If you’re asking, “Do you integrate with ___?”, use the Decision Guide below to pick the best path.
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.
Geraci Lightning Docs (Legal Docs)
Send loan and closing data directly from LendingWise to Lightning Docs to generate attorney‑grade loan packages, reducing duplicate data entry. See setup steps and usage details here: Lightning Docs + LendingWise.
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.