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Seat-Based Pricing

Unlimited Borrowers & Loans on Every Plan

You pay for your team’s seats, never for borrowers or loan files. Grow your lending business without headaches.

Prices below are billed annually. Save 20% vs monthly billing.Prices below are billed monthly. Save 20% with annual billing.

  • Starter

    $119$149/mo

    billed annuallybilled monthly

    Every plan is priced by seats for your team, so you can add as many borrowers and originate as many loans as you need. Loan servicing, fund management and AI doc review have their own plan limits.

    Get Started15-day free trial

    What’s included:

    • Logins for your back-office team or loan officers.
    • Manage every contact associated with your business & loans. Every time you add a contact to a loan, they are stored in the contact manager. Send email to this list on demand.
    • Customizable webforms that show the right fields for each loan program, with field-level control over what is shown on the Quick App vs the Full App.
    • Send docs for signature from the loan: assign signers, set the signing order, and signers sign from an emailed link, no login needed. The signed PDF and certificate of completion file themselves.
    • Every loan has its own email address. CC or forward to it and the thread lands on the file, with attachments parsed and filed to the right required doc in one click. Text notifications and reminders go out alongside email, so borrowers and partners see updates where they actually look.
    • Turn every required doc into a checklist of conditions with an owner and a status, stop a loan from entering a status until its required fields, docs and workflow steps are done, and show docs only at the stages where they matter.
    • Borrowers and brokers see real-time loan status and required docs with open conditions through an encrypted, branded URL, no login needed.
    • Our A.I. doc review agent reviews each doc in real time the moment it’s uploaded, flagging what’s wrong or missing before it reaches underwriting. Your plan’s number counts documents analyzed each month, not loans.

  • Pro

    $600$749/mo

    billed annuallybilled monthly

    Every plan is priced by seats for your team, so you can add as many borrowers and originate as many loans as you need. Loan servicing, fund management and AI doc review have their own plan limits.

    Get Started15-day free trial

    Everything in Starter, plus:

    • Brokers and loan officers get their own logins and links to submit deals and track their files.
    • Back office, branches, brokers and loan officers in one platform, each with their own portal and permission levels.
    • Every number on the loan is derived from a double-entry ledger that can’t be edited after the fact, so balances always tie out. Your plan’s number is how many active loans you can service at once.
    • Evergreen funds with NAV strikes, units, subscriptions, redemptions (notice, lock-ups & gates) and DRIP, or closed-end funds with commitments and capital calls.
    • Build custom SOW templates and finalize the rehab budget with your borrower in real time. Borrowers request draws line item by line item through a web form, with photos and docs.
    • Our A.I. doc review agent reviews each doc in real time the moment it’s uploaded, flagging what’s wrong or missing before it reaches underwriting. Your plan’s number counts documents analyzed each month, not loans.
    • Put AI agents to work on your loans, and connect AI assistants to your data through our MCP server. Full create, read, update and delete operations on many objects, including loans, borrowers, docs, properties, tasks and more, so your own systems and AI tools can work with LendingWise directly. Admins create and manage their own API keys.
    • Trigger tasks, templated emails and webhooks from stages, sub-statuses and workflow steps. Every rule that fires is logged.

  • Elite

    Most Popular

    $1,595$1,995/mo

    billed annuallybilled monthly

    Every plan is priced by seats for your team, so you can add as many borrowers and originate as many loans as you need. Loan servicing, fund management and AI doc review have their own plan limits.

    Get Started15-day free trial

    Everything in Pro, plus:

    • A branch registration form for larger affiliates and correspondent partners, so they can join your network as a branch.
    • Every number on the loan is derived from a double-entry ledger that can’t be edited after the fact, so balances always tie out. Your plan’s number is how many active loans you can service at once.
    • Evergreen funds with NAV strikes, units, subscriptions, redemptions (notice, lock-ups & gates) and DRIP, or closed-end funds with commitments and capital calls.
    • Our A.I. doc review agent reviews each doc in real time the moment it’s uploaded, flagging what’s wrong or missing before it reaches underwriting. Your plan’s number counts documents analyzed each month, not loans.
    • Our multi-million dollar platform looks like your own tech, building trust and credibility with your borrower and broker network. Every URL and email works on your domain. The security certificate for your domain is handled automatically.
    • Lenders publish programs publicly or privately, with notification recipients for new requests. Direct lenders on the Elite plan get listed in front of 1000’s of originators.

