CRM
LendingWise
Connect LendingWise once and hand every teammate a governed MCP endpoint with 32 tools ready to call from Claude, ChatGPT, Cursor, or any MCP client, inside the same permissions they already have, with every call checked and logged.
See it in Elaichi
What connecting LendingWise gets you
6 screens from the product, each doing one job for your LendingWise account.
The agent
Ask LendingWise questions, get real loan answers.
Type a question in plain language and pull live loan records straight from LendingWise.
- loans
- properties
- branches
- brokers
Ask Elaichi to work across your apps.
Which loans are missing an assigned loan officer?
List properties added to loan 4521 this week.
Show branches with no broker assigned.
Also runs in Claude, ChatGPT or Cursor
MCP clients
One endpoint connects every client to LendingWise.
Claude, ChatGPT and Cursor reach LendingWise through one governed org endpoint, no SDK or shared key.
Claude
ChatGPT
Cursor
Copy the endpoint
Tool catalogue
32 LendingWise tools, ready with no code.
Loans, properties, branches, brokers and officers, all covered without writing integration code.
- list_all_lendingwise_loans
- create_a_lendingwise_loan
- get_single_lendingwise_loan_by_id
- update_a_lendingwise_loan_by_id
Toolboxes
Every team gets its own LendingWise toolbox.
Origination, underwriting and servicing each work from a toolbox scoped to their role.
- Origination
- Underwriting
- Servicing
- Broker Relations
Shared connections
Teammates use LendingWise without seeing credentials.
The connections table shows who connected each account and how many teams and members share it.
- Retail Lending
- Wholesale
- Broker Channel
- Servicing West
Audit log
Every LendingWise call is logged and traceable.
The audit log records when, who, what happened, type and resource for every action.
- When
- Who
- What happened
- Resource
Automations & dashboards
From answering questions to doing the work
A person no longer has to ask. A trigger starts the work, inside the same permissions and the same audit log as everything else. Automations and live dashboards ship on the Black plan.
Automations
A schedule starts real work in LendingWise.
A trigger pulls loans, groups them, drafts a digest, and waits for a person to approve before posting back.
LendingWise digest
Run 418 · started 2 minutes ago · on behalf of Emma Laurent
-
✓
Schedule
Every weekday at 08:00
0.2s -
✓
Fetch loans
LendingWise
1.4s -
✓
Group by owner
Transform
0.1s -
✓
Draft the digest
Agent step
Ran with 4 tools, returned a structured summary
6.2s -
Approve the digest
Needs approval
Assigned to Michael Brennan
Approve Deny -
Post the digest
LendingWise
Queued
Collections and dashboards
LendingWise numbers, refreshed on a schedule.
Four metrics and a 14 day chart of loans created, broken down by team, no model involved.
LendingWise health
Refreshed 4 minutes ago · every 15 minutes · from the loans collection
Loans
1,284 ↓ 12%
Properties
96 ↓ 8%
Needs attention
3 ↑ 2
Updated this week
412 ↑ 9%
Loans created
Last 14 days
By workspace
Share of activity
Retail Lending 34%
Wholesale 27%
Broker Channel 21%
Servicing West 18%
AI tools
LendingWise tools for your AI agents
32 tools are ready to call through Elaichi's MCP endpoint the moment you connect LendingWise, governed by the same roles, restrictions, and audit log as everything else in Elaichi.
list_all_lendingwise_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_lendingwise_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_lendingwise_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_lendingwise_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.
lendingwise_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.
lendingwise_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.
lendingwise_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.
lendingwise_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.
lendingwise_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.
lendingwise_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.
lendingwise_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.
lendingwise_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.
lendingwise_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.
lendingwise_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.
lendingwise_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.
lendingwise_loans_list_employees
List the back-office employees assigned to a LendingWise loan file. Returns each employee record with its id. Required: loan_id.
lendingwise_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_lendingwise_loan_by_id
Archive a LendingWise loan file by its numeric id (LMRId). Returns: id. Required: id.
list_all_lendingwise_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_lendingwise_loan_programs
List Lendingwise borrower-facing loan programs configured for your company. Returns: id, STCode. The list can be empty.
lendingwise_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_lendingwise_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_lendingwise_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_lendingwise_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_lendingwise_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.
lendingwise_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_lendingwise_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_lendingwise_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_lendingwise_branches
List LendingWise branches for your company. Returns: id. Set includeInactive to true to also retrieve deactivated or archived branches.
get_single_lendingwise_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_lendingwise_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_lendingwise_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.
No tools match your search.
How it works
From LendingWise account to governed MCP endpoint
Connect
Link a LendingWise account through Elaichi's hosted connect flow. Credentials are vaulted, so nobody, including the AI, ever sees them.
Compose
The connection becomes a toolbox instantly. Curate which LendingWise tools are exposed, rename them, or freeze arguments.
Authorize
Point Claude, ChatGPT, Cursor, or any MCP client at the one Elaichi endpoint and sign in with OAuth, governed by roles, restrictions, and audit logs.
Put your agents to work in the tools you already use
Start a 14-day Gold trial. Connect a product, curate a toolbox, and paste a governed MCP endpoint into Claude, ChatGPT, or Cursor in minutes.