The LendingWise CRM & LOS platform was built to help manage the entire lending tech stack from CRM, LOS, servicing & deal placement. Organizations can now deploy a lending platform in days vs months compared to many off the shelf providers or choosing to custom build your own software solution. No other software provides as many features and functionality out of the box, like LendingWise

The platform can deploy in minutes and works out of the box. With some basic training via our white glove implementation & training service, self help knowledge base & Video Library, you & your team will be up and running in days. However, for detailed configurations likely needed for private lenders or institutional lenders, expect to invest several weeks in training to learn the advanced configurations. For unique customization requirements, expect a 2-4 week turn around time depending on the complexity of your requirements.

The short answer is Yes, however it depends on the data integrity and cleansiness. Data Migration is never a simple transfer process and delicate care must be taken to ensure data format and accuracy remains in tact. We have done migrations from all major systems, including associated file attachments.

We work with large institutions with strict vendor requirements followed under SOC 2 & ISO 27001. Following these requirements is made possible by hosting our application 100% on AWS. In short your data is encrypted, backed up daily & we follow strict privacy policies to not share your data with 3rd parties.

We do not have a mobile app yet, but we ensure the most important pages of the application are mobile responsive providing a smooth user experience for borrowers, brokers and all parties involved with your loans.

We have over 1000+ fields related to numerous loan types for personal & business purpose loans backed by real estate, equipment, & other collateral types. Customize your own loan programs & set the required fields, docs, guidelines, etc… Or Choose from numerous Pre-built Loan Programs like fix & flip, rental loans, construction, bridge, CRE, SBA, MCA, & business funding.

We offer 2 options on white labeling… Enterpise white label plan will make the entire application work on your domain like app.yourdomain.com, remove Fueled By LedingWise logo from webforms, and ensure all emails send from your domain.

Additionally, you can have a lite white label plan that only handles the email and removal of fueled by LendingWise logo.

You can create unlimited users for brokers & borrowers at no additional cost. Those users can submit deals via online web forms and check doc & loan status via the loan’s dedicated, encrypted URL. If you want borrowers to login to their portal, they need an active user seat. Borrowers can always login to their loan portal at no extra cost. 

We do not believe in forcing annual contracts on our clients. We offer month to month contracts with quarterly or annual options available for discounted pricing.