Wise
An all-in-one CRM and mortgage simulation platform designed specifically for Israeli mortgage advisors.
Visit websiteAbout Wise
Wise (wisecard.co.il) is a dedicated SaaS platform for mortgage advisors in Israel, offering a comprehensive solution for client and workflow management. The system combines lead and active client management with advanced tools for generating mortgage mixes, all within a single user-friendly interface accessible on desktop and mobile. The platform's core is its advanced mortgage simulator, which uses Bank of Israel forecasts to enable mix comparisons and the generation of professionally branded reports. Wise streamlines the advisor's daily tasks through integrations with tools like WhatsApp, Gmail, and Google Drive, and allows for direct digital application submissions to major Israeli banks and non-bank lenders, aiming to significantly improve efficiency.
Pros
- All-in-one platform combining CRM, a powerful mortgage simulator, and document management.
- Direct integrations with major Israeli banks and non-bank lenders for streamlined submissions.
- Transparent and affordable entry-level pricing.
- Advanced simulator with automatic updates for rates, indices, and Bank of Israel forecasts.
Cons
- Most advanced features (AI algorithm, anonymous rate comparison) are exclusive to the higher-priced "EXPERT" plan.
- The specific list of integrated banks and lenders is not publicly available on the homepage.
- Company background and founding information is not provided.
Pricing
Wise
- • Mortgage CRM for leads & clients
- • Advanced Mortgage Simulator
- • Digital Forms & Signatures
- • Bank Application Reports
- • Integrations (Google, Zapier, etc.)
Wise EXPERT
- • All features from the standard plan
- • Exclusive algorithm to find the cheapest mortgage mixes
- • Anonymous interest rate and approval comparison tool
- • Future anchor change forecasts
- • Advanced dashboard for existing mortgage analysis
Reviews
We moved to Wise from a competitor and haven't looked back. Feature-rich without being bloated.
Excellent platform overall. Wise does what it promises and the pricing is fair for the value.
Wise works, but has some rough edges. Support was helpful when we needed it.
Not bad, but expected more for the price. Wise is missing key features competitors include.
Excellent platform overall. Wise does what it promises and the pricing is fair for the value.
Not bad, but expected more for the price. Wise is missing key features competitors include.