--- title: Key Features description: An overview of LendingWise features, from loan application webforms to back office tools for lenders and brokers. --- [Skip to content](https://help.lendingwise.com/knowledge/key-features#main-content) English Show submenu for translations [Submit Ticket](https://help.lendingwise.com/knowledge/kb-tickets/new?hsLang=en) [Customer portal](https://help.lendingwise.com/tickets-view?hsLang=en) ![owl-Logo-1.png\]](https://help.lendingwise.com/hs-fs/hubfs/owl-Logo-1.png?width=43&height=46&name=owl-Logo-1.png) - [New Releases](https://lendingwise.releasenotes.io/) - [System Status](https://lendingwise.statuspage.io/) Open main navigation Close main navigation - [New Releases](https://lendingwise.releasenotes.io/) - [System Status](https://lendingwise.statuspage.io/) - English Show submenu for translations - [Submit Ticket](https://help.lendingwise.com/knowledge/kb-tickets/new) - [Customer portal](https://help.lendingwise.com/tickets-view) - Go to lendingwise.com Go to lendingwise.com Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [LendingWise - Help Center](https://help.lendingwise.com/knowledge?hsLang=en) 2. [Overview of LendingWise Platform](https://help.lendingwise.com/knowledge/overview-of-lendingwise-platform?hsLang=en) # Key Features ## A quick overview of what LendingWise includes. All the features you need to scale!   | FEATURE | DESCRIPTION | | --- | --- | | **100% Cloud-Based** | Works on all web browsers via secure HTTPS protocol with 99.99% uptime powered by AWS. We encrypt, secure, and back up your data and documents for life. We are aligned with SOC 2 Type II, ISO 27001, and PCI DSS compliance standards. | | **Webforms for Quick & Full Loan Applications (aka POS)** | Our SMART, customizable loan intake form dynamically asks the right questions & required docs based on the loan program & other loan parameters. It embeds on any website & comes included as a unique form for every loan officer & broker level user created. | | **Proprietary Automated Doc Collection Engine- Owly™** | Owly™ automatically knows which docs are needed during each stage of the loan lifecycle and asks the user (Borrower/broker/ loan officer/ back office) Owly™ also sends e-mails with exact breakdown of required docs, to the parties asking for them to upload via a unique, encrypted URL for their loan file doc portal. | | **100% Cloud Based** | Works on all web browsers via secured https protocol with 99.99% uptime powered by AWS. We encrypt, secure & back up your data & documents for life. We are aligned with the latest SOC 2, ISO 27001, & PCI compliance. | | **POS aka Webforms for Quick & Full App** | Our SMART, customizable loan intake form dynamically asks the right questions & required docs based on the loan program & other loan parameters. It embeds on any website & comes included as a unique form for every loan officer & broker level user created. | | **Proprietary Automated Doc Collection Engine- Owly™** | Owly™ automatically knows which docs are needed during each stage of the loan lifecycle and asks the user (Borrower/broker/ loan officer/ back office) Owly™ also sends e-mails with exact breakdown of required docs, to the parties asking for them to upload via a unique, encrypted URL for their loan file doc portal. | | **Multi-Level "Branch" Architecture** | Setup branches to support correspondents, net branches, satellite offices, AEs & other 3rd parties. Process/underwrite loans on behalf of other lenders. Each branch can have its own white labeled portal, with it's own brokers or loan officers. | | **Defined User Roles & Permissions** | Each user can have their own set of permissions that control read/write/edit access to loans in certain stages. 20+ granular permissions give every user precisely the right level of access to features and loan files. | | **Customizable Dashboard** | Quickly see aggregate loan volume per loan stage, upcoming closings, US heat map for your deals, various pie charts to analyze your data | | **Customizable loan file layout** | The loan file comes with many tabs like quick app, full app, borrower info, property info, income/expense, loan info, credit memo, contacts, tasks, workflows, servicing, billing/commissions, 3rd party integrations, pricing engine, marketplace, offers, and more. Customize the layout inside each tab and disable tabs you don't need. | | **Customizable loan stages & sub statuses** | Customize the loan stages with your own naming conventions, which gives you a pipeline view your entire