|FIX & FLIP||LINE OF CREDIT||NEW CONSTRUCTION||COMMERCIAL||BULK PROPERTIES|
|BRIDGE LOAN||TRANSACTIONAL FUNDING||NON-PERFORMING &
Automate your E-mail/SMS marketing campaigns for all your borrowers, brokers, and referral partners. Your borrowers & brokers can login to submit deals, track status updates, and communicate with your back office team in real time.
Looking at deals can be complicated or really simple... We prefer the latter. With a smart web form designed with your loan guidelines in mind, you can easily review and price deals quicker. Don't waste time reviewing deals that are not even eligible or have missing information critical for accurate pricing.
Click to view the sample:
Most loan origination systems (LOS) are designed for conventional financing and are bloated with unnecessary features and tools. We give you the tools essential for a cutting edge, private/hard money lender.
Processors can make or break your business, which is why they need the right tools to ensure your loans get approved quickly and all parties involved can efficiently communicate in real time. LendingWise lets you create work flow steps that processors will follow every time, to consistently bring amazing customer service to every loan.
Undwerwriters have a lot to look out for, and it usually isn't very obvious. That's why it's very important to create a very thorough underwriting work flow covering the many potential risk factors that exist in the real estate and mortgage lending space.
Integrating tools like credit pulling, AVM, Title work, background checks, etc... will speed up your turn times, make you more efficient, and enhance your customer experience tremendously!
LendingWise CRM & Loan Origination System comes with powerful features for hard & private money lenders
LendingWise is 100% web based, so your borrowers, brokers, investors, and entire team can access the system from anywhere, anytime. Finally, an All-In-One CRM & LOS software for hard money lenders and private money lenders.
Our hard money loan origination software manages your inbound leads for borrowers and brokers. Leads can be assigned to a sales rep or to a lead pool. Sales reps have all the tools they need like lead scoring, E-mail & SMS Text marketing, easy deal review with one click pre-qual, and many more features.
LendingWise allows for multiple levels of users for maximum scalability. Users can view, edit and administer their own respective files, as well as other assigned files, depending on their role. Create user roles with various permissions for processor, underwriter, manager, closer, investor, servicer, attorney, and more.
We have many built in E-signature ready docs required for hard money mortgage lending like Pre-approvals, contracts, 1003, HUD statements, disclosures, waivers, etc... With one click, you can have packages auto-filled with client info, property details, lending terms, and more. If we don't have a document, we'll add it! And if you need something custom designed for your company or your affiliates, we can handle that too!
Create E-mail templates that go out automatically, based on a schedule or work flow rule. Built in triggers will alert you via E-mail or phone call when an e-mail is opened or link clicked. Now that's insight you can act on and increase conversions.
Our private money loan origination system allows borrowers and affiliates to submit their full scenarios with file uploading capabilities 24/7 through your own private labeled web form hosted on your website. We have several versions of a secure, online submission portal for quick lead capture or complete file submission to make it easy for reviewing eligibility and pricing deals with the click of a button! You can even provide your broker's with their own web forms for their own websites, to help them capture more deals for your company.
We make it easy for all parties to upload & download essential documents and files pertaining to a borrower file. We also allow you to build and bind multiple files into 1 PDF with watermarking capabilities. Choose to E-mail or E-fax these documents out to any party.
We give you 360 degree view of all your leads, loans in process, funded deals, and loans being serviced. The pipeline is customizable to reflect your own preferred view, which can be sorted and segmented into exportable detailed Excel reports.
Knowing every detail on every loan is critical for your business. You can generate summary reports/audits per loan that outlines every action & date stamps for actions like sent emails/docs/disclosures, notes, tasks, faxs, etc... Other reports cover various loan statistics, employee productivity, and broker productivity.
Within each loan file there is section to input fees or commissions owed by the borrower or broker. You control what fees are listed in the system and set them up for future dates owed and/or in phases. Built in reminders can be set to notify the borrower, broker, or any back office employee of amounts due. Reminders are sent via Email and Text message if Cell number is entered.
There are many 3rd party tools and services essential to the hard money lending industry. We give you access to the best ones to help you do things like: property valuation, credit pulling, asset & income verification, background check, skip trace, title search, and more.
