LendingWise
The facts below are what the maker publishes about LendingWise, checked and dated. Our editors have not written about it yet.
Plans and prices
From LendingWise's own pricing page, checked 5 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Starter Trial | $119 a month | 1 back-office user · Quick App and Full App · built-in documents and forms with unlimited e-sign · dashboard and pipeline · customizable fields, workflows, documents, and loan stages · loan status and document upload portal |
| Pro Trial | $600 a month | 5 back-office or loan officer users · unlimited brokers · borrower, broker, and loan officer portals · unlimited soft pull · workflow automation and webhooks · integrations · lender marketplace and deal room |
| Elite Trial | $1,595 a month | 20 back-office or loan officer users · unlimited branches · custom fields · IP address access control · loan servicing · white label · Open API |
| Enterprise | Priced on request | Custom user count and permissions · custom portals, forms, modules, and calculations · custom integrations · data migration may incur an additional fee |
The facts
Each one read from LendingWise's own pages, with the date it was checked.
What it does
- AI document review
- Its AI document review agent checks uploaded files in real time against configured pass, fail, and verification-needed rules.checked 5 Oct 2026
- Audience
- The platform is built for private and commercial lenders or brokers and supports loan types including bridge, fix-and-flip, rental/DSCR, construction, CRE, business funding, SBA, MCA, and equipment.checked 5 Oct 2026
- Fund management
- Fund tools include investor statements and tax package summaries, capital accounts, loan participations, and reviewed distributions.checked 5 Oct 2026
- Integrations
- The integrations page lists providers and tools including Salesforce, HubSpot, Pipedrive, Lightning Docs, HouseCanary, CoreLogic, Experian, Plaid, Zapier, and webhooks.checked 5 Oct 2026
- Mobile availability
- The pricing FAQ says there is no mobile app yet, while key application pages are mobile responsive.checked 5 Oct 2026
- Origination
- Borrowers can apply through configurable Quick App and Full App web forms, while lenders can generate documents from loan files and send them for e-signature.checked 5 Oct 2026
- Product
- LendingWise describes itself as an AI-powered platform for the loan lifecycle, combining CRM, loan origination, servicing, draw management, fund management, and integrations.checked 5 Oct 2026
- Security
- LendingWise says it is hosted 100% on AWS, aligned with SOC 2 and PCI compliance, and that customer data is encrypted and backed up daily.checked 5 Oct 2026
- Servicing and draws
- The platform describes payment tracking with daily interest accrual and ACH collections, plus construction draw requests, inspections, fund release, and holdback tracking.checked 5 Oct 2026
- Support and onboarding
- The company offers implementation and training, and says basic training or self-help materials can get teams running in days; advanced configurations may take several weeks of training.checked 5 Oct 2026
The company
- Company history
- The company says it rebranded and launched the LendingWise LOS and CRM platform in 2017, after an earlier marketplace business began in 2006.checked 5 Oct 2026
- Founded
- 2017checked 28 Sep 2026
Money
- Plan limits
- The listed paid tiers include 1, 5, and 20 back-office or loan officer users for Starter, Pro, and Elite respectively; Enterprise allows a custom user count.checked 5 Oct 2026
- Trial and billing
- Every plan starts with a 15-day free trial, and subscriptions are month-to-month with quarterly or annual options at discounted pricing.checked 5 Oct 2026
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