Broker & Lead Management

 

Online Loan & Lead Submission

LendingWise provides instant, hosted web forms or HTML iFrame code for your website that will allow your borrowers and brokers to submit loan requests online with attached supporting documents. Brokers/partners can have their own unique web forms for their websites. We offer various types of forms to support a quick lead capture, general loan scenario inquiry, or full loan application with upload file functionality.

Short Version (Click to View Sample Form)

This is a 1 step form that is quicker to fill out, but still provides qualifying information.

Long Version (Click to View Sample Form)

This is a 1 step form that is quicker to fill out, but still provides qualifying information.

 

Broker Registrations

Before working with a new broker, it's important to have them review and sign an application. LendingWise web forms allow a new broker to register and create a profile during thier first deal submission. The broker package can be downloaded, and/or viewed online to E-sign it in real time to save everyone time and keep you in compliance.

 

Manage Leads, Brokers & Referral Partners

Most Hard Money lenders receive business from both borrowers direct and brokers. It is important you keep these 2 channels separate, not only for processing purposes but for marketing as well. You will likely not be marketing to your broker's borrowers, unless they give you permission. LendingWise gives your sales team the power and tools they need to follow up and drive in new deals on a consistent basis.

 

Lead Vendor Integration

LendingWise allows for 3rd party lead vendors to post their leads into your account. Lead pools can be created to allow for multiple reps to reach out to the leads and initiate a deal. Sign up for leads today at Connected Investor eXchange http://cix.connectedinvestors.com

 

Lead/Borrower/Broker Data Import & Export

You can import data to your system for leads, borrowers, brokers, partners, or investors. You can also export your contact data along with detailed reports showing their # of loans & activity on the system.