# mysherpas Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about mysherpas Software - reviews, pricing plans, popular comparisons to other Loan Origination products and more. Source: https://www.capterra.com/p/10043026/mysherpas --- # mysherpas Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on June 5, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) mysherpas ## What is mysherpas? AI-driven business lending platform purpose-built for banks and credit unions that our serious about improving their lending business. Designed specifically for business lending, it centralizes workflows, documents, and communications into a single secure environment while automating routine tasks and integrating with existing core systems and third-party services. Powered by patented AI technology, mysherpas enhances efficiency, reduces risk, and improves collaboration across teams, enabling institutions to focus on borrower relationships and loan growth. With a borrower-centric digital experience and a high-touch support model, mysherpas delivers a scalable, enterprise-grade solution that drives measurable operational improvements and positions lenders to remain competitive in an increasingly digital market. ## What is mysherpas used for? [Loan Origination](https://www.capterra.com/loan-origination-software/)[Loan Servicing](https://www.capterra.com/loan-servicing-software/)[Commercial Loan](https://www.capterra.com/commercial-loan-software/) Overall rating Based on 3 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $29999 Usage Based, Per Year Free trial not 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 mysherpas?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://mysherpas.ai/&name=mysherpas) ## FAQs about mysherpas Overview ### What company size and specific industries is mysherpas built for? mysherpas is designed for banks, credit unions, and SBA and commercial lenders with complex business lending operations. It is best suited to organizations that need support for efficiency, scalability, and a better borrower experience in business lending workflows. Features and Usability ### What are the key features of mysherpas? mysherpas offers loan origination, loan processing, loan management, and loan portfolio management for commercial business lending. It also includes borrower management, online applications, approval process control, automated decisioning/underwriting, document management, electronic signature, payment collection, compliance management, reporting, and workflow management. Getting Started and Support ### What training and onboarding options does mysherpas offer? mysherpas 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 can cover product topics for groups, and documentation and videos offer self-paced reference materials. Getting Started and Support ### What customer support options does mysherpas offer? mysherpas provides Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, 24/7 Live Rep, and Chat. No reviewer feedback about support is available, so user experience details such as response speed, helpfulness, or common issues cannot be confirmed from the catalog information. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Workflow Management 5.0 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Create, design and manage workflows for repetitive tasks Audit Trail 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important A record of all activities within the system, including user access, changes made, etc. Customer Management 5.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Store and organize information about customers and previous interactions Online Applications 4.5 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Ability to fill out and submit application forms on the web Communication Management 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Manage and track all internal and external communication conducted via calls, email, text, or chat Compliance Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Track and manage adherence to policies for any service, product, process, or supplier mysherpas 58 features Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. 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 A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users 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 A record of all activities within the system, including user access, changes made, etc. Automate loan approval rules and risk analysis to determine acceptable loan terms for a borrower 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 Manage, organize, and store contact information Report customer payment history and outstanding debts to credit bureaus 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 Assembly of graphs and charts for visualizing and tracking statistics/metrics Import and export data to and from software applications 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 Electronically collect payments for goods or services Digitally sign online documents Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Plan, manage, and track the financial activities of an individual or organization Provides commercial businesses with funds to finance various needs Use AI to generate content in the form of text, images, videos, etc. Store information about leads or contacts and track, manage and nurture them throughout the sales process Distribution and delivery of funds to approved borrowers Process of securing a loan from a bank or any other lender. 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 Manage the accounting and financial aspects of multiple locations or companies in a single location Ability to fill out and submit application forms on the web Tracking, managing, and initiating the transfer of funds for overdue customer payments Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Active reporting of data and metrics Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns 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 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 Features 4.7 (3) 4.7 Based on 3 reviews ## Pricing Value for money 4.7 (3) Ask for details $29,999 Usage Based,Per Year Value for money 4.7 (3) 4.7 Based on 3 reviews ## Support, customer service and training options Customer Service 5.0 (3) 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 Customer Service 5.0 (3) 5.0 Based on 3 reviews ## User reviews Overall rating 4.7 Based on 3 reviews Filter by rating 5(2) 4(1) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent DG Deiny G. CRE Underwriter Banking ### "Good software with amazing support with room for improvements" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 June 9, 2026 My experience has been OK. I understand that for some other departments it could be a plus due to the member interface advantages, but I personally do not find any advantages myself compared to our previous software. Pros Organization piece and the customer support. It feels easy to organize documents and name them, especially the use of the "requested" items. When assistance is needed, our representative Aaron is always there. I do like the different phases/status and the easiness to add/remove people to loan packages. I also like that when I create a shortcut in my internet browser, the shortcut stays regardless of the status of the loan. Cons It takes sometimes too many clicks on s documents to just open it, especially when coming back from another screen. Sometimes it takes too long to load. I also don't like that I need to edit the hyperlinks every time I copy a link since they are too long. Switched from [Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/) It was a management decision. Management did not reach out to the team for feedback on whether we wanted to consider it or not. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. HP Heidi P. SBA Underwriting Manager Financial Services ### "More Than a Platform - A True Partner in Improving Our Lending Process" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 3, 2026 What truly sets them apart is their team—they are incredibly responsive, collaborative, and proactive. They actively seek feedback and continuously improve the platform, making it feel like a true partnership rather than a typical vendor relationship. Pros mysherpas has transformed our document intake process by eliminating manual workflows, reducing back-and-forth, and improving efficiency and visibility across the loan lifecycle. It has allowed us to deliver more consistent, complete loan packages while speeding up underwriting timelines. Cons The main areas for improvement are around continued refinement as the platform evolves. That said, the mysherpas team is highly responsive and actively incorporates feedback, so improvements are consistently being made. Switched from [Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/) [Sageworks Lending Solution](https://www.capterra.com/p/210267/Sageworks-Lending-Solution/) mysherpas provided an easy to use product (for borrowers and team members) to manage the origination process. They have automated document naming conventions which leads to consistency. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SM Sam M. SBA Loan Officer Banking ### "SBA Loan Officer" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 3, 2026 I am very satisfied with the software - it is very intuitive. One of the best platforms I've used in my career. Pros streamline gathering documents and filing them. The mobile app is great and customer support is top notch. Cons the loading time for previewing documents. It is very slow on the mobile app and can be slow on the desktop depending on file size. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. ## 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.