Connected APIs for modern lending operations.
LendWizely connects intake, bank intelligence, merchant and business credit, accounting and revenue data, identity and business verification, underwriting support, legal and risk data, communications, signatures, storage, CRM workflows, and payment operations into one connected operating layer.
APIs that support the full lending lifecycle.
LendWizely brings together the services behind intake, bank analysis, merchant and business credit, verification, decision support, messaging, contracts, storage, and payment operations into one connected software experience.
Structured intake
Capture submissions, documents, statements, merchant data, and communication workflows in a cleaner operating environment.
Better signal quality
Use verification, enrichment, and analysis tools to improve record quality before underwriting and execution.
Operational continuity
Keep communications, CRM activity, signatures, document storage, and payment workflows tied to the same account lifecycle.
The integration stack behind the platform.
Organized by what each API supports inside the lending workflow.
Accounting & Payments
Connect payment processing, ACH workflows, accounting data, revenue signals, and account movement.
- ACH Processing
- Actum Processing
- GoACH
- Nacha
- QuickBooks
- Stripe
CRM & Communications
Manage pipeline activity, outreach, messaging, live chat, and customer communication.
- HubSpot
- Pipedrive
- Nylas
- SendGrid
- Twilio + SMS providers
Documents & eSign
Generate, route, sign, edit, and store agreements inside the same workflow.
- DocHub
- DocuSign
- Dropbox Sign
- PandaDoc
Operations
Support internal workflow, storage, project coordination, and AI-assisted operations.
- AWS S3
- ChatGPT
- ClickUp
- Dropbox
Underwriting & Risk
Bring bank data, business and merchant credit, identity and tax verification, legal intelligence, public records, and risk signals into review.
- CLEAR + LexisNexis
- DecisionLogic
- Experian Business Credit
- Experian Merchant Credit
- MoneyThumb
- Plaid
- TaxBandits
Explore integrations by function.
One powerful ecosystem of connected technologies supporting smarter underwriting, faster operations, and seamless execution across the lending lifecycle.
Accounting & Payments
Payment processing, ACH infrastructure, accounting connectivity, revenue data, and money movement.
ACH-related payment processing support tied to collections, payment movement, and account operations.
Actum ProcessingACH and payment-processing infrastructure supporting connected debits, credits, payment operations, and account servicing workflows.
ACH infrastructure support tied to payment movement, repayment workflows, and connected processing operations.
Network-level ACH ecosystem support reflecting connected payment and transfer infrastructure across operations.
Accounting connectivity supporting merchant financial data, revenue and expense visibility, transaction workflows, reconciliation, and connected accounting operations.
Payment-processing and transaction connectivity supporting merchant revenue visibility, payment activity, reconciliation, and additional underwriting context.
CRM & Communications
Pipeline management, email, SMS, chat, and connected customer communication.
Messaging infrastructure supporting real-time communication and additional outbound engagement capabilities.
SMS communication support for outbound messaging, reminders, updates, and customer engagement workflows.
Embedded user chat and real-time messaging support for connected communication inside the platform experience.
SMS messaging support for alerts, reminders, communication workflows, and account engagement touchpoints.
Inbox-linked workflows and communication continuity connected to merchant records and operating activity.
CRM connectivity supporting contact management, pipeline movement, follow-up activity, and deal visibility across the platform.
Email and communications API support for account activity, workflow messaging, and connected communication layers.
PipedriveCRM and pipeline-management connectivity for contact activity, deal movement, follow-up, and synchronized sales workflows.
Email delivery infrastructure supporting notifications, account communications, and workflow-based outbound messaging.
SMS communication infrastructure for alerts, reminders, engagement workflows, and connected customer messaging.
Business messaging support for direct communication, engagement workflows, and customer interaction continuity.
Documents & eSign
Contract preparation, electronic signatures, PDF workflows, and document execution.
DocHubPDF editing, form completion, document routing, and eSignature support for contract and documentation workflows.
DocuSignElectronic signature infrastructure for contract delivery, signature collection, agreement status, and document execution workflows.
Electronic signature infrastructure that keeps contracting and execution connected to the same workflow.
PandaDocDocument generation and electronic signature workflows for agreements, contracts, approvals, and connected execution inside the platform.
Operations
Storage, project management, AI support, and internal workflow infrastructure.
Secure file and document storage infrastructure supporting records, uploads, archived assets, and platform continuity.
AI-powered assistance supporting connected workflows, internal productivity, and broader platform intelligence use cases.
Project and task management software supporting connected internal operations and team coordination workflows.
Document storage and file continuity for contracts, submissions, statements, and internal workflow records.
Underwriting & Risk
Bank analysis, credit, identity and tax verification, public records, court data, legal intelligence, and underwriting signals.
Cobalt Intelligence Secretary of State and business-verification data supporting entity status, registration, business identity, and underwriting due diligence.
CourtListener Court opinions, dockets, filings, and legal-data access supporting litigation research and additional legal-risk context.
Merchant intelligence and funding-history data used to strengthen underwriting context, exposure review, and workflow visibility.
DecisionLogicBank-account verification and transaction intelligence used to bring normalized financial data into underwriting and cash-flow review workflows.
Email verification support for cleaner communications, fewer delivery issues, and stronger contact records.
ExperianCommercial business credit-report access supporting business credit scores, tradelines, payment history, public-record indicators, and commercial underwriting review.
ExperianMerchant and principal credit-report access supporting credit scores, tradelines, utilization, payment history, inquiries, and underwriting decision support.
Address and location intelligence used to support cleaner record quality and standardized data workflows.
LexisNexis Risk SolutionsIdentity, fraud, business, and risk intelligence used to strengthen due diligence and surface additional underwriting signals.
Bank statement processing and financial document extraction for intake and underwriting support.
Financial connectivity and account-linked data support used across intake and analysis workflows.
TaxBandits Tax and TIN verification support for business records, taxpayer identity checks, W-9 related workflows, and underwriting/compliance validation.
Thomson Reuters CLEARPublic-record and investigative intelligence supporting business, principal, identity, address, and risk research during underwriting review.
Tax ID verification that helps support record accuracy before review, contracting, and execution.
TLOxpTransUnion investigative and public-record intelligence supporting identity resolution, contact research, business review, and enhanced due diligence.
UniCourtCourt and litigation data used to add legal-risk context, case visibility, and public-record intelligence to merchant and principal review.
Standardized address verification to improve merchant record quality and supporting documentation workflows.
Identity verification and onboarding support that adds another layer of confidence to principal and merchant record validation.
A broader connector footprint, unified inside one system.
The API stack shown here is only part of the broader operating layer. As the platform grows, additional services and workflows can continue to be connected without breaking the user experience.
Current APIs already support core functions across bank analysis, merchant and business credit, verification, legal and risk intelligence, messaging, CRM, signatures, storage, payments, and user communication channels.
The platform is built to support more connectors as new workflow requirements, communication channels, and operating needs grow.
The goal is not more disconnected tools. The goal is more connected infrastructure inside one lending ecosystem.
One operating layer connecting the APIs serious lending teams rely on.
LendWizely brings together bank intelligence, merchant and business credit, accounting and revenue data, verification, risk and legal data, communications, payments, contracts, storage, CRM activity, live chat, and workflow execution inside one connected platform.