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CRM & ProductivitystarteressentialsPROFESSIONALENTERPRISE
Custom Dashboard Custom Dashboard
Broker Approval & List Management Broker Approval & List Management
Loan Officer List Management Loan Officer List Management
Branch List Management Branch List Management
Contact Manager Contact Manager
Bulk Email Blast Bulk Email Blast
Drip Email Campaigns Drip Email Campaigns
Pre-built, Dynamic HTML E-mail Templates Pre-built, Dynamic HTML E-mail Templates
Click to Call/SMS Messaging Click to Call/SMS Messaging
E-fax outbound docs E-fax outbound docs
Rules Based Automation for Email, Tasks, & Webhooks Rules Based Automation for Email, Tasks, & Webhooks
Calendar View of tasks, closing dates, follow up dates, & other loan specific dates. Calendar View of tasks, closing dates, follow up dates, & other loan specific dates.
Task list of all list and sub users tasks Task list of all list and sub users tasks
Multi-threaded note history per loan with public/private settings Multi-threaded, category based note history per loan with public/private settings
Global Activity Log Global Activity Log
LOS FeaturesstarterEssentialsPROFESSIONALENTERPRISE
Universal Quick & Full Application Webform (aka Point of Sale) Universal Quick & Full Application Webform (aka Point of Sale)
Pre-built Loan Programs Pre-built Loan Programs
Customizable Loan Programs Customizable Loan Programs
Internal Loan Programs (typically for investor overlays) Internal Loan Programs (typically for investor overlays)
Customizable Pipeline with your Loan Stages Customizable Pipeline with your Loan Stages
Custom workflows with user assigned conditional steps Custom workflows with user assigned conditional steps
Mortgage Calculators Mortgage Calculators
E-signable Term Sheet/LOI, disclosures, agreements E-signable Term Sheet/LOI, disclosures, agreements
Create & share multiple offers for borrower/broker Create & share multiple offers for borrower/broker
Customizable Credit Memo Customizable Credit Memo
Your own custom E-signable docs, forms & packages Your own custom E-signable docs, forms & packages
Auto-populate your own templates powered by Google Docs/Sheets Auto-populate your own templates powered by Google Docs/Sheets
1-Click Share Loan Files & Docs with 3rd parties 1-Click Share Loan Files & Docs with 3rd parties
Borrower Portal Borrower Portal
Broker Portal Broker Portal
Loan Officer Portal Loan Officer Portal
Branch Portal Branch Portal
Custom Fields & Layout Custom Fields & Layout
MarketplacestarterEssentialsPROFESSIONALENTERPRISE
Access dozens of wholesale lender products, guidelines, & docs Access dozens of wholesale lender products, guidelines, & docs
Upload your own capital providers/lenders/investors Upload your own capital providers/lenders/investors
Send Deal Room access & compare offers from lenders/investors in your MarketPlace Send Deal Room access & compare offers from lenders/investors in your MarketPlace
Get listed as a lender for 1000's of brokers to see Get listed as a lender for 1000's of brokers to see
Document LibrarystarterEssentialsPROFESSIONALENTERPRISE
Legacy 1003 & New URLA 1003 Legacy 1003 & New URLA 1003
Universal Full Loan Apps- Bridge, Fix & Flip, DSCR, Construction, Portfolio, CRE, SBA Universal Full Loan Apps- Bridge, Fix & Flip, DSCR, Construction, Portfolio, CRE, SBA
Pre-built lender-specific loan submission packages Pre-built lender-specific loan submission packages
Custom lender/investor loan submission packages Custom lender/investor loan submission packages
Borrower docs- 4506, credit auth, pre-approval, track record, schedule of real estate, Personal financial statement & more Borrower docs- 4506, credit auth, pre-approval, track record, schedule of real estate, Personal financial statement & more
Disclosure docs- Fee agreement, Biz purpose occupancy, MLDS, settlement agent acknowledgement, flood insurance, ACH Payment, E-Consent Disclosure docs- Fee agreement, Biz purpose occupancy, MLDS, settlement agent acknowledgement, flood insurance, ACH Payment, E-Consent
Loan Docs- Promissory Note, Guaranty Letter, balloon rider, security instrument, HUD statement, Lien Release, Assignment of mortgage Loan Docs- Promissory Note, Guaranty Letter, balloon rider, security instrument, HUD statement, Lien Release, Assignment of mortgage
Lender/Investor Packages- Civic, Silverhill, PeerStreet, CenterStreet, Sunset Equity, Global Integrity, HouseMax, Kiavi & many more (coming soon!) Lender/Investor Packages- Civic, Silverhill, PeerStreet, CenterStreet, Sunset Equity, Global Integrity, HouseMax, Kiavi & many more (coming soon!)
Loan Servicing FeaturesstarteressentialsPROFESSIONALENTERPRISE
Track I/O & amortized loan payments Track I/O & amortized loan payments
Auto ACH Debit & Credit (coming soon) Auto ACH Debit & Credit (coming soon)
Handle late fees, charges, accrued interest Handle late fees, charges, accrued interest
Escrows for taxes, insurance, rehab, prepaid interest Escrows for taxes, insurance, rehab, prepaid interest
Detailed transaction journal with a debit/credits ledger Detailed transaction journal with a debit/credits ledger
Statements for loan payment & balance, pay off, investor returns Statements for loan payment & balance, pay off, investor returns
Borrower Portal (coming soon) Borrower Portal (coming soon)
Investor Portal (coming soon) Investor Portal (coming soon)
IntegrationsstarteressentialsPROFESSIONALENTERPRISE
Click to call/text Click to call/text
Soft Credit Pull & Tri-Merge Soft Credit Pull & Tri-Merge
MERS Lookup & Registration MERS Lookup & Registration
Background/Criminal Check Background/Criminal Check
Asset Verification direct from Financial/Bank Asset Verification direct from Financial/Bank
Flood Cert Flood Cert
Fannie Mae 3.4 File Import & Export Fannie Mae 3.4 File Import & Export
Property Valuation- AVM Property Valuation- AVM
Mueller Report- Hybrid Appraisals & Inspections Mueller Report- Hybrid Appraisals & Inspections
Google Places- Street view image Google Places- Street view image
Zillow Property Lookup Zillow Property Lookup
Lender/Note Buyer Integrations Lender/Note Buyer Integrations
Google Docs/Sheets API Google Docs/Sheets API
LOS/CRM/Data Warehouse Sync LOS/CRM/Data Warehouse Sync
Webhook loan data out to 3rd party systems Webhook loan data out to 3rd party systems
Open API to create loans Open API to create loans
Custom Integrations Custom Integrations
Data Management & ReportingstarteressentialsPROFESSIONALENTERPRISE
20+ filters to export custom CSV reports with 100+ columns 20+ filters to export custom CSV reports with 100+ columns
Billing/Commission Report Billing/Commission Report
Loan Servicing Report Loan Servicing Report
Detailed Loan Level Audit Log & History Detailed Loan Level Audit Log & History
Employee Productivity Employee Productivity
Email Bounce Report Email Bounce Report
HMDA Reporting HMDA Reporting
Additional Add Ons & ServicesstarteressentialsPROFESSIONALENTERPRISE
Private Labeled System Private Labeled System
Private Label options for sub-users: i.e. correspondents, net branches, & brokers Private Label options for sub-users: i.e. correspondents, net branches, & brokers
Website Template with DIY Editor Website Template with DIY Editor
Quick & Full Application Webform Installation Quick & Full Application Webform Installation
Broker Registration Webform Installation Broker Registration Webform Installation
Additional Training/Implementation Support Additional Training/Implementation Support
Custom Training Manual, Videos or business workflow diagram Custom Training Manual, Videos or business workflow diagram
Data Migration Data Migration
Custom Doc Generation with or without E-sign Custom Doc Generation with or without E-sign
Getting Started & SupportstarteressentialsPROFESSIONALENTERPRISE
Facebook Community Group Facebook Community Group
Weekly Live Training Weekly Live Training
Knowledgebase Knowledgebase
User Guide/Manual User Guide/Manual
Video Library Video Library
Live Chat Live Chat
Ticket System Ticket System
Phone Support with Screen Share Phone Support with Screen Share
1 on 1 Zoom Sessions 1 on 1 Zoom Sessions
After Hours Support After Hours Support
On Site Support & Training On Site Support & Training
Guaranteed Support Response Time Guaranteed Support Response Time
Security & CompliancestarteressentialsPROFESSIONALENTERPRISE
100% AWS Secure Cloud Environment 100% AWS Secure Cloud Environment
Data & documents backed up in real time with multiple snapshots Data & documents backed up in real time with multiple snapshots
All data & docs are encrypted in transit & at rest All data & docs are encrypted in transit & at rest
DDOS Attack Proof powered by Cloudflare DDOS Attack Proof powered by Cloudflare
Disaster recovery protocols in place
Strict Privacy Policy to never share or use client data Strict Privacy Policy to never share or use client data
2 Factor Authentication 2 Factor Authentication
IP Address Access Management IP Address Access Management
SOC II Certification SOC II Certification