company will use & love. Create unlimited sub statuses (aka Tags) under their own categories, which allows you to sort & filter loans easily and export reports. | | **Customizable Workflow Steps** | Create unlimited workflows with unlimited steps that are conditional to the loan program, transaction type, occupancy, property type, States, entity type, credit score range, & more. \*Tool tip helpers allow you to insert details to help users know exactly what to do & why. | | **Customizable Required Docs Engine** | Create required docs that are conditional to the loan program, transaction type, occupancy, property type, States, entity type, credit score range, & more. \*Tool tip helpers allow you to insert details, URL links, download a file to help users know exactly what to do & why. | | **Customizable Loan Guidelines** | Create eligibility guidelines around loan terms, rates, property type, States, LTV, LTC, ARV, etc... that will control the data coming in your forms and display warnings to users when thresholds are exceeded. | | **Workflow Automation/Rules Engine** | Automate loan status changes, task creation to any user, dynamic e-mails to any party, or webhooks to any 3rd party system based off trigger rules like loan status for 'x' # of days, sub status or workflow steps enabled. | | **Pipeline Views & Custom reports** | Search, sort & filter loan files by various data points like loan program, loan amount, State, property type, rate, LTV, & many more. Export data into custom reports via CSV format. | | **E-mail Blast & Drip Feature** | Send bulk E-mail to borrowers, brokers, or contacts within the platform. Setup automated drip campaigns that have trigger rules base don loan status, sub status, workflow steps, key dates, etc... | | **Centralized Doc Storage** | All users can upload and store multiple file formats like PDF, JPG, GIF,. HTML. .DOC, .XLS, etc... Centralized per file. \*Integrates with dropbox, box, or Google drive | | **Document Library** | We have many industry related docs and packages ranging from 1003, disclosures, term sheets, 4506, lender packages, & more. Some are e-signable as well. | | **E-sign & Custom Docs** | We can create custom docs for you that auto-populate and are esignable without having to integrate with Docusign or any 3rd party. This allows for dynamic logic and better formatting of content blocks. You can also build your own templates using Google docs or Sheets. | | **Task List & Calendar View** | Manage tasks via task list & calendar view, which also shows many important dates like closing dates, maturity dates, follow up dates, compliance dates, insurance expiration, etc... | | **Lender/Investor Marketplace** | Match your loan criteria with lender programs, view detailed profile information, add your own lenders or investors to the marketplace. | | **Deal Room** | Share your loan file with lenders or investors that allow submission of offer terms. Compare offers between many lenders or investors. | | **Pricing Engine** | Compare rates instantly across our growing network of lenders for bridge, fix & flip, construction, rental/DSCR, CRE agency, and more. | | **Loan Servicing** | Track payments from borrowers, payouts to investors, yield spread tracking, payoffs, & more. Real-time ledger shows a journal of transaction entries for all parties involved in the loan. | | **Draw Management** | Manage all the draw requests, remaining escrow amounts, project completion, upload files/pics/etc for each draw, | | **3rd Party Integrations** | LendingWise integrates with a wide range of third-party services — including credit pulls, soft credit checks, AVM, background checks, flood certifications, lender submissions, and more — with new integrations continually being added. Visit our integrations page for the full list. |   LendingWise is an end-to-end loan origination and management platform offering 25+ features purpose-built for private lenders, mortgage brokers, and lending institutions. Key capabilities include 100% cloud-based infrastructure, automated document collection (Owly™), workflow automation, e-signatures, loan servicing, draw management, and a built-in lender marketplace. LendingWise is your all-in-one lending platform — every tool you need, exactly when you need it. ![](https://help.lendingwise.com/hubfs/Knowledge%20Base%20Import/swiss_army_knife-P2o.jpg) - [Overview of LendingWise Platform](https://help.lendingwise.com/knowledge/overview-of-lendingwise-platform?hsLang=en#main-content) - [Training & Support](https://help.lendingwise.com/knowledge/overview-of-lendingwise-platform?hsLang=en#training-support) - [Privacy](https://help.lendingwise.com/knowledge/overview-of-lendingwise-platform?hsLang=en#privacy) - [CRM](https://help.lendingwise.com/knowledge/overview-of-lendingwise-platform?hsLang=en#crm) - [Website](https://help.lendingwise.com/knowledge/overview-of-lendingwise-platform?hsLang=en#website) - [Setting Up The Platform](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#main-content) - [Setting up Users and Permissions](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#setting-up-users-and-permissions) - [Main Platform Settings](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#main-platform-settings) - [Creating Your Loan Programs](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#creating-your-loan-programs) - [Setting Up a Webform](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#setting-up-a-webform) - [White Label Setup](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#white-label-setup) - [Website Template Setup](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#website-template-setup) - [Auto-Generate Docs](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#auto-generate-docs) - [Miscellaneous Setup Items](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#miscellaneous-setup-items) - [Setting up Users](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#setting-up-users) - [Email Templates](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#email-templates) - [Automations](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#automations) - [Importing Data](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#importing-data) - [Using The Platform](https://help.lendingwise.com/knowledge/using-the-platform?hsLang=en#main-content) - [Using the dashboard](https://help.lendingwise.com/knowledge/using-the-platform?hsLang=en#using-the-dashboard) - [Communications and Email](https://help.lendingwise.com/knowledge/using-the-platform?hsLang=en#communications-and-email) - [Loan Origination](https://help.lendingwise.com/knowledge/using-the-platform?hsLang=en#loan-origination) - [Inside a loan file](https://help.lendingwise.com/knowledge/using-the-platform?hsLang=en#inside-a-loan-file) - [Running Reports & Exporting Data](https://help.lendingwise.com/knowledge/using-the-platform?hsLang=en#running-reports-exporting-data) - [Loan Servicing](https://help.lendingwise.com/knowledge/using-the-platform?hsLang=en#loan-servicing) - [Lender/Investor Marketplace](https://help.lendingwise.com/knowledge/using-the-platform?hsLang=en#lender-investor-marketplace) - [CRM](https://help.lendingwise.com/knowledge/using-the-platform?hsLang=en#crm) - [Integrations](https://help.lendingwise.com/knowledge/using-the-platform?hsLang=en#integrations) - [Frequently Asked Questions](https://help.lendingwise.com/knowledge/frequently-asked-questions?hsLang=en#main-content) - [CRM](https://help.lendingwise.com/knowledge/frequently-asked-questions?hsLang=en#crm) - [LOS](https://help.lendingwise.com/knowledge/frequently-asked-questions?hsLang=en#los) - [Pricing Engine](https://help.lendingwise.com/knowledge/frequently-asked-questions?hsLang=en#pricing-engine) - [Website Template](https://help.lendingwise.com/knowledge/frequently-asked-questions?hsLang=en#website-template) - [Integrations](https://help.lendingwise.com/knowledge/frequently-asked-questions?hsLang=en#integrations) - [Marketing](https://help.lendingwise.com/knowledge/frequently-asked-questions?hsLang=en#marketing) - [Automations Emails and Communication](https://help.lendingwise.com/knowledge/frequently-asked-questions?hsLang=en#automations-emails-and-communication) - [Service and Support](https://help.lendingwise.com/knowledge/service-and-support?hsLang=en#main-content) - [Help Desk](https://help.lendingwise.com/knowledge/service-and-support?hsLang=en#help-desk) - [Managing your Subscription and Billing](https://help.lendingwise.com/knowledge/service-and-support?hsLang=en#managing-your-subscription-and-billing) - [Submit Ticket](https://help.lendingwise.com/knowledge/kb-tickets/new) - [Customer Portal](https://help.lendingwise.com/tickets-view) - [New Releases](https://lendingwise.releasenotes.io/) - [System Status](https://lendingwise.statuspage.io/) [![LendingWise Logo\_600x131](https://help.lendingwise.com/hs-fs/hubfs/LW%20logos/LendingWise%20Logo_600x131.jpg?width=366&height=80&name=LendingWise%20Logo_600x131.jpg "LendingWise Logo_600x131")](https://lendingwise.com) Copyright © 2025, LendingWise