Unite your team on one, flexible enterprise-grade CRM Platform

Bridge the gap between enterprise needs and producer workflows: from customizable pipelines to powerful automations, Lendware helps everyone in your organization level up on one CRM platform—while giving enterprise leaders the management tools they need.

Enterprise automation that drives efficiency

Scale your operations with powerful, no-code automations. Choose from 80+ pre-built playbooks or create custom workflows. Control which teams can customize automations and maintain oversight of all automated processes.

Highlights:

• Enterprise Automation Management
• 80+ Lendware Automation Playbooks
• No-Code Automation Builder

Compelling and compliant communications

Unite all your communications in one platform. Give producers powerful tools for SMS, email, and calling while maintaining compliance and brand consistency. Enhance messages with Canva-designed content and automate communications at scale.

Highlights:

• Compliant, two-way SMS
• Two-way email
• In-app dialer

Satisfy all your producers with team-level CRM customization capabilities

Give teams the freedom to customize their CRM without losing organizational consistency. From custom fields and statuses to tailored automations, let each team configure their workspace to match their unique workflows.

Highlights:

• Custom fields, statuses and tags
• Custom automations and designs
• Customize without support requests or coding

Flexible pipelines that work the way your teams do

Give your teams customizable, intuitive pipeline views while maintaining enterprise visibility. Let producers configure their workflows while you keep clear oversight of contacts and transactions across your organization.

Highlights:

• Team-level pipeline customization
• Drag and drop cards to trigger automated workflows
• True CRM capabilities that support contact and transaction pipeline management

Integrated task management

Drive accountability with flexible task management. Create, assign, and automate tasks across teams while giving producers a clear view of their priorities. Perfect for managing everything from borrower follow-ups to team projects.

Highlights:

• Cross-team tasks
• Alerts for new tasks
• Integrated task management

Robust enterprise management and compliance controls

Lendware helps you safeguard your brand, manage and grow your talent, and maintain compliance. With robust permissioning, brand management tools, and compliance support, it’s easy to run your business smoothly.

Highlights:

• Enterprise Automation Management
• A2P 10DLC registration and TCPA consent made easy
• Monitor team and branch performance with in-app reports

One CRM Platform to Unite Your Teams

Stop choosing between enterprise control and producer satisfaction. Lendware's mortgage CRM Platform drives high CRM adoption rates, unifies your teams, and helps everyone level up.

Enterprise Control

Maintain brand consistency, ensure compliance, and standardize processes across your organization while giving teams the flexibility they need to succeed.

Producer Satisfaction

Give your producers a CRM they'll actually want to use. Easy customization, intuitive workflows, and powerful automation tools drive industry-leading adoption rates.

Measurable ROI

Track performance, optimize campaigns, and identify new opportunities with comprehensive analytics and AI-driven insights.

Integrate your tech stack

Lendware has a modern API, native integrations with common mortgage software tools, and 100+ pre-built connectors. Connect quickly and easily with your LOS, POS, lead sources and more.

Why try Lendware?

All-in-One Solution Marketing automations and reporting in one centralized platform.

Time Empowerment Let automations reclaim your time and start spending it where it really matters.

Lead Management Track, nurture, and convert leads into happy clients with Lendware CRM.

Supercharge your mortgage business with our email and SMS automations, pre-built playbook automations, LOS integrations, referral partner reports and more.