# Note Dashboard Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Note Dashboard Software - reviews, pricing plans, popular comparisons to other Loan Servicing products and more. Source: https://www.capterra.com/p/139965/Note-Dashboard --- # Note Dashboard Software Review 2026: Features, 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. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Note Dashboard ## What is Note Dashboard? Mortgage note & loan management tool to streamline cash flow, collections and delinquency rate, track borrowers' deadlines & more. ## What is Note Dashboard used for? [Mortgage](https://www.capterra.com/mortgage-and-loans-software/)[Loan Servicing](https://www.capterra.com/loan-servicing-software/) Top alternative Featured Overall rating Based on 9 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $69 Per User, 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 Note Dashboard?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://notedashboard.com&name=Note Dashboard) ## 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. ### Note Dashboard 4.4 (9) VS. [4.7 (133)](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/) Starting Price $69 Per User, Per Month Starting Price $40 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.7 (9) Ease Of Use 4.7 (128) Value For Money 3.3 (4) Value For Money 4.7 (120) Customer Service 4.7 (9) Customer Service 4.7 (125) ## Note Dashboard alternatives [4.8 (285)](https://www.capterra.com/p/9277/The-Mortgage-Office/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.8 (5)](https://www.capterra.com/p/166075/Financial-CRM/#reviews) Starting price $325.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [4.8 (48)](https://www.capterra.com/p/79849/Margill-Loan-Manager/reviews/) Starting price $4450.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars Highest Rated [4.9 (29)](https://www.capterra.com/p/254642/HES-LoanBox/reviews/) Starting price $75000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/139965/Note-Dashboard/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Accounting 3.7 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Borrower Management 4.0 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Searchable database of information about loan borrowers Document Management 4.0 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Loan Management 4.0 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Distribution and delivery of funds to approved borrowers Amortization Schedule 4.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Create a table of loan payments showing dates, amount of principal, amount of interest, and remaining balance Contact Management 3.5 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Note Dashboard 20 features Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Create a table of loan payments showing dates, amount of principal, amount of interest, and remaining balance 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 Link and track collateral information associated with one or multiple loans Type of loan used to finance construction projects Manage, organize, and store contact information Reports that show customers their invoices, payments, and balance on the account Store, manage, and track all electronic documents in a centralized location Store information about leads or contacts and track, manage and nurture them throughout the sales process Distribution and delivery of funds to approved borrowers Collect, organize, and prepare loan information to send to the lender for approval Process of collecting loan interest and escrow payments from a borrower. Type of loan used to purchase real estate 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 Track sent and received payments, invoices, and bills. Tool used to determine accurate pricing and product eligibility for borrowers Type of loan designed to help students pay for post-secondary education and associated fees Features 3.8 (4) 3.8 Based on 4 reviews ## Pricing Value for money 3.3 (4) Free Trial Free Version Basic $69.00 Per User,Per Month Value for money 3.3 (4) 3.3 Based on 4 reviews ## Support, customer service and training options Customer Service 4.7 (9) 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 4.7 (9) 4.7 Based on 9 reviews ## User reviews Overall rating 4.4 Based on 9 reviews Filter by rating 5(6) 4(1) 3(2) 2(0) 1(0) Mentioned topic Sorted by most recent QA Qais A. Developer Construction ### "Note Dashboard is an amazing service for Mortgages." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 January 6, 2024 Note Dashboard is upgrading periodically and always there's a new. Pros Note Dashboard provides automated functions that save time and employment. Note Dashboard grows and develops continuously. Cons I tried Note Dashboard and I didn't face any disadvantages. Switched from [The Mortgage Office](https://www.capterra.com/p/9277/The-Mortgage-Office/) [Moso Mortgage Software](https://www.capterra.com/p/174179/Moso-Mortgage-Software/) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. EO Elisabetta O. freelancer Arts and Crafts ### "Note Dashboard for freelancers" 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 7/10 July 3, 2023 Pros it saved my organization about loan management and documents. It is safe and easy to use, helped me to keep all of my burocracy organized and processed in time Cons the only thing I don't really enjoy is paying for my service, but I realize it Is necessary 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. AO Angelica O. Ads Assessor Computer Networking ### "Relatively quite good financial tool" 3.0 Overall Rating 3.0 3.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 5/10 June 23, 2023 Pros certainly among the software available for the management of loans and mortgages it is one of the best and well structured, which offers various functions and options. in particular, it is possible to have various pre-compiled forms available without having to bang your head too much on their search, and you have everything you need from a financial point of view at hand Cons I would prefer it to be a more dynamic and intuitive tool. sometimes it is very complex to use and only if you are an expert in the subject it is user friendly 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. AU Anonymous User owner Real Estate ### "It appears to be a good software" 3.0 Overall Rating 3.0 3.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 November 1, 2018 Pros It appears to have all things a big company or a start up company would need. Cons I can't try it before I review it. I would spend more time on this if I had actually got to review it. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JG John G. ### "Great concept!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 0.0 0.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 November 18, 2014 Well executed platform by a deeply experienced and successful IT and Finance prodessional Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. LC Luisa C. Solutions Specialist ### "Great System" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 0.0 0.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 October 30, 2014 Great way to track performing and non-performing notes, generate letters, statements and account information. Recommend! Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. CC Cathy C. Manager ### "Best Solution for Note WorkOut Processing" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 0.0 0.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 October 28, 2014 We were lucky enough to be in the beta testing group for Note Dashboard and are very happy with it's deployment to the public. It has everything you need to know about the note, borrower, property and financials; all in one place. The system offers a multitude of pre-filled documents that can be saved as PDF; but, if they are missing one you need, customer service is quick to make it available. This is a great time saver in the Note Business, especially the WorkOut process. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SR Suzanne R. Owner ### "Great Tool for Managing Notes!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 0.0 0.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 October 28, 2014 We have been using Note Dashboard for over 6 months now and it is an excellent tool for managing note investments. The ability to generate letters, update information, and communicate with other staff members has made an easy transition from using strictly email or a spreadsheet. I personally like the ability to go back and review any information and the ability to track conversations I've had with various parties. Also, if another employee needs to update an account, they can do so. SInce Note investing is so complex and requires many steps, this is an excellent tool to keep you organized. I highly recommend using this software. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MS Martin S. Member ### "Review for Note Dashboard" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 0.0 0.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 October 28, 2014 I have been using Note Dashboard for a little while and I am extremely satisfied. It is easy to use and captures everything I need it to. At the price point, you cannot go wrong. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor October 28, 2014 Thanks Martin. We greatly appreciate the feedback. [View all Reviews](https://www.capterra.com/p/139965/Note-Dashboard/reviews/) ## 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. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)