Your Gateway to Seamless Financial Management!
Discover the future of financial CRM with LendWizely, a dynamic platform meticulously crafted for those who seek precision in investments, loans, and financial data. At the core of our innovation is the revolutionary Custom Reporting Tool, designed to put you in the driver’s seat of your financial journey.
Key Features
Tailored Data at Your Fingertips
LendWizely’s Custom Reporting Tool is not just a feature; it’s your personalized financial assistant. Easily tailor your reports to extract the exact data points you need, ensuring that every decision is informed, strategic, and aligned with your unique goals.
Intuitive Design, Effortless Navigation
We understand that the power of data is only as good as your ability to access and interpret it. LendWizely stands out with its exceptional user experience (UX) design, providing a seamless interface that guides you effortlessly through your financial landscape. No more data overwhelm – just clarity at every click.
Comprehensive Insights, Real-Time
Stay ahead of the curve with real-time updates and insights. Whether you’re tracking investments, managing loans, or analyzing financial trends, LendWizely ensures you’re always armed with the latest, most relevant information.
Security You Can Trust
Your financial data is precious, and we treat it as such. LendWizely employs state-of-the-art security measures, giving you peace of mind as you navigate your financial landscape.
Tips and Tricks Along the Way
Navigating financial data has never been easier. LendWizely doesn’t just provide a tool; it offers guidance. Benefit from tips and tricks integrated into the platform, helping you make the most of your financial insights without a steep learning curve.
Grow Your Business Easier
Use our tools to manage your loans and earn a return on your investments
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Boost Operational Efficiency
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Reduce Risk and Improve Decision-making
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Enhanced Syndication & ISO Experience and Loyalty
Underwriting and parsing process
How a submission comes in via parsing and goes out
1. Parsing
Parsing the email from the Iso
2. Scrubbing
Money Thumb auto scrubbing
3. Offer is sent
Credit Analyst sends offer to Underwriting a deal
Automated Syndication Process
Seamlessly integrating advanced technology and user-friendly features, our platform offers a personalized and secure solution for all your financial needs.
- Draft deal syndications
- Email Schedule A as PDF or e-sign
- Report nightly syndications amount
- Receive fund and input transactions
- Process syndication payouts
- Payouts summary accessible on syndicate portal
Automated Collection Process
From budgeting and expense tracking to investment management, our application empowers you to take control of your financial future with ease and confidence.
- Schedule daily/weekly collections
- Submit daily batch file through ACH Processor
- Report daily batch file volume
- Update daily transactions and balances
- Report NSF/Returned transactions for attention
- Reschedule bounced transactions and charge applicable fees