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Broker Edition Broker better with the right tools
Lender Edition Lend smarter with an all in one platform
Broker Edition Broker better with the right tools
Freemium/
Sandbox
Starts at
$0/mo
at $1788/year
- 2 Back Office/Branch Users
- 5 Loan Officer/Broker users.
Overview
- 1 Back Office User
- 5 Loans
- 3 loan programs
- No sub users allowed
- 1 new workflows
- 1 Automated Rules
- No Bulk Emails Allowed per Send
- Quick & Full Loan Application Webforms
- Document Library
- No Portals
- API Integrations
Add-Ons
- Lender Marketplace - $199/Mo
- Pricing Engine - $199/Mo
- VIP Support - $500/Mo
- Private Label - $199/Mo
- Website Template - $495 Flat Fee & $29/mo Hosting
STARTER
$249/mo
at $2988/year
Overview
- 1 Back Office User
- 25 Loans/year
- 5 loan programs
- No sub users allowed
- 5 new workflows
- 5 Automated Rules
- 100 Bulk Emails Allowed per Send
- Quick & Full Loan Application Webforms
- Document Library
- Borrower Portal Only
- API Integrations
Add-Ons
- Lender Marketplace - Included
- Pricing Engine - $199/Mo
- VIP Support - $500/Mo
- Private Label - $199/Mo
- Website Template - $495 Flat Fee & $29/mo Hosting
Professional
$447/mo
at $5364/year
Overview
- 3 Back Office Users & 5 LO/Broker Users
- 150 Loans/year
- 10 loan programs
- Additional brokers allowed
- 10 new workflows
- 10 Automated Rules
- 5000 Bulk Emails Allowed per Send
- Quick & Full Loan Application Webforms
- Document Library
- Borrower, Broker, LO, Portal Only
- API Integrations
Add-Ons
- Lender Marketplace - Included
- Pricing Engine - $199/Mo
- VIP Support - $500/Mo
- Private Label - $199/Mo
- Website Template - $495 Flat Fee & Free Hosting
Enterprise
$745/mo
at $8940/year
Overview
- 5 Back Office Users & 10 LO/Broker Users
- 500 Loans/year
- Unlimited
- Additional branches & brokers allowed
- Unlimited new workflows
- Unlimited Automated Rules
- 5000+ Bulk Emails Allowed per Send
- Quick & Full Loan Application Webforms
- Document Library
- Borrower, Broker, LO, & Branch Portal
- API Integrations
Add-Ons
- Lender Marketplace - Included
- Pricing Engine - $199/Mo
- VIP Support - $500/Mo
- Private Label - Included
- Website Template & Free Hosting - Included
Lender Edition Lend smarter with an all in one platform
Freemium/
Sandbox
Starts at
$0/mo
at $1788/year
- 2 Back Office/Branch Users
- 5 Loan Officer/Broker users.
