--- title: CRM Features description: "LendingWise CRM features: bulk email marketing, automated emails, tasks and webhooks, email tracking and syncing, calendar and tasks." --- [Skip to content](https://help.lendingwise.com/knowledge/what-crm-features-does#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) 3. [CRM](https://help.lendingwise.com/knowledge/overview-of-lendingwise-platform?hsLang=en#crm) # CRM Features ## The CRM tools in LendingWise: bulk email, automation, email syncing, calendar and tasks. LendingWise is a comprehensive platform equipped with an array of Customer Relationship Management (CRM) features designed to boost productivity among your users. This guide will provide an overview of key functionalities that can help streamline your business operations. #### Bulk Email Marketing LendingWise offers a built-in email marketing tool that allows you to send mass emails to borrowers directly from various lists such as the main pipeline, or the borrower list. This feature facilitates easy and efficient communication with your clients. See: [Mass Email Marketing with Send Email Campaign Feature - Borrower(s)](https://help.lendingwise.com/knowledge/mass-email-marketing-borrowers?hsLang=en) #### Automated Drip Emails, Tasks, and Webhooks Automation is key in today's fast-paced business environment. LendingWise supports automated email sequences for sales, processing, or servicing purposes. Additionally, automation rules can create tasks or send webhooks when something happens on a file. Set these up in Settings \> Automation (Actions, Rules and Activity Log). See: [Creating Tasks](https://help.lendingwise.com/knowledge/creating-tasks?hsLang=en) and [API Integration for Inbound Data Transfer to Post New Leads into LendingWise](https://help.lendingwise.com/knowledge/how-to-utilize-api-integration-for-inbound-data-transfer-to-post-new-leads-into-lendingwise?hsLang=en) #### Email Composition and Tracking The LendingWise platform enables you to easily communicate with all parties involved in a loan, including borrowers, co-borrowers, title agents, appraisers, inspectors, attorneys, and more. All emails can be tracked and stored in the loan file, ensuring effective communication management. See: [How to track Email Delivery and Status](https://help.lendingwise.com/knowledge/email-tracking-and-status?hsLang=en) #### Email Syncing Every loan file has its own email address. Emails sent or forwarded to it, with their attachments, show on the file's Inbox tab (WORK \> Inbox). A Manager turns this on with Enable Inbox E-mail Syncing in Settings \> Platform Settings \> Company Settings. #### Calendar and Task Management The calendar (CRM \> Calendar/Tasks) displays all pending tasks and critical due dates such as follow-up dates, task due dates, maturity dates, insurance/taxes expiration dates, etc. Users can also sort tasks by due date or priority status using the task list. Managers have the added benefit of viewing tasks across their team as required. #### Click-to-Call Feature LendingWise supports integration with popular dialer browser extensions like Ring Central, Aloware, or other VOIP services. This enables all phone numbers in the platform to become click-to-call enabled, facilitating swift communication. #### SMS Messaging Within a loan file, users can opt to send a note via SMS to the borrowers or co-borrowers, provided the recipients have a cell number and carrier listed. See: [How to send SMS messages](https://help.lendingwise.com/knowledge/how-to-send-sms-messages?hsLang=en) #### Lead Capture via Quick App Webforms The Quick App webform is a handy tool for capturing potential clients showing interest in your loan products. Upon submission, these leads can be seamlessly integrated into a nurture campaign. See: [Customize Quick App & Full App form fields](https://help.lendingwise.com/knowledge/customize-quick-app-full-app-form-fields?hsLang=en) #### Custom Sub Statuses (Tags) LendingWise allows for custom sub-statuses or 'tags' to be assigned to loan files or borrowers. This enables easy sorting by these tags, facilitating targeted email communication or direct outreach. See: [Sub-Statuses](https://help.lendingwise.com/knowledge/adding-or-removing-sub-status?hsLang=en) #### Contact Management As you create loans with various contacts like appraisers, title agents, attorneys, inspectors, investors, etc., the contact list will automatically grow, simplifying contact management. See: [Contacts Manager Tool](https://help.lendingwise.com/knowledge/contacts-manager-tool?hsLang=en) #### Broker and Borrower Lists The platform provides separate lists for viewing all your brokers and borrowers, making it easy to see how many loans they are associated with, send bulk emails, tag them for special marketing campaigns, and more. See: [Mass Email Marketing with Send Email Campaign Feature - Borrower(s)](https://help.lendingwise.com/knowledge/mass-email-marketing-borrowers?hsLang=en) #### Branch and Broker Portal Branch-level accounts and brokers can leverage all the CRM tools offered by LendingWise to expand their business. They also have the option to have a white-labeled version under their own brand (additional cost required). See:  and [Loan Officers/Mortgage Broker Login Portal](https://help.lendingwise.com/knowledge/loan-officers/mortgage-broker-login-portal?hsLang=en) #### Borrower Portal The borrower portal is designed to allow borrowers to manage their respective loan files, upload documents, make notes, and more, providing a user-friendly and efficient experience. In conclusion, the LendingWise platform provides a wide range of CRM features that can significantly enhance productivity and streamline your business operations. See: [Borrower Login](https://help.lendingwise.com/knowledge/borrower-login?hsLang=en)   - [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) - 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