  • Enterprise

    Custom

    Every plan is priced by seats for your team, so you can add as many borrowers and originate as many loans as you need. Loan servicing, fund management and AI doc review have their own plan limits.

    Book a Call

    Everything in Elite, plus:

    • Logins for your back-office team or loan officers.
    • No caps on serviced loans, funds, investors or documents analyzed by the AI doc review agent.
    • Portals built to your spec for borrowers, investors and other parties. Term sheets, loan applications and other documents & forms built to your spec. Modules and calculations built around how your lending business works.
    • AI agents built around your loan programs, documents and workflows.
    • We design and build agentic workflows with you that automate multi-step work across your lending operation.
    • Custom integrations can be pretty complex and the time it takes to scope out the details and do the actual integration can vary greatly, especially around the UI/UX. We like to reserve these types of custom integrations for enterprise clients.
    • We have helped companies import their legacy data into the system, which often requires deep analysis of the data fields in each column and data format cleansing (find & replace) This typically will be an additional fee, if the built-in import tool does meet the requirements.
    • Price every scenario inside the loan file with rule-based pricing: rate and points by LTV and FICO bands, property type, occupancy and loan program, plus your own overlays. Brokers see the same pricing you do, so quotes match from first call to term sheet.

Compare all features

  • Every plan starts with a 15-day free trial
  • Month-to-month, with quarterly or annual options at discounted pricing
  • Need a custom setup? Talk to sales

Compare Plans & Features

Hover or tap any feature to see what it does.

