Products

Five platforms. One connected lending operating system.

LendWizely gives brokers, lenders, syndicators, ISOs, and credit teams specialized products that run on one connected operating system across submissions, underwriting, AI-assisted workflow execution, decisioning, partner flow, funding, renewals, and collections.

Infrastructure
Specialized products on one shared lending operating system
Workflow
AI assistants and decision logic embedded across the full suite
Continuity
Connected lifecycle from submissions through funding and servicing
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LendWizely

One system connecting intake, decisions, partner flow, and lender execution.

Product Architecture

Explore the suite like connected infrastructure, not a static product list.

Each product works independently, but the data, workflow, and operator experience stay connected across the full lending lifecycle.

Broker Platform
For brokers and originators

Centralize submissions, document collection, lender matching, pipeline control, and AI-assisted follow-up in one broker workspace built for cleaner intake and faster handoff.

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Broker Workspace
Submission Pipeline

Active opportunities across intake, review, and lender routing.

Broker Platform

Built for submission velocity, cleaner intake, and less manual follow-up.

The Broker Platform gives originators a structured environment to intake files, manage missing documents, monitor movement, and route opportunities without breaking continuity between submission and lender review. AI assistants help reduce tedious back-and-forth so brokers can focus on moving deals and closing volume.

Submission intake in one structured workflow
Cleaner handoff into lender-side review
Document collection and readiness visibility
Lender routing, follow-up, and stage awareness
Broker Workspace
Live Pipeline
Merchant
Stage
Amount
Next
Skyline Dental
Intake
$28k
Docs
Harbor Foods
Review
$66k
Match
Broadway Retail
Ready
$95k
Submit
East Side Care
Sent
$42k
Follow-Up
Files Ready
21
Missing Docs Avg.
1.2
Submission Flow
Fast
Lender Operations Console
Underwriting
Credit Quality82%
Cash Flow Strength74%
NSF Exposure18%
Repayment Stability88%
Underwriter Queue14
Offers in Review9
Docs Cleared31
Funding Ready7
Lender Platform

Structured for underwriting, approvals, offers, funding, and execution.

The Lender Platform gives funding teams a true operating layer for underwriting queues, internal review, stip handling, offer generation, contract workflow, and transition into funding. AI assistants help support repetitive operational work so teams can move faster without losing control.

Centralized underwriting and approval workflow
Approval logic, offer handling, and contract readiness
Cleaner visibility across underwriting, ops, and funding teams
Connected path from review to execution and post-funding ops
Syndication Platform

Built for capital placement, partner coordination, and participation management.

The Syndication Platform helps capital teams place opportunities, track partner commitments, and manage participation visibility without losing continuity across underwriting, approvals, and funding execution.

Allocation and participation tracking
Partner-level commitment and allocation visibility
Cleaner distribution and partner coordination workflow
Shared deal continuity with lender operations and funding teams
Participation Allocation Board
Capital Partners
Deal
Partner
Share
Status
Metro Health
Partner A
35%
Placed
Summit Auto
Partner C
20%
Review
Harbor Retail
Partner B
40%
Commit
Prime Dental
Partner D
25%
Pending
Capital Partners
18
Open Participations
27
Coverage
91%
ISO Team Portal
Rep Visibility
Active Reps42
Submissions This Week118
Merchants in Follow-Up63
Approval Rate68%
Rep Productivity89%
Submission Quality77%
Docs Completion81%
Pipeline Visibility94%
ISO Platform

Built for rep visibility, branded intake, and ISO production flow.

The ISO Platform gives organizations a structured environment to manage rep activity, merchant submissions, branded intake, and production visibility while keeping workflow connected from rep submission through lender review and execution.

Rep oversight across active production
Branded intake and merchant flow
Submission consistency across reps and teams
Connected view into lender-side underwriting and execution
Decision Engine

Built for faster, more consistent underwriting and risk decisions.

The Decision Engine brings scoring, weighted rules, tiering, structured decision logic, and AI-assisted evaluation support into the suite so teams can evaluate risk faster, standardize approvals, and keep decision quality more consistent.

Weighted scoring and structured decision logic
Tiering, configurable risk evaluation, and paper logic
Faster consistency across underwriting and approvals
Decision support embedded across the full suite
Decision Intelligence
Risk Signals
Risk Tier
A- / 84
Decision Drivers
Revenue Stability92%
Credit Profile79%
Bank Health83%
Recommended ActionApprove
Max Advance$95k
Trigger Count3
Required Stips2
How they work together

One lifecycle. Specialized products. Shared continuity.

Each product owns a stage, but the workflow stays connected from intake through underwriting, AI-assisted workflow execution, decisioning, syndication, funding, renewals, and collections.

Lead Intake

Capture merchants, files, and opportunities at the start of deal flow.

Broker / ISO

Submission

Organize documents, notes, readiness, and follow-up into one structured path.

Broker Platform

Underwriting

Review signals, offers, contracts, and internal approvals with cleaner queue control.

Lender Platform

Decisioning

Apply scoring, rules, risk tiering, and recommendation logic.

Decision Engine

Syndication

Route opportunities to partners and manage participations with visibility.

Syndication Platform

Execution

Keep the account connected through funding, renewals, collections, and lender operations afterward.

Lender + Servicing
Book a demo

Use one product — or power the full lending lifecycle on one system.

Whether you need a broker workspace, lender operating layer, syndication environment, ISO portal, or smarter decisioning, LendWizely can deploy the pieces that fit your workflow while keeping the full lifecycle connected with AI-assisted execution.