Global Activity Log
Big favorite feature here! This is like your company pulse, where you can see all the activity happening in real-time. Like docs getting uploaded by borrower, Term sheets getting E-signed, & more.
Multi-threaded, category based note history per loan with public/private settings
All users can see & make detailed notes in the loan file. Every action creates system generated note history as well.
Task list of all list and sub users tasks
Manage all your tasks manually created by you or a team member or by the automation system.
Calendar View of tasks, closing dates, follow up dates, & other loan specific dates.
See all your loan-related dates like closing dates, maturity dates, follow-up dates, insurance expiration dates, etc…
Rules Based Automation for Email, Tasks, & Webhooks
Automate actions like sending E-mails, creating tasks or sending webhooks to 3rd party apps based on trigger events like file status or sub-status change or workflow steps.
E-fax outbound docs
This feature may sound outdated, but many banks still require faxing to send documentation securely.
Click to Call/SMS Messaging
With most virtual soft phones like ring central, five9 or Aloware you can install browser based click to call or text tool which works within LendingWise.
Pre-built, Dynamic HTML E-mail Templates
We provide numerous editable E-mail templates out of the box for marketing, ordering services, sending term sheets, loan status updates, missing docs, loan closing, etc… Create your own templates and enable access for select sub users
Drip Email Campaigns
Using our automaton feature, you can setup a sequence of emails to go out in various timing intervals & based on various rules like loan status, workflow step, etc…
Bulk Email Blast
Bulk send marketing or promotional e-mails to borrowers, brokers, loan officers, & contacts.