# LendingWise Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about LendingWise Software - reviews, pricing plans, popular comparisons to other Loan Origination products and more. Source: https://www.capterra.com/p/166706/LendingWise --- # LendingWise Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) LendingWise ## What is LendingWise ? Web based, private money CRM & LOS software for commercial lenders focusing on real estate, fix & flip, construction, & other asset backed & non asset backed loans like equipment, business funding, lines of credit. Covers the whole loan life cycle with features like customizable webforms, workflows, milestones, statuses, document automation with E-sign, borrower tracking portals and more. Enterprise level features that will make borrowers & employees happy & competitors jealous. ## What is LendingWise used for? [Loan Origination](https://www.capterra.com/loan-origination-software/)[Mortgage](https://www.capterra.com/mortgage-and-loans-software/) Overall rating Based on 72 user reviews Reviews sentiment Positive 90% Neutral 7% Negative 3% Starting price $149 Per User, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## LendingWise alternatives Highest Rated [5.0 (14)](https://www.capterra.com/p/135272/LOAN-SERVICING-SOFT/reviews/) Starting price $7500.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [4.9 (112)](https://www.capterra.com/p/191761/Mortgage-Automator/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [4.8 (285)](https://www.capterra.com/p/9277/The-Mortgage-Office/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.9 (8)](https://www.capterra.com/p/193776/Centrex-CRM-Software/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/166706/LendingWise/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Document Management 4.5 (38) 76.32% of 38 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Loan Management 4.6 (38) 71.05% of 38 reviewers that rated this feature as important or highly important Distribution and delivery of funds to approved borrowers Loan Processing 4.6 (34) 79.41% of 34 reviewers that rated this feature as important or highly important Collect, organize, and prepare loan information to send to the lender for approval Electronic Signature 4.6 (31) 64.52% of 31 reviewers that rated this feature as important or highly important Digitally sign online documents Online Applications 4.5 (31) 74.19% of 31 reviewers that rated this feature as important or highly important Ability to fill out and submit application forms on the web Loan Portfolio Management 4.3 (30) 66.67% of 30 reviewers that rated this feature as important or highly important Assess and control risks associated with the credit process of each loan portfolio/account LendingWise 65 features Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Create a table of loan payments showing dates, amount of principal, amount of interest, and remaining balance Application programming interface that allows for integration with other systems/databases Manage the process of evaluating documents or requests submitted for approval A record of all activities within the system, including user access, changes made, etc. Automate loan approval rules and risk analysis to determine acceptable loan terms for a borrower Searchable database of information about loan borrowers Electronic storage of stakeholder contact information Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Manage and track all internal and external communication conducted via calls, email, text, or chat Track and manage adherence to policies for any service, product, process, or supplier Configure existing workflows to meet your organization's needs Manage, organize, and store contact information Report customer payment history and outstanding debts to credit bureaus Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system A collection of customer information such as contact details, demographics, previous interactions, etc. Store and organize information about customers and previous interactions Reports that show customers their invoices, payments, and balance on the account Add customized logos and colors to align with company branding Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Import and export data to and from software applications Electronic signing method that validates the authenticity and integrity of a digital document Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Digitally sign online documents Automate maintenance of escrow accounts on behalf of borrowers Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Plan, manage, and track the financial activities of an individual or organization Used by brokers Store information about leads or contacts and track, manage and nurture them throughout the sales process Distribution and delivery of funds to approved borrowers Process of securing a loan from a bank or any other lender. Assess and control risks associated with the credit process of each loan portfolio/account Collect, organize, and prepare loan information to send to the lender for approval Process of collecting loan interest and escrow payments from a borrower. Automate workflows and trigger campaigns based on customer actions Expand services to areas outside of the home location, functioning as an extension of the home location. Manage the accounting and financial aspects of multiple locations or companies in a single location Ability to fill out and submit application forms on the web Tracking, managing, and initiating the transfer of funds for overdue customer payments Track sent and received payments, invoices, and bills. Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. The initial step in the mortgage workflow Tool used to determine accurate pricing and product eligibility for borrowers Calculation of consumption tax imposed on properties Active reporting of data and metrics Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work Search and filter data across systems to locate required information by entering keywords or certain criteria Securely stores data to prevent data loss or breaches Online portal through which end users can access the system, manage tasks, or obtain information Track the status over time for a request, process, asset, or transaction Create, manage and track all task activities and progression Track and manage the scheduling of tasks Create, save, and re-purpose templates for emails, forms, etc. Set up connections to third-party platforms to improve business processes Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period Create, design and manage workflows for repetitive tasks Features 4.4 (72) 4.4 Based on 72 reviews ## Pricing Value for money 4.5 (63) Free Trial Basic $149.00 Per User,Per Month Value for money 4.5 (63) 4.5 Based on 63 reviews ## Integrations [ Google Docs](https://www.capterra.com/p/160756/Google-Docs/)[ Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[ HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ SendGrid](https://www.capterra.com/p/204113/SendGrid/)[ Twilio](https://www.capterra.com/p/180158/Twilio-Communications-Platform/)[ Plaid](https://www.capterra.com/p/174384/Plaid/)[ Salesforce Work.com](https://www.capterra.com/p/225996/Salesforce-Workcom/) ## Support, customer service and training options Customer Service 4.5 (68) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.5 (68) 4.5 Based on 68 reviews ## User reviews Overall rating 4.6 Based on 72 reviews Filter by rating 5(56) 4(9) 3(5) 2(1) 1(1) Mentioned topic Sorted by most recent MR Mannie R. QA Analyst Banking ### "So Easy a Caveman could do it! " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 2, 2025 I have genuinely enjoyed my experience with LendingWise so far as it makes the process of checking loan documents and keep track of them super easy. It increases the amount of files we are able to process which in turn makes us more efficient. Its a great tool! Pros My favorite thing about LendingWise is its ease of use and intuitive interface. It is very quick for a novice to understand its features and utilize them. Cons Honestly the thing I like lease about LendingWise is that my company hasn't been using it before we did! Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. BN Bill n. owner Consumer Services ### "Owner and new user " 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 June 26, 2025 so far so good with it and sums it all up in one system pretty neet system and will great great in the end Pros \[sensitive content hidden\] and the staff so far help in anyway possible to get you up and running lots of directions and info to help you Cons The set up takes time you need patince but it is worth it , lots of great values adds in the system Switched from [LendingPad](https://www.capterra.com/p/171891/LendingPad/) better system and more fuctions within the system Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. TW Terrance W. Loan Originator Financial Services ### "Loan Process Simplified" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 18, 2025 As a loan processor at Revelation Lending, LendingWise has completely transformed how I manage our pipeline. The automated doc collection feature alone has saved me countless hours chasing paperwork. I also love how the real-time loan data and custom dashboard views let me track everything at a glance—no more digging through spreadsheets. Plus, generating loan docs instantly with e-sign has made closing so much smoother. LendingWise isn't just a platform; it's a game-changer for anyone serious about processing loans efficiently. — Terrance Walker, Revelation Lending Pros The support and back office are great. The simplest was to send and receive the documents to your clients is easy Cons None, Lendingwise is showing why it's becoming a loan officer's dream. I don't have any complaints about them. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. RS Richard S. CEO Real Estate ### "Growth Through LendingWise as our LOS" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 16, 2025 My experience, overall, has been one, as great game changer for us. The LOS keeps us on point with our doc collection. Pros As our experience using LendingWise, we like that the LOS is user friendly, scalable, provides an all in one solution, combining the LOS, servicing and investor management and great dedicated customer service. Cons The software could more white label options to be more competitive with other products that are available. The functionality on the mobile app is not as robust as the desktop version. Completing a standard 1003 seems to be very challenging. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. HZ Henry Z. Processor Capital Markets ### "LendingWise has been a game changer." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 June 11, 2025 As a loan processor, LendingWise has been a game changer. The full application webforms make collecting borrower info super quick, and the built-in automation for doc requests keeps everything on track without me chasing paperwork. The customizable pipeline gives me a clear view of every loan’s status at a glance. It’s a powerful platform that really helps streamline the entire loan process. Pros What I like most about LendingWise is how much time it saves me. Having everything in one centralized system with real-time updates makes it easy to stay organized and on top of every file. It’s built for efficiency, and that makes a huge difference in my day-to-day. Cons there’s a bit of a learning curve when you first start using it. It has a lot of powerful features, which is great, but it can take some time to get fully comfortable navigating everything. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. BC Bill C. Broker Commercial Real Estate ### "A GREAT SYSTEM!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 May 29, 2025 LendingWise is a powerful, purpose-built solution for Brokers and Lenders looking for a loan origination system. Its customization, automation capabilities, and integrated tools make it a good choice for my brokerage. Pros Highly customizable workflows and forms Secure borrower portals for real-time updates Automated document requests and e-signatures Cons Not a full CRM Steeper learning curve for initial setup cluttered at times for new users Reporting features could be more Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AL Anton L. Broker Commercial Real Estate ### "Tartt Venture" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 28, 2025 Very good experience so far. I was glad to complete a survey and would like to thank the employees over there for all that you do. Pros The appropriate terms in the portal and their quick response to help solve user issues. The drop-down options are precise with industry verbiage. Cons The cost. Its just wishful thinking from a company as small as ours to have software at a lower price. Switched from [Calyx Point](https://www.capterra.com/p/73554/Calyx-Point/) Lending wise is more interactive. More features to utilize. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Emanuel M. CEO Financial Services ### "LendingWise affordable and efficient for any size business!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 20, 2025 My experience with LendingWise has been excellent. It’s streamlined my loan process, improved organization, and saved me a ton of time. The platform is powerful, and the support team truly cares about your success. It's a must-have for any private lender looking to scale and stay efficient. Pros What I like most about LendingWise is how much time it saves me as a private lender. The full and quick app webforms make loan submissions fast and easy. The automated document collection and instant doc generation with e-sign capabilities are a huge plus, helping me close loans much faster. The real-time dashboard and custom pipeline views give me total visibility into every deal. Plus, their support team is top-notch—Miguel Feal has been incredibly helpful with tech support, and Sid Pande provided excellent training that made onboarding smooth. Cons There’s a slight learning curve at the beginning due to the platform's depth and flexibility, but it’s manageable—especially with the great training and support they provide. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. GM George M. Processor Executive Office ### "HR Processing LW Rewiew" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 May 20, 2025 overall great. lending wise staff is always ready to assist if you ever have a question or any issues. Pros Friendly use of software. I have been with LendingWise for almost 20 years . It is definitely the best in the industry. Cons I can see there is a few glitches and updates that need to be taken care off. For example 4506 C form and other lender Docs. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Robert J. Account Executive Real Estate ### "Satisfied user" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 17, 2025 LendingWise has transformed how I work as a loan processor. The automated doc collection and e-sign tools save tons of time and keep loans moving quickly. The customizable pipeline and real-time dashboard help us stay organized and in control. The Lendingwise team is always quick to respond with help when called upon. Big shoutout to \[sensitive content hidden\]—your support is always on point, and we really appreciate the monthly updates that keep making the platform better. I'm looking forward to the Vote for features update to get going. The only thing we’d love to see improved is more streamlined communication with the programmers after submitting tickets. The dashboard is a little dated as well, and could use an update. Overall, LendingWise is a powerful tool for any lending team. Pros The support staff, specifically \[sensitive content hidden\]. Always willing to make some time to help with any questions. Cons Dash board is outdated, lacks the ability to manually adjust the size of the columns. Would be great is pipeline dashboard was viewable on one page as opposed to needing to scroll right and left to view all the information. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/166706/LendingWise/reviews/) Popular comparisons [nCino’s Mortgage Suite vs LendingWise](https://www.capterra.com/compare/166706-169464/LendingWise-vs-The-Nexus)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. 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