LendingWise

LendingWise

The LoanPost
TeamSale

TeamSale

Zadarma
+
+

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About

Automate & scale your lending business with our CRM, loan origination & servicing software. A modern borrower experience with online, mobile friendly portals, customized workflows & paperless origination. Integrate our quick & full app web forms on your site to fast track submissions & accurately collect required docs. Keep your entire team, including brokers, borrowers & 3rd parties updated in real time on the loan status. Our platform sits 100% on AWS & is aligned with SOC 2, ISO 27001, & PCI compliance. We encrypt, secure & back up your data & documents for life. Customizable dashboard and pipeline. Email marketing with drip campaigns. Lead tagging & referral source tracking. Assign leads & deals to loan officers or processors. LendingWise LOS software is flexible & pre-built for Fix & Flip, Rental, CRE Bridge/Perm, SBA loans or can be customized for almost any loan product.

About

Stay Organized and Aligned with Teamsale CRM! Teamsale CRM is a powerful tool built to streamline your sales workflow and keep your team connected at every stage of the process. Whether you're managing a small sales team or multiple offices, everything you need is in one place — no add-ons, no clutter. Key features include: - Unified dashboard for leads, clients, tasks, and deals - Built-in team chats to collaborate without switching apps - Real-time lead assignment and status tracking - Full visibility into team performance and deal progress - Works perfectly for in-office and remote teams No complex setup or third-party integrations required — just a straightforward solution to help your team close more deals with less hassle.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Lenders and brokers in need of a CRM, loan origination and servicing software solution to automate and scale their lending business

Audience

Organizations searching for a complete CRM platform

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$26 per team per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • We have been using IP telephony for a year now, we have moved several times during this time, the number has always remained with us. Unlike mini-PBXs and landline phones, installing and configuring phones with IP telephony in a new location takes a few minutes. That's why we chose telephony. Well, in terms of communication costs, IP telephony is significantly cheaper.

Cons

  • The price and wide selection of rooms cover all possible disadvantages.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

The LoanPost
Founded: 2006
United States
www.lendingwise.com

Company Information

Zadarma
Founded: 2006
teamsale.com

Alternatives

Alternatives

Alian Hub

Alian Hub

Alian Software
AFSVision

AFSVision

Automated Financial Services
Flexie CRM

Flexie CRM

Flexie Solutions
Jack Henry Loan Origination

Jack Henry Loan Origination

Jack Henry & Associates
iSales CRM

iSales CRM

IT IDOL Technologies

Categories

CRM

Categories

CRM

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Integrations

Aloware
Amazon Web Services (AWS)
CoreLogic Claims Connect
Equifax B2B Marketing Compass
Experian Connect
HouseCanary
HubSpot CRM
HubSpot Customer Platform
Kinective Bridge
Matrix
Microsoft Dynamics 365
Pipedrive
Plaid
Salesforce
Velocify
Zadarma
Zapier
Zoho CRM

Integrations

Aloware
Amazon Web Services (AWS)
CoreLogic Claims Connect
Equifax B2B Marketing Compass
Experian Connect
HouseCanary
HubSpot CRM
HubSpot Customer Platform
Kinective Bridge
Matrix
Microsoft Dynamics 365
Pipedrive
Plaid
Salesforce
Velocify
Zadarma
Zapier
Zoho CRM
Claim LendingWise and update features and information
Claim LendingWise and update features and information
Claim TeamSale and update features and information
Claim TeamSale and update features and information