers: How LendingWise Reporting & Open API Tools Drive Better Decisions

· LendingWise

Smiling manager with his team working on laptops in a bright office

Effective decision-making is essential for any lending business, and owners and managers need accurate, timely data to make informed choices. LendingWise LOS offers reporting and open API tools that give managers insight into loan origination, user productivity, upcoming closings and more. In this post, we’ll explore how these tools help managers make better decisions and improve business performance.

An open API (application programming interface) is a documented way for other software to read and write your data, so your loan data can flow into the systems and analytics tools your business already uses.

Key takeaways

  • Dashboards and reports show the pipeline at a glance. Per-user dashboards show pipeline totals by stage, KPIs and upcoming closings.
  • Productivity reports break down performance by branch, broker, loan officer and referral source, with exports of up to 100,000 rows.
  • Loan tapes are an export away. Filter the pipeline, pick your columns and export to Excel.
  • The Open API offers full create, read, update and delete on loans, borrowers, docs, properties, tasks and more.

What Reports Does LendingWise Offer Managers?

LendingWise offers customizable, exportable reports that managers can run on demand for real-time insight into their loan pipeline. Dashboards show pipeline totals by stage, KPIs and upcoming closings, while production and productivity reports break down volume by branch, broker, loan officer and referral source. Loan servicing portfolio reports come from the same ledger as each loan, so managers always see numbers that tie out.

Seamless Data Export for Loan Tapes

With LendingWise, managers can filter the pipeline, choose the columns they need and export loan tapes to Excel. That makes it easy to share key loan data with investors, capital partners or other stakeholders, improving transparency and collaboration.

Powerful Open API Access

LendingWise’s Open API gives you direct access to your loan data, with full create, read, update and delete operations on loans, borrowers, docs, properties, tasks and more. Your team can use it to combine loan data with third-party data sources, such as property, economic or market data, for deeper analysis.

Can You Connect LendingWise Data to Analytics Tools?

Yes. Through the Open API and webhooks, managers can send their loan data to the data warehouse or BI and analytics tools their team uses. That lets managers build their own visualizations and in-depth analyses, giving them a complete picture of business performance and supporting data-driven decisions.

Improved Decision-Making and Business Performance

With LendingWise’s reporting and Open API tools, managers have the information they need to make decisions that drive growth. By tracking key performance metrics, combining loan data with other sources and using analytics, managers can identify trends, opportunities and areas for improvement.

Conclusion

LendingWise LOS gives managers what they need to improve decision-making and grow their business: customizable reporting, exportable loan tapes, Open API access and the freedom to connect their data to analytics tools. See how LendingWise’s reporting and Open API tools can help you get more out of your lending business.

Frequently asked questions

What reports does LendingWise offer lending managers?
LendingWise includes per-user dashboards with pipeline totals by stage, KPIs and upcoming closings, plus production and productivity reports by branch, broker, loan officer and referral source. Servicing portfolio reports come from the same ledger as each loan. Reports can be exported, with exports of up to 100,000 rows, so managers can analyze the data however they like.
Can I export a loan tape from LendingWise?
Yes. You can filter your pipeline by date, status, branch, broker or loan officer, pick the columns you need, and export to Excel. Reports also export, and servicing portfolio reports export to CSV, Excel or PDF. That makes it straightforward to share loan data with investors, capital partners or other stakeholders.
What is the LendingWise Open API?
The LendingWise Open API offers full create, read, update and delete operations on many objects, including loans, borrowers, docs, properties, tasks and more. Your own systems, data warehouse, BI tools and AI tools can work with your LendingWise data directly, and webhooks can push events such as stage changes and doc uploads in real time.
How do reporting and an open API improve decision-making for lenders?
Reporting shows managers what is happening in the pipeline: volume, productivity, upcoming closings and servicing performance. An open API lets you combine that loan data with other data sources and analytics tools. Together they help managers spot trends, bottlenecks and opportunities early, and make decisions based on current data instead of guesswork.