Freedom251 › Mortgage Loan Origination Software
LendingWise
What LendingWise is
LendingWise is a cloud platform for private and commercial lenders or brokers managing loans from application through servicing and funds. Its CRM and loan-origination tools support bridge, fix-and-flip, rental or DSCR, construction, CRE, business funding, SBA, MCA, and equipment lending. Borrowers can use configurable Quick App and Full App forms, while lenders generate documents and send them for electronic signatures. An AI review agent checks uploaded files against configured pass, fail, and verification-needed rules. Payment tracking includes daily interest accrual and ACH collections; construction workflows cover draw requests, inspections, releases, and holdbacks. Fund management includes investor statements, tax summaries, capital accounts, participations, and distributions. Integrations include Salesforce, HubSpot, Pipedrive, Plaid, Zapier, and webhooks. LendingWise offers web and API access, implementation support, compliance workflows, portals, and audit trails. Plans start at $119 a month for one back-office user, with a 15-day trial.
Who it suits
It suits private or commercial lenders and brokers handling varied loan products, servicing, construction draws, or investor funds. Teams needing configurable workflows, portals, and integrations may find its feature set relevant.
What it does well
- AI checks uploaded documents against configured rules
- Supports origination, servicing, draws, and fund management
- Configurable borrower and lender application forms
- Includes integrations, portals, and audit trails
- 15-day trial on every plan
What to know first
- No free plan
- No mobile app yet
- Starter tier allows one back-office user
- Advanced configurations may require several weeks of training
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Starter Trial | 1 back-office user · Quick App and Full App · built-in documents and forms with unlimited e-sign · dashboard and pipeline · customizable fields, workflows, documents, and loan stages · loan status and document upload portal | $119 a month |
| Elite Trial | 20 back-office or loan officer users · unlimited branches · custom fields · IP address access control · loan servicing · white label · Open API | $1,595 a month |
| Pro Trial | 5 back-office or loan officer users · unlimited brokers · borrower, broker, and loan officer portals · unlimited soft pull · workflow automation and webhooks · integrations · lender marketplace and deal room | $600 a month |
| Enterprise | Custom user count and permissions · custom portals, forms, modules, and calculations · custom integrations · data migration may incur an additional fee | On request |
As lendingwise.com lists them, read 5 Oct 2026. The maker's own page has the final word.
Verdict
LendingWise brings lending CRM, origination, servicing, draw, and fund workflows into one platform. Its paid plans, user limits, and lack of a mobile app are important considerations.
Facts from LendingWise's own pages
- AI document review
- Its AI document review agent checks uploaded files in real time against configured pass, fail, and verification-needed rules. · lendingwise.com, 5 Oct 2026
- Audience
- The platform is built for private and commercial lenders or brokers and supports loan types including bridge, fix-and-flip, rental/DSCR, construction, CRE, business funding, SBA, MCA, and equipment. · lendingwise.com, 5 Oct 2026
- Company history
- The company says it rebranded and launched the LendingWise LOS and CRM platform in 2017, after an earlier marketplace business began in 2006. · lendingwise.com, 5 Oct 2026
- Founded
- 2017 · lendingwise.com, 28 Sept 2026
- Fund management
- Fund tools include investor statements and tax package summaries, capital accounts, loan participations, and reviewed distributions. · lendingwise.com, 5 Oct 2026
- Integrations
- The integrations page lists providers and tools including Salesforce, HubSpot, Pipedrive, Lightning Docs, HouseCanary, CoreLogic, Experian, Plaid, Zapier, and webhooks. · lendingwise.com, 5 Oct 2026
- Mobile availability
- The pricing FAQ says there is no mobile app yet, while key application pages are mobile responsive. · lendingwise.com, 5 Oct 2026
- Origination
- Borrowers can apply through configurable Quick App and Full App web forms, while lenders can generate documents from loan files and send them for e-signature. · lendingwise.com, 5 Oct 2026
- Plan limits
- The listed paid tiers include 1, 5, and 20 back-office or loan officer users for Starter, Pro, and Elite respectively; Enterprise allows a custom user count. · lendingwise.com, 5 Oct 2026
- Product
- LendingWise describes itself as an AI-powered platform for the loan lifecycle, combining CRM, loan origination, servicing, draw management, fund management, and integrations. · lendingwise.com, 5 Oct 2026
- Security
- LendingWise says it is hosted 100% on AWS, aligned with SOC 2 and PCI compliance, and that customer data is encrypted and backed up daily. · lendingwise.com, 5 Oct 2026
- Servicing and draws
- The platform describes payment tracking with daily interest accrual and ACH collections, plus construction draw requests, inspections, fund release, and holdback tracking. · lendingwise.com, 5 Oct 2026
- Support and onboarding
- The company offers implementation and training, and says basic training or self-help materials can get teams running in days; advanced configurations may take several weeks of training. · lendingwise.com, 5 Oct 2026
- Trial and billing
- Every plan starts with a 15-day free trial, and subscriptions are month-to-month with quarterly or annual options at discounted pricing. · lendingwise.com, 5 Oct 2026
Where LendingWise stands on Freedom251
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