--- title: "defi SOLUTIONS Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about defi SOLUTIONS Software - reviews, pricing plans, popular comparisons to other SCADA products and more." source_url: "https://www.capterra.com/p/144428/defi-SOLUTIONS/" page_type: "product" language: "en" publication_date: "2026-11-03" --- # defi SOLUTIONS Software Review 2026: Features, Integrations, Pros & Cons Last updated on November 3, 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)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) defi SOLUTIONS ## What is defi SOLUTIONS? For banks, credit unions, and fincos of all types (except mortgage). defi's end-to-end lease or loan origination and servicing systems offer customer portals, e-sign services, unmatched configurability, seamless partner integrations, self-serve analytics, and scalable automation to speed decisions & help you capture the deals you want. defi's technology-enabled business process outsourcing (BPO) gives you white-label customer care, front & back office support, lease maturity, remarketing. ## What is defi SOLUTIONS used for? [SCADA](https://www.capterra.com/scada-software/)[Loan Servicing](https://www.capterra.com/loan-servicing-software/)[Commercial Loan](https://www.capterra.com/commercial-loan-software/) Overall rating Based on 27 user reviews Reviews sentiment Positive 96% Neutral 4% Negative 0% Starting price Free trial 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... ## defi SOLUTIONS alternatives Highest Rated [4.9 (40)](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 [4.8 (289)](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 [4.3 (80)](https://www.capterra.com/p/44128/The-Nortridge-Loan-System/reviews/) Starting price $1200.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.8 (6)](https://www.capterra.com/p/10018704/TaskSuite/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/144428/defi-SOLUTIONS/alternatives/) ## FAQs about defi SOLUTIONS Overview ### Which roles and teams benefit most from defi SOLUTIONS? defi SOLUTIONS is most used by lending technology teams, risk managers, and senior executives who oversee credit operations and digital lending programs. CTOs, CIOs, IT managers, and system administrators manage platform configuration, integrations, and access, while risk leaders assess credit policies and portfolio controls. General managers and project leaders coordinate implementation priorities and operational delivery. Answer based on 27 reviews Overview ### What company size and specific industries is defi SOLUTIONS built for? defi SOLUTIONS is designed for banks, credit unions, and independent and captive lenders of all sizes across North America. It is built for organizations in lending, especially those handling auto and similar purchases that want to support borrower portals, e-signatures, and faster response times. Features and Usability ### What are the key features of defi SOLUTIONS? defi SOLUTIONS offers mortgage, auto loan, and business loan management, plus loan processing, online applications, and borrower management. It also includes automated decisioning and underwriting, approval process control, rules-based workflow, and compliance management, along with audit trail, electronic signature, document management, accounting, and customizable reports. Integrations ### Which third-party tools and platforms does defi SOLUTIONS integrate with? defi SOLUTIONS integrates with OnBase for document and content management workflows. This native connection supports organizations that need to link loan or lending operations with a records and document repository. No other third-party integrations are listed in the official catalog data provided. Answer based on 7 reviews Getting Started and Support ### What training and onboarding options does defi SOLUTIONS offer? defi SOLUTIONS provides in-person training, live online sessions, webinars, documentation, and videos to help teams get started. In-person and live online formats support guided instruction, webinars provide scheduled learning sessions, documentation serves as written reference material, and videos offer visual self-paced guidance. Getting Started and Support ### What customer support options does defi SOLUTIONS offer? defi SOLUTIONS provides email/help desk, FAQ/forum, knowledge base, phone support, and chat. Reviewers describe the support team as helpful and available, especially for difficult questions, customization, and setup, though some mention inconsistent support manager stability and slower help with smaller, unusual issues. Answer based on 5 reviews ## Features AI summary Based on 460 SCADA 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%**) defi SOLUTIONS includes **Borrower Management** and **Loan Processing**, helping lenders organize borrower information and move applications through key processing steps more efficiently. However, it does not include **Workflow Management**. Instead, it offers other highly rated capabilities, such as **Loan Management** (**64%**) and **Payment Collection** (**57%**), which help businesses oversee active loans and manage repayments, providing teams with the tools to maintain loan operations and support a more consistent borrower experience. Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Amortization Schedule Create a table of loan payments showing dates, amount of principal, amount of interest, and remaining balance 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. Auto Loans Type of loan used to finance the purchase of a motor vehicle Automated Decisioning/Underwriting Automate loan approval rules and risk analysis to determine acceptable loan terms for a borrower defi SOLUTIONS 28 features ### All Features - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Amortization Schedule: Create a table of loan payments showing dates, amount of principal, amount of interest, and remaining balance - 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. - Auto Loans: Type of loan used to finance the purchase of a motor vehicle - Automated Decisioning/Underwriting: Automate loan approval rules and risk analysis to determine acceptable loan terms for a borrower - 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 - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Management: Store and organize information about customers and previous interactions - Customizable Reports: Alter the layout and content of reports - Data Import/Export: Import and export data to and from software applications - Document Management: Store, manage, and track all electronic documents in a centralized location - Electronic Signature: Digitally sign online documents - Investor Management: Automated payments and reporting for investors - Loan Management: Distribution and delivery of funds to approved borrowers - Loan Processing: Collect, organize, and prepare loan information to send to the lender for approval - Mortgages: Type of loan used to purchase real estate - Online Applications: Ability to fill out and submit application forms on the web - Payment Collection: Tracking, managing, and initiating the transfer of funds for overdue customer payments - Pricing Management: Tool used to determine accurate pricing and product eligibility for borrowers - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Rules-Based Workflow: Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work - Secure Data Storage: Securely stores data to prevent data loss or breaches - Third-Party Integrations: Set up connections to third-party platforms to improve business processes --- Features 4.6 (27) 4.6 Based on 27 reviews ## Pricing Value for money 4.7 (27) Value for money 4.7 (27) 4.7 Based on 27 reviews ## Integrations [ OnBase](https://www.capterra.com/p/62208/OnBase/) ## Support, customer service and training options Customer Service 4.6 (27) 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 4.6 (27) 4.6 Based on 27 reviews ## User reviews Overall rating 4.7 Based on 27 reviews Filter by rating Counts reflect reviews available in this feed. 5(19) 4(7) 3(1) 2(0) 1(0) Mentioned topic Recent reviews first, then most helpful RE Reviewer Project Manager Used the software for: 1-3 years ### "Defi is Different" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 September 21, 2018 Business changing. Pros What makes this company different is it's culture. They listen to their clients and deliver what they need. More importantly, they empower their clients to create their own solutions rather than waiting in any line for development. The number of integration is staggering (and growing) allowing you a modular design that is honestly unparalleled in the industry. Cons I have at times had issues with the consulting group as far as outlining timelines correctly. They have recently restructured their software people to help with this in a big way. The other issue (which they are working on) is that is can be time consuming to do most of the system admin work as it take a lot of manual labor to trace dependencies through your custom formulas and fields. 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. RE Reviewer IT Director Used the software for: 3-5 years ### "Amazing customer experience across the board!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 January 25, 2018 Flexible and modern loan origination system with great support all around. Pros The flexibility and adaptability as well as the modern way to involve clients as a group to chip in on common improvements. This is clearly a "new age" company that isn't afraid to try new approaches and not look behind. The service and client experience is always great from the product manager to the owner without forgetting the people answering your tickets when you have a question or an issue. Cons The wait time for development and integration with other companies (which often isn't their fault) is sometimes a bit longer than what we would like, but that is also because we were used to dealing with smaller scale software companies. Overall they're ahead of the game even in that department. 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. RE Reviewer President Used the software for: 1-3 years ### "Generally a good LOS system. I think its a little overengineered" 3.0 January 25, 2018 Pros The bureau pull and book out features are great. Dealer Notes and AA setups/selections are easy. Dealer record and user setups are also easy to use. Cons initial implementation too complicated as are changes to deal structure items. Also is very hard to make changes to notification forms. Need dealer communication portal. 