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Average Ratings 2 Ratings

Total
ease
features
design
support

Description

Streamline and expand your lending operations with our comprehensive CRM and loan management software, which provides a contemporary experience for borrowers through online and mobile-friendly portals, personalized workflows, and a completely paperless application process. By integrating our rapid and comprehensive application web forms directly onto your website, you can expedite submissions and ensure the efficient collection of necessary documents. Our platform facilitates real-time updates for all team members, including brokers, borrowers, and third parties, keeping everyone informed about the loan's progress. Built entirely on AWS, our solution adheres to SOC 2, ISO 27001, and PCI compliance standards, guaranteeing that your data and documents are encrypted, secured, and backed up for life. The customizable dashboard and pipeline enhance your workflow, while features like email marketing with drip campaigns, lead tagging, and tracking of referral sources empower your business. You can effortlessly assign leads and deals to loan officers or processors, and with LendingWise LOS software, you gain a versatile tool that is pre-configured for various loan types such as Fix & Flip, Rental, CRE Bridge/Perm, and SBA loans, with the option for further customization to meet your specific needs. This robust platform not only optimizes your lending process but also positions your business for sustained growth and success in the competitive market.

Description

At The Mortgage Office, innovation meets precision in loan management. Our platform is engineered for high performance—delivering unmatched accuracy and an intuitive interface that powers the lending operations of institutions worldwide. With over 45 years of industry expertise, we offer a robust solution covering loan origination, servicing, and fund management, streamlining processes, ensuring rigorous compliance, and driving sustainable growth in today’s competitive landscape.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Aloware
CoreLogic Claims Connect
DigitalTax Connect
Docusign
Equifax B2B Marketing Compass
Experian Connect
Filogix
HouseCanary
HubSpot CRM
Kinective Bridge
Microsoft Dynamics 365
Pipedrive
Plaid
QuickBooks Online
Usio
Velocify
Xactus360
Zapier
Zoho CRM

Integrations

Aloware
CoreLogic Claims Connect
DigitalTax Connect
Docusign
Equifax B2B Marketing Compass
Experian Connect
Filogix
HouseCanary
HubSpot CRM
Kinective Bridge
Microsoft Dynamics 365
Pipedrive
Plaid
QuickBooks Online
Usio
Velocify
Xactus360
Zapier
Zoho CRM

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

Schedule a demo to get pricing information for your organization.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

The LoanPost

Founded

2006

Country

United States

Website

www.lendingwise.com

Vendor Details

Company Name

The Mortgage Office

Founded

1978

Country

United States

Website

www.themortgageoffice.com

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Product Features

Loan Origination

Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application

Loan Servicing

Accounting Management
Amortization Schedule
Application Management
Auto Loans
Automatic Funds Distribution
Business Loans
Collateral Tracking
Collections Management
Compliance Management
Construction Loans
Customer Database
Fee Management
Investor Management
Loan Processing
Student Loans

Mortgage and Loans

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

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