The operating system for private lenders
Run every deal from first click to payoff in one place — pipeline CRM, underwriting, closing, servicing, investor management, partner referrals, portals, marketing, and LOS integrations. Drop one embeddable lead form on your site and watch attributed leads land in your pipeline.
Guided setup. Stripe checkout during onboarding. Cancel anytime.
Private lending runs on a patchwork of disconnected tools.
One platform, from lead to payoff.
Origination, servicing, compliance, and investor capital — unified, under your brand. No re-keying, no exports, no spreadsheet era.
- Pipeline velocity
- See exactly where every deal stalls
- Volume & revenue
- Six built-in reports, one click each
- Capital utilization
- Know what’s deployed vs. available
- On-time servicing
- Reminders that cut delinquency
Everyone in your deal, in one system
Your team, borrowers, investors, and referral partners each get a purpose-built surface — sharing one source of truth, all under your brand.
Lender CRM
The command center your team runs every loan from.
- Lead-to-funding pipeline with stage gates
- Underwriting, closing milestones & wires
- Servicing: payments, collections, payoffs
- Compliance audit trail & reporting
Borrower Portal
A branded self-service portal that ends the status calls.
- Online application wizard
- Document upload + AI statement reader
- Self-service payments, draws & payoff quotes
- Live loan status & secure messaging
Investor Portal
Raise and retain capital with a modern investor experience.
- KYC, accreditation & suitability onboarding
- Offering marketplace + e-signed commitments
- Portfolio, distributions & tax center
- Automated, audit-ready investor reporting
Partner Portal
A clean front door for brokers and referral sources.
- Submit-a-deal workflow
- Referral pipeline visibility
- Partner messaging without CRM access
- Paid and pending commission ledger
Everything between the click and the payoff
Lendicity replaces the spreadsheet, generic CRM, inbox archaeology, ad-launch chaos, and portal patchwork with one system designed around how private money actually gets lent.
Pipeline CRM
A board built for lending, not generic sales. Stages from new lead to funded, with tasks, notes, documents, and team assignments on every deal.
Underwriting decisions
Capture LTV, ARV, and terms, then approve or decline with a clean audit trail. Decisions move deals forward automatically.
Closing milestones & wires
Track docs, title, escrow, and wire scheduling through funding day. Everyone sees exactly what is blocking the close.
Investor management
Keep investor records, commitments, and fractional participation organized — with payout tracking and reporting built in.
Embeddable lead forms
One script tag turns any website into a lead source. Branded forms post straight into your pipeline in real time.
Ad attribution
UTMs and click IDs ride along with every lead, so you can trace funded deals back to the exact ad — and feed conversions back to Meta and Google.
Marketing OS
Generate compliant ad copy, AI creative, and Meta/Google campaign structures, then route launches through governed ad operations.
LOS integrations
Connect ICE Encompass, push loans, sync milestones, and export MISMO 3.4 / ULAD XML for downstream systems.
White-label portals
Use built-in mylendicity.io tenant URLs immediately, then attach verified borrower, investor, and partner custom domains on Scale.
Your website becomes the top of your funnel
Paste one script tag on your marketing site and a branded loan application renders in place. Every submission lands directly in your pipeline — no Zapier, no CSV exports, no copy-paste.
Full attribution on every lead
UTM parameters, fbclid, and gclid are captured automatically, so you know exactly which campaign produced each funded deal.
Instant autoresponders
New borrowers get a branded email the moment they apply, while your team gets the lead in the pipeline with all the context.
Meta CAPI & Google ECL forwarding
On the Scale plan, qualified-lead and funded-deal events flow back to Meta and Google server-side, so your ads optimize for closings — not clicks.
<!-- Anywhere on your site -->
<script
async
src="https://app.lendicity.io/embed.js"
data-key="YOUR_EMBED_KEY"
></script>
<div data-lendicity-form></div>That's the whole integration. Forms inherit your branding and post straight into your Lendicity pipeline.
Live in an afternoon, not a quarter
- 01
Set up your workspace
Create your company profile, licensing, lending products, plan, and team. Lendicity uses that setup to brand portals, embeds, emails, and disclosures.
- 02
Capture and work the deal
Paste the embed on your website or invite borrowers, investors, and partners into portals. Leads arrive attributed, then move through pipeline, underwriting, and closing.
- 03
Fund, market, service, report
Push files to your LOS, service payments, distribute investor returns, launch reviewed campaigns, and see the reporting trail without leaving Lendicity.
Simple plans that scale with your book
Choose a plan during setup. Upgrade when the pipeline does.
Starter
For solo lenders getting their book organized.
- 3 seats
- Embeddable lead forms
- Pipeline CRM
- Email notifications
Growth
For teams running real monthly volume.
- 10 seats
- Everything in Starter
- Underwriting + closing milestones
- Investor management
- Borrower intelligence
Scale
For shops scaling portals, marketing, and integrations.
- 25 seats
- Everything in Growth
- Ad attribution (Meta CAPI / Google ECL)
- Marketing suite + governed ad operations
- White-label borrower, investor & partner portals
- LOS integrations and custom domains
Prices in USD. Cancel anytime.
Common questions
Is Lendicity a lender?
No. Lendicity is software only — we never originate, broker, or service loans, and we never touch your capital. You keep your own licensing, compliance, and lending relationships; we give you the system to run them.
Can I import my existing pipeline and contacts?
Yes. You can self-serve a CSV import on any plan, and Growth and Scale customers get white-glove import — our team maps and migrates your existing deals, borrowers, and investor records for you.
How do the embeddable forms work?
You paste one script tag on your website and a branded loan application renders in place. Submissions post to your pipeline in real time with UTM parameters and click IDs (fbclid, gclid) attached, and borrowers get an instant autoresponder.
Do you support investors and fractional notes?
Yes. On Growth and above you can track investor records, commitments, and fractional participation across notes, along with payouts and investor reporting — plus a white-label investor portal on Scale.
Can I put my own brand on the portals?
Yes. On Scale, borrower, investor, and partner portals are fully white-labeled — your logo, colors, email identity, built-in mylendicity.io hosts, and verified custom domains when you want them.
What is the partner portal for?
It gives brokers, agents, attorneys, and other referral sources a narrow branded workspace to submit deals, track status, message your team, and see paid or pending commissions without giving them internal CRM access.
Do you connect to Encompass or other LOS workflows?
Scale includes the LOS integration layer: ICE Encompass connection setup, push-to-LOS, milestone sync, MISMO 3.4 / ULAD XML export, and a verification queue for regulated manual steps.
What about data security?
Your data is encrypted in transit and at rest, isolated per tenant, and protected by role-based access controls, with safeguards aligned to GLBA expectations for financial data. You own your data and can export it at any time.
Run your whole lending operation in one place
Start setup, choose a plan during onboarding, and be live on your own pipeline this afternoon.