--- title: "Analyze Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Analyze Software - reviews, pricing plans, popular comparisons to other Loan Origination products and more." source_url: "https://www.capterra.com/p/107389/Analyze/" page_type: "product" language: "en" --- # Analyze Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 10, 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)[Reviews](#reviews) Analyze ## What is Analyze? Manage everything from lead generation to the analysis of loan options to final proposal generation. ## What is Analyze used for? [Mortgage](https://www.capterra.com/mortgage-and-loans-software/)[Loan Origination](https://www.capterra.com/loan-origination-software/) Top alternative Featured Overall rating Based on 1 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $150 Per User, Per Month Free trial not 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 Analyze?[Manage this product listing](https://www.g2.com/products/mortgagecoach/claim_requests/new?auto=true) ## 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. ### Analyze 5.0 (1) VS. [4.8 (288)](https://www.capterra.com/p/9277/The-Mortgage-Office/reviews/) Starting Price $150 Per User, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (1) Ease Of Use 4.7 (72) Value For Money 4.0 (1) Value For Money 4.7 (63) Customer Service 3.0 (1) Customer Service 4.8 (68) ## Analyze alternatives Highest Rated [5.0 (14)](https://www.capterra.com/p/135272/LOAN-SERVICING-SOFT/reviews/) Starting price $500.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [4.6 (6,117)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.6 (798)](https://www.capterra.com/p/132997/Freshservice/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [4.5 (3,481)](https://www.capterra.com/p/124981/Freshdesk/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars ## FAQs about Analyze Features and Usability ### What are the key features of Analyze? Analyze includes borrower management, CRM, contact management, and lead management for handling borrower and prospect records. It also offers marketing automation, task management, and workflow management, plus an activity dashboard, pipeline management, third-party integrations, and visual presentation for tracking and organizing sales and borrower activity. Pricing ### How much does it cost and what fees or limitations are included? Analyze starts at $150 per user/month on the Individual plan for single users. An annual commitment includes 2 months free. The plan includes AI Summaries, AI for Borrowers, AI for Loan Officers, Branch Support, Insights & Reporting, and mobile and desktop apps. Getting Started and Support ### What training and onboarding options does Analyze offer? Analyze provides live online sessions, webinars, documentation, and videos for training and onboarding. Live online sessions and webinars support guided instruction, while documentation offers written reference material and videos provide self-paced learning for reviewing features and setup steps. Getting Started and Support ### What customer support options does Analyze offer? Analyze provides Email/Help Desk and FAQ/Forum support. These channels give users direct assistance and self-service guidance for common questions, setup steps, and troubleshooting. No reviewer feedback is available about response times or help quality, so the support experience cannot be described beyond the listed options. ## Features AI summary Based on 460 Loan Origination reviews Capterra data shows that buyers of loan origination software rank the following features as their top priorities: - **Borrower Management** (**68%** of reviewers rated this feature as critical) - **Workflow Management** (**55%**) - **Loan Processing** (**61%**) Analyze supports **Borrower Management** and **Workflow Management**, giving lending teams a way to track borrower information and manage approval steps more efficiently. However, it does not include **Loan Processing**. Instead, it offers **Pipeline Management** (**55%**), which helps teams monitor deals as they move through different stages. Together, these features help businesses keep borrower data organized, maintain process visibility, and move applications forward with fewer delays. Borrower Management Searchable database of information about loan borrowers Contact Management Manage, organize, and store contact information CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Lead Management Store information about leads or contacts and track, manage and nurture them throughout the sales process Marketing Automation Automate workflows and trigger campaigns based on customer actions Task Management Create, manage and track all task activities and progression Analyze 6 features ### All Features - Borrower Management: Searchable database of information about loan borrowers - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Task Management: Create, manage and track all task activities and progression --- Features 3.0 (1) 3.0 Based on 1 reviews ## Pricing Value for money 4.0 (1) [View pricing plan details](https://www.capterra.com/p/107389/Analyze/pricing/) Individual $150.00 Per User,Per Month It includes: - Self-Service - Weekly Webinars - AI for Borrowers - AI Summaries - AI for Loan Officers - Homeowner Strategies - Mobile App - Desktop App - Coaching Opportunities - Immediate Opportunities - Insights & Reporting - Customer Portal - Branch Support Enterprise Contact us for pricing It includes: - Priority Support - AI for Borrowers - AI Summaries - AI for Loan Officers - Homeowner Strategies - Mobile App - Desktop App - Coaching Opportunities - Immediate Opportunities - Data Ingestion - Insights & Reporting - Customer Portal - Branch Support Value for money 4.0 (1) 4.0 Based on 1 reviews ## Support, customer service and training options Customer Service 3.0 (1) 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 3.0 (1) 3.0 Based on 1 reviews ## User reviews Overall rating 5.0 Based on 1 reviews Filter by rating 5(1) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent AN Anonymous User Case Manager Utilities ### "Beauty and Simplicity in One Place" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 8/10 April 23, 2019 Pros The user interface is absolutely beautiful and in our limited use trial of the software, we did see a large uptick in use by our customers/potential buyers. It was raved about by our clients and i would highly recommend looking into it if you are looking for a more simple, out of the box software that is still desirable. Cons the lack of customizability of the software led us to looking at alternatives, but overall it is still a great product. If you are in need of unique customization, you'll need to look elsewhere, otherwise this is a one-stop-shop program. 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.