--- title: "Best Commercial Loan Software 2026 | Capterra" description: "Find the top Commercial Loan software of 2026 on Capterra. Based on millions of verified user reviews - compare and filter for whats important to you to find the best tools for your needs." source_url: "https://www.capterra.com/commercial-loan-software/" page_type: "category" language: "en" --- # Best Commercial Loan Software ## The Mortgage Office Rating: 4.8 out of 5 (288 reviews) Profile: [The Mortgage Office](https://www.capterra.com/p/9277/The-Mortgage-Office/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Trusted for 45+ years, The Mortgage Office powers commercial lenders with tools for complex loans, servicing, and fund management. #### Rating breakdown - Ease of Use: 4.7 out of 5 - Customer Service: 4.8 out of 5 - Features: 4.7 out of 5 - Value for Money: 4.7 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Free trial: No Free demo: Yes ### Features tab #### Highest rated features - Borrower Management: 5.0 rating - Document Management: 5.0 rating - Loan Processing: 5.0 rating - Payment Collection: 5.0 rating ### Gallery tab Ease of use: 4.7 out of 5 (288 reviews) #### Related review snippet Reviewer: April V. Reviewer details: Real Estate, 1-10 employees Published: July 24, 2026 > "It offers extensive reporting, customizable fields, and the ability to manage a wide variety of loan types." ### Integrations tab The Mortgage Office connects with 4+ software tools. [See all integrations](https://www.capterra.com/p/9277/The-Mortgage-Office/#integrations) #### Most popular integrations - QuickBooks Enterprise: 4.5 rating - QuickBooks Online: 4.3 rating - Microsoft Word: 5.0 rating - QuickBooks Desktop: 5.0 rating --- ## The Nortridge Loan System Rating: 4.3 out of 5 (80 reviews) Profile: [The Nortridge Loan System](https://www.capterra.com/p/44128/The-Nortridge-Loan-System/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Enterprise-grade loan software that allows you to launch new loan product lines, enter new markets, and automate routine tasks. #### Rating breakdown - Ease of Use: 4.1 out of 5 - Customer Service: 4.3 out of 5 - Features: 4.3 out of 5 - Value for Money: 4.3 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $1200.00 Pricing details: Flat Rate, Per Month Free trial: Yes Free demo: Yes ### Features tab #### Highest rated features - Activity Dashboard: 5.0 rating - API: 5.0 rating - Contact Management: 5.0 rating - Document Management: 5.0 rating #### Lowest rated features - Document Storage: 5.0 rating - Payment Collection: 5.0 rating - Pipeline Management: 5.0 rating ### Gallery tab Ease of use: 4.1 out of 5 (80 reviews) ### Integrations tab The Nortridge Loan System connects with 9+ software tools. [See all integrations](https://www.capterra.com/p/44128/The-Nortridge-Loan-System/#integrations) #### Most popular integrations - Microsoft Excel: 4.8 rating - Salesforce Sales Cloud: 4.4 rating - Docusign: 4.7 rating - HubSpot CRM: 4.5 rating - QuickBooks Online Advanced: 4.4 rating - Oracle Eloqua Marketing Automation: 4.0 rating - Equifax: 4.5 rating - REPAY: 5.0 rating - Doxim CCM --- ## C2 Covalent Profile: [C2 Covalent](https://www.capterra.com/p/176222/C2-Covalent/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? LOS for consumer, commercial, and SMB accounts; includes auto, cc, HELOC, HE, CRE, mortgage, working cap, equipment and other loans. #### Pros and cons based on reviews Not available #### Starting price Starting price: $1000.00 Free trial: No Free demo: Yes ### Features tab #### Most popular features - Document Management: Available - Payment Collection: Not available - Workflow Management: Available - API: Available - Activity Dashboard: Available - Pipeline Management: Available - Risk Management: Available - Third-Party Integrations: Available - Contact Management: Not available - Cash Flow Management: Not available - AI Copilot: Not available - Audit Trail: Available ### Gallery tab --- ## HES LoanBox Rating: 4.9 out of 5 (35 reviews) Profile: [HES LoanBox](https://www.capterra.com/p/254642/HES-LoanBox/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? AI/ML-powered end-to-end lending solution with scoring, risk analysis, smart workflows, and full compliance. #### Rating breakdown - Ease of Use: 4.9 out of 5 - Customer Service: 5.0 out of 5 - Features: 4.9 out of 5 - Value for Money: 4.9 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $75000.00 Pricing details: Other, Per Year Free trial: Yes Free demo: Yes ### Features tab #### Highest rated features - Loan Processing: 4.7 rating - Reporting & Statistics: 4.7 rating - Automated Decisioning/Underwriting: 5.0 rating - Document Management: 5.0 rating #### Lowest rated features - Risk Assessment: 4.0 rating - Payment Collection: 5.0 rating - Scheduling: 5.0 rating #### Feature-related review snippet Reviewer: yulia S. Reviewer details: Banking, 51-200 employees Published: May 26, 2026 > "A dependable