# Pre-Approve Me Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Pre-Approve Me Software - reviews, pricing plans, popular comparisons to other Mortgage products and more.

Source: https://www.capterra.com/p/150976/Pre-Approve-Me

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# 

 Pre-Approve Me Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on June 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)

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/)

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

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Do you work for Pre-Approve Me?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.preapprovemeapp.com/&name=Pre-Approve Me)

## 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.

[4.8 (286)](https://www.capterra.com/p/9277/The-Mortgage-Office/reviews/)

Starting Price

$129

Flat Rate, Per Month

Starting Price

Contact vendor

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

5.0 (4)

Ease Of Use

4.7 (285)

Value For Money

5.0 (4)

Value For Money

4.7 (186)

Customer Service

5.0 (4)

Customer Service

4.8 (278)

## Pre-Approve Me 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

[4.8 (48)](https://www.capterra.com/p/79849/Margill-Loan-Manager/reviews/)

Starting price

$325.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

[4.8 (6)](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

[4.9 (8)](https://www.capterra.com/p/193776/Centrex-CRM-Software/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

## 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. It fits small teams, mid-sized firms, and larger organizations in the mortgage lending industry that want a simple place for staff and customers 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 features for residential mortgages, government loans, and refinance management. It also includes electronic applications, pre-qualification, pricing management, compliance management, document management, and CRM tools such as client database, contact management, lead management, pipeline management, and reporting & statistics.

Integrations

### Which third-party tools and platforms does Pre-Approve Me integrate with?

Pre-Approve Me connects natively to Zapier, giving access to additional third-party apps and workflow connections through that platform. The catalog lists Zapier as the available integration, so it is the primary connection point for linking Pre-Approve Me with other tools.

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 training supports face-to-face instruction, live online sessions allow guided remote setup, webinars offer scheduled group learning, and documentation gives 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. Users seeking help can contact support by phone for direct assistance with account questions or product issues. No reviewer feedback about support quality, response times, or common frustrations is available in the catalog data.

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

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

Create a table of loan payments showing dates, amount of principal, amount of interest, and remaining balance

Electronic storage of stakeholder contact information

Track and manage adherence to policies for any service, product, process, or supplier

Manage, organize, and store contact information

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

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

Process of securing a loan from a bank or any other lender.

Expand services to areas outside of the home location, functioning as an extension of the home location.

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

The initial step in the mortgage workflow

Tool used to determine accurate pricing and product eligibility for borrowers

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

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.

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