LendingWise
By LendingWise
Loan Origination Software
Onetime(Perpetual License)
About
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
Key Features
- ✓ Audit Trail
- ✓ Compliance Management
- ✓ Workflow Management
- ✓ Chat (Messaging)
- ✓ e-Signature
- ✓ Client Management (Customer)
- ✓ Document Management
- ✓ Custom Workflows
- ✓ Mobile Access
- ✓ Collaboration
Screenshots
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Pricing
Free/Sandbox
USD0Pay As You Go
- 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
- Live Chat
- Phone & Zoom Meetings
- Lender Marketplace
- Website template- $29/mo hosting
- Full White Label
- Support Options: Video Library
- Live Chat
- Phone & Zoom Meetings
- Unlimited U
Lite
USD0
- 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
USD0
- 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
- Live Chat
- Phone & Zoom Me
Enterprise
USD0
- 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
- Live Chat
- Phone & Zoom Meeting
User Reviews
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Frequently Asked Questions
How much does LendingWise cost?
▼
LendingWise offers 4 pricing plan(s):
- Free/Sandbox — USD0.00 Pay As You Go
- Lite — USD0.00
- Team — USD0.00
- Enterprise — USD0.00
What is LendingWise used for?
▼
LendingWise is a Loan Origination Software solution. Top features include:
- Audit Trail
- Compliance Management
- Workflow Management
- Chat (Messaging)
- e-Signature
Does LendingWise offer a free trial?
▼
Yes, LendingWise offers a 0-day free trial.
What support does LendingWise provide?
▼
LendingWise provides Online (Ticket) support.
Is LendingWise cloud-based or on-premise?
▼
LendingWise is Cloud Hosted software.
What training resources does LendingWise offer?
▼
LendingWise provides Help Guides,Video Guides,Blogs for training.