Creating, tracking, and assigning tasks or reminders in our hard money lending loan origination software (LOS) is critical to manage your business. Our software lets you create tasks for yourself or any users associated to a loan file, including the borrower, broker, branch manager, or any back office employee. Reminders are sent via Email and/or text message to the assigned user. Each user has their own calendar to see what tasks are assigned to them, while a manager can see ALL tasks globally. The centralized calendar can be used to quickly see many date sensitive items like, pending tasks, billings owed, commissions owed, and most importantly funding dates.
Watch the video below to see how LendingWise will streamline your operations from front office to back office, and make you become more scalable overnight, literally!
LendingWise (Originally "TheLoanPost") was built in 2006 during the mortgage boom days, originally as a pricing/pre-qual engine and niche wholesale lender database used by thousands of mortgage brokers, loan originators, and wholesale lenders nationwide. After the mortgage market collapse of 2008, we switched gears into loss mitigation CRM. Now with a booming housing recovery, we see a huge opportunity to focus and help hard money lenders by becoming their loan origination system of choice. After working in-house with a large nationwide lender with clients & affiliates spread across the country, we were able to build out LendingWise with a flexible, multi-user/role architecture with all the critical features needed to manage 1000's of files and broker relationships. We pride ourselves on fostering relationships with our clients to continually develop the most up to date, feature rich loan software platform for today's complex mortgage lending industry.
Before I converted our company into the LendingWise program I managed a 40 person Law Center utilizing a custom CRM, and a back office processing program that we thought was state of the art, unique, robust, etc. Boy...were we wrong! I am convinced that 50% of the failed Loan Modifications can be attributed to the disconnect between the "Front Office Marketing Group" and the "Back Office Processing/Negotiating Group". We solved this... disconnect, problem by converting to the "LendingWise" program. Our productivity, resolution times, and customer service, were greatly impacted by this transition. Great Program!!
Since the upgrades to the software system, our business has grown at an amazing rate. The ease of the system has increased our productivity by 22% and our back end as well as sales people can so easily communicate with each other efficiently and without having to be on the phone. My processors can spend more time working with the lenders and keep their pipeline of clients updated with the simple click of a button. Less time on the phone means more productivity! Tracking files and status updates is easy for me as a manager with the simple click of a button. I have been in the loan modification business for over two years now and can honestly say that this software is the best out there. To top it off, the staff at LENDINGWISE is courteous and easy to work with. Hands down, the best system out there!
LendingWise system is the best I have experienced. Tracking clients, the file process, the system tools and the tracking of events make this system the best tool I have ever used. In addition by being Internet based, I can access it from anywhere and provide the client the latest updates while on the telephone. Not to mention the excellent customer support from the professionals behind the system. I am a user and recommend it without any reservations.
This software is wonderful! It creates a seamless integration between sales and processing, and has all the bells and whistles we could possible need. We have been using this platform for almost a year and have had little or no problems. Customer support is very fast and the software is constantly being updated to meet the ever changing industry. Thank you!
We have been using the loss mitigation platform offered by LendingWise for a little over a year now. The system is excellent and makes tracking everything a breeze. With the addition of the Short Sale platform we have managed to increase our production and closing volumes on those transactions significantly. Chris has always been very informative and the support has been nothing short of excellent. We especially love the private label aspect of the system, it has definitely helped increase productivity and has become our secret weapon in the real of loss mitigation. I would have liked to keep it our secret, but in fairness to LendingWise, I highly recommend you contact Chris Fuelling today. I am confident you will not be disappointed with the system, I know I am not.
Chris, Just a note to let you know how much LendingWise system has helped me. As a full time realtor, I have had many former clients ask for help with a Loan Modification. I started out trying to help them, using a "hand system". At 15 files, I became overwhelmed, and quit trying to help anyone. Then I discovered LendingWise System--Now, not only am I able to help folks with their Loan Mods, but the system is fantastic with Short Sales. I have not lost a single short sale that I processed through LendingWise System.
