--- title: "Ursara Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Ursara Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/10046726/Ursara/" page_type: "product" language: "en" publication_date: "2026-09-29" --- # Ursara Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 29, 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)[Integrations](#integrations)[Support](#support) Ursara ## What is Ursara? Ursara is a private credit operating system that unifies loan servicing, draw management, borrower workflows, investor reporting, and broker distribution into one platform, eliminating reliance on spreadsheets and disconnected systems. The loan servicing module transforms portfolio data into a workspace for tracking servicing status, managing reserves, reviewing draw requests, and coordinating borrower documents, with live balances and servicing history accessible in one location. The borrower portal offers a branded space for payments, loan term reviews, document uploads, and draw requests, reducing internal support burdens. The investor portal automates reporting by linking commitments, allocations, and cash flows directly to the live portfolio. The broker marketplace organizes submissions, lender interest, and updates in a single thread. Implementation allows teams to expand workflows over time without replacing the platform. ## What is Ursara used for? [Loan Servicing](https://www.capterra.com/loan-servicing-software/)[CRM](https://www.capterra.com/customer-relationship-management-software/)[Loan Origination](https://www.capterra.com/loan-origination-software/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Contact vendor for pricing Free trial available Includes Free Version 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 Ursara?[Manage this product listing](https://www.g2.com/products/ursara/claim_requests/new?auto=true) ## FAQs about Ursara Overview ### What company size and specific industries is Ursara built for? Ursara is designed for specialized financial firms and operators, including real estate debt funds, bridge lenders, and private credit managers, as well as delivery-first food businesses. The product appears aimed at organizations in real estate finance, private credit, and food service operations rather than a broad general market. Features and Usability ### What are the key features of Ursara? Ursara offers loan management features such as borrower management, loan processing, loan portfolio management, and collateral tracking, alongside lending types including business loans, construction loans, and mortgages. It also includes ACH payment processing, payment collection, payment reminders, workflow management, compliance management, role-based permissions, reporting, and document management. Integrations ### Which third-party tools and platforms does Ursara integrate with? Ursara integrates with 6 third-party platforms for CRM, accounting, and payments: HubSpot CRM, Salesforce Platform, QuickBooks Bi-Directional Synchronizer, QuickBooks Online Accountant, Stripe, and Stripe Identity. These catalog integrations connect customer data, financial records, and payment verification tools. Getting Started and Support ### What training and onboarding options does Ursara offer? Ursara provides in-person training, live online sessions, webinars, documentation, and videos. In-person and live online formats support guided instruction, webinars provide scheduled group learning, documentation offers written reference material, and videos give teams on-demand visual guidance for reviewing steps and features. Getting Started and Support ### What customer support options does Ursara offer? Ursara provides email/help desk, FAQ/forum, phone support, and chat. Support experience details are not available in the catalog data, so the available channels can be confirmed, but user sentiment about response speed, helpfulness, or common frustrations cannot be summarized here. ## Features AI summary Based on 357 CRM reviews Capterra data shows that buyers of loan servicing software rank the following features as their top priorities: - **Borrower Management** (**52%** of reviewers rated this feature as critical) - **Payment Collection** (**58%**) - **Loan Portfolio Management** (**66%**) Ursara supports all three features that reviewers identify as most important: **Borrower Management**, **Payment Collection**, and **Loan Portfolio Management**. Together, these capabilities help businesses manage borrower relationships, collect payments consistently, and oversee loan performance across the full portfolio, allowing teams to keep servicing operations organized and make informed decisions. Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. ACH Payment Processing Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) 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 AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Ursara 44 features ### All Features - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - ACH Payment Processing: Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) - 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 - AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users - 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 - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Automatic Funds Distribution: Automatically transfers funds to/from borrower accounts on a regular or periodic basis - Borrower Management: Searchable database of information about loan borrowers - Business Loans: Type of loan used to finance business expenses - Collateral Tracking: Link and track collateral information associated with one or multiple loans - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - 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. - Customizable Reports: Alter the layout and content of reports - Data Import/Export: Import and export data to and from software applications - Data Security: Protect sensitive data for digital privacy - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Electronic Payments: Electronically collect payments for goods or services - Escrow Management: Automate maintenance of escrow accounts on behalf of borrowers - Generative AI: Use AI to generate content in the form of text, images, videos, etc. - Interaction Tracking: Track interaction history by documenting conversations for contacts - Investor Management: Automated payments and reporting for investors - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - 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 - 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 - Payment Collection: Tracking, managing, and initiating the transfer of funds for overdue customer payments - Payment Reminders: Reminders sent for balance/payment due - PCI Compliance: Store, process, and transmit cardholder data in compliance with the Payment Card Industry Data Security Standard (PCI DSS) - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Reporting: Empower brands with an intelligent reporting tool and dashborads to provide visibility into number of viewers, likes, number of asked questions, and chat entries, total number of clicks, CTR, and entire stream health - 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 - 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 --- Get Advice We can help you find the software with the features you need. ## Pricing Free Trial Free Version Starter Plan Contact vendor for details It includes: - Basic servicing records - Basic payment tracking only - No draw workflows - No investor portal - No support SLA (Service Level Agreement) Core Plan Contact vendor for details It includes: - Full UrsaraOS platform - Loan servicing - Borrower portal - Draw management - Fund analytics - Investor portal - Automated payment tracking Growth Plan Contact vendor for details It includes: - Full UrsaraOS platform - Loan servicing - Borrower portal - Draw management - Fund analytics - Investor portal - Automated payment tracking Enterprise Plan Contact vendor for details It includes: - Full UrsaraOS platform - Loan servicing - Borrower portal - Draw management - Fund analytics - Investor portal - Automated payment tracking ## Integrations [ HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[ Stripe](https://www.capterra.com/p/123889/Stripe/)[ Salesforce Platform](https://www.capterra.com/p/268338/App-Cloud/)[ QuickBooks Online Accountant](https://www.capterra.com/p/229996/QuickBooks-Online-Accountant/)[ QuickBooks Bi-Directional Synchronizer](https://www.capterra.com/p/10004120/QuickBooks-Bi-Directional-Synchronizer/)[ Stripe Identity](https://www.capterra.com/p/10003757/Stripe-Identity/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## 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.