lending platform with strong customization and excellent support for growing teams and business." ### Gallery tab Ease of use: 4.9 out of 5 (35 reviews) #### Related review snippet Reviewer: Cameron S. Reviewer details: Financial Services, 51-200 employees Published: April 10, 2026 > "The platform simplifies complex loan servicing and origination processes, particularly in areas like payment tracking, interest calculations, and reporting." ### Integrations tab HES LoanBox connects with 11+ software tools. [See all integrations](https://www.capterra.com/p/254642/HES-LoanBox/#integrations) #### Most popular integrations - PandaDoc: 4.5 rating - SendGrid: 4.2 rating - Twilio: 4.4 rating - Plaid: 4.4 rating - Camunda: 4.5 rating - Ondato: 4.8 rating #### Integrations-related review snippet Reviewer: gabriel E. Reviewer details: Banking, 501-1,000 employees Published: June 3, 2026 > "The platform is highly customizable, easy to integrate with external services, and capable of handling the entire loan lifecycle from origination to servicing." --- ## Finastra LaserPro Profile: [Finastra LaserPro](https://www.capterra.com/p/215171/Fusion-LaserPro/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Automates loan documentation for consumer and commercial lending, streamlining workflows with 70+ core and third-party integrations. #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Pricing details: Per Feature Free trial: No Free demo: No ### Features tab #### Most popular features - Document Management: Available - Payment Collection: Not available - Workflow Management: Available - API: Available - Activity Dashboard: Not available - Pipeline Management: Not available - Risk Management: Not available - Third-Party Integrations: Available - Contact Management: Not available - Cash Flow Management: Not available - AI Copilot: Not available - Audit Trail: Not available ### Gallery tab --- ## Centrex Rating: 4.9 out of 5 (8 reviews) Profile: [Centrex](https://www.capterra.com/p/193776/Centrex-CRM-Software/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Centrex is a commercial loan operating system designed for brokers, lenders, and investors. Everything you need all under one roof. #### Rating breakdown - Ease of Use: 5.0 out of 5 - Customer Service: 4.5 out of 5 - Features: 4.8 out of 5 - Value for Money: 4.8 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Pricing details: Flat Rate, Per Month Free trial: No Free demo: Yes ### Features tab #### Highest rated features - Borrower Management: 5.0 rating - Loan Processing: 5.0 rating - Online Applications: 5.0 rating ### Gallery tab Ease of use: 5.0 out of 5 (8 reviews) ### Integrations tab Centrex connects with 16+ software tools. [See all integrations](https://www.capterra.com/p/193776/Centrex-CRM-Software/#integrations) #### Most popular integrations - Gmail: 4.8 rating - Zapier: 4.7 rating - Twilio: 4.4 rating - Spinify: 4.5 rating - Plaid: 4.4 rating - Snowflake: 4.7 rating - Ytel: 3.9 rating - Fivetran: 4.4 rating - ACH Processing: 4.5 rating --- ## Margill Loan Manager Rating: 4.8 out of 5 (48 reviews) Profile: [Margill Loan Manager](https://www.capterra.com/p/79849/Margill-Loan-Manager/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Loan servicing software with the industry's most sophisticated mathematics and customizable interface for lenders with special needs. #### Rating breakdown - Ease of Use: 4.7 out of 5 - Customer Service: 4.9 out of 5 - Features: 4.6 out of 5 - Value for Money: 4.8 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $325.00 Pricing details: Other, Per Month Free trial: Yes Free demo: Yes ### Features tab #### Highest rated features - Loan Processing: 5.0 rating - Payment Collection: 5.0 rating #### Feature-related review snippet Reviewer: Michael L. Reviewer details: Financial Services, 11-50 employees Published: March 8, 2022 > "Customer service and assistance is exceptional and provides assurance if there is any questions or clarification required as to usability or functionality." ### Gallery tab Ease of use: 4.7 out of 5 (48 reviews) #### Related review snippet Reviewer: Michael L. Reviewer details: Financial Services, 11-50 employees Published: March 8, 2022 > "Customer service and assistance is exceptional and provides assurance if there is any questions or clarification required as to usability or functionality." ### Integrations tab Margill Loan Manager connects with 2+ software tools. [See all integrations](https://www.capterra.com/p/79849/Margill-Loan-Manager/#integrations) #### Most popular integrations - Microsoft Excel: 4.8 rating - QuickBooks Online Advanced: 4.4 rating --- ## BankPoint Rating: 4.6 out of 5 (17 reviews) Profile: [BankPoint](https://www.capterra.com/p/136319/ARCS/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? BankPoint is a next-generation bank management system designed for banks and lenders that manage large commercial loan portfolios. #### Rating breakdown - Ease of Use: 4.7 out of 5 - Customer Service: 4.8 out of 5 - Features: 4.5 out of 5 - Value for Money: 4.5 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Pricing details: Per User, Per Month Free trial: Yes Free demo: Yes ### Features tab #### Most popular features - Document Management: Available - Payment Collection: Available - Workflow Management: Available - API: Available - Activity Dashboard: Available - Pipeline Management: Available - Risk Management: Available - Third-Party Integrations: Available - Contact Management: Available - Cash Flow Management: Not available - AI Copilot: Not available - Audit Trail: Available ### Gallery tab Ease of use: 4.7 out of 5 (17 reviews) ### Integrations tab BankPoint connects with 1+ software tools. [See all integrations](https://www.capterra.com/p/136319/ARCS/#integrations) #### Most popular integrations - FCRM Insurance --- ## LOAN SERVICING SOFT Rating: 5.0 out of 5 (14 reviews) Profile: [LOAN SERVICING SOFT](https://www.capterra.com/p/135272/LOAN-SERVICING-SOFT/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? LOAN SERVICING SOFT is a leader in Private Money/Hard Money/Alternative Lending and Loan Servicing! Come see why... #### Rating breakdown - Ease of Use: 4.9 out of 5 - Customer Service: 5.0 out of 5 - Features: 5.0 out of 5 - Value for Money: 5.0 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $500.00 Pricing details: Per Feature, Per Month Free trial: Yes Free demo: No ### Features tab #### Most popular features - Document Management: Available - Payment Collection: Available - Workflow Management: Available - API: Available - Activity Dashboard: Available - Pipeline Management: Available - Risk Management: Available - Third-Party Integrations: Available - Contact Management: Available - Cash Flow Management: Available - AI Copilot: Available - Audit Trail: Available ### Gallery tab Ease of use: 4.9 out of 5 (14 reviews) --- ## Target Group Rating: 5.0 out of 5 (1 reviews) Profile: [Target Group](https://www.capterra.com/p/203272/Target-Group/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Our platform manages the end to end customer journey across a wide range of asset classes including both secured and unsecured lending. #### Rating breakdown - Ease of Use: 5.0 out of 5 - Features: 5.0 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Pricing details: Per Feature Free trial: No Free demo: No ### Features tab #### Most popular features - Document Management: Available - Payment Collection: Not available - Workflow Management: Not available - API: Available - Activity Dashboard: Not available - Pipeline Management: Not available - Risk Management: Available - Third-Party Integrations: Not available - Contact Management: Not available - Cash Flow Management: Not available - AI Copilot: Not available - Audit Trail: Not available ### Gallery tab Ease of use: 5.0 out of 5 (1 reviews) --- ## TaskSuite Rating: 4.8 out of 5 (6 reviews) Profile: [TaskSuite](https://www.capterra.com/p/10018704/TaskSuite/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Cloud-based loan origination and servicing with configurable workflows, collections, reporting, and optional white-labeled portals. #### Rating breakdown - Ease of Use: 4.5 out of 5 - Customer Service: 4.3 out of 5 - Features: 4.8 out of 5 - Value for Money: 4.5 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Free trial: No Free demo: No ### Features tab #### Most popular features - Document Management: Available - Payment Collection: Available - Workflow Management: Available - API: Available - Activity Dashboard: Available - Pipeline Management: Available - Risk Management: Not available - Third-Party Integrations: Available - Contact Management: Available - Cash Flow Management: Available - AI Copilot: Not available - Audit Trail: Available ### Gallery tab Ease of use: 4.5 out of 5 (6 reviews) ### Integrations tab TaskSuite connects with 7+ software tools. [See all integrations](https://www.capterra.com/p/10018704/TaskSuite/#integrations) #### Most popular integrations - Xodo Sign: 4.8 rating - Twilio: 5.0 rating - Plaid: 4.4 rating - Xodo: 4.4 rating - Equifax: 4.5 rating - Flinks Connectivity: 5.0 rating - Prove ID --- ## Loandisk Rating: 4.6 out of 5 (24 reviews) Profile: [Loandisk](https://www.capterra.com/p/156079/Loandisk/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Loandisk is an online loan management system. Manage client loans and savings. Developed specially for the microfinance industry. #### Rating breakdown - Ease of Use: 4.7 out of 5 - Customer Service: 4.7 out of 5 - Features: 4.6 out of 5 - Value for Money: 4.7 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $59.00 Pricing details: Flat Rate, Per Month Free trial: Yes Free demo: Yes ### Features tab #### Highest rated features - Borrower Management: 5.0 rating - Loan Portfolio Management: 5.0 rating - Loan Processing: 5.0 rating - Payment Collection: 5.0 rating #### Lowest rated features - Risk Management: 4.0 rating - Workflow Management: 4.0 rating ### Gallery tab Ease of use: 4.7 out of 5 (24 reviews) --- ## Lendio Rating: 4.5 out of 5 (211 reviews) Profile: [Lendio](https://www.capterra.com/p/154197/Sunrise/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Cloud-based cashflow software to streamline finance & accounting, tax assistance & preparation, documentation, expense tracking & more. #### Rating breakdown - Ease of Use: 4.6 out of 5 - Customer Service: 4.5 out of 5 - Features: 4.2 out of 5 - Value for Money: 4.6 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $19.99 Pricing details: Flat Rate, Per Month Free trial: Yes Free demo: No ### Features tab #### Most popular features - Document Management: Not available - Payment Collection: Not available - Workflow Management: Not available - API: Not available - Activity Dashboard: Not available - Pipeline Management: Not available - Risk Management: Not available - Third-Party Integrations: Not available - Contact Management: Available - Cash Flow Management: Not available - AI Copilot: Not available - Audit Trail: Available ### Gallery tab Ease of use: 4.6 out of 5 (211 reviews) #### Related review snippet Reviewer: Charles S. Reviewer details: Publishing, 1-10 employees Published: June 26, 2024 > "Simple and easy to navigate." ### Integrations tab Lendio connects with 3+ software tools. [See all integrations](https://www.capterra.com/p/154197/Sunrise/#integrations) #### Most popular integrations - Stripe: 4.6 rating - Zapier: 4.7 rating - GUSTO PRODUCT SUITE: 5.0 rating --- ## Creatio CRM Rating: 4.7 out of 5 (150 reviews) Profile: [Creatio CRM](https://www.capterra.com/p/130149/bpm-online-CRM/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Best-in-class financial services CRM and workflow platform with no-code and AI at its core. #### Rating breakdown - Ease of Use: 4.6 out of 5 - Customer Service: 4.7 out of 5 - Features: 4.6 out of 5 - Value for Money: 4.6 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $40.00 Pricing details: Per User, Per Month Free trial: No Free demo: No ### Features tab #### Most popular features - Document Management: Available - Payment Collection: Available - Workflow Management: Available - API: Available - Activity Dashboard: Available - Pipeline Management: Available - Risk Management: Available - Third-Party Integrations: Available - Contact Management: Available - Cash Flow Management: Not available - AI Copilot: Not available - Audit Trail: Not available #### Feature-related review snippet Reviewer: Vine S. Reviewer details: Biotechnology, 51-200 employees Published: June 15, 2026 > "Ease of use and how accessible it is for any person regardless of their technical level to start implementing features." ### Gallery tab Ease of use: 4.6 out of 5 (150 reviews) #### Related review snippet Reviewer: Eduardo C. Reviewer details: Computer Software, 11-50 employees Published: June 14, 2026 > "From a technology perspective, it provides the governance, scalability, integration capabilities, and enterprise architecture needed to support long-term growth." ### Integrations tab Creatio CRM connects with 21+ software tools. [See all integrations](https://www.capterra.com/p/130149/bpm-online-CRM/#integrations) #### Most popular integrations - Microsoft Excel: 4.8 rating - Mailchimp: 4.5 rating - Gmail: 4.8 rating - Google Calendar: 5.0 rating - Microsoft Word: 4.7 rating - Microsoft Outlook: 4.5 rating - Meta for Business: 4.4 rating - Twitter/X: 4.5 rating - Google Contacts: 4.7 rating --- ## Mortgage Automator Rating: 4.9 out of 5 (116 reviews) Profile: [Mortgage Automator](https://www.capterra.com/p/191761/Mortgage-Automator/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Automate commercial loan origination & servicing with Mortgage Automator—team management, investor tools, and structured workflows. #### Rating breakdown - Ease of Use: 4.9 out of 5 - Customer Service: 4.9 out of 5 - Features: 4.8 out of 5 - Value for Money: 4.9 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Pricing details: Other, Per Month Free trial: No Free demo: No ### Features tab #### Highest rated features - Document Management: 4.9 rating - Borrower Management: 4.8 rating - Loan Processing: 5.0 rating - Pipeline Management: 4.8 rating #### Lowest rated features - Contact Management: 4.3 rating - Workflow Management: 4.8 rating - Loan Portfolio Management: 4.8 rating - API: 5.0 rating #### Feature-related review snippet Reviewer: Josh N. Reviewer details: Real Estate, 1-10 employees Published: May 14, 2024 > "Constant improvements, user interface and functionality" ### Gallery tab Ease of use: 4.9 out of 5 (116 reviews) #### Related review snippet Reviewer: Mark F. Reviewer details: Financial Services, 1-10 employees Published: January 7, 2026 > "I've been able to integrate with everything ever since the Origination and Servicing API were launched - makes my life