Starter$119$149/moPro$600$749/moElite$1,595$1,995/moEnterpriseCustom
Users & Access
Every plan is priced by seats for your team, so you can add as many borrowers and originate as many loans as you need. Loan servicing, fund management and AI doc review have their own plan limits.UnlimitedUnlimitedUnlimitedUnlimited
Logins for your back-office team or loan officers.1520Custom
Brokers and loan officers get their own logins and links to submit deals and track their files.UnlimitedUnlimitedUnlimited
A branch registration form for larger affiliates and correspondent partners, so they can join your network as a branch.UnlimitedUnlimited
Control exactly what every role can see and do, from back office to broker. Custom
Limit back-office logins to the IP addresses you approve.
CRM & Communications
Filter by date, status, sub-status, branch, broker or loan officer, pick your columns, save views for the whole company, see open docs & conditions per file and export to Excel.
Manage every contact associated with your business & loans. Every time you add a contact to a loan, they are stored in the contact manager. Send email to this list on demand.
Manual tasks, workflow tasks and automation tasks in one list per loan and per user, so every next step has an owner.
Every loan has its own email address. CC or forward to it and the thread lands on the file, with attachments parsed and filed to the right required doc in one click.
Text notifications and reminders go out alongside email, so borrowers and partners see updates where they actually look.
Schedule a recurring email series with start and end dates that stops when the loan changes status, so follow-ups never depend on memory.
Send a bulk email campaign straight from a pipeline selection, with merge fields pulled from each loan file.
Update status, assignments and more across many files at once, and your automation rules fire on every file you touch.
Trigger tasks, templated emails and webhooks from stages, sub-statuses and workflow steps. Every rule that fires is logged.
Intake & Portals
Customizable webforms that show the right fields for each loan program, with field-level control over what is shown on the Quick App vs the Full App.
Borrowers and brokers see real-time loan status and required docs with open conditions through an encrypted, branded URL, no login needed.
The most important pages are fully mobile responsive for borrowers, brokers and every party on the loan.
Back office, branches, brokers and loan officers in one platform, each with their own portal and permission levels.
Every branch, broker and loan officer gets their own unique, white-labeled form link, and every deal submitted through it is attributed automatically.
A customizable registration form for brokers and TPOs, with doc upload, so new partners onboard themselves with everything you need on file.
A ready-made website template for your lending business, with free hosting.
A branch registration form for larger affiliates and correspondent partners, so they can join your network as a branch.
Loan Origination
Start with programs for fix & flip, rental/DSCR, portfolio, construction, bridge, CRE, Agency, SBA, MCA & business funding, with 1,000+ fields across loan types.
Build or tailor any program with its own fields, required docs, workflow steps and guidelines.
LTV, LTC, ARV, DSCR, DTI & more calculate as you type, with a Deal Analysis view of the numbers that matter.
Estimated value and equity, MLS listing, comps, a lender-grade AVM, tax data and lien history load right inside the loan file. Star the comps you trust and export a PDF property report.
Internal loan programs work like investor or lender overlays: they insert specific workflow steps, required docs and form fields into the file, so every loan is built ready to sell or get funded by the right capital partner.
Order credit, flood, fraud and identity reports from inside the file through Xactus and MeridianLink.
Pull borrower, co-borrower or joint credit reports without a hard inquiry, on every credit agency that supports soft pulls.
Request, review and approve exceptions to your guidelines on the loan, with who approved what and why recorded on the file.
Credit memo, credit decision with conditions, and adverse action notices, all recorded on the loan.
Property addresses suggest as you type and fill in the related fields for you.
Price every scenario inside the loan file with rule-based pricing: rate and points by LTV and FICO bands, property type, occupancy and loan program, plus your own overlays. Brokers see the same pricing you do, so quotes match from first call to term sheet.
Docs, E-Sign & AI
Set required docs per program and scenario (transaction type, property type, state, entity type and more), with conditions tracked under each doc.
Daily reminders keep every party on top of loan status and open conditions until the file is complete.
Generate term sheets and loan docs from 30+ built-in templates, merge tags and doc packages, or design your own in the doc template wizard.
Send docs for signature from the loan: assign signers, set the signing order, and signers sign from an emailed link, no login needed. The signed PDF and certificate of completion file themselves.
Turn every required doc into a checklist of conditions with an owner and a status, stop a loan from entering a status until its required fields, docs and workflow steps are done, and show docs only at the stages where they matter.
Our A.I. doc review agent reviews each doc in real time the moment it’s uploaded, flagging what’s wrong or missing before it reaches underwriting. Your plan’s number counts documents analyzed each month, not loans.25 docs/mo250 docs/mo1,000 docs/moUnlimited
Design your own doc templates with merge tags in the doc template wizard.
Send loan data to Lightning Docs, DocLab, GoDocs, DocMagic & more for closing docs.
Loan Servicing
Every number on the loan is derived from a double-entry ledger that can’t be edited after the fact, so balances always tie out. Your plan’s number is how many active loans you can service at once.Up to 25Up to 150Unlimited
Interest accrues daily, with prepaid interest, escrows for rehab, taxes and insurance set up at funding.
Apply every payment by your rules, by default late fees, then default interest, interest, principal and charges.
Capture borrower bank details and collect payments by ACH with NACHA batch files.
Generate payoff quotes and borrower statements straight from the ledger.
Maturity extensions, adjustable-rate changes, waivers, cure & reinstatement, capitalization of arrears and preferred payment days.