Overview
- 1 Back Office User
- 5 Loans
- 3 Pre-built loan programs
- 3 Back Office Users & 5 LO/Broker Users
- 1 new workflows
- 1 Automated Rules
- No Bulk Emails Allowed per Send
- Quick & Full Loan Application Webforms
- Document Library
- Borrower, Broker, LO, AE Portal
- Integrations
- N/A
Add-Ons
- Lender/Investor Marketplace- $200
- Pricing Engine - $500/Mo
- Loan Servicing - $500/Mo
- Private Label - $200/Mo
- VIP Support - $500/Mo
Starter
$695/mo
at $8340/year
Overview
- 5 Back Office Users & 10 LO/Broker Users
- 50 Loans/year
- 5 Pre-built loan programs
- 3 Custom Loan Programs/Internal Loan Programs
- 5 new workflows
- 5 Automated Rules
- 100 Bulk Emails Allowed per Send
- Quick & Full Loan Application Webforms (aka POS)
- Document Library
- Borrower, Broker, LO, AE Portal
- API Integrations
- $0 Setup
Add-Ons
- Lender/Investor Marketplace- Included
- Pricing Engine - $495Mo
- Loan Servicing - $495/Mo
- Private Label - $199/Mo
- VIP Support - $500/Mo
Professional
$1495/mo
at $17940/year
Overview
- 10 Back Office Users & 20 LO/Broker Users
- 350 Loans/year
- 10 Pre-built loan programs
- 3 Custom Loan Programs/Internal Loan Programs
- 10 new workflows
- 10 Automated Rules
- 5000 Bulk Emails Allowed per Send
- Quick & Full Loan Application Webforms (aka POS)
- Document Library
- Borrower, Broker, LO, AE Portal
- API Integrations
- $2495- Implementation & Training Fee
Add-Ons
- Lender/Investor Marketplace- Included
- Pricing Engine - $495/Mo
- Loan Servicing - $495/Mo
- Private Label - $199/Mo
- VIP Support - $500/Mo
Enterprise
$3500/mo
at $42000/year
Overview
- 50 Back Office Users & 100 LO/Broker Users
- 500 Loans/year
- All Pre-built programs
- Unlimited custom loan programs/ Internal Loan Programs
- Unlimited new workflows
- Unlimited Automated Rules
- 5000+ Bulk Emails Allowed per Send
- Quick & Full Loan Application Webforms (aka POS)
- Document Library
- Borrower, Broker, LO, AE Portal
- API Integrations
- $9,500 Implementation & Training Fee
Add-Ons
- Lender/Investor Marketplace- Included
- Pricing Engine - Included
- Loan Servicing - Included
- Private Label - Included
- VIP Support - Included
Full Feature Breakdown
| CRM & Productivity | FREEMIUM | STARTER | 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, category based 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 | FREEMIUM | STARTER | PROFESSIONAL | ENTERPRISE |
|---|---|---|---|---|
| Universal Quick & Full Application Webform (aka Point of Sale) | ||||
| Pre-built Loan Programs | ||||
| Customizable Loan Programs | ||||
| Internal Loan Programs (typically for investor overlays) | ||||
| Customizable Pipeline with your Loan Stages | ||||
| Custom workflows with user assigned conditional steps | ||||
| Mortgage Calculators | ||||
| E-signable Term Sheet/LOI, disclosures, agreements | ||||
| Create & share multiple offers for borrower/broker | ||||
| Customizable Credit Memo | ||||
| Your own custom E-signable docs, forms & packages | ||||
| Auto-populate your own templates powered by Google Docs/Sheets | ||||
| 1-Click Share Loan Files & Docs with 3rd parties | ||||
| Borrower Portal | ||||
| Broker Portal | ||||
| Loan Officer Portal | ||||
| Branch Portal | ||||
| Custom Fields & Layout |
| Document Library | FREEMIUM | STARTER | PROFESSIONAL | ENTERPRISE |
|---|---|---|---|---|
| Legacy 1003 & New URLA 1003 | ||||
| Universal Full Loan Apps- bridge, Fix & Flip, DSCR, Construction, Portfolio, CRE, SBA | ||||
| Pre-built lender-specific 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 | ||||
| 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 | ||||
| Lender/Investor Packages- Civic, Silverhill, PeerStreet, CenterStreet, Sunset Equity, Global Integrity, HouseMax, Kiavi & many more coming soon. |
| Marketplace & Pricing Engine | FREEMIUM | STARTER | PROFESSIONAL | ENTERPRISE |
|---|---|---|---|---|
| Access dozens of wholesale lender products, guidelines, & docs | ||||
| Upload your own capital providers/lenders/investors | ||||
| Send Deal Room access & compare offers from lenders/investors in your MarketPlace | ||||
| Instantly price out loans for dozens of lenders | ||||
