What Does LendingWise Integrate With?

Short answer: LendingWise supports (1) native/direct connections for credit/third‑party services via the MeridianLink CRA network and Xactus, (2) a native/direct legal‑docs integration with Geraci Lightning Docs, and (3) flexible integrations through inbound lead posting, outbound webhooks (Zapier and similar tools), and our OpenAPI for advanced use cases. All integration options are available on Pro plans and above.

Native/Direct Integrations (Out‑of‑the‑box)

Credit Reporting Agencies (CRAs) via MeridianLink + Xactus

LendingWise works with CRAs via the MeridianLink network and Xactus to support ordering credit and related services from inside a loan file (e.g., credit, AVM, flood/background). For setup steps and the latest supported options, see our guide: Integrated 3rd Party Services: Credit, AVM, CCR.

(Legal Docs) Fortra Law- Lightning Docs & Private Lender Law- DocLab

Send loan and closing data directly from LendingWise to Lightning Docs or DocLab to generate attorney‑grade loan packages, reducing duplicate data entry. See setup steps and usage details here: Lightning Docs + LendingWise.

Google docs/Sheets API- You can create your own templates for single or multi-page docs that auto-populate data from the system on to your own package... Create your own term sheet, disclosures, credit memo, executive summary, closing docs, loan agreements, statements, etc...

Inspections covered by Trinity & TruePic (coming soon)
- Order feasibility study, rehab/construction reports, draw inspections, etc... All via the portal.
- TruePic- (Coming Soon)

Property Address & Data
- We auto suggest the proper legal property address as you type in the address. Additionally the Real Estate Data API includes 100s of data fields on the property specs, ownership details, liens, MLS data, etc... We will soon surface that data in the UI.

E-sign Integrations
- We have built a native E-sign tool that works on all docs that we custom build for you. Check the doc library for p[re-built docs like 1003, loan apps, addendums, disclosures, etc... You can Request custom docs with E-sign for a small fee.
- We provide a e-signature pad on the quick & full app webforms. When enabled the borrowers can e-sign on the webform and the system converts the digital loan app into a fully, E-signed PDF.

Zapier & No‑Code Connectors (Flexible)

While we don’t have a pre‑built Zapier app, Zapier Webhooks (and similar tools like Make, Integrately, etc.) make it easy to connect LendingWise with thousands of apps:

Inbound: Capture leads from forms/CRMs/marketing tools and post them into LendingWise (Lead Data Posting).
How‑to: API Integration for Inbound Data Transfer to Post New Leads into LendingWise.
Outbound: When a file hits a status/stage, send data out of LendingWise to CRMs, email tools, etc. (Webhook Automation).
How‑to: Webhook Automation Integration for Outbound Data Transfer.
Overview & examples: Zapier Integrations (API/Webhooks).

Tip: For simple "send/receive lead/contact data" workflows, start here before considering custom development.

OpenAPI (Advanced & custom, developer needed)

For more complex or data‑rich integrations, use the LendingWise OpenAPI. For access requirements and endpoint coverage, see:

KB overview: OpenAPI
Developer docs: Getting Started

Decision Guide: “Do you integrate with ___?”

Use this quick path selector:

Is it a credit report / AVM / flood / CCR provider?
→ Check if the vendor is a CRA on the MeridianLink network or Xactus. If yes, it’s natively/directly supported inside the loan file.
Is it a legal doc generation tool (Geraci Lightning Docs)?
→ Native/direct integration. Push loan data to Lightning Docs from LendingWise.
Do you only need to push or receive basic lead/contact data (e.g., from a web form to LW, or from LW to your CRM/email tool)?
→ Use Zapier or similar with Inbound Lead Posting (to LW) or Outbound Webhook (from LW). No custom code required.
Do you need richer data syncs, custom logic, or endpoints beyond leads?
→ Use the OpenAPI (a developer may likely be required on your end.

Plan Availability

All integration options (native/direct CRAs/Xactus, Lightning Docs, webhooks, inbound lead posting, and OpenAPI) are available on Pro plans and above.