How CV3 Exploded Their Business 🚀
CV3 Financial was formed when CEO Bill Tessar separated from Civic Financial Services to maintain the company’s culture and workforce. After securing funding, Tessar launched CV3 Financial as an independent entity with a mission to continue providing innovative lending solutions.
The Challenge: Tight Deadline for a New LOS
CV3 Financial needed a fully operational loan origination system (LOS) in just 60 days to support its diverse loan products, including bridge, fix & flip, DSCR rental, and construction loans. The platform also had to accommodate both retail and wholesale channels, with robust closing and post-closing functionality.
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LendingWise's Tailored Solution
LendingWise offered a fully customizable, scalable platform to meet CV3’s unique requirements. It featured dynamic loan applications, custom workflows, and specialized compliance tools. The system was designed to support various user roles and streamline loan management for all parties involved.
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Fast and Seamless Implementation
Despite the tight deadline, LendingWise delivered a fully functional platform in under 60 days. The system’s architecture allowed CV3 to handle multiple loan products and business models seamlessly, offering users a smooth, efficient loan process from origination to post-closing.
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Cost Savings and Scalability
By choosing LendingWise over custom-built or off-the-shelf platforms, CV3 saved more than $1 million. The platform’s customizability and support for future growth ensure that it can scale alongside CV3’s expanding operations.
Streamlining Loan Lifecycle Management
With LendingWise, CV3 manages the entire loan lifecycle in one platform, from borrower applications to post-closing. The integration of dynamic workflows and a user-friendly interface makes it easy for all parties—borrowers, brokers, referral partners, and back-office staff—to navigate the loan journey efficiently.
$400B+
Residential Investor Loan Volume Annually in 2023
$21B+
Funded loans through our platform
>14 Days
Average days to close a loan & get paid
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Partnership and Industry Impact
CV3 Financial’s collaboration with LendingWise has helped shape the development of a world-class lending platform. By guiding LendingWise’s roadmap, CV3 has contributed to creating a gold-standard solution for the lending industry, ensuring both companies can continue to innovate and grow.
What Do LendingWise Customers Think?
After trying several commercial lending & hard money lending systems, we have finally found the perfect CRM & LOS software platform to scale our growing business. They have numerous robust features, it’s very customizable, and they are always willing to work with our unique requirements. It’s been amazing!
Whit McCarthy
CEO | Consistent Capital
LendingWise has been an invaluable CRM & LOS software platform to help us manage our borrowers, broker network and ever growing private money deal flow. They make our intake, processing, underwriting & loan closing process extremely efficient, which helps us continually grow and scale our hard money lending business!
Jeff Fechter
CEO | HouseMax Funding
After trying several commercial lending & hard money lending systems, we have finally found the perfect CRM & LOS software platform to scale our growing business. They have numerous robust features, it’s very customizable, and they are always willing to work with our unique requirements. It’s been amazing!
Matt Flores
EVP | CV3 Financial
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