simpler." ### Integrations tab Mortgage Automator connects with 17+ software tools. [See all integrations](https://www.capterra.com/p/191761/Mortgage-Automator/#integrations) #### Most popular integrations - Jira: 4.4 rating - Zapier: 4.7 rating - Pipedrive: 4.5 rating - HubSpot Sales Hub: 4.5 rating - Salesforce Platform: 4.4 rating - 6sense: 4.6 rating #### Integrations-related review snippet Reviewer: Mark F. Reviewer details: Financial Services, 1-10 employees Published: January 7, 2026 > "I've been able to integrate with everything ever since the Origination and Servicing API were launched - makes my life simpler." --- ## Plaid Rating: 4.4 out of 5 (105 reviews) Profile: [Plaid](https://www.capterra.com/p/174384/Plaid/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Build a complete picture of a borrower - on one platform. #### Rating breakdown - Ease of Use: 4.5 out of 5 - Customer Service: 4.3 out of 5 - Features: 4.4 out of 5 - Value for Money: 4.4 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Pricing details: Usage Based, Per Month Free trial: No Free demo: No ### Features tab #### Most popular features - Document Management: Available - Payment Collection: Not available - Workflow Management: Not available - API: Available - Activity Dashboard: Not available - Pipeline Management: Not available - Risk Management: Available - Third-Party Integrations: Not available - Contact Management: Not available - Cash Flow Management: Available - AI Copilot: Not available - Audit Trail: Not available #### Feature-related review snippet Reviewer: Niquan C. Reviewer details: Telecommunications, 1-10 employees Published: April 14, 2026 > "I like the simplicity of using the app it has a seamless aproach it is extremely helpful and i would definitely recommend" ### Gallery tab Ease of use: 4.5 out of 5 (105 reviews) #### Related review snippet Reviewer: Mai M. Reviewer details: Hospitality, 11-50 employees Published: March 31, 2026 > "Plaid acts like a secure bridge, immediately allowing apps to verify balances, check transaction history, and enable instant ACH transfers." ### Integrations tab Plaid connects with 22+ software tools. [See all integrations](https://www.capterra.com/p/174384/Plaid/#integrations) #### Most popular integrations - Dwolla: 4.3 rating - Turnkey Lender: 4.6 rating - Adyen: 4.6 rating - Riskified: 4.6 rating - Ocrolus: 4.6 rating - Airwallex: 3.9 rating #### Integrations-related review snippet Reviewer: Verified Reviewer Reviewer details: Biotechnology, 10,001+ employees Published: April 8, 2026 > "The API capabilities are pretty strong and allow companies to build advanced financial features without dealing with banks directly." --- ## FileInvite Rating: 4.7 out of 5 (99 reviews) Profile: [FileInvite](https://www.capterra.com/p/138728/FileInvite/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? FileInvite streamlines document collection with e-signatures, reminders, and integrations ideal for lending and professional services. #### Rating breakdown - Ease of Use: 4.6 out of 5 - Customer Service: 4.8 out of 5 - Features: 4.4 out of 5 - Value for Money: 4.6 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $829.00 Pricing details: Usage Based, Per Month Free trial: No Free demo: No ### Features tab #### Highest rated features - API: 4.0 rating ### Gallery tab Ease of use: 4.6 out of 5 (99 reviews) #### Related review snippet Reviewer: Verified Reviewer Reviewer details: Financial Services, 501-1,000 employees Published: February 18, 2026 > "Easiest way to organize everything need for a full package submission." ### Integrations tab FileInvite connects with 7+ software tools. [See all integrations](https://www.capterra.com/p/138728/FileInvite/#integrations) #### Most popular integrations - Google Drive: 5.0 rating - Dropbox: 4.0 rating - OneDrive: 5.0 rating - Box: 4.4 rating - HubSpot CRM: 4.5 rating - Zapier: 4.7 rating - WorkflowMax: 4.3 rating --- ## BNTouch Mortgage CRM Rating: 4.5 out of 5 (98 reviews) Profile: [BNTouch Mortgage CRM](https://www.capterra.com/p/37032/BNTouch/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Automate your marketing, convert more leads, stay top of mind with your borrowers and recruit new partners using one central hub. #### Rating breakdown - Ease of Use: 4.3 out of 5 - Customer Service: 4.5 out of 5 - Features: 4.4 out of 5 - Value for Money: 4.3 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $165.00 Pricing details: Per User, Per Month Free trial: No Free demo: No ### Features tab #### Most popular features - Document Management: Available - Payment Collection: Not available - Workflow Management: Not available - API: Available - Activity Dashboard: Not available - Pipeline Management: Available - Risk Management: Not available - Third-Party Integrations: Not available - Contact Management: Available - Cash Flow Management: Not available - AI Copilot: Not available - Audit Trail: Not available ### Gallery tab Ease of use: 4.3 out of 5 (98 reviews) #### Related review snippet Reviewer: Rob K. Reviewer details: Financial Services, Self-employed Published: August 22, 2024 > "Its intuitive interface and powerful automation tools have streamlined my workflow, allowing me to focus on delivering top-tier service to my clients." ### Integrations tab BNTouch Mortgage CRM connects with 8+ software tools. [See all integrations](https://www.capterra.com/p/37032/BNTouch/#integrations) #### Most popular integrations - Google Calendar: 5.0 rating - Zapier: 4.7 rating - Microsoft Outlook: 4.3 rating - Facebook Apps and Tabs: 4.5 rating - LendingPad: 5.0 rating - Calyx Point: 3.5 rating #### Integrations-related review snippet Reviewer: Dan D. Reviewer details: Financial Services, 1,001-5,000 employees Published: August 24, 2021 > "Seamless integration with my lead sources (Free Rate Update & Zillow) & RingCentral was the clincher for my business. " --- ## LoanPro Rating: 4.8 out of 5 (74 reviews) Profile: [LoanPro](https://www.capterra.com/p/158549/LoanPro-Software/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? The modern commercial lending platform for B2B lenders—built to launch, manage, and scale all types of loan programs. #### Rating breakdown - Ease of Use: 4.6 out of 5 - Customer Service: 4.9 out of 5 - Features: 4.8 out of 5 - Value for Money: 4.8 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $0.00 Pricing details: Other, Per Year Free trial: No Free demo: No ### Features tab #### Most popular features - Document Management: Available - Payment Collection: Available - Workflow Management: Available - API: Available - Activity Dashboard: Available - Pipeline Management: Not available - Risk Management: Not available - Third-Party Integrations: Available - Contact Management: Available - Cash Flow Management: Not available - AI Copilot: Not available - Audit Trail: Available ### Gallery tab Ease of use: 4.6 out of 5 (74 reviews) #### Related review snippet Reviewer: Tiffany R. Reviewer details: Financial Services, 11-50 employees Published: May 6, 2021 > "The features, the customer service and sales team and their quick responses, the built-in integrations with their partners, the ease of getting setup in a timely manner." ### Integrations tab LoanPro connects with 17+ software tools. [See all integrations](https://www.capterra.com/p/158549/LoanPro-Software/#integrations) #### Most popular integrations - Docusign: 4.7 rating - Talkdesk: 4.5 rating - authorize.net: 5.0 rating - TCN: 4.5 rating - Versapay: 4.4 rating - FUGU: 4.9 rating #### Integrations-related review snippet Reviewer: Tiffany R. Reviewer details: Financial Services, 11-50 employees Published: May 6, 2021 > "The features, the customer service and sales team and their quick responses, the built-in integrations with their partners, the ease of getting setup in a timely manner." --- ## Shape Rating: 4.6 out of 5 (45 reviews) Profile: [Shape](https://www.capterra.com/p/173673/SetShape/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? The most flexible CRM ever created! #### Rating breakdown - Ease of Use: 4.6 out of 5 - Customer Service: 4.5 out of 5 - Features: 4.6 out of 5 - Value for Money: 4.5 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $119.00 Pricing details: Per User, Per Month Free trial: Yes Free demo: No ### Features tab #### Most popular features - Document Management: Available - Payment Collection: Not available - Workflow Management: Available - API: Available - Activity Dashboard: Not available - Pipeline Management: Available - Risk Management: Not available - Third-Party Integrations: Available - Contact Management: Available - Cash Flow Management: Not available - AI Copilot: Not available - Audit Trail: Available ### Gallery tab Ease of use: 4.6 out of 5 (45 reviews) #### Related review snippet Reviewer: William R. Reviewer details: Financial Services, 11-50 employees Published: May 19, 2022 > "I was impressed with how easy it is o maintain your pipeline with all of the integrations and automations." ### Integrations tab Shape connects with 9+ software tools. [See all integrations](https://www.capterra.com/p/173673/SetShape/#integrations) #### Most popular integrations - Mailchimp: 4.5 rating - Google Workspace: 3.0 rating - Microsoft 365: 4.6 rating - Stripe: 4.6 rating - Zapier: 4.7 rating - Microsoft Outlook: 4.5 rating #### Integrations-related review snippet Reviewer: William R. Reviewer details: Financial Services, 11-50 employees Published: May 19, 2022 > "I was impressed with how easy it is o maintain your pipeline with all of the integrations and automations." --- ## Encompass Rating: 4.0 out of 5 (42 reviews) Profile: [Encompass](https://www.capterra.com/p/37038/Encompass360/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Encompass gives any size lender access to everything they need to originate and close more loans. #### Rating breakdown - Ease of Use: 3.6 out