# Loanzify Software Pricing, Alternatives & More 2026 | Capterra

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

Source: https://www.capterra.com/p/203129/Loanzify

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# 

 Loanzify Software Review 2026: Features, 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.

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How Capterra ensures transparency

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

Loanzify

## What is Loanzify?

The fully customizable Loanzify POS platform brings you cutting edge loan and client management tools to allow you to close more loans, with a faster turn time, and with a better client experience. We are the only company that can offer a completely cohesive borrower experience when combining Loanzify POS with our website and native mobile app solution.

## What is Loanzify used for?

[Mortgage](https://www.capterra.com/mortgage-and-loans-software/)

Top alternative

Featured

Overall rating

Based on 21 user reviews

Reviews sentiment

Positive

95%

Neutral

0%

Negative

5%

Starting price

$39

Flat Rate, Per Month

Free trial  
available

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 Loanzify?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.loanzify.com&name=Loanzify)

## 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.

### Loanzify

4.7 (21)

VS.

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

Starting Price

$39

Flat Rate, Per Month

Starting Price

Contact vendor

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.8 (21)

Ease Of Use

5.0 (8)

Value For Money

4.7 (18)

Value For Money

4.8 (8)

Customer Service

4.7 (20)

Customer Service

4.5 (8)

## Loanzify alternatives

[4.8 (5)](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

[4.8 (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

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

Starting price

$4450.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

Highest Rated

[4.9 (29)](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

[View all alternatives](https://www.capterra.com/p/203129/Loanzify/alternatives/)

## Features

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

Amortization Schedule

5.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

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

Contact Management

5.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Manage, organize, and store contact information

Document Management

5.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

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

Lead Management

5.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Loan Management

5.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Distribution and delivery of funds to approved borrowers

Pipeline Management

5.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

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

Loanzify 13 features

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

Electronic storage of stakeholder contact information

Manage, organize, and store contact information

Report customer payment history and outstanding debts to credit bureaus

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.

Automate workflows and trigger campaigns based on customer actions

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

Features

4.7 (21)

4.7

Based on 21 reviews

## Pricing

Value for money

4.7 (18)

Free Trial

Basic

$39.00

Flat Rate,Per Month

Value for money

4.7 (18)

4.7

Based on 18 reviews

## Support, customer service and training options

Customer Service

4.7 (20)

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

4.7 (20)

4.7

Based on 20 reviews

## User reviews

Overall rating

4.7

Based on 21 reviews

Filter by rating

5(18)

4(2)

3(0)

2(0)

1(1)

Mentioned topic

Sorted by most recent

CC

Clayton C.

Mortgage Broker

Real Estate

### "Friendly use by consumer"

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 16, 2024

Pros

Easy to use by the consumer, and the ability to integrate with my LendingPad portal

Cons

Not to have an option to put an international address Not to let the consumer continue the application if they don't have an SSN (some of my clients are foreign investors)

Switched from

[LendingPad](https://www.capterra.com/p/171891/LendingPad/)

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Francis A.

CEO

Financial Services

### "They will not call you back"

1.0

Overall Rating

1.0

1.0

Ease of Use

4.0

4.0

Features

2.0

2.0

Customer Service

1.0

1.0

Likelihood to Recommend

2/10

September 23, 2021

At first I loved the layout, the issue I had with them is that they stated they would sync with my CRM. After I signed up and paid $2000+ for everything they said they couldn't but will have their software team do it for me because I was told they were able to. After countless times of being told I was going to get a phone call and consistently got ignored. At this point I feel like I was lied to and ignored once my money has was taken.

Pros

It's very user friendly and they offer an app service.

Cons

It's not very advanced in organization when many loans go in.

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.

Response from Vendor

September 29, 2021

Hello Francis - We are so sorry about the inconvenience you have experienced. This is very rare and I am not sure where we dropped the ball. We have engaged our team and will reach out to you tomorrow. What name is your account under?

SG

Samuel G.

Broker

Real Estate

### "New Software"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

7/10

April 19, 2021

It is easy on the pocket especially when you are a small Brokerage.

