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Managing loans manually is a nightmare.
If you’re a mortgage broker or lender, you deal with:
Complex compliance requirements
Document collection chaos
Manual borrower communication
Pipeline tracking challenges
Team coordination issues
That’s where LendingWise comes in.
It’s not just a CRM — it’s a complete loan origination and mortgage automation system.
In this in-depth review, we’ll cover:
What LendingWise does
Core features explained
Pricing breakdown (with annual savings)
Who should choose Starter vs Pro vs Elite
Pros & cons
FAQs
Final verdict
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LendingWise is a cloud-based mortgage CRM and Loan Origination System (LOS).
It allows brokers and lenders to:
Manage borrower applications
Automate document collection
Track loan pipelines
Communicate with clients
Ensure regulatory compliance
Manage team workflows
Unlike basic CRMs, LendingWise is built specifically for the mortgage industry.
From application to closing:
Borrower intake
Document uploads
Underwriting workflow
Status tracking
Compliance checks
Everything in one platform.
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Clients can:
Upload documents securely
Track application status
Communicate directly
Complete tasks online
This reduces back-and-forth emails dramatically.
Manage:
Multiple loan officers
Performance tracking
Commission structures
Task assignments
Workflow automation
Perfect for growing mortgage teams.
LendingWise helps ensure:
Regulatory compliance
Accurate reporting
Organized documentation
Audit readiness
Critical for serious lenders.
Automated notifications
Email workflows
Data syncing
Third-party integrations
This improves operational efficiency significantly.
Let’s break down your affiliate offers.
Switching to yearly billing unlocks 20% savings.
👉 Subscribe Annually & Save 20% on LendingWise
Best for long-term teams.
Ideal for small brokers or solo officers.
👉 Start Starter Trial – $119.17/Month & Grow Today
Perfect for:
Independent brokers
Small teams
Growing practices
Designed for scaling teams.
👉 Upgrade to Pro Plan – $600/Month & Scale Your Team
Best for:
Multi-officer teams
Growing brokerages
Mid-size lending firms
Enterprise-level mortgage solution.
👉 Start Elite Plan – $1,595/Month & Scale Big
Best for:
Large brokerages
Enterprise lenders
High-volume operations
Built specifically for mortgage industry
Full LOS + CRM combination
Automated borrower portal
Compliance support
Team management tools
20% annual savings
Higher price than generic CRMs
Overkill for very small operations
Requires onboarding time
Organize clients and automate applications.
Manage pipeline and officer performance.
Centralize loan origination processes.
Scale operations with compliance-ready infrastructure.
Yes, it combines CRM + Loan Origination System functionality.
Yes, the Starter plan is designed for smaller operations.
Yes, especially in Pro and Elite plans.
Yes, 20% OFF when billed yearly.
For serious mortgage professionals, absolutely — automation alone can justify the cost.
If you're serious about scaling a mortgage brokerage or lending operation, LendingWise offers a powerful all-in-one solution.
For solo brokers, start with Starter.
For growing teams, Pro offers strong scalability.
👉 Upgrade to Pro & Scale Your Team Now
And if you're operating at enterprise level, Elite delivers full power.