The best feature of LendingWise is not the seamless efficiency. Its not the user friendliness. Its not unmatched thought process that went into its creation. All of that I have begun to take for granted. The best feature of this superior product is not what you will experience today. Its the knowledge that somehow it will get even better tomorrow. The knowledge, professionalism, and cutting edge design of theses gentlemen is unsurpassed. Well done. William E. Knight www.ruthedwards.com
I HAVE BEEN USING THE SOFTWARE FOR A FEW WEEKS NOW AND IT HAS HELPED ME ENORMOUSLY I HAVE BEEN ABLE TO GET A FILE PREPARED IN LESS TIME, I REALLY CONSIDER THAT IT IS VERY WELL DESIGNED IT IS EASY TO USE AND IT ALLOWS US TO UP DATE THE FILES. I KNOW THAT IT WILL HELP ME KEEP ON TRACT THE FILES AND BE ABLE TO FOLLOW UP ON A TIMELY MANNER. IT HELPS REMIND THE CLIENTS WHEN THEY HAVE TO SEND ADDITIONAL MONEY. I LIKE THAT IT HAS ALL THE BANK FORM, INFORMATION, ETC. I AM LOVING IT I FEEL I CAN WORK MORE EFFICIENTLY. I WILL RECOMMEND THIS SOFTWARE TO ALL OTHER OFFICES THAT I KNOW THAT ARE DOING SHORT SALES AND LOAN MODIFICATIONS.
Thanks to LendingWise loss mit software, we no longer get bombarded with calls for status updates. The task scheduler and status update system are awesome. Using LendingWise loss mitigation software has made the mod process a whole lot easier and more organized for us. I can confidently say that we are getting more loan mod approvals as a result of using the software. I will not hesitate to recommend the software.
LendingWise platform has given our company the most outstanding professional tools for a Class A predication to our clients. Our clients are highly impressed with the online support and are motivated to stay with the program to the finish of the loan modification. Through the successful use of LendingWise software program comes the most important outcome and that is profitability. Thank you LendingWise.
LendingWise software has greatly improved our business in many ways. Client's can log in to their own account and input their infomation. We have that infomation in Real Time to reveiw.That allows a very quick response by our reps.This quick response to the client has allowed us to more efficient in many aspects of our business.This software is very simple to use and is a great learning tool for us and our clients.We are able to handle more files with the effeciency we have gained.I would and will recommend LendingWise to other businesses.
We know you have plenty of questions, so here are a few FAQs. Call us today to get all your answers!
First, fill out the form above and we will automatically log you into LendingWise, where you can openly test the demo system. You must contact us to get a license agreement and proposal signed to have your own private account setup with a risk free 30 day trial.
Our mortgage origination software protects your business data across various levels. You control who has access to what, while we safeguard your data from hackers via encryption & firewalls. If servers ever crash, we will always have redundant servers keeping you live and data backed up.
Since we charge a setup fee, you will find the software is 100% turnkey and has many default settings already created for hard money lending. We provide live support & training sessions for your staff to learn how to drive and customize the software. By the way, there is no software to install or download!
Yes, our API can be used to integrate with other 3rd parties for services like Appraisal, BPO, credit, inspections, background check on individulas or entity and many more.
All packages have a 30 day Risk Free trial period, which means you will get a full refund if canceled within 30 days.
|Monthly Price (Annual Discounts Available)||$75/user||$299/5 users||$999/20 users||
|Setup Fee||Varies based on requirements & modules||Varies based on requirements & modules||Varies based on requirements & modules||Varies based on requirements & modules|
|Unlimited Borrowers & Loans|
|Mail Merged Emails|
|Email Drip Campaigns|
|E-mail to Phone triggers (CallWise.io)|
Lead & Deal Management
|Loan Pipeline with milestones|
|Built in & Customizable Webforms|
|Import/Export leads & loans|
|Lead Vendor Integrations|
|Lead Pool for multiple Sales Reps|
|Doc/file storage to Centralized Doc Storage with
Drive, Box, & Drop Box integration
|Auto-populate loan docs & forms from our library or your own docs.|
|Binder tool to stack docs into 1 PDF|
Reports & Analytics
|Loan Pipeline Report|
|E-mail send/open/click/bounce report|
|Broker/Referral Partner Tracker|
|Employee Productivity Report|
|Track Billing & Commissions|
|Loan Servicing Module|
Admin Level Control
|Tiered Multi-User Permissions|
|Custom Milestones & Statuses|
|Custom Work Flow Rules|
|IP Address Restriction|
|Custom Loan Programs & Guidelines|
|3rd party Integrations|
|Go to Meeting Live Training|