--- title: "LendingWise Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about LendingWise Software - reviews, pricing plans, popular comparisons to other Loan Origination products and more." source_url: "https://www.capterra.com/p/166706/LendingWise/" page_type: "product" language: "en" publication_date: "2026-10-21" --- # LendingWise Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 21, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) LendingWise ## What is LendingWise ? Web based, private money CRM & LOS software for commercial lenders focusing on real estate, fix & flip, construction, & other asset backed & non asset backed loans like equipment, business funding, lines of credit. Covers the whole loan life cycle with features like customizable webforms, workflows, milestones, statuses, document automation with E-sign, borrower tracking portals and more. Enterprise level features that will make borrowers & employees happy & competitors jealous. ## What is LendingWise used for? [Loan Origination](https://www.capterra.com/loan-origination-software/)[Mortgage](https://www.capterra.com/mortgage-and-loans-software/) Recognitions Best ease of use Overall rating Based on 73 user reviews Reviews sentiment Positive 90% Neutral 7% Negative 3% Starting price $149 Per User, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... - Mortgage / 2026 Our "Best of" badge program showcases products with the highest ratings... - Mortgage / 2026 ## LendingWise alternatives Highest Rated [5.0 (14)](https://www.capterra.com/p/135272/LOAN-SERVICING-SOFT/reviews/) Starting price $500.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [4.9 (9)](https://www.capterra.com/p/184799/DigiFi/#reviews) Starting price $3995.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [4.8 (289)](https://www.capterra.com/p/9277/The-Mortgage-Office/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.9 (41)](https://www.capterra.com/p/254642/HES-LoanBox/reviews/) Starting price $75000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/166706/LendingWise/alternatives/) ## FAQs about LendingWise Overview ### What problems does LendingWise solve? LendingWise solves slow loan intake, missing-document follow-up, fragmented deal tracking, and manual closing paperwork by centralizing borrower applications, automated document requests, real-time pipeline status, draw schedules, and e-signature document generation. Private lenders, brokers, loan originators, processors, and underwriting teams benefit from faster file movement and clearer visibility across active commercial and fix-and-flip loans. Answer based on 63 reviews Overview ### Which roles and teams benefit most from LendingWise ? LendingWise is most used by lending executives, owners, and managing partners who oversee loan pipelines, team performance, and business operations. Loan officers, brokers, and account executives use it to manage borrower and deal activity, while processors and operations teams track documentation, underwriting steps, compliance tasks, and closing progress. Answer based on 73 reviews Overview ### What company size and industries is LendingWise built for? LendingWise is built primarily for small businesses, which represent 99% of reviewers, in Financial Services (51%), Real Estate (25%), and Banking (12%). It supports residential and commercial mortgage lending, including fix-and-flip, construction, bridge, equipment, SBA, unsecured, and business funding workflows, with loan origination as the leading use case. Answer based on 73 reviews Features and Usability ### What are the key features of LendingWise ? LendingWise includes online applications with customizable forms, document management for centralized collection and secure client uploads, and electronic signature support. Its core loan processing and loan management features organize requested documents, follow-up emails, pipeline progress, servicing, and loan sales through a shared dashboard. Answer based on 19 reviews Integrations ### Which third-party tools and platforms does LendingWise integrate with? LendingWise integrates with 10 third-party tools and platforms, including CRM and sales tools such as HubSpot CRM, Salesforce Work.com, and Zoho CRM; communication and messaging tools like Aloware, SendGrid, and Twilio; and workflow and data services such as Google Docs, MeridianLink Mortgage, Plaid, and Zapier. Answer based on 5 reviews Getting Started and Support ### What training and onboarding options does LendingWise offer? LendingWise provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online formats support guided instruction, webinars cover group learning sessions, documentation offers written reference material, and videos provide on-demand walkthroughs for review. Answer based on 5 reviews Getting Started and Support ### What customer support options does LendingWise offer, and how do users rate the experience? LendingWise offers email/help desk, FAQ/forum, knowledge base, phone support, and chat. Users often describe the team as helpful, attentive, and quick to respond, particularly during onboarding and troubleshooting. Some users report inconsistent follow-through on tickets, delayed implementation of requested changes, and a need to repeatedly follow up. Answer based on 35 reviews Features and Usability ### What features does LendingWise offer for loan management? LendingWise supports loan teams with customizable pipelines, borrower applications, document collection, e-signatures, real-time dashboards, and white-label forms. Small lending businesses value keeping loan data and workflows