Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • CREDITONLINE Reviews & Ratings
    16 Ratings
    Company Website
  • Mortgage Automator Reviews & Ratings
    186 Ratings
    Company Website
  • SBS Banking Platform Reviews & Ratings
    69 Ratings
    Company Website
  • LoanPro Reviews & Ratings
    110 Ratings
    Company Website
  • Predict360 Reviews & Ratings
    18 Ratings
    Company Website
  • Plaid Reviews & Ratings
    107 Ratings
    Company Website
  • Figure Markets Reviews & Ratings
    89 Ratings
    Company Website
  • D&B Risk Analytics Reviews & Ratings
    58 Ratings
    Company Website
  • Bryt Software Reviews & Ratings
    19 Ratings
    Company Website
  • EHS Hero Reviews & Ratings
    32 Ratings
    Company Website

What is Wolters Kluwer Wiz?

Adhering to the Community Reinvestment Act (CRA) has increasingly become a daunting task, often consuming extensive hours of employee effort and managerial attention. Grasping how your lending activities will be evaluated by regulatory examiners can prove challenging, and you may discover that you lack the essential data necessary to accurately portray your institution's performance. Our comprehensive CRA and Home Mortgage Disclosure Act (HMDA) offerings enable you to adopt a forward-thinking strategy in developing strong procedures and controls. By utilizing technology, outsourcing solutions, consulting services, or a combination of these approaches, you can establish a cost-effective CRA program that not only meets your institution's strategic objectives but also encourages community lending and fulfills regulatory requirements. Managing fair lending compliance across your organization is a complex undertaking that requires meticulous oversight of diverse loan portfolios and independent loan originators to ensure adherence to CRA, HMDA, the Equal Credit Opportunity Act (ECOA), and the Fair Housing Act (FHA). A well-organized fair lending program is essential; without it, your organization risks facing significant penalties and harm to its reputation, underscoring the importance of proactively tackling these compliance challenges. As the landscape of regulatory scrutiny continues to evolve, it becomes ever more crucial for institutions to remain vigilant and adaptable in their compliance strategies.

What is LendingWise?

Enhance and optimize your lending operations with our all-encompassing CRM and loan management software, designed to deliver a modern experience for borrowers via user-friendly online and mobile portals, tailored workflows, and a fully paperless application procedure. By incorporating our swift and thorough application web forms directly onto your site, you can accelerate submission processes and ensure the effective gathering of required documentation. Our platform provides real-time updates for all parties involved, including brokers, borrowers, and third-party stakeholders, ensuring that everyone stays informed about the status of the loan. Built entirely on AWS, our solution complies with SOC 2, ISO 27001, and PCI regulations, ensuring that your data and documents remain encrypted, secure, and backed up indefinitely. The adaptable dashboard and streamlined pipeline improve your operational flow, while capabilities such as email marketing with drip campaigns, lead tagging, and referral source tracking enable your business to thrive. You can easily assign leads and deals to loan officers or processors, and with LendingWise LOS software, you gain a flexible tool that is pre-set for various loan categories, including Fix & Flip, Rental, CRE Bridge/Perm, and SBA loans, with customization options to cater to your unique requirements. This robust platform not only refines your lending process but also strategically positions your business for long-term growth and success in an increasingly competitive landscape, allowing you to stay ahead of industry trends and customer expectations. Ultimately, our solution is crafted to empower your team and elevate the borrower experience, fostering deeper relationships and driving higher conversion rates.

Media

Media

Integrations Supported

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

Integrations Supported

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

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Wolters Kluwer Legal & Regulatory US

Company Location

United States

Company Website

www.wolterskluwer.com/en/solutions/wiz

Company Facts

Organization Name

The LoanPost

Date Founded

2006

Company Location

United States

Company Website

www.lendingwise.com

Categories and Features

Compliance

Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

Categories and Features

CRM

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

Popular Alternatives

Popular Alternatives

Comply Fair Lending Reviews & Ratings

Comply Fair Lending

RATA Associates
Lending Manager Reviews & Ratings

Lending Manager

CloudMaven, Inc
ComplianceOne Reviews & Ratings

ComplianceOne

Wolters Kluwer Financial Services
LoanCommander.com Reviews & Ratings

LoanCommander.com

Western Mortgage Technologies