--- title: "Pre-Approve Me Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Pre-Approve Me Software - reviews, pricing plans, popular comparisons to other Loan Origination products and more." source_url: "https://www.capterra.com/p/150976/Pre-Approve-Me/" page_type: "product" language: "en" --- # Pre-Approve Me Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 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) Pre-Approve Me ## What is Pre-Approve Me? Custom Branded Mortgage App for companies and individuals. Automated pre approval letters, documents collection, loan status updates and more! ## What is Pre-Approve Me 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 4 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $129 Flat Rate, Per Month 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... Do you work for Pre-Approve Me?[Manage this product listing](https://www.g2.com/products/pre-approve-me/claim_requests/new?auto=true) ## Pre-Approve Me Overview Updated September 2026 AI summary Pre-Approve Me is a cloud-based mortgage platform for businesses of all sizes, providing tools for loan origination, pre-qualification, compliance management, and document handling. With features spanning CRM, lead and pipeline management, electronic applications, and reporting, it supports residential mortgages and refinance management across multiple branches, and is accessible on web and mobile devices. ## 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. ### Pre-Approve Me 5.0 (4) VS. [4.6 (72)](https://www.capterra.com/p/166706/LendingWise/reviews/) Starting Price $129 Flat Rate, Per Month Starting Price $149 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (4) Ease Of Use 4.4 (116) Value For Money 5.0 (4) Value For Money 4.5 (106) Customer Service 5.0 (4) Customer Service 4.5 (115) ## Pre-Approve Me alternatives [4.8 (288)](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 [4.9 (39)](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 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 [Mortgage Automator](https://www.capterra.com/p/191761/Mortgage-Automator/) [4.9 (116)](https://www.capterra.com/p/191761/Mortgage-Automator/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/191761/Mortgage-Automator/) ## FAQs about Pre-Approve Me Overview ### What company size and specific industries is Pre-Approve Me built for? Pre-Approve Me is designed for loan officers and mortgage companies of all sizes, including small teams and larger firms in the mortgage lending industry. It supports both staff and customers with a simple place to interact during the loan process and handle time-consuming tasks. Features and Usability ### What are the key features of Pre-Approve Me? Pre-Approve Me offers loan origination and loan management tools, along with pre-qualification, electronic applications, and pricing management. It also includes CRM, client database, lead management, and contact management features, plus document management, compliance management, reporting & statistics, and support for residential mortgages, government loans, and multi-branch workflows. Integrations ### Which third-party tools and platforms does Pre-Approve Me integrate with? Pre-Approve Me integrates with Zapier. Getting Started and Support ### What training and onboarding options does Pre-Approve Me offer? Pre-Approve Me provides in person training, live online sessions, webinars, and documentation to help teams get started. In person and live online formats support guided instruction, webinars can present feature overviews and workflows, and documentation offers written reference material for self-paced review. Getting Started and Support ### What customer support options does Pre-Approve Me offer? Pre-Approve Me provides phone support for customer assistance. No reviewer feedback is available on support quality, response times, or helpfulness, so the support experience cannot be assessed from user comments. ## Features AI summary Based on 226 Loan Origination reviews Capterra data shows that buyers of mortgage software rank the following features as their top priorities: - **Loan Management** (**67%** of reviewers rated this feature as critical) - **CRM** (**69%**) - **Electronic Applications** (**59%**) Pre-Approve Me supports all three of the features reviewers value most: **Loan Management**, **CRM**, and **Electronic Applications**. Together, these capabilities help mortgage teams manage loans from start to finish, keep borrower and lead information organized, and collect application details digitally, allowing teams to work more efficiently and move borrowers through the process with fewer delays. Amortization Schedule Create a table of loan payments showing dates, amount of principal, amount of interest, and remaining balance Client Database Electronic storage of stakeholder contact information Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Contact Management Manage, organize, and store contact information CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Document Management Store, manage, and track all electronic documents in a centralized location Pre-Approve Me 15 features ### All Features - Amortization Schedule: Create a table of loan payments showing dates, amount of principal, amount of interest, and remaining balance - Client Database: Electronic storage of stakeholder contact information - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Document Management: Store, manage, and track all electronic documents in a centralized location - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Loan Management: Distribution and delivery of funds to approved borrowers - Loan Origination: Process of securing a loan from a bank or any other lender. - Multi-Branch: Expand services to areas outside of the home location, functioning as an extension of the home location. - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Pre-Qualification: The initial step in the mortgage workflow - Pricing Management: Tool used to determine accurate pricing and product eligibility for borrowers - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Task Management: Create, manage and track all task activities and progression --- Features 4.3 (4) 4.3 Based on 4 reviews ## Pricing Value for money 5.0 (4) Free Trial Basic $129.00 Flat Rate,Per Month Value for money 5.0 (4) 5.0 Based on 4 reviews ## Integrations [ Zapier](https://www.capterra.com/p/130182/Zapier/) ## Support, customer service and training options Customer Service 5.0 (4) 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 5.0 (4) 5.0 Based on 4 reviews ## User reviews Overall rating 5.0 Based on 4 reviews Filter by rating 5(4) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent CT Chau T. Salesforce Admin/ LOA Financial Services ### "Great Mortgage App" 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 February 12, 2019 User friendly. Easy to use. Well designed. Reliable. Great customer service. Pros Pre Approve Me app is such an easy to use app and brings so much value. We have been providing the app to our clients for 3 years and all of our clients LOVE it. The app also saved us so much time by providing integration features with our CRM and let us use those time to generate more and more business. Cons Nothing that I dislike about the Pre Approve Me ap 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. Kari A. Mortgage Loan Originator NMLS # 1738852 Financial Services ### "I love this APP!" 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 February 6, 2019 I have a custom app and love it! Best money I have ever spent. Realtors love it... It is easy for borrowers to upload conditions. It saves me time and money! Great customer service also! Pros The ease for borrowers to upload conditions Cons I love everything about it and so do my buyers!! Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. AN Anonymous User Branch Manager Financial Services ### "Branch Manager" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 2.0 2.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 14, 2018 I can answer better after using the app more. Pros Still learning all of its features, but I like the ease of use. Cons I am new to tech software and not qualified to give a qualified answer today Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. Brian G. Mortgage Loan Originator NMLS #141754 Financial Services ### "Game changer!" 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 December 13, 2018 The ease of use for the borrowers to communicate, run accurate numbers, and upload required documents is amazing! Pros My company has used the mobile app for many years, and it has completely changed the way we do business for the better! It's a must have for loan officers and mortgage companies! Cons Everything is great! I honestly cant think of a negative Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. ## 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.