Introduction
LendingWise is one platform for private and commercial lenders and brokers — from the first web form to the final payoff.
LendingWise is an end-to-end lending platform built for private and commercial real estate lenders and brokers. It covers the whole life of a loan in one system — website forms, CRM, loan origination and processing, servicing, construction draws and fund management — so your team, your borrowers, your brokers and your investors all work from the same loan file.
It supports bridge, fix and flip, ground-up construction, rental/DSCR, commercial real estate, SBA and business-purpose lending, and you can build your own loan programs for anything else.
What's in the platform
| Area | What it covers |
|---|---|
| Web forms & CRM | Branded quick and full applications for every branch, broker and loan officer; leads, contacts, broker and borrower lists. |
| Loan origination | Loan files, required documents, workflows, conditions, underwriting tools, term sheets and e-sign. |
| Servicing 3.0 | Payments, statements, payoffs and a permanent ledger on every loan. |
| Draw Management | Line-item rehab and construction budgets, draw requests and inspections. |
| Fund Management | Funds, investors, capital raising and an investor portal. |
| Portals | Separate, branded logins for branches, brokers, loan officers, borrowers and investors. |
| Integrations & API | Credit, flood, valuation, legal documents, inspections, accounting, an Open API and webhooks. |
How a loan moves
Every loan file passes through seven stages — Application, Processing, Underwriting, Closing, Funded, Servicing and Paid Off / Sold — and every stage writes to the same file. Notes, documents, conditions and communication never split across systems, so anyone who picks the file up sees its full history.
The one idea worth knowing firstThe loan program you pick on a file drives almost everything: which fields appear, which documents are required, which workflow steps apply and which guidelines are checked. The file status is what moves a deal forward — and changing it can trigger automation.
How this guide is organized
- Getting Started — what LendingWise is, users and portals, plans and security.
- Setting Up the Platform — configuring your company, loan programs, documents, workflows, automation and modules.
- Using the Platform — the day-to-day work, from origination to servicing.
- Integrations — connecting vendors and your own systems.
- FAQs & Troubleshooting — common questions, pitfalls and a glossary.
New here? Start with Key Features and What's New.
Getting help
- In the app: Help Center on the main menu has live chat, phone and email support, booked sessions, videos and courses.
- Knowledge base: help.lendingwise.com for task-by-task articles.
- Email: [email protected].
Full detail: in LendingWise, open Loan Origination → User Guide → Start Here.
Updated about 8 hours ago