# Best Loan Servicing Software 2026 | Capterra > Find the top Loan Servicing 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: https://www.capterra.com/loan-servicing-software/ --- # Best Loan Servicing Software Last updated on July 22, 2026 How to find the right Loan Servicing Software? Learn more from our team about Loan Servicing Software pricing features and benefits in our Loan Servicing Buyers Guide Verified Insights Provider data verified by our Software Research team and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) ## What is loan servicing software? Researched by: [Capterra](https://www.capterra.com/resources/author/capterra/) Updated on July 22, 2026 [Loan servicing software](https://www.capterra.com/loan-servicing-software/) is a specialized tool that helps lenders automate post-disbursement operations such as collections, collateral tracking, and amortization. The tool also helps manage customer requests, information, and queries through a customer portal. Many of these tools are available as a module or as an integrated part of loan management or origination solutions.  * * * For more information consult our [Loan Servicing Buyers Guide](#buyers-guide-content) ## The Mortgage Office Rating: 4.8 out of 5 (286 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 automates payments, escrow, investor accounting, and portals for loan servicers. #### 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: 4.9 rating - Accounting: 4.7 rating - Payment Collection: 5.0 rating - Loan Processing: 4.9 rating #### Lowest rated features - Activity Tracking: 1.0 rating - Business Loans: 1.0 rating - CRM: 1.0 rating - Customizable Reports: 1.0 rating ### Gallery tab Ease of use: 4.7 out of 5 (286 reviews) #### Related review snippet Reviewer: Nicole B. Reviewer details: Financial Services, 1-10 employees Published: February 4, 2026 > "It has loan reports for your maturities and for tracking insurance and also I love the tax feature and there customer service that literally will stay on the phone and walk you through the whole process." ### 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: 4.7 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 #### Most popular features - Payment Collection: Available - Loan Portfolio Management: Not available - Reporting/Analytics: Available - Document Management: Available - Accounting: Available - Amortization Schedule: Available - Compliance Management: Available - Third-Party Integrations: Not available - Collateral Tracking: Available - Investor Management: Available - Data Import/Export: Not available - Contact Management: Available ### 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 --- ## 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 #### Highest rated features - Compliance Management: 5.0 rating - Pipeline Management: 5.0 rating - Workflow Management: 5.0 rating ### Gallery tab Ease of use: 4.9 out of 5 (14 reviews) --- ## 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? Streamline lending operations with LoanPro’s API-first Loan Servicing Software, automating workflows and ensuring compliance. #### 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 #### Highest rated features - Accounting: 5.0 rating - Amortization Schedule: 5.0 rating - API: 5.0 rating - Borrower Management: 5.0 rating #### Lowest rated features - Document Management: 5.0 rating - Loan Processing: 5.0 rating - Payment Collection: 5.0 rating - Reporting/Analytics: 5.0 rating ### 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." --- ## 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 platform with smart loan servicing, risk management, scoring, 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: 4.9 rating - Loan Portfolio Management: 4.9 rating - Payment Collection: 4.9 rating - Workflow Management: 4.8 rating #### Lowest rated features - Amortization Schedule: 3.0 rating - Document Management: 3.0 rating - Borrower Management: 4.7 rating - API: 4.8 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." --- ## 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 loan and advance servicing system designed for brokers, direct lenders, and investors. Everything you need in one place. #### 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 - Amortization Schedule: 5.0 rating - Automatic Funds Distribution: 5.0 rating - Borrower Management: 5.0 rating - Loan Portfolio Management: 5.0 rating #### Lowest rated features - Loan Processing: 5.0 rating - Reporting/Analytics: 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 - Borrower Management: 5.0 rating - Loan Processing: 5.0 rating - Reporting/Analytics: 4.5 rating - Payment Collection: 5.0 rating #### Lowest rated features - API: 1.0 rating - Accounting: 4.0 rating - Amortization Schedule: 5.0 rating - Data Import/Export: 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 --- ## 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 - Payment Collection: Not