Home

/

Loan Origination Software

/

LendingWise

LendingWise 2026: Benefits, Features & Pricing

Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee.

How Software Advice ensures transparency

Software Advice lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Users can talk to our advisors for free to receive software recommendations matching their needs. Software providers pay us for sponsored profiles to reach users interested in their products.

How Software Advice verifies reviews

Software Advice carefully verified over 2 million reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

Independent research methodology

Researchers at Software Advice use a mix of verified reviews, independent research, and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or talk to an advisor, this has no influence on our research or methodology.

On this page
  • Overview
  • Pricing and Plans
  • Features
  • Integrations
  • User Reviews

Overview

LendingWise
LendingWise
4.6
(72)

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

0
0
1
2
3
4
5

LendingWise Pricing and Plans

Starting price: $149.00 per month
Free Trial
Free Version

Basic

$149.00

per user, per month

No plan information available

    LendingWise Features

    • Popular features found in Loan Origination
      Audit Trail
      Automated Decisioning/Underwriting
      Compliance Management
      Customer Management
      Electronic Signature
      Financial Analysis
      Loan Management
      Loan Portfolio Management
      Online Applications
      Payment Collection
      Workflow Management
    • More features of LendingWise
      Accounting
      Activity Dashboard
      Activity Tracking
      Alerts/Notifications
      Amortization Schedule
      API
      Approval Process Control
      Borrower Management
      Client Database
      Client Management
      Client Portal
      Commercial Mortgages
      Communication Management
      Configurable Workflow
      Contact Management
      Credit Reporting
      CRM
      Customer Database
      Customer Statements
      Customizable Branding
      Customizable Reports
      Customizable Templates
      Data Import/Export
      Digital Signature
      Document Management
      Document Storage
      Document Templates
      Electronic Applications
      Escrow Management
      Financial Management
      For Borrowers
      For Brokers
      Government Loans
      HUD Settlement Statements
      Lead Management
      Lender Search
      Loan Origination
      Loan Processing
      Loan Servicing
      Marketing Automation
      Multi-Branch
      Multi-Company
      Outsource Processing
      Payment Tracking
      Pipeline Management
      Pre-Qualification
      Pricing Management
      Promissory Notes
      Property Tax Management
      Real-Time Reporting
      Refinance Management
      Reminders
      Reporting & Statistics
      Residential Mortgages
      Rules-Based Workflow
      Search/Filter
      Secure Data Storage
      Self Service Portal
      Status Tracking
      Task Management
      Task Scheduling
      Template Management
      Third-Party Integrations
      Third Party Loan Origination
      Transaction History
      Visual Presentation

    LendingWise Integrations

    Zapier
    Zapier
    Twilio
    Twilio
    HubSpot CRM
    HubSpot CRM
    Google Docs
    Google Docs
    Plaid
    Plaid
    MeridianLink Mortgage
    MeridianLink Mortgage

    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's profile

    Robert W.

    Verified reviewer

    Financial Services

    2-10 employees

    Used daily for less than 12 months

    Review source

    Reviewed August 2018

    LendingWise Review

    4

    Excellent

    Ratings Breakdown

    4
    Ease of use
    5
    Value for money
    5
    Customer support
    4
    Functionality
    icon
    Pros:
    Ease of use and affordability , dashboard view is well done also
    Cons:
    Would like to see mor statatistical info availability on current and past pipeline which they are working on

    Read More

    AL

    Anton L.

    Verified reviewer

    Commercial Real Estate

    2-10 employees

    Used daily for less than 12 months

    Review source

    Reviewed 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

    5
    Ease of use
    4
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    The appropriate terms in the portal and their quick response to help solve user issues. The drop-down options are precise with industry verbiage.
    Cons:
    The cost. Its just wishful thinking from a company as small as ours to have software at a lower price.

    Reasons for switching to LendingWise

    Lending wise is more interactive. More features to utilize.

    Read More

    JW

    Joe W.

