# Biz2X Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Biz2X Software - reviews, pricing plans, popular comparisons to other Loan Origination products and more.

Source: https://www.capterra.com/p/196339/Biz2X

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# 

 Biz2X Software Review 2026: Features, Reviews, 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.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)

Biz2X

## What is Biz2X?

Biz2X is a loan origination platform that equips your financial institution with flexible cloud technology to automate and modernize their lending operations. Biz2X delivers a configurable, low-code solution that adapts to each institution’s unique credit policies and workflows. The platform enables banks to increase productivity, improve the borrower experience, and scale their lending programs efficiently. We enable banks to do more with less – faster loan decisions, better borrower experiences, and strong credit assessment.

## What is Biz2X used for?

[Commercial Loan](https://www.capterra.com/commercial-loan-software/)[Loan Origination](https://www.capterra.com/loan-origination-software/)

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Contact vendor  
for pricing

Free trial  
not available

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Do you work for Biz2X?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.biz2x.com&name=Biz2X)

## 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.

### Biz2X

0.0

VS.

[4.9 (112)](https://www.capterra.com/p/191761/Mortgage-Automator/reviews/)

Starting Price

Contact vendor

Starting Price

Contact vendor

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

0.0 (0)

Ease Of Use

4.9 (112)

Value For Money

0.0 (0)

Value For Money

4.9 (102)

Customer Service

0.0 (0)

Customer Service

4.9 (111)

## Biz2X alternatives

[4.9 (24)](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 (6)](https://www.capterra.com/p/201030/Timvero-Core/#reviews)

Starting price

$3900.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[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

[5.0 (5)](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

## Features

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

Accounting

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Accounting Integration

Integrate with a third-party accounting system

ACH Payment Processing

Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Activity Tracking

Track and document all activities across devices, networks, and other systems

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Biz2X 61 features

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Integrate with a third-party accounting system

Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Manage the process of evaluating documents or requests submitted for approval

A record of all activities within the system, including user access, changes made, etc.

Automate loan approval rules and risk analysis to determine acceptable loan terms for a borrower

Searchable database of information about loan borrowers

Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period

Manage contact details and communication with clients

Private online space that lets businesses securely share documents and provide information access to clients

Manage and track all internal and external communication conducted via calls, email, text, or chat

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

Configure existing workflows to meet your organization's needs

Manage, organize, and store contact information

Process to evaluate a person's creditworthiness and their ability to manage debt and make timely payments

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

A collection of customer information such as contact details, demographics, previous interactions, etc.

Store and organize information about customers and previous interactions

Add customized logos and colors to align with company branding

Alter the layout and content of reports

Pre-designed layouts that can be customized to match preferences and requirements

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Import and export data to and from software applications

Electronic signing method that validates the authenticity and integrity of a digital document

Store, manage, and track all electronic documents in a centralized location

Store and organize documents in a centralized system

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Digitally sign online documents

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Plan, manage, and track the financial activities of an individual or organization

Provides commercial businesses with funds to finance various needs

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.

Assess and control risks associated with the credit process of each loan portfolio/account

Collect, organize, and prepare loan information to send to the lender for approval

Manage the accounting and financial aspects of multiple locations or companies in a single location

Ability to fill out and submit application forms on the web

Tracking, managing, and initiating the transfer of funds for overdue customer payments

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

Tool used to determine accurate pricing and product eligibility for borrowers

Active reporting of data and metrics

Timed notification for any upcoming task, deadline, appointment, or activity

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

Initiate collection and analysis of known risks

Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties

Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work

Plan availability and assign specific time slots for tasks and resources

Securely stores data to prevent data loss or breaches

Online portal through which end users can access the system, manage tasks, or obtain information

Track the status over time for a request, process, asset, or transaction

Create, manage and track all task activities and progression

Track and manage the scheduling of tasks

Create, save, and re-purpose templates for emails, forms, etc.

Set up connections to third-party platforms to improve business processes

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Create, design and manage workflows for repetitive tasks

## Pricing

### Starting price

Contact vendor  
for pricing

Free trial  
not available

## Integrations

[

Docusign](https://www.capterra.com/p/121506/Docusign/)[

Twilio](https://www.capterra.com/p/180158/Twilio-Communications-Platform/)[

TallyPrime](https://www.capterra.com/p/127762/Tally-ERP-9/)[

AWS CloudFormation](https://www.capterra.com/p/205397/CloudFormation/)[

Plaid](https://www.capterra.com/p/174384/Plaid/)[

Equifax](https://www.capterra.com/p/176344/Compliance-Solutions/)[

Notarize eSign](https://www.capterra.com/p/198252/eSign/)[

Amazon AppStream](https://www.capterra.com/p/234681/Amazon-AppStream/)

## Support, customer service and training options

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

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[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

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