--- title: "ConnectFi Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about ConnectFi Software - reviews, pricing plans, popular comparisons to other Loan Servicing products and more." source_url: "https://www.capterra.com/p/10017231/Digital-Lending-Platform/" page_type: "product" language: "en" --- # ConnectFi Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 4, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support) ConnectFi ## What is ConnectFi? ConnectFi offers a Digital Onboarding Platform that helps lenders and borrowers streamline loan generation and approval processes. Online application, document collection and management, borrower and lender portals, dashboard. ConnectFi's solution is used by US banks, alternative lenders, and MFIs as the first step in the digitalization process. White-label for our partners. ## What is ConnectFi used for? [Loan Servicing](https://www.capterra.com/loan-servicing-software/)[Loan Origination](https://www.capterra.com/loan-origination-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $500 Per Feature, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for ConnectFi?[Manage this product listing](https://www.g2.com/products/connectfi/claim_requests/new?auto=true) ## ConnectFi Overview Updated September 2026 AI summary ConnectFi is a cloud-based solution for small and midsize businesses that need to manage loan origination and servicing across auto, construction, mortgage, and student loans. It offers borrower and loan portfolio management, CRM, workflow controls, digital signature, reporting, and document storage. Optional tools include API access, multi-currency support, and mobile access, with deployment across major platforms. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### ConnectFi 0.0 VS. [4.8 (288)](https://www.capterra.com/p/9277/The-Mortgage-Office/reviews/) Starting Price $500 Per Feature, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.7 (72) Value For Money 0.0 (0) Value For Money 4.7 (63) Customer Service 0.0 (0) Customer Service 4.8 (68) ## ConnectFi alternatives [4.8 (6)](https://www.capterra.com/p/10018704/TaskSuite/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [LendingWise](https://www.capterra.com/p/166706/LendingWise/) [4.6 (72)](https://www.capterra.com/p/166706/LendingWise/reviews/) Starting price $149.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/166706/LendingWise/) Highest Rated [Mortgage Automator](https://www.capterra.com/p/191761/Mortgage-Automator/) [4.9 (116)](https://www.capterra.com/p/191761/Mortgage-Automator/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/191761/Mortgage-Automator/) [BNTouch Mortgage CRM](https://www.capterra.com/p/37032/BNTouch/) [4.5 (98)](https://www.capterra.com/p/37032/BNTouch/reviews/) Starting price $165.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/37032/BNTouch/) ## FAQs about ConnectFi Features and Usability ### What are the key features of ConnectFi? ConnectFi offers loan processing and loan portfolio management, plus borrower management for auto, construction, mortgage, and student loans. It also includes CRM, client management, online applications, document management, digital signature, workflow management, role-based permissions, reporting and analytics, and third-party integrations. Getting Started and Support ### What training and onboarding options does ConnectFi offer? ConnectFi provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online formats support guided instruction, webinars cover group presentations, documentation offers written reference material, and videos provide self-paced learning materials. Getting Started and Support ### What customer support options does ConnectFi offer? ConnectFi offers email/help desk, phone support, 24/7 live rep, and chat. Support is available through multiple contact channels, giving users several ways to reach assistance when needed. ## Features AI summary Based on 357 Loan Servicing reviews Not all loan servicing software covers every must-have feature. Here is what Capterra reviewers flag as essential when choosing a solution: - **Borrower Management** (**52%** of reviewers rated this feature as critical) - **Payment Collection** (**58%**) - **Loan Portfolio Management** (**66%**) ConnectFi supports **Borrower Management** and **Loan Portfolio Management**, so teams can keep borrower records organized and monitor loan performance across their portfolios. However, it does not offer **Payment Collection**. Instead, it provides other relevant capabilities such as **Loan Processing** (**53%**), **Document Management** (**44%**), and **Reporting/Analytics** (**49%**). These features help businesses manage loan workflows, keep important files accessible, and track results over time, allowing teams to handle servicing operations with better visibility and control. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges API Application programming interface that allows for integration with other systems/databases Approval Process Control Manage the process of evaluating documents or requests submitted for approval Auto Loans Type of loan used to finance the purchase of a motor vehicle ConnectFi 55 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Auto Loans: Type of loan used to finance the purchase of a motor vehicle - Borrower Management: Searchable database of information about loan borrowers - Business Loans: Type of loan used to finance business expenses - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Configurable Workflow: Configure existing workflows to meet your organization's needs - Construction Loans: Type of loan used to finance construction projects - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Management: Store and organize information about customers and previous interactions - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Import/Export: Import and export data to and from software applications - Data Security: Protect sensitive data for digital privacy - Digital Signature: Electronic signing method that validates the authenticity and integrity of a digital document - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Loan Origination: Process of securing a loan from a bank or any other lender. - Loan Portfolio Management: Assess and control risks associated with the credit process of each loan portfolio/account - Loan Processing: Collect, organize, and prepare loan information to send to the lender for approval - Mobile Access: Access software remotely via mobile devices - Mortgages: Type of loan used to purchase real estate - Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. - Multi-Company: Manage the accounting and financial aspects of multiple locations or companies in a single location - Multi-Currency: Manage and handle various international currencies - Online Applications: Ability to fill out and submit application forms on the web - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Pricing Management: Tool used to determine accurate pricing and product eligibility for borrowers - Real-Time Reporting: Active reporting of data and metrics - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Rules-Based Workflow: Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work - Secure Data Storage: Securely stores data to prevent data loss or breaches - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Status Tracking: Track the status over time for a request, process, asset, or transaction - Student Loans: Type of loan designed to help students pay for post-secondary education and associated fees - Task Management: Create, manage and track all task activities and progression - Task Scheduling: Track and manage the scheduling of tasks - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Transaction History: Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period - Workflow Management: Create, design and manage workflows for repetitive tasks --- ## Pricing Free Trial Customized $500.00 Per Feature,Per Month ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## 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.