LendingWise | Loan Origination Software
- By Parsa Saleem
- Updated on June 24, 2025
Inside This Article:
Automate & scale your lending business with our CRM, loan origination software & loan servicing software
How LendingWise Can Help Your Business
LendingWise Features
LendingWise offers a powerful suite of tools designed to simplify, automate, and scale your lending operations. Below are some of its key features:
- All-in-One Platform: Combines CRM, Loan Origination System (LOS), and Loan Servicing in a single solution.
- Customizable Workflows: Tailor loan processes to fit your specific business needs.
- Smart Web Forms: Use conditional logic to collect borrower information efficiently.
- Automated Document Collection: Automatically request, receive, and organize required documents.
- E-Signature Integration: Seamlessly collect signatures without leaving the platform.
- Borrower & Broker Portals: Provide mobile-responsive, branded portals for smooth communication and uploads.
- White-Label Branding: Customize the platform with your own branding and embed forms on your website.
- Lender Marketplace Access: Connect with a network of vetted funding partners.
- Compliance & Security: SOC 2-ready infrastructure with data encryption and secure backups.
- Fast Deployment: Get up and running within days, with full custom setup in weeks.
Whether you’re a small broker or a growing lender, LendingWise delivers the tools and flexibility to streamline operations, boost productivity, and scale with confidence.
How to Use LendingWise
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LendingWise is designed for ease of use, helping you manage the entire loan lifecycle from one centralized platform. Here’s how to get started and use it effectively:
Sign Up & Onboard: Choose a plan and complete onboarding with LendingWise’s support team to configure your account.
Customize Your Setup: Tailor loan programs, workflows, and user roles to match your business processes.
Embed Smart Web Forms: Use branded, embeddable forms to capture borrower or broker applications directly from your website.
Manage Leads & Loans: Track and manage leads through the built-in CRM, and advance them through the loan origination pipeline.
Collect Documents Automatically: Set up document checklists and automate collection through borrower or broker portals.
Send for E-Signatures: Upload and send documents for e-signature directly within the platform.
Collaborate with Your Team: Assign roles, track tasks, and monitor loan statuses with real-time dashboards.
Access the Lender Marketplace: Match deals with vetted lenders or investors from within the system.
Service Loans if Needed: Use built-in servicing tools for payments, escrows, and reporting (optional).
Monitor Performance: Use reporting and analytics tools to track deal flow, team productivity, and ROI.
With its intuitive interface and powerful automation tools, LendingWise makes managing loans faster, simpler, and more scalable no coding or technical expertise required.
LendingWise Pricing
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LendingWise offers flexible pricing to meet the needs of brokers, lenders, and financial institutions of all sizes. Each plan includes core platform features with optional add-ons for enhanced functionality.
Starter Trial – For Brokers Only
The Starter Trial is perfect for solo brokers or small teams, priced at $119.17/month (billed yearly) for one user. It includes essential features like Quick & Full App forms, built-in loan docs with unlimited e-signatures, a contact manager, and a customizable dashboard. You also get borrower portals and flexible workflow settings. Optional add-ons include the Lender Marketplace, Doc Wizard, white-labeling, website templates, and concierge services. Support includes a video library, help desk, and one hour of implementation support.
Pro Trial – For Brokers & Lenders
The Pro Trial, at $600/month (billed yearly), suits mid-size broker teams or lenders managing higher volumes. It offers five user seats and includes everything in the Starter plan, plus portals for brokers and LOs, unlimited soft pulls, automation tools, workflow rules, and integrations like tri-merge credit, background checks, and Lightning Docs. Add-ons like loan servicing, pricing engine, and white-labeling are available. Support includes LendingWise University and implementation assistance.
Elite Trial – For Direct Lenders
The Elite Trial is designed for growing direct lenders, priced at $1,595/month (billed yearly) with 20 users. It includes all Pro features and adds unlimited branches, custom fields, IP access controls, auto-fill address tools, and an exclusive listing in the Lender Marketplace. Built-in loan servicing, white-label options, and open API access are included. Add-ons and concierge services are also available, with full platform support included.
