CRM

LendingWise
API integration

Ship CRM features without building the integration. Full LendingWise API access via Proxy and 30+ MCP-ready tools for AI agents — extend models and mappings to fit your product.

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Use Cases

Why integrate with LendingWise

Common scenarios for SaaS companies building LendingWise integrations for their customers.

Push borrower applications from your POS into LendingWise

If you run a point-of-sale or intake platform for real estate investors and brokers, offering a LendingWise integration lets your customers auto-create loan files, attach borrowing entities, and push collateral properties without any manual re-keying.

Automate commission calculations for brokerages

Commission and payroll platforms serving mortgage and CRE brokerages can poll funded loans in LendingWise and pull the assigned loan officer, broker, and branch to calculate volume-based payouts automatically.

Generate closing documents from live loan data

Document generation and legal tech platforms can pull loan, borrower, and property data straight from LendingWise to draft term sheets and closing packages, then flip the loan's primary status once documents are sent.

Trigger marketing and nurture campaigns on pipeline changes

Marketing automation platforms serving lenders can watch loan sub-status changes in LendingWise and trigger targeted SMS or email drips, pulling the assigned loan officer to personalize outreach on their behalf.

Enrich loan files with third-party valuation and risk data

Property valuation, credit, and background check providers can read subject property details from a LendingWise loan file, run their own analysis, and write enriched data back so underwriters see everything in one place.

What You Can Build

Ship these features with Truto + LendingWise

Concrete product features your team can ship faster by leveraging Truto’s LendingWise integration instead of building from scratch.

One-click loan file creation from your app

Let end users create a LendingWise loan directly from your UI, pre-mapped to their lender's active loan programs, loan types, and branches fetched at runtime.

Borrower and entity sync

Attach individual borrowers and corporate entities like LLCs to a loan file using the add members endpoint, ideal for CRE and hard money workflows.

Collateral and subject property push

Send one or more subject properties into a loan file and flag the primary collateral so it mirrors to the main loan address automatically.

Loan team assignment automation

Programmatically assign or reassign brokers, loan officers, branches, and back-office employees on a loan file when your app's workflows trigger.

Pipeline status webhooks and progression

Move loans between primary and sub-statuses via merge-patch updates when external tasks like document generation, valuation, or underwriting checks complete.

Funded-loan pipeline reporting

List and filter loans by primary status to feed BI dashboards, commission engines, or accounting systems with closed and funded volume.

SuperAI

LendingWise AI agent tools

Comprehensive AI agent toolset with fine-grained control. Integrates with MCP clients like Cursor and Claude, or frameworks like LangChain.

list_all_lending_wise_loans

List Lendingwise loan-file summaries with optional filters by broker, borrower, or loan officer. Returns: id, branchID, loanBrokerID, loanOfficerID, borrowerId, borrowerName, borrowerEmail, loanNumber, primaryStatusId, activeStatus, createdAt. Max 100 per page (default 25).

create_a_lending_wise_loan

Create a new Lendingwise loan file with borrower, branch, loan type, program, and pipeline status. Returns the created loan including id, branchID, borrowerId, loanNumber, primaryStatusId, and createdAt. Required: branchID, fileType, loanProgram, primaryStatusId, borrower.

get_single_lending_wise_loan_by_id

Get a single Lendingwise loan file by its numeric id (LMRId). Returns: id, branchID, loanBrokerID, loanOfficerID, borrowerId, borrowerName, borrowerEmail, loanNumber, primaryStatusId, activeStatus, createdAt. Required: id.

update_a_lending_wise_loan_by_id

Update an existing Lendingwise loan file by id with a merge-patch — every field is optional, so send only the fields you want to change; move the pipeline status with primaryStatusId. Returns the updated loan including id, branchID, loanNumber, primaryStatusId, borrowerName, borrowerEmail, and createdAt. Required: id.

lending_wise_loans_add_properties

Add subject/collateral properties to a LendingWise loan file via POST. Returns the list of created property objects including propertyId and isPrimary. Required: loan_id. Multi-property supported; mark exactly one property as isPrimary — the primary property's address also mirrors onto the loan.

lending_wise_loans_add_members

Add members to a Lendingwise loan file. Returns an array of created member records, each including memberId (the id needed to later change or remove the member). Required: loan_id, entity.

lending_wise_loans_delete_member

Remove a member from a LendingWise loan file by member id. Returns the updated loan file including its id, entity (with remaining members), primaryStatusId, loanNumber, and borrowerName. Required: loan_id, member_id.

