LendingWise

By LendingWise

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LendingWise is a customer relationship management (CRM) software that enables lenders and brokers to manage their entire loan life cycle in an efficient manner. The software comes with an intuitive dashboard that offers a complete 360-degree overview of all loans. LendingWise also enables users to create a customisable loan layout strategy, enabling them to manage their lending operations in an efficient way. It provides lenders and brokers with accurate web forms, helping them collect useful information from the borrowers on the go. Further, an easy-to-use loan status and doc portal within LendingWise, helps users automate their doc collection process in real-time. The software allows all the team members, including borrowers, brokers and third parties, to collaborate with each other by sharing loan wise status adequately. With LendingWise, users also get protected by bank-level security backed by Amazon Web Services (AWS). Moreover, it is even compliant with SOC 2, PCI and ISO 27001

Pricing of LendingWise

Free/Sandbox

USD 0.00

Pay As You Go

Buy Now

Unlimited Users
No Monthly Fee
Take your time exploring & setting things up. Switch to a monthly plan anytime.
Pay one time
refundable setup fee.
Engage our support staff as needed
Loan Servicing
Add Ons Lender Marketplace Website template- $29/mo hosting Full White Label Support Options: Video Library
E-mail
Live Chat
Phone & Zoom Meetings
Lender Marketplace
Website template- $29/mo hosting
Full White Label
Support Options: Video Library
E-mail
Live Chat
Phone & Zoom Meetings
Unlimited U

Lite

USD 0.00

Buy Now

1 User Included
Additional Users: $29-$149
Quick App & Full App webforms aka POS
Auto generate 20+ docs with e-sign like: Term Sheet
1003 & Full App
Dashboard
pipeline
contact manager & E-mail marketing
Customize fields
workflows
required docs & loan stages
Loan Status & Doc Upload Portal
Add Ons Lender Marketplace Loan Servicing Website template - $29/mo hosting Full White Label Support Options: Video Library
E-mail & Live Chat
Lender Marketplace
Loan Servicing
Website template - $29/mo h

Team

USD 0.00

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Includes the features of Lite plan
plus
3 Users Included
Additional Users: $29-$149
Borrower
broker
loan officer login portal
Doc generation powered by Google Docs & Sheets
Custom reports & data export/import for loan tapes
loan servicing
etc...
3rd Party Integrations:
Credit Report
AVM
Appraisal
PeerStreet
Web Hooks
API Access
Loan Servicing
Website with free hosting
Lender Marketplace Included
Add Ons Full White Label Support Options: Video Library
E-mail
Live Chat
Phone & Zoom Me

Enterprise

USD 0.00

Buy Now

Includes the features of Team plan
plus
10 Users Included
Additional Users: $29-$59
Growth & Implementation strategy sessions
Custom designed webforms
docs
& E-mail templates
Dedicated Account Support & 1-2 hour response SLA via private Slack Channel
Lender Marketplace with your company listed
Loan Servicing
Website with free hosting
Full White Label
Custom training manuals & videos provided
On-Premise or Hosted Solutions
Support Options: Video Library
E-mail
Live Chat
Phone & Zoom Meeting

Key Features of LendingWise

Key Features:

Audit Trail
Compliance Management
Workflow Management
Chat (Messaging)
e-Signature
Client Management (Customer)
Document Management
Custom Workflows
Mobile Access
Collaboration

Key Specification

Other Categories:	Personal Finance Software Financial CRM Software Personal Finance Software For Free Personal Finance Software For PC Loan Origination Software Financial wellness software Loan Management software
Deployment:	Cloud Hosted
Customer Support:	Online (Ticket)
Customization:	No
Languages Support:	English