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Loan CRM (Deal Platform)

The Loan CRM runs your private / hard-money lending operation from application to payoff. This section covers each part:

  • Deals — the dashboard, the deal record, lender splits, matching lenders, insurance, draws, payments, and documents. Start here.
  • Borrowers — the people and entities you lend to, with risk ratings and lending history.
  • Lenders & credit boxes — your lender list plus a searchable directory of 6,000+, and how deal-to-lender matching works.
  • Intake forms — shareable links that create borrower records for you.
  • Files & Tasks — the shared file library and the team task list.

New to Wagoo? The top-level guide explains how the CRM fits together with Loan Origination, AI Underwriting, and the Assistant.