Wagoo
Wagoo automates deal prescreening, financial analysis, and pipeline management for lending teams. Lenders use it to produce review-ready underwriting materials and manage borrower applications and deals.
One of 84 tools in Finance
Who it's for
- Underwriting teams that need to turn deal packages into prescreen memos and financial spreads.
- Lenders that want to track deals, borrower records, maturities, insurance expirations, and renewals in a deal CRM.
- Loan origination teams that collect borrower applications and required documents through a branded intake link.
How it fits your workflow
A lender uploads a deal package. Wagoo parses its documents, identifies key numbers, and generates a prescreen memo using the lender's internal template.
Underwriters review financial spreads and risk factors with source-document citations, then export a DOCX memo and Excel workbook for committee review.
Lenders can manage the deal in the CRM or collect new borrower applications through a branded link and route approved applications into underwriting or the CRM.
Pricing
Free: Free demo available ("Free Demo" referenced in the page title).
The vendor doesn't publish prices. Check with Wagoo directly.
Prices checked on Jul 15, 2026 from the vendor's site. They can change; confirm before you buy.
Key features
- Automated Pre-Screening
- Drop in a deal package and receive a formatted prescreen memo in under a minute; Wagoo parses documents, flags critical numbers, and mirrors internal memo templates.
- Automated Underwriting & Risk Analysis
- Spreads financials, runs credit models, surfaces risk factors with full source-document citations, and produces risk ratings and flagged items for review.
- Deal CRM Built for Lenders
- Track every deal from origination through payoff with borrower records, maturity schedules, insurance expirations, renewal alerts, and native integrations to email and calendar.
- Loan Origination Pipeline & Intake
- Share a branded intake link to let borrowers apply online; applications flow onto a pipeline board, collect required documents automatically, and promote into underwriting or the deal CRM.
- Document Parsing & Financial Spread Extraction
- Auto-extract financial spreads and other line items from source documents to populate underwriting workbooks and memos.
- Export to DOCX and Excel
- Export final underwriting memos as custom formatted DOCX files and complete Excel workbooks ready for committee review.
Works with
- Email & Calendar
- DOCX & Excel Export
Alternatives to consider
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DealWorthIt
Choose it if you need software for researching and underwriting on-market and off-market properties nationwide rather than a lender-focused workflow for borrower intake, underwriting, and deal CRM.
Getting started
- Book a demo on the Wagoo website.
- Provide a deal package for prescreening.
- Review the generated memo, financial analysis, and risk findings.
- Continue the deal through underwriting or manage it in the CRM.