The Pipeline tab in LendingWise displays all active loan files, organized by status, user, or loan program. It’s the main workspace for tracking, filtering, and managing loans as they move through your custom loan workflow.
Sub-tabs
Pipeline - Main
Shows all loan files in your main pipeline.
My Assigned Files
Will show all loan files where you are assigned.
Soft Credit Pulls*
*Note: Please review Terms of Service, Privacy Policy and Frequently Asked Questions before activating the Soft Credit Pull feature with Acqualify.
Pricing Engine**
**Note: The pricing engine is for beta testing only. The guidelines are outdated. If you want a pricing engine, we will make an introduction to the 3rd party where you can purchase a plan and setup your lenders & their guidelines. Typical pricing is around $1500/mo and min $2500-$5000 setup depending on the # of lenders/investors & complexity.
To learn more & schedule a call with the pricing engine team, contact pricingengine@lendingwise.com
FYI: Lastly, if you want the LendingWise loan data to flow into the loan pass pricing engine, we can do that, but it will require a custom dev project fee.