Masterminding & Crowdsourcing Best Practices With Your Peers


We’ll help you implement highly impactful changes to your LendingWise system AND create a visual blueprint that organizes your entire loan origination business logic. It will help cover all your loan products with conditional logic associated to workflow steps, required docs & form fields. Additionally we will cover creating E-mail templates & document templates, automated rules for sending emails, tasks, & webhooks to 3rd party systems. 

This mastermind workshop will cover sales & marketing funnels, tactics and lead gen channels & get your entire loan flow mapped out. 


Systemize your lending business

We'll help you develop a custom blueprint that visualizes your borrower & loan journey(s)

create the right partnerships

Learn which lenders, investors & vendors drive the biggest impact to your business.

build a foundation that scales

We'll help you step-by-step create a system that easily scales better than your competition.

learn from current clients

We uncover many advanced tips & tricks used by our most successful clients.


Specific Topics Covered

Quick & Full App Webforms

Quick & Full App Webforms

Create a funnel like experience for borrowers to create full digital loan files. Setup quick or full app webforms for your website. Create dynamic rules for fields based on loan program. Specify which docs are needed during quick or full app stage.
Loan Programs

Loan Programs

Enable pre-configured loan programs or create custom loan programs. Create internal loan programs (aka Investor overlays) based on your investor/lending network.
Setup Default Workflows & Required Docs

Setup Default Workflows & Required Docs

Setup required docs & workflows based on loan program, property type, borrower type, transaction type, and other parameters. The quick & full app webform will ask for these required docs automatically.
Create Automation Rules

Create Automation Rules

Setup automated rules to send email, create task, or webhooks based on file status, sub status or workflow steps. The blueprint will help outline & visualize your entire loan lifecycle.
Custom Docs

Custom Docs

Besides our built in library of docs, you can build custom doc templates using Google docs or sheets. Perfect for executive summary, disclosures, loan docs, deal sizers, loan tapes, etc...
Custom Email Templates

Custom Email Templates

Build new Email templates or revise the built in templates for sales, marketing, processing , or servicing purposes. E-mail templates can auto-populate 100's of fields like company info, originator info, borrower info, loan info, property info, etc...
Website & Marketing Tips

Website & Marketing Tips

How to increase traffic, retarget, & convert more leads into repeat borrowers.

Breakfast & Networking

Light breakfast included with some nice networking time.

Platform Demo

Learn about the latest features & dive into the entire platform: CRM, LOS, Marketplace, Pricing Engine, & Loan Servicing

Special Guest: Adonis Lockett Founder of LNH Capital

Learn how he 10X the business leveraging the LendingWise automations, pipeline management, capital deployment strategies & marketing/Lead gen

CRM & LOS Automations Blueprint

Session focus: User Setup/Permission, Loan Stages, Sub Status, Templates for Docs, Email, Tasks & overview of configurable features.

Lunch Break

Various restaurants walking distance

Blueprint Building- Form Fields

We will continue building out your system or blueprint in detail, crowd sourcing best practices on the quick & full app form fields specific to loan products like fix & flip, DSCR, Construction, CRE & more. Including Internal Loan Programs (aka Investor Overlays)

Blueprint Building (Continued)

We will continue building out the blueprint in detail, crowd sourcing the best practices for workflow steps in each department, required docs, & form fields specific to loan products like fix & flip, DSCR, Construction, CRE & more.

Open Q & A

Take advantage of our onsite staff and get 1 on 1 help with all your technical challenges.

Scaling & Growth Tactics

Best ways to grow & scale loan originations via marketing ideas like REI meetups, provide proptech data solutions, outsource digital advertising, SEO, content, retargeting & more.

Networking Mixer

Our founder will be hosting a private networking mixer with food & drinks at the famous Villa De Suenos venue

Hands On Mastermind Workshop-May 24, 2024

Hands On, Interactive & Collaborative
$ 295
  • Early Bird Special- Save $100 Sign up before May 10 Use Promo code: earlybird
  • Discounted pricing on LendingWise & Marketing Services
  • Get your LendingWise platform optimized & automated
  • Dive deep into top lead gen & marketing tactics that are multi-channel
  • Create a custom blueprint visualizing your loan flow
LIVE Event

Frequently asked questions

The workshop is for brokers & lenders that want to  streamline & scale their business using technology & strategic partners.  We will help current & in-trial clients get their accounts setup & configured optimally. 

If you want a trial account or sandbox account, sign up here.

Yes- you can bring additional employees for an additional $50/person

The software starts at $149/mo for a Starter Plan (1 User), $695/Mo for a Pro Plan with up to 10 users, including add on for the lender marketplace & servicing.

The event will be postponed. We launched this event with only a 2 week notice, which was not enough time for everyone to make travel plans. We will re-schedule with more advanced notice & planning. 

Our clients say

"After learning about all the features LendingWise offers, i was blown away. I knew our company could use most of them, but I couldn't find the time to implement all of it. The workshop helped me get start and finish most of the critical items we needed to streamline and automate our workflows."
Hilary Leigh
I def learned a lot on the software, but also got some great advice on lending programs offered by lenders within the group. The workshop ended up being a great networking experience. "
Quintin Angus