available - Loan Portfolio Management: Available - Reporting/Analytics: Available - Document Management: Available - Accounting: Not available - Amortization Schedule: Not available - Compliance Management: Available - Third-Party Integrations: Available - Collateral Tracking: Not available - Investor Management: Not available - Data Import/Export: Not available - Contact Management: Not available ### Gallery tab --- ## Land Gorilla Rating: 4.8 out of 5 (33 reviews) Profile: [Land Gorilla](https://www.capterra.com/p/147212/Construction-Loan-Manager/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Land Gorilla has changed the way construction loans are managed by making the construction lending process fast, safe and efficient. #### 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: 4.6 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $25.00 Pricing details: One Time Free trial: No Free demo: Yes ### Features tab #### Highest rated features - Document Management: 4.9 rating - Loan Portfolio Management: 4.9 rating - Workflow Management: 4.9 rating - Borrower Management: 4.8 rating #### Lowest rated features - Accounting: 4.6 rating - Pipeline Management: 4.7 rating - API: 4.6 rating - Alerts/Notifications: 4.5 rating #### Feature-related review snippet Reviewer: Regina M. Reviewer details: Financial Services, 1,001-5,000 employees Published: November 16, 2023 > "I was able to log into the system as a first-time user and maneuver without any assistance or training." ### Gallery tab Ease of use: 4.7 out of 5 (33 reviews) #### Related review snippet Reviewer: Heather B. Reviewer details: Construction, 501-1,000 employees Published: June 3, 2026 > "Land Gorilla keeps the entire construction lending process consolidated in one place, making it easy to manage budgets, inspections, documents, and accounting." ### Integrations tab Land Gorilla connects with 3+ software tools. [See all integrations](https://www.capterra.com/p/147212/Construction-Loan-Manager/#integrations) #### Most popular integrations - Docusign: 5.0 rating - Encompass: 3.0 rating - Fiserv: 3.6 rating --- ## Loan Vision Profile: [Loan Vision](https://www.capterra.com/p/10043147/Loan-Vision/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Financial reporting solution that helps lenders and accounting teams streamline operations, cut costs, and gain insights. #### Pros and cons based on reviews Not available #### Starting price Starting price: $1000.00 Pricing details: Usage Based, Per Month Free trial: No Free demo: No ### Features tab #### Most popular features - Payment Collection: Not available - Loan Portfolio Management: Not available - Reporting/Analytics: Available - Document Management: Available - Accounting: Available - Amortization Schedule: Not available - Compliance Management: Available - Third-Party Integrations: Available - Collateral Tracking: Not available - Investor Management: Not available - Data Import/Export: Available - Contact Management: Available ### Gallery tab ### Integrations tab Loan Vision connects with 11+ software tools. [See all integrations](https://www.capterra.com/p/10043147/Loan-Vision/#integrations) #### Most popular integrations - Cosmos: 4.8 rating - Encompass: 4.0 rating - Jet Reports: 4.6 rating - Encompassing Visions: 4.9 rating - Encompass: 4.5 rating - Encompass+: 5.0 rating - Encompass Distribution Cloud: 5.0 rating - Encompass - Cosmos --- ## 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 - Workflow Management: 4.0 rating ### Gallery tab Ease of use: 4.7 out of 5 (24 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 - Payment Collection: Not available - Loan Portfolio Management: Not available - Reporting/Analytics: Not available - Document Management: Available - Accounting: Not available - Amortization Schedule: Not available - Compliance Management: Not available - Third-Party Integrations: Not available - Collateral Tracking: Not available - Investor Management: Not available - Data Import/Export: Not available - Contact Management: Not available ### Gallery tab Ease of use: 5.0 out of 5 (1 reviews) --- ## LoanAssistant Rating: 4.8 out of 5 (13 reviews) Profile: [LoanAssistant](https://www.capterra.com/p/128240/LoanAssistant/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Automate accounting for and servicing of loans and various credit lines with this application. QuickBooks integration included. #### Rating breakdown - Ease of Use: 4.8 out of 5 - Customer Service: 4.8 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: $999.00 Pricing details: Flat Rate, Per Year Free trial: Yes Free demo: Yes ### Features tab #### Most popular features - Payment Collection: Available - Loan Portfolio Management: Available - Reporting/Analytics: Available - Document Management: Available - Accounting: Available - Amortization Schedule: Available - Compliance Management: Available - Third-Party Integrations: Available - Collateral Tracking: Available - Investor Management: Available - Data Import/Export: Available - Contact Management: Available ### Gallery tab Ease of use: 4.8 out of 5 (13 reviews) ### Integrations tab LoanAssistant connects with 3+ software tools. [See all integrations](https://www.capterra.com/p/128240/LoanAssistant/#integrations) #### Most popular integrations - Microsoft Excel: 4.8 rating - Microsoft Word: 4.7 rating - Microsoft Outlook: 4.5 rating --- ## 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 #### Highest rated features - Audit Trail: 5.0 rating - Loan Portfolio Management: 5.0 rating - Data Import/Export: 5.0 rating - Amortization Schedule: 4.0 rating ### 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 --- ## Creatio CRM Rating: 4.7 out of 5 (149 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: 4.7 out of 5 - Customer Service: 4.7 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: $40.00 Pricing details: Per User, Per Month Free trial: No Free demo: No ### Features tab #### Most popular features - Payment Collection: Available - Loan Portfolio Management: Available - Reporting/Analytics: Available - Document Management: Available - Accounting: Available - Amortization Schedule: Not available - Compliance Management: Available - Third-Party Integrations: Available - Collateral Tracking: Available - Investor Management: Available - Data Import/Export: Available - Contact Management: 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: 4.7 out of 5 (149 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 --- ## abcoa Deal Pack Rating: 4.8 out of 5 (135 reviews) Profile: [abcoa Deal Pack](https://www.capterra.com/p/96249/abcoa-Deal-Pack/) Visible tabs: Overview, Features, Integrations ### Overview tab #### What is this product about? Addresses issues critical to the successful operation of your car lot, finance company, leasing company or service and parts operation. #### Rating breakdown - Ease of Use: 4.6 out of 5 - Customer Service: 5.0 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: $99.00 Pricing details: Per User, Per Month Free trial: No Free demo: No ### Features tab #### Highest rated features - Payment Collection: 4.7 rating - Reporting/Analytics: 4.5 rating - Accounting: 4.5 rating - Document Management: 4.8 rating #### Lowest rated features - Borrower Management: 4.5 rating - Electronic Payments: 4.7 rating - Loan Portfolio Management: 4.7 rating - Amortization Schedule: 5.0 rating #### Feature-related review snippet Reviewer: Marcela R. Reviewer details: Automotive, 11-50 employees Published: April 26, 2022 > "We will like to be on the web base interface since that's the one we were demo and sold on, I hope soon." ### Integrations tab abcoa Deal Pack connects with 10+ software tools. [See all integrations](https://www.capterra.com/p/96249/abcoa-Deal-Pack/#integrations) #### Most popular integrations - Docusign: 5.0 rating - PartsTech: 4.6 rating - Dealer Car Search: 3.4 rating - ProMax Unlimited: 3.5 rating - RouteOne: 4.8 rating - ALLDATA Shop Manager: 4.2 rating #### Integrations-related review snippet Reviewer: Marcela R. Reviewer details: Automotive, 11-50 employees Published: April 26, 2022 > "We will like to be on the web base interface since that's the one we were demo and sold on, I hope soon." --- ## LendingPad Rating: 4.4 out of 5 (134 reviews) Profile: [LendingPad](https://www.capterra.com/p/171891/LendingPad/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? LendingPad is a leading web-based mortgage loan origination system (LOS). Secure, compliant, efficient & well-priced. Be URLA Ready! #### Rating breakdown - Ease of Use: 4.2 out of 5 - Customer Service: 4.6 out of 5 - Features: 4.2 out of 5 - Value for Money: 4.5 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $50.00 Pricing details: Per Feature, Per Month Free trial: No Free demo: No ### Features tab #### Highest rated features - Amortization Schedule: 5.0 rating - Document Management: 5.0 rating - Loan Processing: 5.0 rating - API: 3.0 rating #### Lowest rated features - Loan Portfolio Management: 3.0 rating #### Feature-related review snippet Reviewer: Joan A. Reviewer details: Financial Services, 1-10 employees Published: March 20, 2023 > "The chat feature to navigate the site ; someone is always available to answer my questions, and all the tutorials ." ### Gallery tab Ease of use: 4.2 out of 5 (134 reviews) #### Related review snippet Reviewer: James B. Reviewer details: Financial Services, 1,001-5,000 employees Published: February 14, 2024 > "The ease and accuracy of completing the loan application, uploading docs, credit reporting agency integration, AUS integration." ### Integrations tab LendingPad connects with 9+ software tools. [See all integrations](https://www.capterra.com/p/171891/LendingPad/#integrations) #### Most popular integrations - Zapier: 3.7 rating - Jungo: 4.1 rating - BNTouch Mortgage CRM: 4.2 rating - Floify: 4.1 rating - Shape: 4.6 rating - Loanzify: 