What's New

The biggest additions to LendingWise, newest first. Every smaller change is in our release notes; inside the app, Help Center → New Features has the same list with full descriptions.

Add-on = a paid addition to your plan. Ask to enable = off by default; our team switches it on for you.

October 2026

Redesigned Loan File — a side menu, a header with the key loan facts and a panel of widgets you choose. Working the Loan File

September 2026

Integration Hub — every integration, API key and intake connection on one page, configured yourself. Integration Hub
Acqualify Credit Screening — a score and key credit attributes in seconds, with no SSN needed. Soft Credit Pull
White-Label Custom Domain — run LendingWise on your own domain, with the certificate issued and renewed for you. Branding & White Labeling
Custom Field Rules & Formulas — show fields only on the loans they apply to, and add fields that calculate themselves. Form Fields & Custom Fields
Master User Guide — a searchable guide to the whole platform, built into the app. Introduction

August 2026

Servicing 3.0 (Add-on) — service loans from first payment to payoff on a permanent ledger. Servicing 3.0 Setup
Soft-pull credit on every agency — borrower, co-borrower or joint soft pulls wherever the agency supports them. Credit Reports
Self-serve API keys — admins create and manage their own keys. Open API & API Keys

July 2026

Fund Management (Add-on) — investors, commitments, capital calls, NAV and distributions, fed by servicing. Fund Management & Investors
Capital Raising & Offerings (Add-on) — offering pages, investor registration and soft commitments. Fund Management & Investors
Investor Portal (Add-on) — investors see their positions, statements and documents. Fund Management & Investors
Loan Actions & Approvals (Add-on) — rate changes, extensions, waivers and reinstatements through one approval queue. Servicing a Loan
ACH Collections (Add-on) — build a bank-ready NACHA file for every payment due. Servicing a Loan
Servicing Portfolio Reports (Add-on) — eight portfolio reports, exportable and schedulable. Servicing a Loan
Servicing Borrower Portal (Add-on) — borrowers view statements, request payoffs, submit draws and set up payments. Servicing 3.0 Setup
Servicing Notifications (Ask to enable) — payment reminders and past-due notices sent on the dates you choose. Servicing 3.0 Setup
Smarter Loan Sizing — LTV, LTC, ARV and cash to close worked out from price, value or payoff. Underwriting, Closing & Funding
DocLab by Private Lender Law — order attorney-drafted loan documents from the file. DocLab
AI Document Review (Ask to enable) — uploaded documents checked against your rules before a processor opens them. Required Docs
Status Hard Stops — a file can't enter a status until its required fields, documents and steps are done. Loan Stages & File Statuses

June 2026

Property Analytics (Ask to enable) — value, equity, MLS, comps, AVM, tax and lien data inside the file. Property Analytics & Address Lookup
Send to Lender — brokers submit a loan and its documents straight to a lender on LendingWise. Sharing a Loan File & Send to Lender
QuickBooks Online — post loan fees to QuickBooks, manually or on a status change. QuickBooks Online
Required-Doc Conditions — each required document becomes a checklist of owned, audited conditions. Required Docs
Status-Based Docs & Workflows — documents and workflow steps tied to statuses, sub-statuses or branches. Workflow Steps

May 2026

E-Sign V2 — build and send signature packets from the loan file, with no outside e-sign subscription. E-Sign

April 2026

Flood Certificates by Cotality — order flood determinations inside the loan file. Flood Certificates
Loan Inbox — every loan file gets its own email address. CRM & Communication

October 2025

Trinity Inspections — order draw inspections and feasibility reviews from Draw Management. Trinity Inspections

July 2025

Draw Management — line-item budgets, draw requests, inspections and approvals, now flowing into Servicing 3.0. Draw Management

March 2025

Lightning Docs — full closing packages generated from your loan data. Lightning Docs