# Ursara Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Ursara Software - reviews, pricing plans, popular comparisons to other Loan Servicing products and more. Source: https://www.capterra.com/p/10046726/Ursara --- # Ursara Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on June 25, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[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 \- ### Starting price 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 Ursara?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://ursara.com/&name=Ursara) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 43 features Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) 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. Automatically transfers funds to/from borrower accounts on a regular or periodic basis Searchable database of information about loan borrowers Type of loan used to finance business expenses Link and track collateral information associated with one or multiple loans Track and manage adherence to policies for any service, product, process, or supplier 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. Alter the layout and content of reports Import and export data to and from software applications Protect sensitive data for digital privacy Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Electronically collect payments for goods or services Automate maintenance of escrow accounts on behalf of borrowers Use AI to generate content in the form of text, images, videos, etc. Track interaction history by documenting conversations for contacts Automated payments and reporting for investors 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 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 Tracking, managing, and initiating the transfer of funds for overdue customer payments Reminders sent for balance/payment due Store, process, and transmit cardholder data in compliance with the Payment Card Industry Data Security Standard (PCI DSS) Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. 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 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 Get Advice We can help you find the software with the features you need. ## Pricing ### Starting price Free trial available ## 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.