| Customize pricing engine with your own mark ups/mark downs and add additional lenders & products. | ||||
| Create multiple profiles for internal users, correspondents, brokers, or borrowers. |
| Loan Servicing Features | FREEMIUM | STARTER | PROFESSIONAL | ENTERPRISE |
|---|---|---|---|---|
| Track I/O & amortized loan payments | ||||
| Auto ACH Debit & Credit | ||||
| Handle late fees, charges, accrued interest | ||||
| Escrows for taxes, insurance, rehab, prepaid interest | ||||
| Detailed transaction journal with a debit/credits ledger | ||||
| Statements for loan payment & balance, pay off, investor returns | ||||
| Borrower Portal | ||||
| Investor Portal |
| Integrations | FREEMIUM | STARTER | PROFESSIONAL | ENTERPRISE |
|---|---|---|---|---|
| Click to call/text | ||||
| Soft Credit Pull | ||||
| Tri-merge credit | ||||
| Background/Criminal Check | ||||
| Asset Verification direct from Financial/Bank | ||||
| Flood Cert | ||||
| Fannie Mae 3.4 File Export | ||||
| Property Valuation- AVM | ||||
| Mueller Report- Hybrid Appraisals & Inspections | ||||
| Google Places- Street view image | ||||
| Zillow Property Lookup | ||||
| Lender/Note Buyer Integrations | ||||
| Google Docs/Sheets API | ||||
| LOS/CRM/Data Warehouse Sync | ||||
| Webhook loan data out to 3rd party systems | ||||
| Open API to create loans | ||||
| Custom Integrations |
| Data Management & Reporting | FREEMIUM | STARTER | PROFESSIONAL | ENTERPRISE |
|---|---|---|---|---|
| 20+ filters to export custom CSV reports with 100+ columns | ||||
| Billing/Commission Report | ||||
| Loan Servicing Report | ||||
| Detailed Loan Level Audit Log & History | ||||
| Employee Productivity | ||||
| Email Bounce Report | ||||
| Email Unsubscribe Report |
| Additional Add Ons & Services | FREEMIUM | STARTER | PROFESSIONAL | ENTERPRISE |
|---|---|---|---|---|
| Private Labeled System | ||||
| Private Label options for sub-users: i.e. correspondents, net branches, & brokers | ||||
| Website Template with DIY Editor | ||||
| Website Hosting | ||||
| Quick & Full Application Webform Installation | ||||
| Broker Registration Webform Installation | ||||
| Additional Training/Implementation Support | ||||
| Custom Training Manual, Videos or business workflow diagram | ||||
| Data Migration | ||||
| Custom Doc Generation with or without E-sign |
| Additional Add Ons & Services | FREEMIUM | STARTER | PROFESSIONAL | ENTERPRISE |
|---|---|---|---|---|
| Private Labeled System | ||||
| Private Label options for sub-users: i.e. correspondents, net branches, & brokers | ||||
| Website Template with DIY Editor | ||||
| Website Hosting | ||||
| Quick & Full Application Webform Installation | ||||
| Broker Registration Webform Installation | ||||
| Additional Training/Implementation Support | ||||
| Custom Training Manual, Videos or business workflow diagram | ||||
| Data Migration | ||||
| Custom Doc Generation with or without E-sign |
| Getting Started & Support | FREEMIUM | STARTER | PROFESSIONAL | ENTERPRISE |
|---|---|---|---|---|
| Facebook Community Group | ||||
| Weekly Live Training | ||||
| Knowledgebase | ||||
| User Guide/Manual | ||||
| Video Library | ||||
| Live Chat | ||||
| Ticket System | ||||
| Phone Support with Screen Share | ||||
| 1 on 1 Zoom Sessions | ||||
| After Hours Support | ||||
| On Site Support & Training | ||||
| Guaranteed Support Response Time |
| Security & Compliance | FREEMIUM | STARTER | PROFESSIONAL | ENTERPRISE |
|---|---|---|---|---|
| 100% AWS Secure Cloud Environment | ||||
| Data & documents backed up in real time with multiple snapshots | ||||
| All data & docs are encrypted in transit & at rest | ||||
| DDOS Attack Proof powered by Cloudflare | ||||
| Disaster recovery protocols in place | ||||
| Strict Privacy Policy to never share or use client data | ||||
| 2 Factor Authentication | ||||
| IP Address Access Management | ||||
| SOC II Certification |
Join 2000+ users across many great companies, using our loan origination software...
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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.
