LendingWise Implementation and Training
Go live on a system set up the way your team already works.
A flexible CRM & LOS means there are many ways to set up your account. Our team configures it with you, builds what's missing and trains every user, so adoption is high from day one instead of learned by trial and error.
No time to waste: increase user adoption & shorten the learning curve
We have 10+ years experience in helping organizations deploy our CRM & LOS software for private lending, commercial real estate, business funding, SBA loans and more.
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Configured to how you work
Loan stages, statuses, workflow steps & required docs set up to match your existing naming conventions, so users feel at home on day one. -
Built around your process
Web forms, custom loan docs & e-sign ready forms, new fields, formulas and calculations, and integrations with the tools you already use. -
Every user trained
Custom training manuals & videos for your team, plus live weekly CRM & LOS training for brokers & lenders.
Implementation & Training Services
We offer various plans that include dedicated resources to help implement your required configurations.
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Kickoff
Walk us through your loan types, team roles and how loans move through your business today. - 2
Configure
With our flexible CRM & LOS lending platform for private lending, CRE, business loans, equipment & SBA loan types, there are numerous ways to set up your account. We help you fine tune the settings for maximum user adoption and a scalable lending system. - 3
Build
Our professional services team adds what your process needs: web forms, loan docs, fields and integrations (below). - 4
Train
Custom training manuals & videos, plus live group training for admins and every role on your team. - 5
Go live
Your team works loans in a system that already matches its process, with every back office user connected on one cloud based platform.
Professional Services
We can help your company get off the ground quickly & easily with customized solutions for your organization.
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Web forms
Set up & install your web forms. -
Loan docs & e-sign
Create custom loan docs & E-sign ready forms. -
Fields & formulas
Add new fields, formulas or calculations. -
Training manuals & videos
Create custom training manuals & videos for your team. -
Integrations
Integrate with 3rd party systems, i.e. CRM, lenders, dialers, marketing, lead vendors, etc.
Live on Zoom · every week
CRM & LOS user training for brokers & lenders
Learn how to use the system in a group setting, as a system admin or a regular user like a loan officer, account executive, sales manager, processor, underwriter or closer.
Every Wednesday at 2 PM EST · Zoom webinar, RSVP required
Example topics covered
- Set up, install & use Quick App and Full App web forms
- Manage & track draws
- Add or remove required docs
- Use automations for emails, tasks or webhooks
- Create & send email and doc templates
- Create & run custom reports
Custom Development
Our development team is constantly executing on our expansive roadmap. If you need to develop features or modules that are on our roadmap or proprietary to your organization, we can fast track the development for a fee based on the size & scope of the project. We look forward to building your world class lending platform.
Additional Benefits of Our Services
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Increase Productivity
With a cloud based platform, all back office users will be connected and able to see each others loans, improving collaboration & productivity. -
Increase User Adoption
Configure loan stages, statuses, workflow steps & required docs that match existing naming conventions, so users feel at home on day one! -
Improved borrower experience
Borrowers & brokers have never had an easier system to use to submit loans, upload docs and track real time status. -
Close loans faster
Close more loans, faster.
Sign up now & get started in minutes!
Let us show you how our end-to-end system can transform your lending operations:
Book Demo