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LendingWise

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3 reviews
  • 1 profiles
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Average star rating
5.0
Serving customers since
2006
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TaskSuite

3 reviews

Product Description

TaskSuite combines eight powerful systems into a single product, enabling communication between customers and every department in your organization. The application facilitates communication between salespeople and allows managers to pull forecasts on expected revenue. TaskSuite’s CRM system gives actionable insight so you can drive revenue through a satisfying customer experience. - Connect to your audience - Collect data for actionable insight - Automate business workflows - Save time and money With a 24/7, 365-day, 360-degree view of your business, you can identify tangible business goals. - Real-time sales and marketing tracking. - Actionable insight into every customer interaction. - Put all your digital interactions in one place.

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LendingWise Reviews

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JD
Jody D.
06/21/2021
Validated Reviewer
Verified Current User
Review source: Organic

Customer Support is top notch. Miguel is very knowledgable in helping with my needs

The use of the pipeline and document cloud storage as well as the direct emails to borrowers
WY
William Y.
Loan Officer at Embrace Home Loans
05/05/2019
Validated Reviewer
Review source: G2 invite
Incentivized Review

Great product, great service

Usability and stream for our Brokers and customers. It enables everybody to see and track the procedure of the credit endorsement and Know precisely where their documents stands. I cherish utilizing the CRM program. It is very easy to understand. You need to get a report, it's in that spot.
MD
Matthew D.
Loan Officer at Valley West Mortgage
04/24/2019
Validated Reviewer
Review source: G2 invite
Incentivized Review

"Lending Wise is building the perfect platform for Lenders"

I like the responsiveness of the support staff and development team is top of the line. They take time to listen and understand your needs/ concerns and they work tirelessly towards a solution. Lending Wise knows the difference between customer service and customer experience.

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HQ Location:
Miami, FL

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Year Founded
2006