LendingWise

LendingWise

This innovative mortgage and loans software streamlines every phase of the lending process—from lead intake to resolution. Users can customize file stages, statuses, and automated workflows while accessing a library of essential loss mitigation forms. It integrates CRM features, dynamic documents, and built-in calendar tools, enhancing efficiency for law firms and servicers alike.

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From United States

Top LendingWise Features

  • Customizable file stages
  • Dynamic document generation
  • Automated email templates
  • Comprehensive CRM functionality
  • Integrated court filing updates
  • Private labeled DIY module
  • Auto-populated industry forms
  • Detailed case tracking
  • Billable hours management
  • 360-degree client view
  • Customizable workflow builder
  • Real-time collaboration tools
  • Secure online submission portal
  • Multi-user access and roles
  • Robust reporting capabilities
  • Task and reminder automation
  • Vendor network access
  • HAMP and HAFA compliance tools
  • Client fee management system
  • Document upload and download capabilities