Enterprise – For Large Lenders & Institutions
The Enterprise plan offers custom pricing for banks, institutions, and large private lenders needing tailored solutions. It includes everything in Elite plus custom user roles, portals, document templates, calculations, and integrations. Data migration and full onboarding support are available, along with exclusive Marketplace listing, white-labeling, pricing tools, and concierge services for enterprise-level scalability.
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LendingWise Starter Trial Plan
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Key Features of LendingWise Starter Trial Plan
The LendingWise Starter Trial Plan is designed to help individual brokers and small teams streamline their loan origination and management processes. Here are the key features of the Starter Trial Plan:
1 User Access – Provides one back-office user seat, perfect for solo brokers or small teams managing their loan pipeline efficiently.
Point of Sale Forms – Includes Quick App and Full App options to quickly capture borrower information and simplify application intake.
Built-in Documents & Unlimited E-Sign – Access more than 20 ready-made documents such as term sheets and loan applications, all with unlimited electronic signature capability.
Customizable Dashboard & Pipeline – Manage your contacts, loan pipeline, and workflows from an intuitive dashboard tailored to your business needs.
Pre-Built & Custom Settings – Adjust fields, loan stages, workflows, and required documents easily to match your unique lending process.
Loan Status & Document Upload Portal – Borrowers can track loan progress and securely upload required documents via a branded portal.
Comprehensive Support – Includes access to LendingWise University, video tutorials, help tickets, a knowledge base, and one hour of complimentary implementation support.
Optional Add-Ons – Enhance your plan with features such as the Lender Marketplace & Deal Room, Doc Wizard for DIY templates, website templates with hosting, unlimited soft credit pulls, white-label branding, custom fields, and concierge services.
These features provide essential tools for brokers to manage their lending operations effectively while scaling their business with ease.
LendingWise Pro Trial Plan
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Key Features of LendingWise Pro Trial Plan
The LendingWise Pro Trial Plan is designed for mid-size broker teams and lenders managing a higher volume of loans. Here are the key features of the Pro Trial Plan:
5 User Seats – Supports multiple back-office users and loan officers for collaborative loan management.
Unlimited Brokers – Accommodates unlimited brokers within your team for expanded operations.
Portals for Borrowers, Brokers & Loan Officers – Provides branded, mobile-friendly portals to streamline communication and document sharing.
Unlimited Soft Credit Pulls – Allows unlimited soft credit checks to assess borrower eligibility without affecting credit scores.
Lender & Investor Overlays – Integrate lender or investor-specific information directly into your loan process.
Doc Wizard (DIY Templates) – Create and customize your own document templates for more efficient processing.
Workflow Automation & Rules Engine – Automate tasks and loan processes with customizable workflows and webhook integrations.
Bulk Email Marketing – Manage marketing campaigns and communications to your contacts directly within the platform.
Extensive Integrations – Connect with tri-merge credit reports, background checks, flood certifications, AVM, insurance quotes, and Lightning Docs.
Open API Access – Enables custom integrations and data exchange with other systems.
Webform to PDF Conversion – Convert submitted webforms into professional PDF documents automatically.
Lender Marketplace & Deal Room – Access a network of vetted lenders and investors to help close more deals.
Website Template with Free Hosting – Get a customizable website template hosted for your business at no extra cost.
Optional Add-Ons – Includes Loan Servicing, Pricing Engine, White Label branding, Custom Fields, and Concierge services.
Comprehensive Support – Access video tutorials, help tickets, knowledgebase, LendingWise University, and 1 hour of implementation support.
These features help broker teams and lenders automate workflows, increase efficiency, and manage larger loan volumes with ease.
LendingWise Elite Trial Plan
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Key Features of LendingWise Elite Trial Plan
The LendingWise Elite Trial Plan is built for direct lenders needing advanced tools and scalability. Here are the key features of the Elite Trial Plan:
20 User Seats – Supports a large team of back-office staff and loan officers for extensive collaboration.
Unlimited Branches – Manage multiple branches seamlessly within one platform.
