LendingWise
LendingWise: A specialized lending CRM with workflows, portals, documents, servicing, and reporting. Ranked #12 of 28 in Financial Services CRM Software by our editors (8.0/10); pricing: Paid; best for lenders needing loan operations workflows.
At a glance
- Editor score8.0 / 10
- PricingPaid
- Best forLenders needing loan operations workflows
- Free planNo
- Paid from$119.17/user/mo
- Compliance workflowsYes
- Founded2017
- Facts checked20 Sep 2026
Where it wins
- Configurable loan stages, workflows, and required-document rules
- Portals, document collection, e-signatures, and deal rooms
- Loan servicing, payments, audit logging, and reporting in one platform
Where it doesn't
- Web-only deployment limits platform coverage
- No free plan, with Starter beginning at $119.17 annually billed
- Email syncing is described as upcoming rather than available
Our verdict on LendingWise
LendingWise is a cloud-based CRM and loan origination platform for private lenders, brokers, and lending teams. It covers the lending lifecycle from webform and CRM intake through processing, funding, servicing, and reporting. Contact management supports borrowers, brokers, investors, and other business contacts, while customizable pipelines, loan stages, document rules, portals, and compliance-date views support day-to-day loan operations. It is suited to teams handling bridge, fix-and-flip, construction, CRE, SBA, MCA, and business funding products.
Pricing is organized around Starter, Pro, and Elite Trial plans with different billing periods. Starter includes point-of-sale forms, built-in documents and forms with unlimited e-sign, a dashboard, pipeline, contact manager, customizable fields and workflows, required documents, loan stages, and a loan status and document upload portal. It costs $134 per user per month with quarterly billing, $130 with semi-annual billing, or $119.17 with annual billing. Pro costs $675 per month quarterly, $637.50 semi-annually, or $600 annually, adding borrower, broker, and loan officer portals, workflow automation with webhooks, bulk email marketing, third-party integrations, a lender marketplace, deal room, and a website template with free hosting. Elite Trial includes 20 users, unlimited branches, custom fields, IP address access control, loan servicing, white label, and Open API, with quarterly and semi-annual prices listed.
The platform’s strongest fit is a lending operation that needs more than contact and pipeline tracking. Conditional workflows, automated document collection, encrypted uploads, task and calendar views, marketplace features, servicing, payments, draw management, and audit history create broad lifecycle coverage. Integrations include Salesforce, HubSpot, Zoho CRM, Pipedrive, Microsoft Dynamics, Zapier, Plaid, and lending-specific services. However, deployment is web-only, and email synchronization is described as upcoming. Teams seeking a lending-focused operating system should consider LendingWise; organizations wanting a simpler CRM or broader platform coverage may prefer an alternative.
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LendingWise pricing
All 4 LendingWise plans and prices →
LendingWise fact sheet
| Free plan | No |
|---|---|
| Paid from | $119.17/user/mo |
| Compliance workflows | Yes |
| Opportunity management | Yes |
| Client portal | Yes |
| Audit trail | Yes |
| Deployment | Cloud |
| Email and calendar sync | Not verified |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | SOC 2, ISO 27001, PCI DSS, 2FA |
| Support | Email, Live chat, Phone, Tickets, Community, Docs |
| Built for | Solo, Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 19 integrations: CIX, LendingTree, Candy Leads, Salesforce, Velocify, Zoho CRM … See all → |
| Pricing | Paid (source) |
| Website | lendingwise.com |
| Facts checked | 20 Sep 2026 |
LendingWise integrations
LendingWise lists 19 integrations on its own site.
- CIX
- LendingTree
- Candy Leads
- Salesforce
- Velocify
- Zoho CRM
- HubSpot
- Pipedrive
- Microsoft Dynamics
- Zapier
- Plaid
- Envestnet Yodlee
- Trinity
- CFSI Loan Management
- Land Gorilla
- Xactus
- Mercury Network
- Richer Values
- Webhooks
See all LendingWise integrations →
Alternatives to LendingWise
- Salesforce Financial Services CloudA financial-services CRM with deep workflows, compliance controls, and enterprise pricing.9.3
- Zoho CRMFlexible CRM coverage at a low entry price, with limited financial-services specialization.9.0
- Creatio CRMA broad, configurable CRM for teams that need cross-functional automation.8.9
See all LendingWise alternatives →
Also Ranked In
LendingWise is ranked in 2 of our directories.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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