# Note Dashboard Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Note Dashboard the right Loan Servicing solution for you? Explore 9 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/139965/Note-Dashboard/reviews --- Note Dashboard 4.4 (9) [View alternatives](https://www.capterra.com/p/139965/Note-Dashboard/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Note Dashboard Ease of use 4.7 Customer Service 4.7 ## Showing most helpful reviews Showing 1-9 of 9 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use VR Verified Reviewer owner Real Estate Used the software for: I used a free trial ### "It appears to be a good software" November 1, 2018 3.0 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 EO Elisabetta O. freelancer Arts and Crafts Used the software for: Less than 6 months ### "Note Dashboard for freelancers" July 3, 2023 4.0 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 AO Angelica O. Ads Assessor Computer Networking Used the software for: 6-12 months ### "Relatively quite good financial tool" June 23, 2023 3.0 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 QA Qais A. Developer Construction Used the software for: I used a free trial ### "Note Dashboard is an amazing service for Mortgages." January 6, 2024 5.0 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. Review Source SR Suzanne R. Owner Used the software for: ### "Great Tool for Managing Notes!" October 28, 2014 5.0 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 CC Cathy C. Manager Used the software for: ### "Best Solution for Note WorkOut Processing" October 28, 2014 5.0 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 MS Martin S. Member Used the software for: ### "Review for Note Dashboard" October 28, 2014 5.0 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 Response from Note Dashboard October 28, 2014 Thanks Martin. We greatly appreciate the feedback. LC Luisa C. Solutions Specialist Used the software for: ### "Great System" October 30, 2014 5.0 Great way to track performing and non-performing notes, generate letters, statements and account information. Recommend! Review Source JG John G. Used the software for: ### "Great concept!" November 18, 2014 5.0 Well executed platform by a deeply experienced and successful IT and Finance prodessional Review Source Similar Products Featured ## Related categories [Mortgage](https://www.capterra.com/mortgage-and-loans-software/)[Loan Servicing](https://www.capterra.com/loan-servicing-software/)