in one system. Some users report incomplete features, calculation issues, limited reporting, and weaker mobile functionality, so teams may need workarounds for specialized lending processes. Answer based on 29 reviews Features and Usability ### Is LendingWise easy to use for new lending teams? LendingWise offers an approachable interface for daily loan tracking, borrower records, and pipeline management once users learn the workflow. Loan processors and small lending teams often find information easy to locate and appreciate the organized layout. Its broad feature set can feel cluttered or difficult initially, making training and implementation guidance valuable for new users. Answer based on 25 reviews ## Features AI summary Based on 460 Loan Origination reviews Capterra data shows that buyers of loan origination software rank the following features as their top priorities: - **Borrower Management** (**68%** of reviewers rated this feature as critical) - **Workflow Management** (**55%**) - **Loan Processing** (**61%**) LendingWise supports all three features that reviewers consider most important: **Borrower Management**, **Workflow Management**, and **Loan Processing**. Together, these capabilities help businesses keep borrower information organized, manage lending steps more efficiently, and move applications through processing with greater accuracy, allowing teams to handle loans faster and maintain better control across the origination process. Workflow Management 4.7 (12) 100.00% of 12 reviewers that rated this feature as important or highly important Create, design and manage workflows for repetitive tasks Loan Processing 4.6 (34) 79.41% of 34 reviewers that rated this feature as important or highly important Collect, organize, and prepare loan information to send to the lender for approval Loan Management 4.6 (38) 71.05% of 38 reviewers that rated this feature as important or highly important Distribution and delivery of funds to approved borrowers Document Management 4.5 (39) 76.92% of 39 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Online Applications 4.5 (32) 75.00% of 32 reviewers that rated this feature as important or highly important Ability to fill out and submit application forms on the web Electronic Signature 4.6 (31) 64.52% of 31 reviewers that rated this feature as important or highly important Digitally sign online documents LendingWise 66 features ### All Features - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Amortization Schedule: Create a table of loan payments showing dates, amount of principal, amount of interest, and remaining balance - API: Application programming interface that allows for integration with other systems/databases - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Automated Decisioning/Underwriting: Automate loan approval rules and risk analysis to determine acceptable loan terms for a borrower - Borrower Management: Searchable database of information about loan borrowers - Client Database: Electronic storage of stakeholder contact information - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Configurable Workflow: Configure existing workflows to meet your organization's needs - Contact Management: Manage, organize, and store contact information - Credit Reporting: Report customer payment history and outstanding debts to credit bureaus - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Management: Store and organize information about customers and previous interactions - Customer Statements: Reports that show customers their invoices, payments, and balance on the account - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Import/Export: Import and export data to and from software applications - Digital Signature: Electronic signing method that validates the authenticity and integrity of a digital document - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Electronic Signature: Digitally sign online documents - Escrow Management: Automate maintenance of escrow accounts on behalf of borrowers - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Management: Plan, manage, and track the financial activities of an individual or organization - For Brokers: Used by brokers - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Loan Management: Distribution and delivery of funds to approved borrowers - Loan Origination: Process of securing a loan from a bank or any other lender. - Loan Portfolio Management: Assess and control risks associated with the credit process of each loan portfolio/account - Loan Processing: Collect, organize, and prepare loan information to send to the lender for approval - Loan Servicing: Process of collecting loan interest and escrow payments from a borrower. - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Multi-Branch: Expand services to areas outside of the home location, functioning as an extension of the home location. - Multi-Company: Manage the accounting and financial aspects of multiple locations or companies in a single location - Online Applications: Ability to fill out and submit application forms on the web - Payment Collection: Tracking, managing, and initiating the transfer of funds for overdue customer payments - Payment Tracking: Track sent and received payments, invoices, and bills. - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Pre-Qualification: The initial step in the mortgage workflow - Pricing Management: Tool used to determine accurate pricing and product eligibility for borrowers - Property Tax Management: Calculation of consumption tax imposed on properties - Real-Time Reporting: Active reporting of data and metrics - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Rules-Based Workflow: Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Secure Data Storage: Securely stores data to prevent data loss or breaches - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Status Tracking: Track the status over time for a request, process, asset, or transaction - Task Management: Create, manage and track all task activities and progression - Task Scheduling: Track and manage the scheduling of tasks - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Transaction History: Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period - Workflow Management: Create, design and manage workflows for repetitive tasks --- Features 4.4 (73) 4.4 Based on 73 reviews ## Pricing Value for money 4.5 (64) Free Trial Basic $149.00 Per User,Per Month Value for money 4.5 (64) 4.5 Based on 64 reviews ## Integrations [ Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[ HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ SendGrid](https://www.capterra.com/p/204113/SendGrid/)[ Twilio](https://www.capterra.com/p/180158/Twilio-Communications-Platform/)[ Plaid](https://www.capterra.com/p/174384/Plaid/)[ Aloware](https://www.capterra.com/p/179188/Aloware/)[ MeridianLink Mortgage](https://www.capterra.com/p/123177/LendingQB/) ## Support, customer service and training options Customer Service 4.5 (69) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.5 (69) 4.5 Based on 69 reviews ## User reviews Overall rating 4.6 Based on 73 reviews Filter by rating Counts reflect reviews available in this feed. 5(57) 4(9) 3(5) 2(1) 1(1) Mentioned topic Recent reviews first, then most helpful CE CEO CEO Used the software for: Less than 1 year ### "LendingWise is the best i've seen for commercial loan brokers" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 14, 2026 I had a lot of questions and they responded without delay. I was able to get the basic setup the way I wanted it in a couple weeks, now I look forward to customizing it as I go. The team is very responsive and I get the impression they are still working to improve the product. Pros I like LendingWise because it helps my organization maintain a secure and professional working space to process commercial loans. The helpdesk has been responsive in helping our team setup custom loan applications. One of my favorite features is having the company brand on the custom applications, the upload documents pages, and anytime I send out a document it is branded under my company and on our subdomain. Those little difference mean a lot. Cons The lender marketplace is under development so I believe this just needs some time before it will get better. CE CEO CEO Used the software for: 3-5 years ### "LendingWise affordable and efficient for any size business!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 13, 2025 My experience with LendingWise has been excellent. It’s streamlined my loan process, improved organization, and saved me a ton of time. The platform is powerful, and the support team truly cares about your success. It's a must-have for any private lender looking to scale and stay efficient. Pros What I like most about LendingWise is how much time it saves me as a private lender. The full and quick app webforms make loan submissions fast and easy. The automated document collection and instant doc generation with e-sign capabilities are a huge plus, helping me close loans much faster. The real-time dashboard and custom pipeline views give me total visibility into every deal. Plus, their support team is top-notch—Miguel Feal has been incredibly helpful with tech support, and Sid Pande provided excellent training that made onboarding smooth. Cons There’s a slight learning curve at the beginning due to the platform's depth and flexibility, but it’s manageable—especially with the great training and support they provide. DJ Dante J. Business Development Representative Used the software for: 1-3 years ### "2025 Best CRM " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 16, 2025 Overall has been successful. Using this platform has helped our firm crush goals on a quarterly basis. Keep track of all metrics and information while being 100% secured is what brought us to continue their service and be a partner for time to come! Pros The transparency in the process and keeping track of multiple files at once. It has helped my team at Globelend Capital strive in our goals every quarter and main a strong retention. The document organization is to the point and very fast update after full submission. Overall turnaround rate is highly satisfied! Cons There are no big cons, only that if it could have a text feature within the platform. Either than that, it's the best CRM tool I've used to gather documents. PR President President Used the software for: Less than 1 year ### "Lending wise software disaster" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 May 15, 2023 F. Not only does it not work the company principles are completely careless with Support glitch fixing, and a variety of other support measures. Pros This software is a start up by a very young group. They are inexperienced, have no concept of software development and their team is located remote and over sea’s. In 22 years of lending this softwas is singlehandedly the worse we have ever experienced it just does not work at all. . Cons Their repsonse is none existence, their \[sensitive content hidden\] is always out on vacation, and support is none existant If your business relies on the software for business