LendingWise

6.5easy start · #8 of 28
in Financial Services CRM Software

Free to practise onnot on record
Free trialyes
Well documentedyes
Runs where you worknot on record

Runs on api, Web. Paid plans from $119/mo.

LendingWise is ranked #8 of 28 in financial services CRM software on The Geeks Club. It runs on API, Web. There is no free plan. A free trial is offered. Paid plans start at $119/mo.

LendingWise plans and pricing

All plans

Starter Trial $119/mo 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 lendingwise.com · 5 Oct 2026

Pro Trial $600/mo 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 lendingwise.com · 5 Oct 2026

Elite Trial $1,595/mo 20 back-office or loan officer users · unlimited branches · custom fields · IP address access control · loan servicing · white label · Open API lendingwise.com · 5 Oct 2026

Enterprise Not published Custom user count and permissions · custom portals, forms, modules, and calculations · custom integrations · data migration may incur an additional fee lendingwise.com · 5 Oct 2026

Compared on financial services CRM software

Free plan: No
Paid from: $119.17/user/mo
Compliance workflows: Yes
Opportunity management: Yes
Client portal: Yes
Audit trail: Yes
Deployment: cloud

Best LendingWise alternatives

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Zoho CRM 0 of 4 in the starter kit Lesson 17.9 AdvisorCRM 0 of 4 in the starter kit Lesson 26.9 Total Expert 0 of 4 in the starter kit Lesson 36.9 Creatio CRM 0 of 4 in the starter kit Lesson 46.8 Pega CRM 0 of 4 in the starter kit Lesson 56.8 Salesforce Financial Services Cloud 0 of 4 in the starter kit Lesson 66.7

The record

Product: LendingWise describes itself as an AI-powered platform for the loan lifecycle, combining CRM, loan origination, servicing, draw management, fund management, and integrations.
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.
AI document review: Its AI document review agent checks uploaded files in real time against configured pass, fail, and verification-needed rules.
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.
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.
Fund management: Fund tools include investor statements and tax package summaries, capital accounts, loan participations, and reviewed distributions.
Integrations: The integrations page lists providers and tools including Salesforce, HubSpot, Pipedrive, Lightning Docs, HouseCanary, CoreLogic, Experian, Plaid, Zapier, and webhooks.
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.
Mobile availability: The pricing FAQ says there is no mobile app yet, while key application pages are mobile responsive.
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.
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.
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.
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.
Founded: 2017
Price from: $119/mo

Where it ranks on The Geeks Club

Best Financial Services CRM Software in 2026#8 of 28

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Sources

lendingwise.com· checked 5 Oct 2026
lendingwise.com/integration/· checked 5 Oct 2026
lendingwise.com/pricing/· checked 5 Oct 2026
lendingwise.com/about-us/· checked 5 Oct 2026