--- 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" --- # LendingWise Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 26, 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 Top alternative Featured Overall rating Based on 72 user reviews Reviews sentiment Positive 90% Neutral 7% Negative 3% Starting price $149 Per User, Per Month Free trial available Free version not included 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 Do you work for LendingWise ?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.theloanpost.com&name=LendingWise ) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### LendingWise 4.6 (72) VS. [4.8 (288)](https://www.capterra.com/p/9277/The-Mortgage-Office/reviews/) Starting Price $149 Per User, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.4 (72) Ease Of Use 4.7 (116) Value For Money 4.5 (63) Value For Money 4.7 (106) Customer Service 4.5 (68) Customer Service 4.8 (115) ## 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 [Mortgage Automator](https://www.capterra.com/p/191761/Mortgage-Automator/) [4.9 (116)](https://www.capterra.com/p/191761/Mortgage-Automator/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/191761/Mortgage-Automator/) [BNTouch Mortgage CRM](https://www.capterra.com/p/37032/BNTouch/) [4.5 (98)](https://www.capterra.com/p/37032/BNTouch/reviews/) Starting price $165.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/37032/BNTouch/) [DigiFi](https://www.capterra.com/p/184799/DigiFi/) [4.9 (7)](https://www.capterra.com/p/184799/DigiFi/#reviews) Starting price $1995.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/184799/DigiFi/) [View all alternatives](https://www.capterra.com/p/166706/LendingWise/alternatives/) ## FAQs about LendingWise Overview ### What problems does LendingWise solve? LendingWise solves slow, disorganized loan processing by centralizing borrower data, documents, pipeline tracking, servicing, and investor management in one system. It reduces spreadsheet chasing, manual document follow-up, and limited deal visibility with automation, e-sign, and real-time dashboards. Private lenders, brokers, loan officers, and processors benefit most. Answer based on 62 reviews Overview ### Which roles and teams benefit most from LendingWise ? LendingWise is most used by lending executives, brokers, loan officers, and processing teams that manage loan pipelines end to end. Presidents, CEOs, and operations leaders use it for visibility, workflow control, and reporting, while sales and account teams rely on it to track borrowers, coordinate documents, and move deals to closing. Answer based on 72 reviews Overview ### What company size and industries is LendingWise built for? LendingWise is built primarily for small businesses in financial services, with 99% of reviewers from small companies and 51% from financial services. It also serves real estate at 24% and banking at 12%, fitting residential and commercial lenders handling fix-and-flip, construction, bridge, and other lending through loan origination. Answer based on 72 reviews Features and Usability ### What are the key features of LendingWise ? LendingWise includes core loan origination and loan management features like pipeline management, borrower management, and online applications. Reviewers also focus on differentiators such as customizable workflows, automated document collection, instant document generation with electronic signature, real-time dashboard and pipeline reporting, plus client portals for sharing files and status updates. Answer based on 37 reviews Integrations ### Which third-party tools and platforms does LendingWise integrate with? LendingWise integrates with 10 third-party tools, including HubSpot CRM, Salesforce Work.com, Zoho CRM, Zapier, Plaid, Twilio, SendGrid, Google Docs, Aloware, and MeridianLink Mortgage. Its catalog spans CRM, automation, data, communication, and mortgage platform connections. Answer based on 6 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 broader walkthroughs, documentation offers written reference material, and videos provide self-paced learning and feature 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 support as responsive, helpful, and strong during onboarding, setup, and training. Some report difficult early implementation, inconsistent follow-through on requested changes, intermittent callbacks, and delays when tickets require development or bug fixes. Answer based on 35 reviews Features and Usability ### What features does LendingWise offer for lending teams? LendingWise offers a broad lending workflow toolkit for origination, document collection, e-signatures, pipeline tracking, and borrower intake. Small lenders and loan processors often like the all-in-one setup and customization, but some teams mention bugs, missing reporting, limited mobile functions, and features that take time to learn or fully mature. Answer based on 29 reviews Features and Usability ### Is LendingWise easy to use for new teams? LendingWise feels easy to navigate for many teams once the basics are in place, with organized screens and centralized loan data. New users, loan processors, and small office staff often get comfortable quickly, but the deeper feature set can create a learning curve during setup, especially without training or responsive follow-up support. Answer based on 25 reviews ## Features AI summary Based on 458 Loan Origination reviews Capterra data shows that buyers of loan origination software rank the following features as their top priorities: - **Workflow Management** (**55%** of reviewers rated this feature as critical) - **Loan Processing** (**61%**) - **Loan Management** (**64%**) LendingWise supports all three of the features reviewers value most: **Workflow Management**, **Loan Processing**, and **Loan Management**. Together, these capabilities help businesses organize lending steps, move applications through processing more efficiently, and manage active loans with greater consistency, allowing teams to handle the full loan lifecycle with better control and visibility. 