

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.
Example Blueprint we'll help you create...
Agenda
Private Pre-Workshop: LendingWise Clients Only
Platform Demo
CRM & LOS Automations Blueprint
Special Guest: Adonis Lockett Founder of LNH Capital
Catered Lunch
Lender Marketplace & Pricing Engine
Loan Servicing
Scaling & Growth Tactics
Open Q & A
End of Event
Specific Topics Covered

Quick & Full App Webforms

Loan Programs

Setup Default Workflows & Required Docs

Create Automation Rules

Custom Docs

Custom Email Templates

Website & Marketing Tips
Live 8 Hour Mastermind Workshop- August 1, 2022 9:00 AM- 5 PM
Hands On, Interactive & Collaborative-
Early Bird Special- Save $100 Sign up before July 25 Use Promo code: earlybird
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Get 5 Free Leads from CIX ($200 Value)
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Get your LendingWise platform optimized & automated
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Setup the Quick & Full app webform on your website
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Create a custom blueprint visualizing your loan flow
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

