Custom Loan Origination System for Lenders
LoanWell is a End-to-End platform for Lenders with Intake, Origination, Underwriting, Closing, Servicing, & Reporting all in one platform. Our system can be completely branded and customized (like Squarespace) and is specifically designed with flexibility in mind for the multi-faceted origination and servicing needs of Lenders.
Want to learn more? Chat with us about your loan origination needs.
Customizable for Every Lender
FRONTEND
Custom Landing Page
Design your own custom branded landing page and present a fresh experience for your borrowers to login and view the loan process.
Customizable Loan Application
LoanWell guides the borrower during each step of the process with simple questions. We even provide tools like monthly payment calculators and savings calculator.
INTAKE
UPLOAD
Secure Document Storage
Borrowers and members of your team can upload and download documents securely with our encrypted file manager inspired by Dropbox.
Custom Workflow and Task Management
Digitize your loan origination process and task your team members efficiently in our customizable workflows.
TEAM
ANALYZE
Underwriting Made Easy
Bring your own Excel models to analyze the deal and our system will import self-reported data from borrowers and other team members throughout the process.
Sign Electronically
With LoanWell, both parties can sign the loan document and communicate directly adding convenience to the back and forth process.
CLOSE
SERVICE
Servicing Automation
We've made it as easy as possible to manage the servicing process with auto-drafted payments and automated communication to the borrower.
Business Intelligence
View your entire portfolio or just a slice based on the Key Performance Indicators and Graphs that are most important to your team.
REPORT
Features
Loan Agreement Questionnaire
Follow our step by step questionnaire to create your loans or add your own questionnaire for a custom loan agreement.
Analytics
Gain insight into user activity by event, questionnaire, and/or pageview.
Business Intelligence
Custom Dashboards with Data Visualization, Access to All Loan Agreements, and Bank Account Management
E-Signature
Recipients sign your custom loan agreement electronically on our site.
KYC Verification
We manage the KYC process and securely store your user's account information with our banking partner.
ACH Payments
LoanWell manages your ACH transactions for loan disbursement and repayment with recurring payments or one-time scheduled payments.
Unlimited Documents
Store and Retrieve Documents Safely and Securely (Encrypted with AWS KMS)
Automatic Form Preparation
Our system will auto-prepare 1098, 1099-INT, 1099-MISC forms
Email Engine
One-time Messages, Auto-Reminders, Invoices, Statements, Alerts, Marketing Campaigns, etc.
Contacts Database
Automatically Store Contact Info for Applicants, Borrowers, Lenders, Vendors, etc.
QuickBooks API Integration
Integrate with QB Online to track principal, interest, and late fees
User Account Management
Individual logins and account mangement for all Applicants, Borrowers, Lenders, Vendors, etc. Team Accounts with Permission Management