LendingWise Pricing, Reviews and Features (April 2024)

About LendingWise

LendingWise is a customer relationship management (CRM) and loan origination and servicing 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 encryption tags, facilitating seamless security and data backup.

Screenshots & Videos

Pricing

Free Trial Available
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read More

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read More

92%
Reviews

73%
Momentum

62%
Popularity

80%

Platforms Supported

Browser Based (Cloud)

Organization Types Supported

All (Small, Medium, Large)

API Support

Available

Modes of Support

Online

LendingWise Features

Show Feature Explanation

Show Missing Features

Loan Origination Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read More

92%

Custom Workflows

Facility to create workflows with custom stages, process, and status.

Audit Trail

A record of changes made in chronological order of a user or activity

Compliance Management

Helps in making an assessment of risks, ensures policy comprehension and that policies/procedures are being followed

Workflow Management

Helps in managing and ensuring smooth flow of the tasks assigned to a team or organization

Mobile Access

Allows accessing the software and product/service related information from a mobile device

e-Signature

Electronic Signatures help users to sign their digital documents remotely

Client Management (Customer)

Facilitates strong necessary data about clients/customers and allows access to it when required

Collaboration

Helps you safely share data with only those who matter and enhances your teamwork

Chat (Messaging)

Allows users to collaborate better by exchanging views and collect information through chatting or texting

Document Management

Ability to store and manage various information and documents in electronic format.

LendingWise Pricing

Free Trial

Available

Pricing Options

Premium Plans ( Quotation Based / Subscription )

Pricing Plans

Free/Sandbox Others

Features

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

Lite Others

Features

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

Team Others

Features

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 Meetings

Enterprise Others

Features

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 Meetings

Screenshots of Vendor Pricing Page

Disclaimer: The pricing details were last updated on 07/04/2021 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about LendingWise Pricing.