Custom Fields – Tailor data fields to match your unique business requirements.
Address Auto-Suggest & Field Population – Speeds up data entry with smart address suggestions and auto-fill capabilities.
IP Address Access Control – Enhance security by restricting platform access based on IP addresses.
Exclusive Listing in Lender Marketplace – Gain premium visibility to lenders and investors within the marketplace.
Loan Servicing – Manage post-closing loan servicing tasks directly within the platform.
White Label Branding – Fully brand the platform to match your company’s identity.
Open API Access – Integrate LendingWise with your existing software and systems seamlessly.
Website Template with Free Hosting – Get a professional website template with free hosting included.
All Pro Plan Features – Includes everything available in the Pro Trial Plan like workflow automation, portals, integrations, and marketing tools.
Optional Add-Ons – Pricing Engine, Concierge services, and Premium Onboarding for extra customization and support.
Comprehensive Support – Full access to video tutorials, help desk, knowledge base, LendingWise University, and 1 hour of implementation assistance.
These features provide direct lenders with powerful tools to manage large teams, streamline processes, and scale their business efficiently.
LendingWise Enterprise Plan
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Key Features of LendingWise Enterprise Plan
The LendingWise Enterprise Plan is designed for banks, financial institutions, and large private lenders requiring fully customized solutions. Here are the key features of the Enterprise Plan:
Custom Number of Users – Scale the platform with flexible user counts tailored to your organization’s size.
Custom User Permissions – Define specific roles and access levels for different users to ensure security and compliance.
Custom Portals – Create personalized portals for borrowers, investors, and other stakeholders to enhance engagement.
Custom Document Forms & Modules – Develop bespoke loan applications, term sheets, and calculation modules to fit your workflows.
Advanced Integrations – Connect with third-party systems through custom integrations and open API access for seamless data exchange.
Data Migration Support – Get assistance migrating data from legacy systems for a smooth transition.
Exclusive Listing in Lender Marketplace – Boost your visibility and deal flow with a premium marketplace presence.
Loan Servicing & Pricing Engine – Manage servicing tasks and automate pricing calculations within the platform.
White Label Branding – Fully brand the platform to align with your corporate identity.
Optional Concierge & Onboarding Services – Access premium onboarding and concierge support for tailored implementation and training.
Comprehensive Support – Benefit from LendingWise University, help tickets, knowledge base, video tutorials, and one hour of dedicated implementation support.
This plan offers large organizations full customization and scalability to meet complex lending and operational needs efficiently.
LendingWise CRM Software
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LendingWise LOS Software
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LendingWise Servicing Software
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LendingWise Marketplace
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LendingWise Integrations
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LendingWise Alternatives
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Here are some popular alternatives to LendingWise that offer loan origination, servicing, and CRM solutions for brokers and lenders:
Blend – A digital lending platform focused on streamlining mortgage and consumer loan applications with automation and data-driven workflows.
Encompass by ICE Mortgage Technology – A comprehensive loan origination system widely used by lenders for end-to-end mortgage processing and compliance.
Calyx Point – A robust LOS platform popular with brokers and lenders for managing loan applications, processing, and document management.
Velocify by ICE – A sales acceleration and CRM platform designed to help loan officers manage leads, automate marketing, and boost conversion rates.
MortgageFlex – A cloud-based LOS offering customizable workflows, borrower portals, and integration options for brokers and lenders.
Floify – A borrower management and mortgage automation platform that improves communication and document collection during the loan process.
Black Knight Empower – A comprehensive LOS and servicing solution catering to large lenders with advanced features and scalability.
LoanPro – A flexible loan servicing software designed for consumer and commercial lending, focusing on automation and customization.
Each of these alternatives offers unique features and pricing structures, so evaluating your specific business needs will help determine the best fit.
LendingWise is it Worth it?
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Disclosure: We are an independent entity from LendingWise. We are not an agent or employee of LendingWise and have no authority to make a binding contract or represent LendingWise. We receive referral payments from LendingWise. The opinions expressed here are our own and shall NOT be interpreted or considered as representations, guarantees, or statements by LendingWise.
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