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. RE Reviewer SVP Risk Used the software for: 3-5 years ### "Making a good product great" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 September 21, 2018 I really enjoy the product and I understand it's a constantly changing and improving company, which I can appreciate. It has a ways to go but progress is happening, and rapidly. I am excited to see its improvement over the next few years, and I am happy to be a part of that journey Pros it's fairly intuitive to use and navigate. It has gotten faster than previously. it allows for a good amount of customization. the Defi team is AWESOME. I really enjoy the people I work with at Defi. And there is a good amount of vendor integrations already and the list is growing each day. Cons I would like to see a full development area where I, or my team, can code changes. It seems to be built with a novice user in mind, but there isn't much for a more tech savvy person. I do not like having to write formulas that seem to be very strict in what can be used or called. Think PyCharm or R Studio in Defi. I also think the design and layout is a bit old and ugly (sorry for the harsh term). We are approaching 2019... but Defi feels like it's 2003 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. RE Reviewer VP-General Manager Used the software for: 3-5 years ### "support and configurability" 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 10/10 September 21, 2018 we've been able to provide our credit analysts and funders what they need to complete their jobs efficiently and provide them with a voice that enables them to request changes that Defi can provide. Pros customer support and ease of configurability are outstanding. We are able to do most things on our wishlist and the support team is always available. It's also nice to know the CEO is always available as well. Cons save time was a problem previously but is not any longer 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. RE Reviewer Director, Risk and Analytics Used the software for: 3-5 years ### "Defi review" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 September 21, 2018 Pros I love the configurability. If you have imagination and a little tech skills, you can accomplish a lot and build custom features. Cons Releases sometimes produce odd errors that are difficult to trouble shoot and while customer support is great for bigger items or assistance with customization, it's not great on these little weird problems that may not impact all users. 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. RE Reviewer EVP Used the software for: 1-3 years ### "Simply the best and only realistic option for those who seek a state-of-the-art LOS" 5.0 January 29, 2018 Pros Able to be configured fast and efficiently based upon a seemingly limitless array of variables. The Credit and Loan Processing staff feel this LOS is the best they have ever used. Even the smallest issues have been consistently met with high levels of support. This LOS evolves as we grow, where others before have been an impediment to our growth. Cons There are no serious flaws to this LOS but may run slow if you over-configure the system. Would like the LOS to be able to integrate with my Servicing data. Some reports concerning analytics need further development. 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. RE Reviewer GM Used the software for: 3-5 years ### "Defi Essentials Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 21, 2018 really a great experience for a small company with little or no ability to manage software. The essentials platform is reliable and durable even for users with limited technical aptitude. Pros ease of use for end user, stability of platform and web based interface. Also support is friendly, clear and understandable Cons can be difficult to rework if a bug is discovered 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. RE Reviewer Configuration Testing Used the software for: 3-5 years ### "support and configurability" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 September 21, 2018 Pros The platform is adaptable to our needs. Client support is good but would like to see some stability in terms of our customer support manager. Cons The stability of our QA environment has caused some delays with configuration changes and new aggregator rollouts due to our inability to test 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. RE Reviewer Director EPVM Used the software for: 3-5 years ### "Skopos has been a client since 2013 and it is one of the best decisions we made!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 January 31, 2018 Pros Ease of use and functionality - like I always say, I do not have a tech background but have been able to build out and integrate this system to the its fullest capabilities almost single handed. Cons Not being able to port changes from QA to Prod has been a challenge. Especially since we are constantly integrating and using the latest features. I have heard a rumor that the ability to port changes will be coming soon. Truly this is the only reason I did not rate 5 stars in the Features and Functionality section. 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. [View all Reviews](https://www.capterra.com/p/144428/defi-SOLUTIONS/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.