3.8 rating #### Integrations-related review snippet Reviewer: James B. Reviewer details: Financial Services, 1,001-5,000 employees Published: February 14, 2024 > "I have integrated, Secure Loan Docs, Surefire, MLO FLO, High Level Marketing, etc and they all worked great." --- ## nCino’s Mortgage Suite Rating: 4.8 out of 5 (126 reviews) Profile: [nCino’s Mortgage Suite](https://www.capterra.com/p/169464/The-Nexus/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Unites the people, systems, and stages of the mortgage process - all so lenders can increase mortgage profitability. #### Rating breakdown - Ease of Use: 4.7 out of 5 - Customer Service: 4.7 out of 5 - Features: 4.7 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: Per User, Per Month Free trial: No Free demo: No ### Features tab #### Highest rated features - Loan Processing: 4.7 rating - Document Management: 4.5 rating - Third-Party Integrations: 4.8 rating - Compliance Management: 4.5 rating #### Lowest rated features - Alerts/Notifications: 4.0 rating - Digital Signature: 5.0 rating - Document Storage: 5.0 rating #### Feature-related review snippet Reviewer: Purnambica K. Reviewer details: Management Consulting, 501-1,000 employees Published: June 29, 2022 > "The platform user interface is interactive and quite handy to operate." ### Gallery tab Ease of use: 4.7 out of 5 (126 reviews) #### Related review snippet Reviewer: Cynthia R. Reviewer details: Real Estate, 5,001-10,000 employees Published: March 26, 2022 > "It makes it easier for our clients to be able to fill out their application, upload documents and keep up with the status of their loan process." ### Integrations tab nCino’s Mortgage Suite connects with 6+ software tools. [See all integrations](https://www.capterra.com/p/169464/The-Nexus/#integrations) #### Most popular integrations - Calyx Point: 3.5 rating - MeridianLink Mortgage: 4.5 rating - Equifax: 4.5 rating - Encompass: 4.5 rating - Mercury: 4.5 rating - Finicity #### Integrations-related review snippet Reviewer: Jerrod N. Reviewer details: Real Estate, 201-500 employees Published: June 29, 2022 > "ease of use, integration are fantastic and has many options" --- ## 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 loan servicing with Mortgage Automator—funding, payoffs, investor tools, and borrower management, all in one platform. #### 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 - Loan Portfolio Management: 4.9 rating - Loan Processing: 5.0 rating - Borrower Management: 4.8 rating - Payment Collection: 4.9 rating #### Lowest rated features - Escrow Management: 3.7 rating - Accounting: 4.5 rating - Reporting/Analytics: 4.7 rating - Pipeline Management: 4.6 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? Drive efficiency throughout the lending process #### 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 #### Highest rated features - Loan Processing: 5.0 rating #### 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 - Alerts/Notifications: 5.0 rating - Mobile Access: 5.0 rating - Pipeline Management: 5.0 rating - 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 - Payment Collection: Not available - Loan Portfolio Management: Not available - Reporting/Analytics: Available - Document Management: Available - Accounting: Not available - Amortization Schedule: Not available - Compliance Management: Available - Third-Party Integrations: Not available - Collateral Tracking: Not available - Investor Management: Not available - Data Import/Export: Not available - Contact Management: 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. " --- ## Calyx Point Rating: 3.5 out of 5 (53 reviews) Profile: [Calyx Point](https://www.capterra.com/p/73554/Calyx-Point/) Visible tabs: Overview, Features ### Overview tab #### What is this product about? Loan origination technology for mortgage brokers, mortgage bankers, credit unions, and mortgage lenders nationwide. #### Rating breakdown - Ease of Use: 3.5 out of 5 - Customer Service: 3.0 out of 5 - Features: 3.5 out of 5 - Value for Money: 3.2 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 - Payment Collection: Not available - Loan Portfolio Management: Not available - Reporting/Analytics: Not available - Document Management: Available - Accounting: Not available - Amortization Schedule: Available - Compliance Management: Not available - Third-Party Integrations: Not available - Collateral Tracking: Not available - Investor Management: Not available - Data Import/Export: Not available - Contact Management: Available #### Feature-related review snippet Reviewer: Amanda B. Reviewer details: Financial Services, 1-10 employees Published: August 1, 2024 > "Point is simple to use and is effective, I wish they would be able to be compatible with Mac." --- ## Lendsqr Rating: 4.5 out of 5 (52 reviews) Profile: [Lendsqr](https://www.capterra.com/p/10003412/Lendsqr/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Loan management