    Verified reviewer

    Law Practice

    11-50 employees

    Used daily for more than 2 years

    Review source

    Reviewed 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

    5
    Ease of use
    1
    Customer support
    3
    Functionality
    icon
    Pros:
    Ease of use and it is cloud based
    Cons:
    Customer service vs implementation of changes.Sluggish.

    Read More

    AW

    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

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    The automated doc collection and real-time pipeline views are lifesavers. I also love how easy it is to get borrower info using the quick and full app forms. Everything is super organized and efficient.
    Cons:
    There’s a bit of a learning curve at first, especially with all the customization options. But once you get used to it, it flows really well.

    Reasons for switching to LendingWise

    More intuitive CRM and connection with Go High Level.

    Read More

    Bn

    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

    4
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    [sensitive content hidden] and the staff so far help in anyway possible to get you up and running lots of directions and info to help you
    Cons:
    The set up takes time you need patince but it is worth it , lots of great values adds in the system

    Reasons for switching to LendingWise

    better system and more fuctions within the system

    Read More

    PB

    Peter B.

    Verified reviewer

    Real Estate

    11-50 employees

    Used daily for less than 6 months

    Review source

    Reviewed 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

    3
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    The support from the team makes everything worth it. They are very attentive and helpful in sorting out issues
    Cons:
    There are some bugs and confusion on the UX where some actions shown in the app are actually not available but show as being available. Examples are fields and sections shown to update and edit actually don't change.

    Reasons for choosing LendingWise

    ease of onboarding and feature sets made it a good it

    Read More

    SE

    Sheila E.

    Verified reviewer

    Financial Services

    2-10 employees

    Used daily for less than 6 months

    Review source

    Reviewed 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

    3
    Ease of use
    4
    Value for money
    5
    Customer support
    2
    Functionality
    icon
    Pros:
    My favorite part of the software is [SENSITIVE CONTENT], my developer! I love being able to load my own forms into the system and through "merge tags" auto populate for the paper file w/o me handwriting 5 forms for every borrower. I like the email wizard and auto populating the file/borrower specific information for standard emails like doc prep request or title search request and wires. I REALLY like the idea of the software automation sending a reminder text/email to myself and my borrower a few days prior to payment due date monthly, a reminder email about insurance expiration and loan maturity.
    Cons:
    Our sale rep was great but over promised and undelivered on the key features we were looking for because they are still in the development stage (giving the benefit of the doubt on team communication). My onboarding was difficult at best but [SENSITIVE CONTENT] has managed to salvage my thoughts on LW and is working to make it everything I need (and thought) it to be. Some of the features I mentioned in the Pros section are active but have several bugs or incomplete follow thru. At this time, payment reminders don't happen the way they are supposed to but [SENSITIVE CONTENT] has given me a "work around" for now but requires double entry. All of the automation I set up is mostly turned off at this time in an effort to let development catch up with the glitches. And I guess the last thing is probably the lack of real reports. You can search from the pipeline but it only exports to Excel.

    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.

    Read More

    GM

    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

    4
    Ease of use
    4
    Value for money
    4
    Customer support
    4
    Functionality
    icon
    Pros:
    Friendly use of software. I have been with LendingWise for almost 20 years . It is definitely the best in the industry.
    Cons:
    I can see there is a few glitches and updates that need to be taken care off. For example 4506 C form and other lender Docs.

    Read More

    EM

    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

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    it's an incredibly intuitive and user-friendly platform
    Cons:
    It refreshes a lot and I have log back in

    Read More

    BC

    Bill C.

    Verified reviewer

    Commercial Real Estate

    2-10 employees

    Used daily for less than 2 years

    Review source

    Reviewed 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

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    Highly customizable workflows and forms Secure borrower portals for real-time updates Automated document requests and e-signatures
    Cons:
    Not a full CRM Steeper learning curve for initial setup cluttered at times for new users Reporting features could be more

    Read More

    Showing 1 - 10 of 72 Reviews

    See what companies are saying about Software Advice