Lendware

Automation is most valuable when it can actually update the system of record. For too long, CRM automation has often stopped at reminders, notifications, and status changes. Helpful? Yes. Complete? Not always. Mortgage teams need workflows that can maintain the data their business actually runs on — including the custom fields that reflect their process, their team structure, and their customer journey. That is why Lendware’s automation capabilities now include Update Field support, including custom fields. This gives teams more flexibility to build automations that do real operational work: Keep records current. Reduce manual updates. Support cleaner handoffs. Match the CRM to the way the business actually operates. Because the best automation does not just tell your team what happened. It helps keep the workflow moving. #MortgageCRM #MortgageTechnology #WorkflowAutomation #LendingTechnology #Lendware

Welcome to the sales team, Jordan Colon. We are excited to have you on the team and can't wait to see how you contribute.

Some mortgage CRMs built their entire identity around marketing. Slick templates, nice flyers. The CRM part? An afterthought. We went the other direction — best-in-class CRM first. And yeah, marketing was our gap for a while. That gap is closed. What's live in Lendware today: → Build email templates from scratch — drag and drop, no design skills needed → Create flyers from scratch inside Lendware — no Illustrator, no IT ticket → Custom landing pages built from the ground up — not 1-2 locked templates → Mass email with attachments → All connected to the contacts already in your CRM LOs co-market with realtors every single day. They shouldn't need a separate platform to do it.

Thank you, Alvin Shah! We value your partnership! #Mortgage #LoanOfficers #MortgageIndustry #AIinFinance #LeadConversion #RevenueGrowth

Most loan officers don't know who to call. The ones who do? They still don't know what to say. That's the gap we just closed. Lendware Predict now tells your team two things: Who to call — ranked by AI propensity score, every contact in your CRM sorted by likelihood to transact. Why to call them — an AI-generated summary of exactly what's driving their score: → Their current rate vs. today's market → Time since their last transaction → Refinance or purchase likelihood → What's changed since you last spoke Introducing AI Summary. Your LOs don't just get a name. They get a reason. The call that used to start with "uh, just checking in" now starts with "I've been watching the market and I think there's a real opportunity for you right now." That's the difference between a touchpoint and a conversation. What would your team do with 10 reasons to call this week? #MortgageTech #LoanOfficer #MortgageCRM #Lendware #AI Josh GlantzJoe Sclafani Heather Jacobs Tim T. Spencer Dusebout

Mortgage friends — did you know you already have contacts in your database who are ready to transact today? The challenge isn’t opportunity — it’s visibility. Most teams simply don’t know which contacts are actually in-market right now. Joe Sclafani is running a free data intelligence report for up to 10 lenders through the end of the month. If you want to uncover the real opportunity sitting in your database, follow the steps in the post below 👇

Last chance to register for today’s webinar hosted by our partner Alvin Shah, featuring guest speaker Joe Sclafani, VP of Sales at Lendware. In today’s challenging market, lenders can’t afford to lose loans from their own database. Join us to learn how predictive data helps you identify borrowers before they enter the market—so you can reach them first, strengthen relationships, and reduce loan loss. Reserve your spot and see how forward-thinking lenders are turning their existing database into new loan opportunities. #MortgageIndustry #LoanOfficers #MortgageTechnology #PredictiveAnalytics #AIMortgage #MortgageGrowth #DatabaseMarketing

Today we’re celebrating the women of Lendware. The operators. The builders. The problem-solvers. The ones who jump in when something breaks and quietly make it work again. Professional Services, Product, Support, Sales, Marketing, Operations… across every part of this company there are women showing up every day with talent, grit, and a willingness to help each other succeed. Many of us wouldn’t be where we are today without the support, encouragement, and example of the women we work alongside. Happy International Women’s Day. 💜 #InternationalWomensDay #WomenInTech #WomenInFintech #WomenInSaaS #TeamLendware

We are excited to sponsor and present at #TMC #DesertDisruption in Scottsdale. If you're a #mortgage industry leader or a top-performing #LoanOfficer, come see us present with Danny Horanyi on how #NEO/Better is using our #ai-powered #LendwarePredict solution to originate more loans. If you would like to schedule a quick 15-minute meet-and-greet with our CEO, Josh Glantz, VP of Sales Joe S., and CPO Spencer Dusebout, shoot us a DM on our page, and we will send you a scheduling link to meet at the Grand Vista Lounge in the Grand Hyatt Scottsdale Resort. Drinks are on us!

 We’re excited to welcome Ryan Snyder to the Lendware team! Ryan brings a strong sales background and a competitive drive, enabling him to proactively connect with loan officers and strategically guide them in increasing production. Welcome to the team, Ryan — we’re glad to have you on the mission! #WelcomeToTheTeam #Lendware #MortgageIndustry #SalesLeadership #ProductionGrowth #LoanOfficers #RevenueEnablement #Fintech #TeamGrowth #AIInMortgage #SaaS