development, do not use it AS Associate Associate Used the software for: 3-5 years ### "Best CRM for CRE Broker & Private Lending" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 July 23, 2025 I use LendingWise every day for work, and it's been a great tool for managing fix-and-flip loans. It allows me to easily set up new deals, generate all the necessary documents, and share a link directly with the borrower or broker. LendingWise also helps me keep track of loan details, including the draw schedule and overall status. Pros I use it every single day, and the ability to select a loan product and have all the necessary documents automatically generated makes the loan process much more efficient. It also builds trust with my borrowers, as they can securely upload their personal information through the system instead of sending sensitive files over email. Cons One thing I find frustrating is how slow the system can be when updating files. For example, if I need to change the file location for multiple documents—like remapping three bank statements to the correct category—once I update one, the entire page refreshes. This means I have to wait for the system to reload before repeating the process for each remaining file, which slows things down significantly. CE CEO CEO Used the software for: 3-5 years ### "1stop shop with Great service " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 8, 2025 its just amazing 1 stop shop we started our business with nothing only tool i had was lending wise which allowed us to do what we needed to do at the time. Pros the features and user-friendly we love how we can get hold of anyone very quick and we get our problem solved right away Cons no any that i can think of any everything we need is in the system we use it for our CRM, Documents organization, LOs CE CEO CEO Used the software for: 3-5 years ### "Growth Through LendingWise as our LOS" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 17, 2025 My experience, overall, has been one, as great game changer for us. The LOS keeps us on point with our doc collection. Pros As our experience using LendingWise, we like that the LOS is user friendly, scalable, provides an all in one solution, combining the LOS, servicing and investor management and great dedicated customer service. Cons The software could more white label options to be more competitive with other products that are available. The functionality on the mobile app is not as robust as the desktop version. Completing a standard 1003 seems to be very challenging. AE Account Executive Account Executive Used the software for: Less than 1 year ### "Satisfied user" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 19, 2025 LendingWise has transformed how I work as a loan processor. The automated doc collection and e-sign tools save tons of time and keep loans moving quickly. The customizable pipeline and real-time dashboard help us stay organized and in control. The Lendingwise team is always quick to respond with help when called upon. Big shoutout to \[sensitive content hidden\]—your support is always on point, and we really appreciate the monthly updates that keep making the platform better. I'm looking forward to the Vote for features update to get going. The only thing we’d love to see improved is more streamlined communication with the programmers after submitting tickets. The dashboard is a little dated as well, and could use an update. Overall, LendingWise is a powerful tool for any lending team. Pros The support staff, specifically \[sensitive content hidden\]. Always willing to make some time to help with any questions. Cons Dash board is outdated, lacks the ability to manually adjust the size of the columns. Would be great is pipeline dashboard was viewable on one page as opposed to needing to scroll right and left to view all the information. LO Loan Originator Loan Originator Used the software for: 1-3 years ### "Loan Process Simplified" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 19, 2025 As a loan processor at Revelation Lending, LendingWise has completely transformed how I manage our pipeline. The automated doc collection feature alone has saved me countless hours chasing paperwork. I also love how the real-time loan data and custom dashboard views let me track everything at a glance—no more digging through spreadsheets. Plus, generating loan docs instantly with e-sign has made closing so much smoother. LendingWise isn't just a platform; it's a game-changer for anyone serious about processing loans efficiently. — Terrance Walker, Revelation Lending Pros The support and back office are great. The simplest was to send and receive the documents to your clients is easy Cons None, Lendingwise is showing why it's becoming a loan officer's dream. I don't have any complaints about them. AE Account Executive Account Executive Used the software for: 1-3 years ### "Lending Wise 5 Star Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 5, 2025 Overall a 10/10 experience with the platform. Using it daily for the past year has been great. It is great to see all the improvements and hard work being put in daily for the benefit of its users! Pros Lending Wise has helped me stay organized in my busy day to day work life. Without a user friendly, well optimized platform like this, my job would be a thousand times harder. Cons Sometimes files will not drag and drop into the buckets. Its like Lending Wise doesn't recognize the file type until the 2nd or 3rd try sometimes. But this does not happen often. 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