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Full Feature Breakdown
| CRM & Productivity | starter | essentials | PROFESSIONAL | ENTERPRISE |
|---|---|---|---|---|
| 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 Features | starter | Essentials | PROFESSIONAL | ENTERPRISE |
|---|---|---|---|---|
| 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 |
| Marketplace | starter | Essentials | PROFESSIONAL | ENTERPRISE |
|---|---|---|---|---|
| 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 Library | starter | Essentials | PROFESSIONAL | ENTERPRISE |
|---|---|---|---|---|
| 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 Features | starter | essentials | PROFESSIONAL | ENTERPRISE |
|---|---|---|---|---|
| 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) |
| Integrations | starter | essentials | PROFESSIONAL | ENTERPRISE |
|---|---|---|---|---|
| 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 & Reporting | starter | essentials | PROFESSIONAL | ENTERPRISE |
|---|---|---|---|---|
| 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 & Services | starter | essentials | PROFESSIONAL | ENTERPRISE |
|---|---|---|---|---|
| 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 & Support | starter | essentials | PROFESSIONAL | ENTERPRISE |
|---|---|---|---|---|
| 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 & Compliance | starter | essentials | PROFESSIONAL | ENTERPRISE |
|---|---|---|---|---|
| 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.
