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


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

Want to learn more? Chat with us about your loan origination needs.

Better Efficiency for Your Team

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.


LoanWell's services are not an offer to sell securities nor a solicitation of an offer to buy securities. LoanWell does not give investment advice, endorsement, analysis or recommendations with respect to any securities and is not a lender, financial institution, broker, venture fund or an investment advisor.