software that enables lenders to launch in minutes while reaching millions of borrowers. Start free. #### Rating breakdown - Ease of Use: 4.5 out of 5 - Customer Service: 4.5 out of 5 - Features: 4.6 out of 5 - Value for Money: 4.3 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $0.00 Pricing details: Flat Rate, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Document Management: 4.5 rating - Borrower Management: 4.4 rating - Payment Collection: 4.3 rating - Loan Processing: 4.3 rating #### Lowest rated features - Amortization Schedule: 2.5 rating - API: 4.3 rating - Loan Portfolio Management: 4.1 rating - Electronic Payments: 4.5 rating #### Feature-related review snippet Reviewer: DANIEL O. Reviewer details: Philanthropy, 1-10 employees Published: July 25, 2024 > "I love the platform interface and the easy navigation of the platform" ### Gallery tab Ease of use: 4.5 out of 5 (52 reviews) #### Related review snippet Reviewer: Taye A. Reviewer details: Design, 1-10 employees Published: August 6, 2025 > "It offers strong loan management tools, reliable payment processing, and great customer support. While the platform is feature-rich and provides good value for money, the interface could be simpler to improve usability for new users." ### Integrations tab Lendsqr connects with 10+ software tools. [See all integrations](https://www.capterra.com/p/10003412/Lendsqr/#integrations) #### Most popular integrations - Freshdesk: 4.5 rating - Stripe: 4.6 rating - Freshchat: 4.2 rating - GoCardless: 4.0 rating - Temenos: 4.4 rating - Finacle: 4.5 rating #### Integrations-related review snippet Reviewer: emmanuel E. Reviewer details: Banking, 51-200 employees Published: November 3, 2024 > "the API and the integration services wow" --- ## The Loan Office Rating: 4.8 out of 5 (40 reviews) Profile: [The Loan Office](https://www.capterra.com/p/135553/The-Loan-Office/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Loan Servicing Software -- fully browser-based, affordable, easy to use, powerful software specifically designed for the small lender. #### 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: 4.8 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $389.00 Pricing details: Per Month Free trial: No Free demo: No ### Features tab #### Most popular features - Payment Collection: Available - Loan Portfolio Management: Available - Reporting/Analytics: Available - Document Management: Available - Accounting: Available - Amortization Schedule: Available - Compliance Management: Available - Third-Party Integrations: Available - Collateral Tracking: Available - Investor Management: Available - Data Import/Export: Available - Contact Management: Available ### Gallery tab Ease of use: 4.7 out of 5 (40 reviews) ### Integrations tab The Loan Office connects with 1+ software tools. [See all integrations](https://www.capterra.com/p/135553/The-Loan-Office/#integrations) #### Most popular integrations - QuickBooks Online Advanced: 4.4 rating --- Page 1 of 4 ## 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 (170) 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 Accounting AI Copilot Amortization Schedule Audit Trail Automatic Funds Distribution Collateral Tracking Compliance Management Contact Management Data Import/Export Document Management Generative AI Investor Management Loan Portfolio Management Payment Collection PCI Compliance Reporting/Analytics Third-Party Integrations 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: [Loan Origination Software](https://www.capterra.com/loan-origination-software/)[Mortgage Software](https://www.capterra.com/mortgage-and-loans-software/)[Cryptocurrency Wallets Software](https://www.capterra.com/cryptocurrency-wallets-software/)[Banking Systems Software](https://www.capterra.com/banking-systems-software/)[Cryptocurrency Exchange Software](https://www.capterra.com/cryptocurrency-exchange-software/)[Mobile Banking Software](https://www.capterra.com/mobile-banking-software/)[Currency Exchange Software](https://www.capterra.com/currency-exchange-software/)[Financial Services Software](https://www.capterra.com/financial-services-software/)[Online Banking Software](https://www.capterra.com/online-banking-software/) I'm looking for Loan Servicing Software that is: [Free](https://www.capterra.com/loan-servicing-software/s/free/)[For Small Businesses](https://www.capterra.com/loan-servicing-software/s/small-businesses/) Table of Contents - [The benefits of loan servicing software](#the-benefits-of-loan-servicing-software) - [Typical features of loan servicing software](#typical-features-of-loan-servicing-software) - [The cost of loan servicing software](#the-cost-of-loan-servicing-software) - [Considerations when purchasing loan servicing software](#considerations-when-purchasing-loan-servicing-software) - [Relevant loan servicing software trends](#relevant-loan-servicing-software-trends) ## The benefits of loan servicing software - **Increase