lending_wise_loans_get_branch

Get the branch assigned to a loan file in Lendingwise. Returns the branch object on the loan file, or null when no branch is set. Required: loan_id.

lending_wise_loans_assign_branch

Assign a branch to a loan file in LendingWise. Returns the branch now on this loan file, including its id. Required: loan_id, branchId.

lending_wise_loans_get_broker

Get the broker assigned to a Lendingwise loan file. Returns the broker's full profile including id, email, firstName, lastName, company, phone, phoneTollFree, and preferredCommunication, or null when no broker is set. Required: loan_id.

lending_wise_loans_assign_broker

Assign a broker to a LendingWise loan file by providing the broker's numeric id. Returns the broker now on the loan file including id, firstName, lastName, and email. Required: loan_id, brokerId.

lending_wise_loans_unassign_broker

Remove the broker from a LendingWise loan file. Returns the broker that was taken off the loan file including id, firstName, lastName, and email. Required: loan_id.

lending_wise_loans_get_loan_officer

Get the loan officer assigned to a Lendingwise loan file. Returns the loan officer's profile including id and additional attributes, or null when no officer is set. Required: loan_id.

lending_wise_loans_assign_loan_officer

Assign a loan officer to a Lendingwise loan file. Returns the loan officer now on the file, including its id. Required: loan_id, loanOfficerId.

lending_wise_loans_unassign_loan_officer

Remove the loan officer from a Lendingwise loan file. Returns the loan officer that was taken off the file, including its id. Required: loan_id.

lending_wise_loans_list_employees

List the back-office employees assigned to a LendingWise loan file. Returns each employee record with its id. Required: loan_id.

lending_wise_loans_replace_employees

Replace the complete list of back-office employees on a LendingWise loan file. Returns each employee record now on the file with its id. Required: loan_id, employeeIds. Send an empty array to remove all employees; any invalid id rejects the entire request.

delete_a_lending_wise_loan_by_id

Archive a LendingWise loan file by its numeric id (LMRId). Returns: id. Required: id.

list_all_lending_wise_loan_types

List loan types configured for your company in Lendingwise. Returns: id, branchID, loanBrokerID, loanOfficerID, borrowerId, borrowerName, borrowerEmail, loanNumber, primaryStatusId, activeStatus, createdAt, moduleCode. The list can be empty.

list_all_lending_wise_loan_programs

List Lendingwise borrower-facing loan programs configured for your company. Returns: id, STCode. The list can be empty.

lending_wise_loan_programs_list_internal

List your company's internal loan programs in Lendingwise. Returns the company's internal lending programs, each identified by an STCode value used when setting a loan's `loanProgram` field during create or update. The list can be empty. No required parameters.

list_all_lending_wise_loan_primary_statuses

List your company's top-level loan primary statuses in Lendingwise. Returns: id. The list can be empty; pass includeInactive to also return switched-off statuses, or fileType to narrow to statuses set up for a single loan type.

list_all_lending_wise_loan_sub_statuses

List your company's loan sub-statuses in Lendingwise, optionally narrowed by category or loan type. Returns: id, categoryId, fileType. The list can be empty.

list_all_lending_wise_brokers

List LendingWise brokers for your processing company. Returns each broker with id, email, firstName, lastName, company, phone, phoneTollFree, and preferredCommunication. Set includeInactive to true to include deactivated or archived records.

get_single_lending_wise_broker_by_id

Get a single LendingWise broker by its numeric id. Returns the broker's full profile including id, email, firstName, lastName, company, phone, phoneTollFree, and preferredCommunication. Required: id.

lending_wise_brokers_create_or_update

Create or update a LendingWise broker, matched by email address. Returns the broker record including id, email, firstName, lastName, company, phone, and phoneTollFree. Required: email. phoneNumber writes the toll-free number and cellNumber writes the main contact number.

list_all_lending_wise_loan_officers

List loan officers in Lendingwise. Returns: id. Active records are returned by default; set includeInactive to true to also retrieve deactivated or archived records. An empty list is returned when you have none.

get_single_lending_wise_loan_officer_by_id

Get a Lendingwise loan officer by numeric id, returning the officer's full profile. Returns: id, attributes. Required: id.

list_all_lending_wise_branches

List LendingWise branches for your company. Returns: id. Set includeInactive to true to also retrieve deactivated or archived branches.

get_single_lending_wise_branch_by_id

Get a single Lendingwise branch by its numeric id — the same id the list branches endpoint returns. Returns: id. Required: id.

list_all_lending_wise_back_office_employees

List back-office employees in LendingWise. Returns: id. Pass includeInactive=true to also retrieve deactivated or archived records; omit it for active records only.

get_single_lending_wise_back_office_employee_by_id

Get a single back-office employee by its numeric id in LendingWise. Returns the employee's full profile including id. Required: id.

