# ConnectFi Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about ConnectFi Software - reviews, pricing plans, popular comparisons to other Loan Servicing products and more.

Source: https://www.capterra.com/p/10017231/Digital-Lending-Platform

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# 

 ConnectFi Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 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)[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

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://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://fintechone.co&name=ConnectFi)

## 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.

[4.9 (112)](https://www.capterra.com/p/191761/Mortgage-Automator/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

4.9 (112)

Value For Money

0.0 (0)

Value For Money

4.9 (102)

Customer Service

0.0 (0)

Customer Service

4.9 (111)

## ConnectFi alternatives

[4.8 (285)](https://www.capterra.com/p/9277/The-Mortgage-Office/reviews/)

Starting price

Contact vendor for pricing

[4.9 (24)](https://www.capterra.com/p/254642/HES-LoanBox/reviews/)

Starting price

$75000.00

Per User, Per Month

Highest Rated

[5.0 (6)](https://www.capterra.com/p/201030/Timvero-Core/#reviews)

Starting price

$3900.00

Per User, Per Month

[5.0 (5)](https://www.capterra.com/p/10018704/TaskSuite/#reviews)

Starting price

Contact vendor for pricing

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

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 53 features

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Manage the process of evaluating documents or requests submitted for approval

Type of loan used to finance the purchase of a motor vehicle

Searchable database of information about loan borrowers

Type of loan used to finance business expenses

Manage contact details and communication with clients

Private online space that lets businesses securely share documents and provide information access to clients

Manage and track all internal and external communication conducted via calls, email, text, or chat

Track and manage adherence to policies for any service, product, process, or supplier

Configure existing workflows to meet your organization's needs

Type of loan used to finance construction projects

Manage, organize, and store contact information

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

A collection of customer information such as contact details, demographics, previous interactions, etc.

Store and organize information about customers and previous interactions

Add customized logos and colors to align with company branding

Alter the layout and content of reports

Pre-designed layouts that can be customized to match preferences and requirements

Import and export data to and from software applications

Protect sensitive data for digital privacy

Electronic signing method that validates the authenticity and integrity of a digital document

Store, manage, and track all electronic documents in a centralized location

Store and organize documents in a centralized system

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Assess and control risks associated with the credit process of each loan portfolio/account

Collect, organize, and prepare loan information to send to the lender for approval

Access software remotely via mobile devices

Type of loan used to purchase real estate

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Manage the accounting and financial aspects of multiple locations or companies in a single location

Manage and handle various international currencies

Ability to fill out and submit application forms on the web

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Tool used to determine accurate pricing and product eligibility for borrowers

Active reporting of data and metrics

Timed notification for any upcoming task, deadline, appointment, or activity

View and track pertinent metrics to find patterns and gain insights from data

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work

Securely stores data to prevent data loss or breaches

Online portal through which end users can access the system, manage tasks, or obtain information

Track the status over time for a request, process, asset, or transaction

Type of loan designed to help students pay for post-secondary education and associated fees

Create, manage and track all task activities and progression

Track and manage the scheduling of tasks

Create, save, and re-purpose templates for emails, forms, etc.

Set up connections to third-party platforms to improve business processes

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

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

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