LendingWise logo

Best LendingWise Alternatives ranked by AI · updated Aug 2026

βœ… Update queued β€” the AI is re-ranking this list. The page will refresh shortly.

This page is already up to date.

LendingWise is a cloud-based CRM and loan origination platform for mortgage brokers, private lenders, and lending teams. It combines borrower management, loan workflows, document collection, and automation in one system.

Developer: LendingWise Price: N/A 🎯 lendingwise.com

Top 6 LendingWise alternatives

πŸ’‘ Pick it for enterprise-grade mortgage compliance, integrations, and underwriting workflows.

Encompass is a comprehensive loan origination and management software designed for the mortgage industry.

Custom pricing based on requirements

πŸ’‘ Pick it for a cloud-first mortgage LOS with stronger production and integration workflows.

LendingPad provides end-to-end loan origination and management platform for mortgage lenders.

Pros

  • Automated underwriting
  • Compliance management

Cons

  • Complex setup process
  • Limited customization options

Starting from $30/month

3 Floify logo

πŸ’‘ Pick it for a polished borrower portal, online applications, and automated document collection.

Floify is a mortgage automation and point-of-sale solution that helps loan originators streamline the lending process.

4

BNTouch

BNTouch

πŸ’‘ Pick it when mortgage CRM, lead nurturing, and marketing automation matter most.

BNTouch is a mortgage CRM and marketing platform for mortgage brokers, loan officers, and lenders. It includes contact management, borrower portals, campaign...

Pros

  • Provides mortgage-specific CRM, marketing, and borrower portal features in one system
  • Often more accessible for brokerages than enterprise platforms such as Total Expert
  • Includes tools for referral-partner marketing and loan officer productivity

Cons

  • User experience can feel less polished than newer mortgage CRM platforms
  • Advanced reporting and integrations may be less flexible than Jungo
  • Feature availability and limits vary by plan
5

Jungo

Jungo

πŸ’‘ Pick it for Salesforce-based customization, referral management, and advanced mortgage CRM reporting.

Jungo is a mortgage CRM built on Salesforce for loan officers, mortgage brokers, and lending organizations. It provides borrower and referral-partner management,...

Pros

  • Salesforce foundation provides deeper customization than Surefire
  • Strong tools for managing both borrowers and referral partners
  • Extensive reporting and workflow options for growing lending teams

Cons

  • Implementation and administration are more demanding than Surefire
  • Salesforce-related costs can make the total price substantially higher
  • Requires more technical expertise for advanced customization
6 Shape logo

Shape

Shape Software

πŸ’‘ Pick it for flexible lead management and sales automation across mortgage lending teams.

Shape is a CRM and sales engagement platform used by mortgage lenders, brokers, and other lead-driven teams. It combines lead distribution, calling...

Pros

  • Lead routing and built-in communication tools can improve speed-to-lead versus Surefire
  • Combines CRM, calling, texting, and automation in one workspace
  • Useful for teams managing high volumes of inbound mortgage leads

Cons

  • Mortgage marketing and compliance content are less specialized than Surefire
  • May require more configuration to match mortgage-specific processes
  • Public pricing and packaging are not transparent

How good are these alternatives?

Your feedback helps us improve the AI rankings.

βœ… Thanks for your feedback!

Know a better alternative? πŸ™Œ

Suggest a product and our AI will verify it's a real alternative to LendingWise before adding it to the list.

People also compare