--- title: "LendingWise Software Reviews, Demo & Pricing - 2026" description: "Review of LendingWise Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/loan-servicing/lendingwise-profile/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [Loan Origination Software](https://www.softwareadvice.com/loan-origination/) / LendingWise 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. Overview [Reviews](https://www.softwareadvice.com/loan-origination/lendingwise-profile/reviews/)[Alternatives](https://www.softwareadvice.com/loan-origination/lendingwise-profile/alternatives/) # LendingWise Review From $149/month Free trial 1 plan On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview LendingWise 4.6 [(72)](https://www.softwareadvice.com/loan-origination/lendingwise-profile/reviews/) Pricing Starting at $149.00 per user 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 User Interface ## Popular LendingWise Alternatives Main Product LendingWise 4.6 [(72)](https://www.softwareadvice.com/loan-origination/lendingwise-profile/reviews/) Ratings Breakdown - 4.44Ease of use - 4.46Value for money - 4.53Customer support - 4.38Functionality Pricing Starting at $149.00 per month Alternative Product [The Mortgage Office](https://www.softwareadvice.com/crm/the-mortgage-office-profile/) 4.8 [(288)](https://www.softwareadvice.com/crm/the-mortgage-office-profile/reviews/) Ratings Breakdown - 4.72Ease of use - 4.69Value for money - 4.78Customer support - 4.73Functionality Pricing Available upon request Alternative Product [Creatio CRM](https://www.softwareadvice.com/crm/bpmonline-profile/) 4.7 [(150)](https://www.softwareadvice.com/crm/bpmonline-profile/reviews/) Ratings Breakdown - 4.65Ease of use - 4.64Value for money - 4.65Customer support - 4.65Functionality Pricing Starting at $40.00 per month Alternative Product [LOAN SERVICING SOFT](https://www.softwareadvice.com/loan-origination/loan-servicing-soft-profile/) 5.0 [(14)](https://www.softwareadvice.com/loan-origination/loan-servicing-soft-profile/reviews/) Ratings Breakdown - 4.92Ease of use - 5.0Value for money - 5.0Customer support - 5.0Functionality Pricing Starting at $500.00 per month Alternative Product [TaskSuite](https://www.softwareadvice.com/loan-servicing/tasksuite-profile/) 4.8 [(6)](https://www.softwareadvice.com/loan-servicing/tasksuite-profile/#reviews) Ratings Breakdown - 4.50Ease of use - 4.50Value for money - 4.33Customer support - 4.83Functionality Pricing Available upon request Alternative Product [HES LoanBox](https://www.softwareadvice.com/debt-collection/hes-loanbox-profile/) 4.9 [(36)](https://www.softwareadvice.com/debt-collection/hes-loanbox-profile/#reviews) Ratings Breakdown - 4.92Ease of use - 4.88Value for money - 4.97Customer support - 4.91Functionality Pricing Starting at $75000.00 per year ## 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 Dashboard 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 Integration rated undefined from -1 review Twilio Integration rated undefined from -1 review HubSpot CRM Integration rated undefined from -1 review Google Docs Integration rated undefined from -1 review Plaid Integration rated undefined from -1 review MeridianLink Mortgage Integration rated undefined from -1 review See all 10 integrations ## LendingWise User Reviews ## LendingWise customer ratings - Overall rating: 4.6/5 - Total reviews: 72 ### Rating distribution - 5 stars: 56 reviews (78%) - 4 stars: 9 reviews (13%) - 3 stars: 5 reviews (7%) - 2 stars: 1 reviews (1%) - 1 star: 1 reviews (1%) ### Secondary ratings - Ease of use: 4.4/5 - Value for money: 4.5/5 - Customer support: 4.5/5 - Functionality: 4.4/5 --- ### LendingWise Review - Overall rating: 4/5 - Reviewer: Robert W. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: August 2018 - Review source details: This review was submitted organically. No incentive was offered Excellent #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### 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 --- ### Tartt Venture - Overall rating: 5/5 - Reviewer: Anton L. - Verified reviewer: Yes - Industry: Commercial Real Estate - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: May 2025 - Review source details: This review was submitted organically. No incentive was offered 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 - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Day to day use - Overall rating: 3/5 - Reviewer: Joe W. - Verified reviewer: Yes - Industry: Law Practice - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: October 2022 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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 - Ease of use: 5/5 - Customer support: 1/5 - Functionality: 3/5 #### Pros Ease of use and it is cloud based #### Cons Customer service vs implementation of changes.Sluggish. --- ### Owner and new user - Overall rating: 5/5 - Reviewer: Bill n. - Verified reviewer: Yes - Industry: Consumer Services - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: June 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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 - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### Huge Time Saver for Private Lenders - Overall rating: 5/5 - Reviewer: Aidan W. - Verified reviewer: Yes - Industry: Financial Services - Company size: 11-50 employees - Product usage: Used daily for less than 6 months - Reviewed: May 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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 - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### One of the best LOS on the market - Overall rating: 5/5 - Reviewer: Peter B. - Verified reviewer: Yes - Industry: Real Estate - Company size: 11-50 employees - Product usage: Used daily for less than 6 months - Reviewed: April 2025 - Review source details: This review was submitted organically. No incentive was offered One of the best softwares on the market for LOS. If you are a private lender, this platform has it all. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### Work in Progress - Overall rating: 4/5 - Reviewer: Sheila E. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: October 2022 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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 - Ease of use: 3/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 2/5 #### 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. --- ### HR Processing LW Rewiew - Overall rating: 5/5 - Reviewer: George M. - Verified reviewer: Yes - Industry: Executive Office - Company size: Self-Employed - Product usage: Used daily for more than 2 years - Reviewed: May 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. overall great. lending wise staff is always ready to assist if you ever have a question or any issues. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### 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. --- ### A User-Friendly Platform That Simplifies Document Management - Overall rating: 5/5 - Reviewer: Edgar M. - Verified reviewer: Yes - Industry: Real Estate - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: May 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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 - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros it's an incredibly intuitive and user-friendly platform #### Cons It refreshes a lot and I have log back in --- ### A GREAT SYSTEM! - Overall rating: 5/5 - Reviewer: Bill C. - Verified reviewer: Yes - Industry: Commercial Real Estate - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: May 2025 - Review source details: This review was submitted organically. No incentive was offered 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 - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- Showing 1 - 10 of 72 Reviews [See All Reviews](https://www.softwareadvice.com/loan-origination/lendingwise-profile/reviews/) ## LendingWise Popular Comparisons [Mortgage Automator vs LendingWise](https://www.softwareadvice.com/loan-origination/lendingwise-profile/vs/mortgage-automator/)[BNTouch Mortgage CRM vs LendingWise](https://www.softwareadvice.com/crm/bntouch-profile/vs/lendingwise/)[The Mortgage Office vs LendingWise](https://www.softwareadvice.com/loan-origination/lendingwise-profile/vs/the-mortgage-office/)[Calyx Point vs LendingWise](https://www.softwareadvice.com/loan-origination/calyx-software-profile/vs/lendingwise/)[Encompass vs LendingWise](https://www.softwareadvice.com/compare/76638-lendingwise/vs/133471-Encompass360/) [Compare All Alternatives](https://www.softwareadvice.com/loan-origination/lendingwise-profile/alternatives/) ## See what companies are saying about Software Advice