- Custom Workflows
- Audit Trail
- Compliance Management
- Workflow Management
- Mobile Access
Streamlining the loan process, from start to finish.
(5 ratings)
LendingWise offers custom pricing plan
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9.1/10
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LendingWise's Loan Origination Software makes it simple to process applications from start to finish. Its Q&A-based interface helps borrowers fill out their application and an integrated document management system allows user to store and manage customer documentation throughout the life ... Read More
Custom workflows are a feature often found in various software applications, allowing users to automate and customize their work processes to suit their individual needs. This feature allows users to streamline their workflow according to their specific requirements, making it easier and more efficient to manage tasks and projects. With custom workflows, users can define and set up a series of automated actions that can be triggered by specific events, such as the completion of a task or the receipt of an email. These workflows can be tailored to the unique needs
An audit trail is a step-by-step sequential record that offers evidence of a financial transaction's documented history back to its source. With the use of the audit trail, an auditor can track the financial data of a specific transaction from the general ledger to its source document. Audit Trail is a live record of changes on your site – it keeps a log of everything that’s ever happened. Any changes made to properties, taxonomies, terms or users will automatically be recorded in the audit trail table. This includes the changes which are not visible to the end user: updating unpublished post or pages, deleting archived items, editing user profiles, etc.
Managers plan, coordinate, regulate, and lead operations that assure compliance with laws and standards through compliance management. It is the process of continuously monitoring and evaluating systems to verify that they meet industry and security standards and corporate and regulatory policies and mandates. This entails assessing infrastructure to detect noncompliant systems due to regulatory, policy, or standard changes, misconfiguration, or other factors. Noncompliance can lead to penalties, security breaches, certification revocation, and other company consequences. Staying on top of compliance changes and updates keeps your business processes running smoothly and saves you money.
Workflow is a collection of tasks that work together to process a batch of data. A workflow encompasses everything from creating assets to integrating them into a digital solution, submitting them for approval, and altering them in the context of asset management. Workflow management is the process of planning, organizing, and carrying out the actions necessary to achieve a goal. Workflow management is concerned with the order in which events occur. Once one step is finished, the next can be started, and so on. Workflow management is best for repeatable procedures and objectives since it is repetitive.
Real-time data gathering and transfer between the jobsite and project managers at the office is possible with mobile access. Employees on the jobsite can submit timecards, daily reports, requests for information (RFIs), work records, modification orders, and other validated paperwork using cloud-based systems. Let's face it: maintaining records on paper is inconvenient and ineffective. It's a idle approach to get vital data and information like daily reports into the hands project managers who rely on that information to keep a project on track and within budget. Information may flow in real time with mobile solutions, and documents can be documented with date and timestamps, GPS location data, and digital signatures to verify correctness and validity.
A legal means of obtaining permission or approval on electronic documents or forms is to use an electronic signature, often known as an e-signature. It can be used to replace a handwritten signature in practically any process. An e-Signature is an electronic version of your handwritten signature. It's currently the most widely accepted format for signing documents electronically in legal transactions. eSignatures also eliminate the need for printing and scanning of signed documents. With its intuitive design and easy navigation, e-signature makes it quick and painless to sign contracts – providing a limited amount of space for adding a signature as well as using selectable graphics and line patterns.
Client management, also referred to as customer management, is a crucial aspect of business operations that involves the management and organization of client interactions and relationships. This encompasses a wide range of tasks including customer service, sales, marketing, and customer support. In simple terms, client management is the process of maintaining positive relationships with customers in order to meet their needs and expectations. One of the main goals of client management is to develop and foster strong relationships with clients. This is done through efficient communication and personalized interactions
Collaboration has received a lot of attention in the marketing world recently. It's taking off in a big way but still has many questions surrounding it that make the majority of business owners and marketers hesitant to try it. Collaboration is when two or more people, groups, or organizations work together to complete a task or achieve a goal. It's a way of working in which people work together for the greater interest of the firm. Collaboration goes beyond the marketing team and can include product managers, developers and many other teams within an organization. In short, it’s a shift in focus from working solo towards working together.
Yearly plans
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Free/Sandbox
Unlimited Users
No Monthly Fee
Take your time exploring & setting things up. Switch to a monthly plan anytime.
Pay one time, refundable setup fee.
Engage our support staff as needed
Loan Servicing
Add Ons Lender Marketplace Website template- $29/mo hosting Full White Label Support Options: Video Library, E-mail, Live Chat, Phone & Zoom Meetings
Lender Marketplace
Lite
1 User Included
Additional Users: $29-$149
Quick App & Full App webforms aka POS
Auto generate 20+ docs with e-sign like: Term Sheet, 1003 & Full App
Dashboard, pipeline, contact manager & E-mail marketing
Customize fields, workflows, required docs & loan stages
Loan Status & Doc Upload Portal
Add Ons Lender Marketplace Loan Servicing Website template - $29/mo hosting Full White Label Support Options: Video Library, E-mail & Live Chat
Team
Includes the features of Lite plan, plus
3 Users Included
Additional Users: $29-$149
Borrower, broker, loan officer login portal
Doc generation powered by Google Docs & Sheets
Custom reports & data export/import for loan tapes, loan servicing, etc...
3rd Party Integrations:
Credit Report, AVM, Appraisal, PeerStreet, Web Hooks, API Access
Enterprise
Includes the features of Team plan, plus
10 Users Included
Additional Users: $29-$59
Growth & Implementation strategy sessions
Custom designed webforms, docs, & E-mail templates
Dedicated Account Support & 1-2 hour response SLA via private Slack Channel
Lender Marketplace with your company listed
Loan Servicing
Screenshot of the LendingWise Pricing Page (Click on the image to visit LendingWise 's Pricing page)
Disclaimer: Pricing information for LendingWise is provided by the software vendor or sourced from publicly accessible materials. Final cost negotiations and purchasing must be handled directly with the seller. For the latest information on pricing, visit website. Pricing information was last updated on .
Customer Service
Online
Location
Miami, Florida
LendingWise's Loan Origination Software makes it simple to process applications from start to finish. Its Q&A-based interface helps borrowers fill out their application and an integrated document management system allows user to store and manage customer documentation throughout the life of their loan. It also provides the latest industry compliance features, an intuitive interface and customizable borrower forms for complete loan origination efficiency.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
Researched by Rajat Gupta