Why Truto

Why use Truto’s MCP server for LendingWise

Other MCP servers give you a static tool list for one app. Truto gives you a managed, multi-tenant MCP infrastructure across 750+ integrations.

Auto-generated, always up to date

Tools are dynamically generated from curated documentation — not hand-coded. As integrations evolve, tools stay current without manual maintenance.

Fine-grained access control

Scope each MCP server to read-only, write-only, specific methods, or tagged tool groups. Expose only what your AI agent needs — nothing more.

Multi-tenant by design

Each MCP server is scoped to a single connected account with its own credentials. The URL itself is the auth token — no shared secrets, no credential leaking across tenants.

Works with every MCP client

Standard JSON-RPC 2.0 protocol. Paste the URL into Claude, ChatGPT, Cursor, or any MCP-compatible agent framework — tools are discovered automatically.

Built-in auth, rate limits, and error handling

Tool calls execute through Truto’s proxy layer with automatic OAuth refresh, rate-limit handling, and normalized error responses. No raw API plumbing in your agent.

Expiring and auditable servers

Create time-limited MCP servers for contractors or automated workflows. Optional dual-auth requires both the URL and a Truto API token for high-security environments.

How It Works

From zero to integrated

Go live with LendingWise in under an hour. No boilerplate, no maintenance burden.

Link your customer’s LendingWise account

Use Truto’s frontend SDK to connect your customer’s LendingWise account. We handle all OAuth and API key flows — you don’t need to create the OAuth app.

We handle authentication

Don’t spend time refreshing access tokens or figuring out secure storage. We handle it and inject credentials into every API request.

Call our API, we call LendingWise

Truto’s Proxy API is a 1-to-1 mapping of the LendingWise API. You call us, we call LendingWise, and pass the response back in the same cycle.

Unified response format

Every response follows a single format across all integrations. We translate LendingWise’s pagination into unified cursor-based pagination. Data is always in the result attribute.

FAQs

Common questions about LendingWise on Truto

Authentication, rate limits, data freshness, and everything else you need to know before you integrate.

How does authentication with LendingWise work through Truto?

Truto handles the LendingWise auth flow and credential storage for you. Your end users connect their own LendingWise account through Truto's connection UI or headless flow, and your app makes API calls scoped to that account without you managing tokens directly.

Which LendingWise resources can I read and write today?

The integration supports loans (list, get, create, update, delete), loan members, properties, branches, brokers, loan officers, and back-office employees. You can also list loan types, loan programs (including internal), primary statuses, and sub-statuses to map your app's taxonomy to each lender's setup.

Can I update a loan's pipeline status from my application?

Yes. You can call the update loan endpoint with a merge-patch to change fields like primaryStatusId or subStatusId, which is the standard pattern for moving loans between stages such as Processing, Underwriting, or Docs Sent.

How do I handle lender-specific loan programs and statuses?

Every lender configures LendingWise differently. Before creating or updating loans, fetch the tenant's live list of loan programs, loan types, primary statuses, and sub-statuses via the list endpoints and map them in your UI so users select values that exist in their account.

Is there a unified CRM API I can use to write once and sync to LendingWise?

Not yet for this connector. LendingWise is currently exposed via its native tool surface in Truto, so you'll work with LendingWise-specific endpoints. If a unified CRM schema is important for your roadmap, it can be prioritized on request.

How do I keep data fresh — are webhooks or polling supported?

You can poll list endpoints like list_all_lending_wise_loans on a schedule to detect changes such as status transitions or new files. If native LendingWise webhook support is required for your use case, reach out and it can be scoped as part of the integration.

From the Blog

LendingWise integration guides

Deep dives, architecture guides, and practical tutorials for building LendingWise integrations.

LendingWise

Get LendingWise integrated into your app

Our team understands what it takes to make a LendingWise integration successful. A short, crisp 30 minute call with folks who understand the problem.