Plans & Billing
Editions, add-ons and seats — and how to change them yourself.
What your account can do is decided by two things: the edition you're on and the add-ons attached to it. Current editions and prices are on our pricing page.
Editions
LendingWise is sold in editions — Starter, Professional, Elite and Enterprise among them — billed monthly, quarterly, semi-annually or annually. Your edition sets the features and users included before any add-ons.
Long-standing accountsPlans have changed over the years, so an older account may be on a plan we no longer sell. If you want to know exactly what you have, ask us — it's a quick answer.
Changing your plan or seats
It's self-service: click your name (top right) → Modify Plan / Update Billing. You can upgrade, downgrade or add seats there at any time. Or email [email protected] and we'll handle it.
Only users with login rights count as a seat; borrowers never do. See Adding & Removing Users.
Add-ons
| Add-on | What it turns on |
|---|---|
| Loan servicing | Servicing 3.0 — payments, payoffs, statements, reporting, borrower portal. |
| Fund management | Funds, investors, capital raising and the investor portal. |
| Budget & draw management | Budget intake, approvals and the full draw workflow. |
| Doc Wizard | Your own document templates with merge tags. See Doc Wizard. |
| Pricing engine | Pricing deals against your programs. See Pricing Engine & Quote App. |
| Marketplace listing | Publishing your loan programs so brokers can find them. |
| White label | Running the platform and portals under your own brand and domain. |
| Website | Set-up and activation of a website alongside the platform. |
| Open API | Programmatic access for your own systems. |
| Custom fields | Fields the platform doesn't ship. See Form Fields & Custom Fields. |
| Soft credit | Soft credit pulls for early qualification. |
| Priority support | Faster support response. |
Some add-ons are included with some editions. Your account is the authority — we can tell you exactly what's on it.
Before you conclude a feature is missing
- Is the add-on on your account? A feature you don't have is simply absent — not greyed out.
- Is the company setting switched on? Many modules have their own switch in Platform Settings.
- Do you have the user permission? If a colleague can do it and you can't, it's this one.
Full detail: in LendingWise, open Loan Origination → User Guide → Plans & Billing.
Updated 9 days ago