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 Automated Decisioning/Underwriting 2.0 (3) 0.00% of 3 reviewers that rated this feature as important or highly important Automate loan approval rules and risk analysis to determine acceptable loan terms for a borrower Document Management 4.5 (38) 76.32% of 38 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Electronic Signature 4.6 (31) 64.52% of 31 reviewers that rated this feature as important or highly important Digitally sign online documents LendingWise 65 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 - 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 (72) 4.4 Based on 72 reviews ## Pricing Value for money 4.5 (63) Free Trial Basic $149.00 Per User,Per Month Value for money 4.5 (63) 4.5 Based on 63 reviews ## Integrations [ Google Docs](https://www.capterra.com/p/160756/Google-Docs/)[ 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/)[ Salesforce Work.com](https://www.capterra.com/p/225996/Salesforce-Workcom/) ## Support, customer service and training options Customer Service 4.5 (68) 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 (68) 4.5 Based on 68 reviews ## User reviews Overall rating 4.6 Based on 72 reviews Filter by rating 5(56) 4(9) 3(5) 2(1) 1(1) Mentioned topic Sorted by most recent MR Mannie R. QA Analyst Banking ### "So Easy a Caveman could do it! " 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 2, 2025 I have genuinely enjoyed my experience with LendingWise so far as it makes the process of checking loan documents and keep track of them super easy. It increases the amount of files we are able to process which in turn makes us more efficient. Its a great tool! Pros My favorite thing about LendingWise is its ease of use and intuitive interface. It is very quick for a novice to understand its features and utilize them. Cons Honestly the thing I like lease about LendingWise is that my company hasn't been using it before we did! Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. BN Bill N. owner Consumer Services ### "Owner and new user " 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 9/10 June 26, 2025 so far so good with it and sums it all up in one system pretty neet system and will great great in the end Pros \[sensitive content hidden\] and the staff so far help in anyway possible to get you up and running lots of directions and info to help you Cons The set up takes time you need patince but it is worth it , lots of great values adds in the system Switched from [LendingPad](https://www.capterra.com/p/171891/LendingPad/) better system and more fuctions within the system Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. TW Terrance W. Loan Originator Financial Services ### "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 18, 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. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. RS Richard S. CEO Real Estate ### "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 16, 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. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. HZ Henry Z. Processor Capital Markets ### "LendingWise has been a game changer." 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 7/10 June 11, 2025 As a loan processor, LendingWise has been a game changer. The full application webforms make collecting borrower info super quick, and the built-in automation for doc requests keeps everything on track without me chasing paperwork. The customizable pipeline gives me a clear view of every loan’s status at a glance. It’s a powerful platform that really helps streamline the entire loan process. Pros What I like most about LendingWise is how much time it saves me. Having everything in one centralized system with real-time updates makes it easy to stay organized and on top of every file. It’s built for efficiency, and that makes a huge difference in my day-to-day. Cons there’s a bit of a learning curve when you first start using it. It has a lot of powerful features, which is great, but it can take some time to get fully comfortable navigating everything. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. BC Bill C. Broker Commercial Real Estate ### "A GREAT SYSTEM!" 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 9/10 May 29, 2025 LendingWise is a powerful, purpose-built solution for Brokers and Lenders looking for a loan origination system. Its customization, automation capabilities, and integrated tools make it a good choice for my brokerage. Pros Highly customizable workflows and forms Secure borrower portals for real-time updates Automated document requests and e-signatures Cons Not a full CRM Steeper learning curve for initial setup cluttered at times for new users Reporting features could be more Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AL Anton L. Broker Commercial Real Estate ### "Tartt Venture" 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 28, 2025 Very good experience so far. I was glad to complete a survey and would like to thank the employees over there for all that you do. Pros The appropriate terms in the portal and their quick response to help solve user issues. The drop-down options are precise with industry verbiage. Cons The cost. Its just wishful thinking from a company as small as ours to have software at a lower price. Switched from [Calyx Point](https://www.capterra.com/p/73554/Calyx-Point/) Lending wise is more interactive. More features to utilize. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Emanuel M. CEO Financial Services ### "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 May 20, 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. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. GM George M. Processor Executive Office ### "HR Processing LW Rewiew" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 May 20, 2025 overall great. lending wise staff is always ready to assist if you ever have a question or any issues. Pros Friendly use of software. I have been with LendingWise for almost 20 years . It is definitely the best in the industry. Cons I can see there is a few glitches and updates that need to be taken care off. For example 4506 C form and other lender Docs. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Robert J. Account Executive Real Estate ### "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 17, 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. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. [View all Reviews](https://www.capterra.com/p/166706/LendingWise/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [Mortgage Automator vs LendingWise](https://www.capterra.com/compare/166706-191761/LendingWise-vs-Mortgage-Automator) [Encompass vs LendingWise](https://www.capterra.com/compare/37038-166706/Encompass360-vs-LendingWise)