Sensitive changes go through an approvals queue, with a full audit trail on every change.
Borrowers check loan status, upload required docs, and request draws and payoffs, from any device.
Portfolio reports derived from the same ledger as each loan, so portfolio totals always equal the sum of the loans. Export to CSV, Excel or PDF.
Draw Management
Build custom SOW templates and finalize the rehab budget with your borrower in real time. Borrowers request draws line item by line item through a web form, with photos and docs.
Approve, adjust or reject each line, and handle budget revisions without losing the history.
Order inspections through our Trinity integration before you release funds.
See the remaining holdback and percent complete on every loan at a glance.
PDF draw statements for every draw, and funded draws flow straight into servicing.
Fund Management
Evergreen funds with NAV strikes, units, subscriptions, redemptions (notice, lock-ups & gates) and DRIP, or closed-end funds with commitments and capital calls.13Unlimited
Contributions, units at NAV or capital accounts, all on an immutable double-entry ledger that reconciles to the cent.50200Unlimited
Investors see their positions, statements and tax packages any time, without emailing you.
Publish an offering page for each fund, let investors subscribe or commit in the portal, and approve and fund them in one click. Raise for a fund, or debt or equity deal by deal.
Allocate each loan across your fund, direct investors, balance sheet or credit line, in senior, mezzanine or junior positions, with income and principal flowing back from servicing.
Reviewed distribution runs with DRIP, return of capital and preferred-return waterfalls with carry, and the math shown on every run.
Statements for every investor, including PDF, generated from the fund ledger. K-1 and 1099-INT summaries for every investor at year end.
Lender Marketplace
Share deals with your favorite capital providers, control exactly which data & docs they see, and compare rates & terms side by side.
Each remaining program is scored on amount, rate, FICO, term, points, LTC, experience, niches, extensions, prepay and seasoning. Click the score to see every criterion Matched or Not Matched.
Lenders publish programs publicly or privately, with notification recipients for new requests. Direct lenders on the Elite plan get listed in front of 1000’s of originators.
Integrations, API & AI
Xactus, MeridianLink, Trinity, Lightning Docs, DocMagic, FCI sub-servicing, Funding Shield and more.
Fire webhooks on stage changes, doc uploads, payments and more, and connect to Zapier, n8n or your own systems.
Full create, read, update and delete operations on many objects, including loans, borrowers, docs, properties, tasks and more, so your own systems and AI tools can work with LendingWise directly. Admins create and manage their own API keys.
Put AI agents to work on your loans, and connect AI assistants to your data through our MCP server.
AI agents built around your loan programs, documents and workflows.
We design and build agentic workflows with you that automate multi-step work across your lending operation.
Custom integrations can be pretty complex and the time it takes to scope out the details and do the actual integration can vary greatly, especially around the UI/UX. We like to reserve these types of custom integrations for enterprise clients.
We have helped companies import their legacy data into the system, which often requires deep analysis of the data fields in each column and data format cleansing (find & replace) This typically will be an additional fee, if the built-in import tool does meet the requirements.
Platform & Security
Hosted 100% on AWS, aligned with SOC 2 & PCI compliance, with data encrypted & backed up daily. Visit our for details.
Production and productivity reports by branch, broker, loan officer and referral source, with exports of up to 100,000 rows.
Every note, change and action on the loan is captured in the activity log, with per-field history showing who changed what, and when.
Create custom fields throughout the platform’s objects, like loans, borrowers and brokers, and use them in merge tags, pipeline views, the API, MCP and more. Show fields only on the loans where they apply, and add formula fields that calculate themselves.
Our multi-million dollar platform looks like your own tech, building trust and credibility with your borrower and broker network. Every URL and email works on your domain. The security certificate for your domain is handled automatically.
Portals built to your spec for borrowers, investors and other parties.
Term sheets, loan applications and other documents & forms built to your spec.
Modules and calculations built around how your lending business works.

Keep Exploring

Frequently asked questions

What exactly is the LendingWise software platform?

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.

How long does it take to setup the CRM & LOS?

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 & All users can see & make detailed notes in the loan file. Every action creates system generated note history as well. 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.

Can I import my data from another software or LOS system?

The short answer is Yes, however it depends on the data integrity and cleansiness! We have helped companies import their legacy data into the system, which often requires deep analysis of the data fields in each column and data format cleansing (find & replace) This typically will be an additional fee, if the built-in import tool does meet the requirements. 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.

How secure & private is my data in the CRE LOS software?

We work with large institutions with strict vendor requirements, and we are aligned with SOC 2 & PCI compliance. 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.

Is the LOS software mobile friendly or is there a mobile app?

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.

What loan products & types does the LOS system support?

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 We have pre-configured fields, required docs, & workflow steps for many popular loan programs like agency, bridge, fix & flip, DSCR, construction, CRE, SBA, MCA, & Equipment like fix & flip, rental loans, construction, bridge, CRE, SBA, MCA, & business funding.

Can I white label the CRM & LOS software platform?

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.

Can I Cancel anytime?

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.