CRM & Communication

LendingWise keeps every conversation on the loan file, so the whole team sees it and nothing lives in one person's mailbox.

On every loan file

Feature	What it does
Loan Inbox	Every file has its own e-mail address. CC or forward to it and the message lands on the file; attachments are captured and filed against a required doc in one click.
Compose e-mail	Pick recipients from the file (borrower, broker, title, guarantors…), choose a template whose merge tags fill in from the file, and attach documents from the file.
Scheduled series	A recurring e-mail with start and end dates, gated on file status — a document chaser that stops when the file moves on.
E-mail history	What is scheduled, what was sent, delivery status and the exact text. "I never received that" answered in seconds.
Notes	Public or private, with note types and billable minutes. E-mail or text a note to the borrower, broker or staff in one action. Workflow, document and draw notes roll up here too.
Tasks	Created by hand or by automation, each with an owner and due date. Your open tasks also show on the dashboard.

Across your book

Feature	What it does
Bulk e-mail	Select files in the pipeline and send a campaign, or e-mail your borrower, broker and contact lists.
Drip campaigns	Automation rules send e-mail sequences and create tasks when a file sits in a status, a sub-status is set, or a workflow step completes.
Sub-status tags	Tag files and borrowers, then filter and target them. See Sub-Statuses.
Contacts	Title, appraisers, attorneys, inspectors and investors build into a contact list as you add them to loans.
Broker & borrower lists	See each broker's and borrower's loans, tag them and e-mail them.
Calendar	Tasks and key dates — closings, maturities, follow-ups, insurance expirations — in a calendar or list.
Click to call	Phone numbers become click-to-call with your dialer's browser extension.
Lead capture	Quick App web forms and the Quote App capture leads into your pipeline, where automation can nurture them.

🚧
Private means "private from users without permission"
Seeing private notes is a per-user permission. Write every note as if a colleague or auditor will read it.

👍
Put the file's e-mail address in your outbound mail
Title, insurance and appraisers will reply to it, and their documents land on the right loan.

Full detail: in LendingWise, open Loan Origination → User Guide → Documents & Communication.