Marketing Overview

A full marketing toolkit—built into 
your CRM

Lendware offers all the mission-critical marketing tools that modern mortgage enterprises need to excel: ready-made content, a powerful automation engine, Canva integration, management tools and marketing analytics.

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Automations for Marketing

Enterprise-grade marketing automations

Build beautiful marketing campaigns in a snap: create custom automations with our easy, no-code builder, or choose from 80+ pre-built playbooks. Easily manage automations across your organization, and maintain oversight of all automated processes.

Highlights:

No-Code Automation Builder

80+ Lendware Automation Playbooks

Enterprise Automation Management

Team-Level Customization

80+ Ready-to-run automation playbooks

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

Lendware Intelligence

Predict borrower intent months before competitors

Leverage advanced AI and machine learning to understand which contacts are ready to transact. Our propensity modeling analyzes 5,000+ consumer behavior data points to identify high-intent leads and automatically generate targeted personas for your campaigns.

Highlights:

Lead Capture Forms

Single Property Sites

Custom Enterprise Branding

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Canva Integration

Create compelling designs with our Canva Integration

Lendware’s native integration with Canva makes it easy for non-designers to create compelling, modern collateral, and quickly pull designs into Lendware communications. Get access to a library of mortgage-specific Canva design templates made by Lendware, and manage your brand easily with Canva’s robust enterprise management tools.

Highlights:

Create with AI

Easy brand management

Videos, flyers, presentations, social posts and more...

Lead Capture & Landing Pages

Capture leads with forms and landing pages

Create lead capture forms and single property sites in minutes—right in Lendware. Add co-marketing, add forms to sites easily with embed codes, and watch leads flow directly into your Lendware CRM. No coding or support requests required.

Highlights:

Lead Capture Forms

Single Property Sites

Custom Enterprise Branding

Out-of-the-Box Co-Marketing

Easily co-market with forms and sites

Adding co-marketing to your forms and sites is fast and easy. Simply toggle on/off to add or remove a partner from your collateral. Lendware also offers co-marketing consent forms which make it easy to collect and store the information needed to add co-marketing to content.

Highlights:

Custom Enterprise Branding

Simply toggle on/off to autofill partner information

Co-marketing partner information is stored in Lendware

Marketing Analytics

Get rich insights with our Marketing Analytics Report

Do you know which of your campaigns perform the best? Or which teams have high SMS unsubscribe rates? Get access to key marketing performance metrics right in Lendware, with our Marketing Analytics Report—one of our many Out-of-the-Box reports. Optimize your campaigns and coach your teams better with data-driven insights.

Highlights:

Campaign insights

Filter data by team

Understand performance and coach your teams better

Powerful marketing tools for loan officers and mortgage leaders

Stop choosing between enterprise control and producer satisfaction. Lendware gives both producers and enterprise executives the marketing tools they need to convert leads, run effective marketing campaigns and identify new loan opportunities with AI.

Enterprise Control

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

Easy to edit

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.

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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.