of 5 - Customer Service: 3.6 out of 5 - Features: 4.0 out of 5 - Value for Money: 3.7 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Free trial: No Free demo: No ### Features tab #### Highest rated features - Contact Management: 5.0 rating - Document Management: 5.0 rating - Loan Portfolio Management: 5.0 rating - Loan Processing: 5.0 rating #### Lowest rated features - Online Applications: 5.0 rating #### Feature-related review snippet Reviewer: Michael M. Reviewer details: Financial Services, 501-1,000 employees Published: May 17, 2022 > "the document management and the dashboard customization are probably the biggest features that stand out on the platform" ### Gallery tab Ease of use: 3.6 out of 5 (42 reviews) #### Related review snippet Reviewer: Michael M. Reviewer details: Financial Services, 501-1,000 employees Published: May 17, 2022 > "the document management and the dashboard customization are probably the biggest features that stand out on the platform" --- ## Turnkey Lender Rating: 4.6 out of 5 (36 reviews) Profile: [Turnkey Lender](https://www.capterra.com/p/135052/Turnkey-Lender/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? TurnKey Lender automates all parts of the lending process for commercial creditors of all sizes worldwide. #### Rating breakdown - Ease of Use: 4.5 out of 5 - Customer Service: 4.5 out of 5 - Features: 4.4 out of 5 - Value for Money: 4.3 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Free trial: No Free demo: No ### Features tab #### Highest rated features - API: 5.0 rating - Loan Portfolio Management: 5.0 rating - Borrower Management: 4.0 rating - Payment Collection: 4.0 rating #### Lowest rated features - Risk Assessment: 4.0 rating #### Feature-related review snippet Reviewer: Tom J. Reviewer details: Financial Services, 1-10 employees Published: May 2, 2023 > "They were willing to build customizations on top of the box solution to meet our unique business needs." ### Gallery tab Ease of use: 4.5 out of 5 (36 reviews) #### Related review snippet Reviewer: Aleksa S. Reviewer details: Marketing and Advertising, 1-10 employees Published: August 14, 2023 > "The thing that I like the most about Turnkey Lender is that their API is easy to integrate into your own platform and everything that is possible in their UI is possible through the API as well." ### Integrations tab Turnkey Lender connects with 19+ software tools. [See all integrations](https://www.capterra.com/p/135052/Turnkey-Lender/#integrations) #### Most popular integrations - PayPal: 4.6 rating - Microsoft Excel: 4.8 rating - Salesforce Sales Cloud: 4.4 rating - Mailchimp: 4.5 rating - Docusign: 4.7 rating - QuickBooks Online: 4.3 rating #### Integrations-related review snippet Reviewer: Aleksa S. Reviewer details: Marketing and Advertising, 1-10 employees Published: August 14, 2023 > "The thing that I like the most about Turnkey Lender is that their API is easy to integrate into your own platform and everything that is possible in their UI is possible through the API as well." --- ## Mollie Rating: 3.2 out of 5 (36 reviews) Profile: [Mollie](https://www.capterra.com/p/195767/Mollie/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Mollie is a payment processing software that simplifies financial transactions and management for businesses across Europe and the UK. #### Rating breakdown - Ease of Use: 3.8 out of 5 - Customer Service: 2.8 out of 5 - Features: 3.6 out of 5 - Value for Money: 2.9 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: €20.00 Pricing details: Flat Rate, Per Month Free trial: No Free demo: No ### Features tab #### Most popular features - Document Management: Not available - Payment Collection: Not available - Workflow Management: Not available - API: Available - Activity Dashboard: Available - Pipeline Management: Not available - Risk Management: Available - Third-Party Integrations: Available - Contact Management: Not available - Cash Flow Management: Not available - AI Copilot: Not available - Audit Trail: Not available #### Feature-related review snippet Reviewer: Oli V. Reviewer details: Cosmetics, 11-50 employees Published: November 6, 2024 > "Integration is easy and the interface is top-notch." ### Gallery tab Ease of use: 3.8 out of 5 (36 reviews) #### Related review snippet Reviewer: Michelangelo C. Reviewer details: Marketing and Advertising, 1-10 employees Published: May 6, 2026 > "The setup was fairly easy and the test environment worked well, but the pricing felt unclear and a bit expensive." ### Integrations tab Mollie connects with 70+ software tools. [See all integrations](https://www.capterra.com/p/195767/Mollie/#integrations) #### Most popular integrations - Wix: 4.4 rating - Zapier: 4.7 rating - WooCommerce: 4.5 rating - Ecwid: 4.6 rating - BigCommerce: 4.4 rating - NextChapter: 4.8 rating #### Integrations-related review snippet Reviewer: Oli V. Reviewer details: Cosmetics, 11-50 employees Published: November 6, 2024 > "Integration is easy and the interface is top-notch." --- ## Dealpath Rating: 4.5 out of 5 (22 reviews) Profile: [Dealpath](https://www.capterra.com/p/164485/Dealpath/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Dealpath is the leading cloud-based deal management platform for real estate supporting more than $10 trillion in transactions globally #### Rating breakdown - Ease of Use: 4.3 out of 5 - Customer Service: 4.7 out of 5 - Features: 4.3 out of 5 - Value for Money: 4.4 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $0.01 Pricing details: Per Feature, Per Year Free trial: No Free demo: No ### Features tab #### Highest rated features - Document Management: 4.0 rating - Document Storage: 4.0 rating - Pipeline Management: 4.0 rating - Workflow Management: 4.0 rating #### Feature-related review snippet Reviewer: Ivan C. Reviewer details: Real Estate, 1-10 employees Published: October 19, 2023 > "Once set up, the platform is intuitive for all users including ones that do not have as much experience with Dealpath." ### Gallery tab Ease of use: 4.3 out of 5 (22 reviews) #### Related review snippet Reviewer: Jennifer L. Reviewer details: Real Estate, 1-10 employees Published: October 19, 2023 > "It's a must-have tool that has not only saved us time and money but has also enhanced our overall productivity and success in the competitive world of real estate investment." ### Integrations tab Dealpath connects with 6+ software tools. [See all integrations](https://www.capterra.com/p/164485/Dealpath/#integrations) #### Most popular integrations - Dropbox: 4.5 rating - Box: 4.0 rating - Microsoft Outlook: 4.5 rating - Okta: 4.7 rating - OneLogin: 4.6 rating - CompStak Enterprise #### Integrations-related review snippet Reviewer: Andrew S. Reviewer details: Real Estate, 201-500 employees Published: November 9, 2023 > "Data integrations with ESRI are pretty awesome" --- ## Oradian Rating: 4.1 out of 5 (21 reviews) Profile: [Oradian](https://www.capterra.com/p/266569/Oradian/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Oradian is the next generation of cloud-based core banking systems. Oradian delivers growth to lenders, fintechs and banks worldwide. #### Rating breakdown - Ease of Use: 4.4 out of 5 - Customer Service: 4.4 out of 5 - Features: 3.9 out of 5 - Value for Money: 3.9 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Free trial: No Free demo: No ### Features tab #### Most popular features - Document Management: Available - Payment Collection: Not available - Workflow Management: Available - API: Available - Activity Dashboard: Available - Pipeline Management: Not available - Risk Management: Available - Third-Party Integrations: Available - Contact Management: Not available - Cash Flow Management: Not available - AI Copilot: Not available - Audit Trail: Not available ### Gallery tab Ease of use: 4.4 out of 5 (21 reviews) #### Related review snippet Reviewer: Atiku U. Reviewer details: Non-Profit Organization Management, 501-1,000 employees Published: September 22, 2022 > "The strategy they envisioned is a welcome departure from the norm resulting in value addition, knowledge sharing, commendable technical support, improved service delivery to our clients, improved oversight functions by supervisors, and much more." --- Page 1 of 3 ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Filter (104) Products: Sort By: Featured Partners * * * Plan Type Free Trial Popular 85% of professionals opt for a 30-day trial before the software purchase Other subsciption plans: Free Version Monthly Subscription Annual Subscription One-Time License Key Features All key features Popular We have selected the most important and critical features as defined by Capterra user reviews Activity Dashboard AI Copilot API Audit Trail Cash Flow Management Client Portal Contact Management Dashboard Document Management Generative AI Lead Management Payment Collection Pipeline Management Risk Management Third-Party Integrations Workflow Management Deployment Cloud, SaaS, Web-Based Desktop Mac Desktop Windows Desktop Linux On-Premise Windows On-Premise Linux Desktop Chromebook Mobile Android Mobile iPhone Mobile iPad Related Software Category: [Banking Systems Software](https://www.capterra.com/banking-systems-software/)[Loan Origination Software](https://www.capterra.com/loan-origination-software/)[Loan Servicing Software](https://www.capterra.com/loan-servicing-software/)[Mobile Credit Card Processing Software](https://www.capterra.com/mobile-credit-card-processing-software/)[Blockchain Platforms Software](https://www.capterra.com/blockchain-platforms-software/)[Cryptocurrency Wallets Software](https://www.capterra.com/cryptocurrency-wallets-software/)[Cryptocurrency Exchange Software](https://www.capterra.com/cryptocurrency-exchange-software/)[Mortgage Software](https://www.capterra.com/mortgage-and-loans-software/)[Mobile Banking Software](https://www.capterra.com/mobile-banking-software/)