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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Streamline and expand your lending operations with our comprehensive CRM and loan management software, which provides a contemporary experience for borrowers through online and mobile-friendly portals, personalized workflows, and a completely paperless application process. By integrating our rapid and comprehensive application web forms directly onto your website, you can expedite submissions and ensure the efficient collection of necessary documents. Our platform facilitates real-time updates for all team members, including brokers, borrowers, and third parties, keeping everyone informed about the loan's progress. Built entirely on AWS, our solution adheres to SOC 2, ISO 27001, and PCI compliance standards, guaranteeing that your data and documents are encrypted, secured, and backed up for life. The customizable dashboard and pipeline enhance your workflow, while features like email marketing with drip campaigns, lead tagging, and tracking of referral sources empower your business. You can effortlessly assign leads and deals to loan officers or processors, and with LendingWise LOS software, you gain a versatile tool that is pre-configured for various loan types such as Fix & Flip, Rental, CRE Bridge/Perm, and SBA loans, with the option for further customization to meet your specific needs. This robust platform not only optimizes your lending process but also positions your business for sustained growth and success in the competitive market.

Description

TruStage specializes in digital-first insurance and financial service solutions aimed at empowering individuals, credit unions, financial institutions, and businesses to make well-informed financial choices while safeguarding their most important assets. Their service portfolio includes consumer insurance, lending protection, business protection, annuities, workplace solutions, compliance services, and wealth management offerings. Specifically for lenders, TruStage presents a digitally focused lending program that seamlessly incorporates payment protection into the loan application process, allowing borrowers to enjoy instantaneous eligibility checks, relevant educational resources, and the convenience of selecting coverage without disrupting the lending workflow. This range of protection products encompasses Debt Protection, Credit Insurance, and Guaranteed Asset Protection (GAP). Furthermore, member selections can be directly integrated into loan documentation, minimizing the need for rekeying and streamlining staff processes. The integrations are crafted to be compatible with major loan origination systems and lending platforms, enhancing overall efficiency in the lending experience. Ultimately, TruStage is dedicated to simplifying the financial decision-making process for its clients through innovative technology and user-friendly solutions.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

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

Integrations

Aloware No 
Amazon Web Services (AWS) No 
CoreLogic Claims Connect No 
Equifax B2B Marketing Compass No 
Experian Connect No 
HouseCanary No 
HubSpot CRM No 
HubSpot Customer Platform No 
Kinective Bridge No 
Matrix No 
Microsoft Dynamics 365 No 
Pipedrive No 
Plaid No 
Salesforce No 
Velocify No 
Zapier No 
Zoho CRM No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

The LoanPost

Founded

2006

Country

United States

Website

www.lendingwise.com

Vendor Details

Company Name

TruStage

Founded

1935

Country

United States

Website

www.trustage.com

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management No 

Product Features

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