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.
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Automation
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.
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Automation
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.
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Team-Level Customization
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.
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Pipeline Management
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.
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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.
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Enterprise Management & Compliance
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.
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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.
Maintain brand consistency, ensure compliance, and standardize processes across your organization while giving teams the flexibility they need to succeed.
Give your producers a CRM they'll actually want to use. Easy customization, intuitive workflows, and powerful automation tools drive industry-leading adoption rates.
Track performance, optimize campaigns, and identify new opportunities with comprehensive analytics and AI-driven insights.
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.
Discover all integrationsAll-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.