LendingWise
lendingwise.com
Spec sheet
- Product
- LendingWise describes itself as an AI-powered platform for the loan lifecycle, combining CRM, loan origination, servicing, draw management, fund management, and integrations.Read 5 Oct 2026 · lendingwise.com
- Audience
- The platform is built for private and commercial lenders or brokers and supports loan types including bridge, fix-and-flip, rental/DSCR, construction, CRE, business funding, SBA, MCA, and equipment.Read 5 Oct 2026 · lendingwise.com
- Integrations
- The integrations page lists providers and tools including Salesforce, HubSpot, Pipedrive, Lightning Docs, HouseCanary, CoreLogic, Experian, Plaid, Zapier, and webhooks.Read 5 Oct 2026 · lendingwise.com
- Security
- LendingWise says it is hosted 100% on AWS, aligned with SOC 2 and PCI compliance, and that customer data is encrypted and backed up daily.Read 5 Oct 2026 · lendingwise.com
- Founded
- 2017Read 28 Sep 2026 · lendingwise.com
- AI document review
- Its AI document review agent checks uploaded files in real time against configured pass, fail, and verification-needed rules.Read 5 Oct 2026 · lendingwise.com
- Company history
- The company says it rebranded and launched the LendingWise LOS and CRM platform in 2017, after an earlier marketplace business began in 2006.Read 5 Oct 2026 · lendingwise.com
- Fund management
- Fund tools include investor statements and tax package summaries, capital accounts, loan participations, and reviewed distributions.Read 5 Oct 2026 · lendingwise.com
- Mobile availability
- The pricing FAQ says there is no mobile app yet, while key application pages are mobile responsive.Read 5 Oct 2026 · lendingwise.com
- Origination
- Borrowers can apply through configurable Quick App and Full App web forms, while lenders can generate documents from loan files and send them for e-signature.Read 5 Oct 2026 · lendingwise.com
- Plan limits
- The listed paid tiers include 1, 5, and 20 back-office or loan officer users for Starter, Pro, and Elite respectively; Enterprise allows a custom user count.Read 5 Oct 2026 · lendingwise.com
- Servicing and draws
- The platform describes payment tracking with daily interest accrual and ACH collections, plus construction draw requests, inspections, fund release, and holdback tracking.Read 5 Oct 2026 · lendingwise.com
- Support and onboarding
- The company offers implementation and training, and says basic training or self-help materials can get teams running in days; advanced configurations may take several weeks of training.Read 5 Oct 2026 · lendingwise.com
- Trial and billing
- Every plan starts with a 15-day free trial, and subscriptions are month-to-month with quarterly or annual options at discounted pricing.Read 5 Oct 2026 · lendingwise.com
Plans and prices
Starter Trial $119 a month 1 back-office user · Quick App and Full App · built-in documents and forms with unlimited e-sign · dashboard and pipeline · customizable fields, workflows, documents, and loan stages · loan status and document upload portal Read 5 Oct 2026 · lendingwise.com
Pro Trial $600 a month 5 back-office or loan officer users · unlimited brokers · borrower, broker, and loan officer portals · unlimited soft pull · workflow automation and webhooks · integrations · lender marketplace and deal room Read 5 Oct 2026 · lendingwise.com
Elite Trial $1,595 a month 20 back-office or loan officer users · unlimited branches · custom fields · IP address access control · loan servicing · white label · Open API Read 5 Oct 2026 · lendingwise.com
Enterprise Priced on request Custom user count and permissions · custom portals, forms, modules, and calculations · custom integrations · data migration may incur an additional fee Read 5 Oct 2026 · lendingwise.com
Where Specifiction places it
- Commercial Loan Software#3 of 197.7
- Financial Services CRM Software#17 of 287.8