revenue:** Loan servicing solutions automate payment tracking and collections which directly impacts revenue. The tool notifies loan servicers about outstanding payments or approaching due dates and facilitates follow-ups, online payments, and offline collections. The efficiency that is gained helps reduce delinquency which in turn increases revenue. - **Ensure accuracy:** Ensuring accuracy in calculating repayment, interest, and the principal amount is essential for lenders. The tool ensures accuracy by automating the complex calculation involved in identifying these amounts. - **Reduce turnaround time:** The tool helps reduce process turnaround time by automating loan servicing tasks which take up significant time when handled manually. Some of these tasks include posting late payments, producing and sending notices of default, and calculating penalties and fees. * * * ## Typical features of loan servicing software - **Amortization:** Prepare amortization schedules based on factors such as payment frequency, loan balance, interest rate, and compounding frequency. - **Collections management:** Schedule and automate payment collections. Collect payments online or manage payments coming through cash collection stores. - **Borrower management:** Manage information about borrowers, guarantors, and co-borrowers through a customer portal. Share payment alerts, record financial information, and manage customer queries or requests. - **Collateral tracking:** Track collaterals and supporting documents across lines of credit. Segment collaterals into active or inactive based on extensive reports. * * * ## The cost of loan servicing software Most products in the market are priced on a per user, per month basis and can be divided into three pricing tiers based on their starting price. **Price ranges\*:** - $3 - $20 - $20 - $65 - $49+ _\*The pricing included is for the entry-level/lowest-priced offerings found on vendor websites on July 18, 2019. These ranges correspond to the 25th, 75th, and 100th percentile of the pricing information gathered from the vendor websites of sample products._ The above list summarizes pricing for the base plans of most products. An enterprise or premium product, that is priced higher, may include additional features such as loan origination and credit bureau integration. * * * ## Considerations when purchasing loan servicing software - **Conduct needs assessment:** The software will have users with diverse needs hailing from different departments and hierarchy levels. A user from the finance department will use the software for a different purpose than a collections agent. Therefore, it will be beneficial to assess the needs of all users, or at least those of the key stakeholders, and select a software that caters to a majority of these needs. - **Check for third-party integration:** A tool that supports third-party integration would be a plus if the business uses specialized tools for [loan origination](https://www.capterra.com/loan-origination-software/) or for different loan types such as [mortgage](https://www.capterra.com/mortgage-and-loans-software/) or [commercial loans](https://www.capterra.com/commercial-loan-software/). Integrating the loan servicing solution with these tools would help leverage data in these systems, thus reducing data duplication. * * * ## Relevant loan servicing software trends - [**ML for accurate loss mitigation**](https://www.nationalmortgagenews.com/news/fintech-startup-launches-ai-platform-for-mortgage-loss-mitigation)**:** Machine learning (ML) can help lenders make accurate loss mitigation decisions through automation. These decisions may include rejecting or approving loan modifications, forbearance agreements, and repayment plans. - [**ICR for servicing data extraction**](https://www.housingwire.com/articles/fiservs-loancomplete-leverages-ai-rpa-for-efficiency/)**:** Intelligent character recognition (ICR) can help extract useful information from loan documents. The technology can identify the final version of loan documents from a loan package, extract relevant data from these documents, and use it to automate the servicing workflow.  * * * **Sources** Products evaluated for the pricing calculation were taken from [Capterra’s directory](https://www.capterra.com/loan-servicing-software/). The pricing ranges exclude freemium versions of the products. The features highlighted were identified based on their relevance and the percentage of products in Capterra’s directory that offer them. The following sources were used for this document: 1. [Fintech startup launches AI platform for mortgage loss mitigation](https://www.nationalmortgagenews.com/news/fintech-startup-launches-ai-platform-for-mortgage-loss-mitigation) (accessed on March 4, 2020) 2. [LoanComplete from Fiserv leverages AI, RPA for efficiency](https://www.housingwire.com/articles/fiservs-loancomplete-leverages-ai-rpa-for-efficiency/) (accessed on March 4, 2020)