LendingWise review
A specialized lending CRM with workflows, portals, documents, servicing, and reporting.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
LendingWise pros and cons
- 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
LendingWise fact sheet, pricing and score →
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