Want to learn more? Chat with us about your loan origination needs.
Design your own custom branded landing page and present a fresh experience for your borrowers to login and view the loan process.
LoanWell guides the borrower during each step of the process with simple questions. We even provide tools like monthly payment calculators and savings calculator.
Borrowers and members of your team can upload and download documents securely with our encrypted file manager inspired by Dropbox.
Digitize your loan origination process and task your team members efficiently in our customizable workflows.
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.
With LoanWell, both parties can sign the loan document and communicate directly adding convenience to the back and forth process.
We've made it as easy as possible to manage the servicing process with auto-drafted payments and automated communication to the borrower.
View your entire portfolio or just a slice based on the Key Performance Indicators and Graphs that are most important to your team.
Follow our step by step questionnaire to create your loans or add your own questionnaire for a custom loan agreement.
Gain insight into user activity by event, questionnaire, and/or pageview.
Custom Dashboards with Data Visualization, Access to All Loan Agreements, and Bank Account Management
Recipients sign your custom loan agreement electronically on our site.
We manage the KYC process and securely store your user's account information with our banking partner.
LoanWell manages your ACH transactions for loan disbursement and repayment with recurring payments or one-time scheduled payments.
Store and Retrieve Documents Safely and Securely (Encrypted with AWS KMS)
Our system will auto-prepare 1098, 1099-INT, 1099-MISC forms
One-time Messages, Auto-Reminders, Invoices, Statements, Alerts, Marketing Campaigns, etc.
Automatically Store Contact Info for Applicants, Borrowers, Lenders, Vendors, etc.
Integrate with QB Online to track principal, interest, and late fees
Individual logins and account mangement for all Applicants, Borrowers, Lenders, Vendors, etc. Team Accounts with Permission Management