LendingWise 2026: Benefits, Features & Pricing
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- Overview
- Pricing and Plans
- Features
- Integrations
- User Reviews
Overview
Pricing
Starting at $149.00 per month
About LendingWise
LendingWise is a cloud-based customer relationship management (CRM) and loan origination software which enables lenders of all sizes to automate complete loan management life cycle.
A unified solution, LendingWise allows asset management, loss mitigation, draw management and more via a custom dashboard. Prime features of the platform include resources management, loan applications setup, e-sign ready documents, online document portal, progress tracker, auto document generator, Automated Clearing House (ACH) and draw management with funds control. Additionally, the product offers an inspector portal, funds control, draw request and a mobile application.
LendingWise integrates with various vendors and also enables users to manage foreclosure, loan modifications and risk analysis. The pricing of the solution is available on request and support is extended via phone, email and online help desk.
LendingWise Screenshots

LendingWise Pricing and Plans
Basic
$149.00
No plan information available
LendingWise Features
- Popular features found in Loan OriginationAudit TrailAutomated Decisioning/UnderwritingCompliance ManagementCustomer ManagementElectronic SignatureFinancial AnalysisLoan ManagementLoan Portfolio ManagementOnline ApplicationsPayment CollectionWorkflow Management
- More features of LendingWiseAccountingActivity DashboardActivity TrackingAlerts/NotificationsAmortization ScheduleAPIApproval Process ControlBorrower ManagementClient DatabaseClient ManagementClient PortalCommercial MortgagesCommunication ManagementConfigurable WorkflowContact ManagementCredit ReportingCRMCustomer DatabaseCustomer StatementsCustomizable BrandingCustomizable ReportsCustomizable TemplatesData Import/ExportDigital SignatureDocument ManagementDocument StorageDocument TemplatesElectronic ApplicationsEscrow ManagementFinancial ManagementFor BorrowersFor BrokersGovernment LoansHUD Settlement StatementsLead ManagementLender SearchLoan OriginationLoan ProcessingLoan ServicingMarketing AutomationMulti-BranchMulti-CompanyOutsource ProcessingPayment TrackingPipeline ManagementPre-QualificationPricing ManagementPromissory NotesProperty Tax ManagementReal-Time ReportingRefinance ManagementRemindersReporting & StatisticsResidential MortgagesRules-Based WorkflowSearch/FilterSecure Data StorageSelf Service PortalStatus TrackingTask ManagementTask SchedulingTemplate ManagementThird-Party IntegrationsThird Party Loan OriginationTransaction HistoryVisual Presentation
LendingWise Integrations
See all 10 integrations
LendingWise User Reviews
Overall Rating
4.6
Ratings Breakdown
5
78%
4
13%
3
7%
2
1%
1
1%
Secondary Ratings
Ease of Use
4.4
Value for money
4.5
Customer support
4.5
Functionality
4.4

Robert W.
Verified reviewer
Financial Services
2-10 employees
Used daily for less than 12 months
Review sourceReviewed August 2018
LendingWise Review
4
Excellent
Ratings Breakdown
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Anton L.
Verified reviewer
Commercial Real Estate
2-10 employees
Used daily for less than 12 months
Review sourceReviewed May 2025
Tartt Venture
5
Very good experience so far. I was glad to complete a survey and would like to thank the employees over there for all that you do.
Ratings Breakdown
Reasons for switching to LendingWise
Lending wise is more interactive. More features to utilize.
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Joe W.
Verified reviewer
Law Practice
11-50 employees
Used daily for more than 2 years
Review sourceReviewed October 2022
Day to day use
3
I have used this product from 2 law firms.Daigle Law and Forghany Law.While the product itself works 90% of what is needed. The remaining 10% is very difficult to get customer service to implement. They are quick to take my concerns over the phone and by zoom. However almost never end up with any results. Not even as far as calling and even telling me it can't be done at this time; or here's a way around to resolve what you need. Customer service rarely calls me back. I have always needed to call customer service to follow up. Because the firm is a place of business, I don't have time to hound customer service and then having to reiterate the history of the call. Obviously if customer service calls me back, they know the concern. It is so frustrating that I continue to work with the limitations of loan post (mod post). While I normally would accept these limitations, LendingWise continues to tell me that changes can be done. In short, nothing gets done and I've grown tired of asking.
Ratings Breakdown
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Aidan W.
Verified reviewer
Financial Services
11-50 employees
Used daily for less than 6 months
Reviewed May 2025
Huge Time Saver for Private Lenders
5
It’s been a great experience overall. As a private lender/originator, it helps me move faster, stay organized, and spend less time on admin work. Plus, [sensitive content hidden] and his team are super responsive and always improving the platform.
Ratings Breakdown
Reasons for switching to LendingWise
More intuitive CRM and connection with Go High Level.
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Bill n.
Verified reviewer
Consumer Services
2-10 employees
Used daily for less than 6 months
Reviewed June 2025
Owner and new user
5
so far so good with it and sums it all up in one system pretty neet system and will great great in the end
Ratings Breakdown
Reasons for switching to LendingWise
better system and more fuctions within the system
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Peter B.
Verified reviewer
Real Estate
11-50 employees
Used daily for less than 6 months
Review sourceReviewed April 2025
One of the best LOS on the market
5
One of the best softwares on the market for LOS. If you are a private lender, this platform has it all.
Ratings Breakdown
Reasons for choosing LendingWise
ease of onboarding and feature sets made it a good it
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Sheila E.
Verified reviewer
Financial Services
2-10 employees
Used daily for less than 6 months
Review sourceReviewed October 2022
Work in Progress
4
Extremely difficult beginning to the point I second guessed my purchase. The last 2 month are getting better although still some aggravation lingers. I gave myself 6 months to fully absorb and use every aspect of the software before making a change. I am hopeful that with [SENSITIVE CONTENT] help, LendingWise will evolve into what I was promised and turn out to be my long haul software. Fingers crossed.
Ratings Breakdown
Reasons for choosing LendingWise
Cost was a big factor, but, my sales rep was very engaging. My recent background was in Real Estate...not mortgage, let alone Private Lending. He had a background in Real Estate, he said he did some self funded private lending as well as worked with a group of private investors and seemed to have a great deal of knowledge where I fell short. He was able to explain alot of the "gray" areas and I felt like he spoke my language. I was excited to get started and with it being the least expensive of all the products I felt like that was icing on the cake.
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George M.
Verified reviewer
Executive Office
Self-Employed
Used daily for more than 2 years
Reviewed May 2025
HR Processing LW Rewiew
5
overall great. lending wise staff is always ready to assist if you ever have a question or any issues.
Ratings Breakdown
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Edgar M.
Verified reviewer
Real Estate
2-10 employees
Used daily for less than 12 months
Reviewed May 2025
A User-Friendly Platform That Simplifies Document Management
5
The platform allows for quick uploads, and the organization of documents is logical and efficient. This has significantly reduced the time I spend managing paperwork, allowing me to focus more on my clients and less on administrative tasks.
Ratings Breakdown
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Bill C.
Verified reviewer
Commercial Real Estate
2-10 employees
Used daily for less than 2 years
Review sourceReviewed May 2025
A GREAT SYSTEM!
5
LendingWise is a powerful, purpose-built solution for Brokers and Lenders looking for a loan origination system. Its customization, automation capabilities, and integrated tools make it a good choice for my brokerage.
Ratings Breakdown
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