Join 2000+ users across many great companies, using our loan origination software...

Frequently asked questions

The LendingWise CRM & LOS platform was built in 2017, to help manage the entire lending tech stack from CRM, LOS, servicing & deal placement. Organizations can now deploy a lending platform in days vs months compared to many off the shelf providers or custom building solutions. No other vendor provides as many features and functionality.

The platform can deploy in minutes and works out of the box. With some basic training via our white glove implementation & training service or self help knowledge base & Video Library you & your team will be up and running in days. However, for detailed configurations likely needed for private lenders or institutional lenders, expect to invest several weeks in training to learn the advanced configurations. For unique customization requirements, expect a 2-4 week turn around time depending on the complexity of your requirements.

The short answer is Yes, however it depends on the data integrity and cleansiness! Data Migration is never a simple transfer process and delicate care must be taken to ensure data format and accuracy remains in tact. We have done migrations from all major systems, including associated file attachments.

We work with large institutions with strict vendor requirements followed under SOC 2 & ISO 27001. Following these requirements is made possible by hosting our application 100% on AWS. In short your data is encrypted, backed up daily & we follow strict privacy policies to not share your data with 3rd parties.

We do not have a mobile app yet, but we ensure the most important pages of the application are mobile responsive providing a smooth user experience for borrowers, brokers and all parties involved with your loans.

We have over 1000+ fields related to numerous loan types for personal & business purpose loans backed by real estate, equipment, & other collateral types. Customize your own loan programs & set the required fields, docs, guidelines, etc… Or Choose from numerous Pre-built Loan Programs like fix & flip, rental loans, construction, bridge, CRE, SBA, MCA, & business funding.

We offer 2 options on white labeling… Enterpise white label plan will make the entire application work on your domain like app.yourdomain.com, remove Fueled By LedingWise logo from webforms, and ensure all emails are under domain.

Additionally, you can have a lite white label plan that handles the email and removal of fueled by LendingWise logo.

We do not believe in forcing annual contracts on our clients. We offer month to month contracts with quarterly or annual options available for discounted pricing.