Sales/Leads

Effortlessly integrate your sales/ISO systems with LendWizely by leveraging our Rest API or a selection of connectors, ensuring smooth and streamlined application process.

Loan offers

LendWizely CRM empowers ISOs by providing them with the flexibility to choose personalized offers and generate contracts dynamically in real-time. Streamlining the process, LendWizely ensures ISOs can efficiently cater to their clients’ needs while accelerating their workflow.

Email parsing to your CRM

• Our system automatically parses attached documents from your email and extracts notes, swiftly determining whether the submission was previously processed or involves a new company. All email attachments are seamlessly saved into your designated S3 bucket or Dropbox and conveniently linked to the relevant loan application.

• In mere seconds, our cutting-edge file control sheet employs Optical Character Recognition to automatically analyze bank statements, swiftly detecting deposits, transfers, daily balances, as well as any cash advances, loans, or potentially suspicious activities.

Contracts & Whitelabels

Discover the full potential of LendWizely CRM, where optimized processes and enhanced time efficiency are achieved through seamless integration of eSignatures and pre-filled contracts. Embrace a streamlined workflow that eliminates paperwork, saving valuable time and resources. Effortlessly upload and utilize multiple contract templates, customizing your Whitelabel accounts within seconds to foster meaningful engagement with your esteemed partners. Experience unparalleled CRM support, unlocking the true capabilities of Whitelabel Accounts for your business.

Underwriting

Our underwriting dashboard simplifies and accelerates the tasks of underwriters by integrating company search tools, SOS connections, background checks, and the option to save outcomes for companies/merchants. With a streamlined overview, the platform empowers underwriters to efficiently handle tasks like Merchant Interviews and funding calls, enhancing decision-making and optimizing the underwriting process.

ACH processing

ACH Processors and Credit Card Processors facilitate daily collections seamlessly.

Collections

Our CRM enhances the collections process for your team by providing a dashboard that allows them to effortlessly monitor each deal’s performance and payment percentage. They can conveniently filter results by performance and directly initiate follow-ups with merchants from the same dashboard. The system also empowers collections to track recent bounced payments (NSF/Returned transactions) and coordinate revised payment schedules or alternative methods with merchants. For up-to-date insights, the latest NSF/Returned transaction report is automatically updated on their dashboard every morning. Additionally, if a collector successfully retrieves owed payments from a merchant, they can accurately record their commission in a dedicated table, serving bookkeeping purposes.

Dedicated ISO & Syndication Portal

• Ensure your ISOs are always up to date with our dedicated ISO portal – a website exclusively designed for them. They can log in and effortlessly submit deals directly through their personalized portal, as well as track the status of their commissions and deals with ease.

• Grant your syndication partners a login to access their deals and pipelines, and even enable them to participate in new deals under development. Our system offers a detailed breakdown of cash balance and a plethora of additional features for enhanced visibility and control.