Pros

I like its simplicity especially with the new URLA

Cons

I have only been using this for a couple of months but there are little things I'd like to see added and/or changed. I'd like a Current and proposed (side-by-side) to compare new loan information. To be able to move the Chat buttons and windows around your screen as needed. The credit section does not show all liabilities on the report. We use the lenders mainly with the AUS but would love for Loanzify to be able to auto-calculate DTI when credit is pulled not just by manually setting the DTI limits.

Switched from

[Calyx Point](https://www.capterra.com/p/73554/Calyx-Point/)

Point kept raising price and we were paying for way more than we used and their customer service was very difficult to deal with.

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.

LS

Lisa S.

RMLO, Operations & Processing Manager

Financial Services

### "My personal experience"

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

April 2, 2021

Pros

When someone is applying, I love that I am notified. I also love the the document retrieval process and that my buyers like knowing that their documents are safe.

Cons

Actually, I really do not have any negative comments.

Reasons for choosing Loanzify

To be honest, I did not purchase this. The \[SENSITIVE CONTENT HIDDEN\] did and it is my first time to use this program and I have no complaints.

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.

KM

Kelle M.

Broker

Real Estate

### "Exactly What I've Been Looking For!"

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

March 26, 2021

I've been working with \[SENSITIVE CONTENT HIDDEN\] to get my site up and running and she is amazing! Everything I've needed it's been handled very quickly and efficiently. So excited to watch my business grow from my new products with Lonzify.

Pros

The software is very easy to use for me and my clients.

Cons

Not sure yet. Too soon to have a comment,

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.

CS

Conrad S.

Broker/Owner

Banking

### "Review"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

March 26, 2021

We are still setting it up, so i do not have a lot of experience with your software as of now. Next week will be a big week for us.

Pros

\[SENSITIVE CONTENT HIDDEN\] is a rock start!! She is amazing and has helped us tremendously in setting up your software.

Cons

Setup is not fun regardless of what software you use. I'm hoping \[SENSITIVE CONTENT HIDDEN\] gets us up and running next week and we can roll out your software to my whole company. Once again, \[SENSITIVE CONTENT HIDDEN\] is awesome!!

Alternatives considered

[Pre-Approve Me](https://www.capterra.com/p/150976/Pre-Approve-Me/)

Reasons for choosing Loanzify

I like the integration with Lending pad who we are also changing to next month.

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.

DK

Denito K.

Managing Partner

Financial Services

### "Intuitive Software and Excellent Support Team"

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 23, 2021

\[SENSITIVE CONTENT HIDDEN\] and her team are exceptional. This was true when we chose LHP in 2017 and has been expanded upon since then. True support and partnership with mortgage companies in the field. Thank you!!

Pros

Clean presentation and ease of use. Each step is been planned out and thoughtfully presented to make it user friendly to BOTH mortgage professionals and borrowers. Many value added benefits that will enhance our borrower and referral partner experiences (as well as our own daily best practices).

Cons

All the right features. Maybe a delineation for borrower/co-borrower employment would be an improvememt.

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.

SM

Stephen M.

Mortgage Broker

Financial Services

### "Total WOW Factor"

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 2, 2020

Service is excellent and so is the product.

Pros

Ease of setup and use. A kid could do it.

Cons

Would like to be able to process auto-underwriting in the POS.

Reasons for choosing Loanzify

Ease of setup and use. Integration with other products.

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.

JT

JENNIFER T.

Loan Officer

Financial Services

### "Loanfizy"

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 2, 2020

Exceptional.

Pros

Asked customers to rate ease of use from 1-10 with 10 being easiest. EVERY ONE of them chose 10. What I personally like about the system is the triggers assist in what documentation needs to be uploaded to their secure portal. You can also have alerts sent out to remind them if they don't move on uploading documentation in a timely manner....Highly advisable to purchase this system so you can take some time off! I rarely take applications over the phone any longer due to the ease of use for the client's application and 9 and of 10 would rather do it online.

Cons

none yet. Only been using for 2 months.

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.

SD

Steven D.

Broker

Financial Services

### "My Review"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

November 10, 2020

streamlining the app and getting docs are the secure portal have helped a lot! Very happy with that..

Pros

I'm loving the new POS system.. The revised app and secure portal for docs is awesome

Cons

My biggest issue is on the home page it clearly states " Tell us what your goal is" Purchase or Refinance.. But depending on whichever one you click it take you to a lead sheet where most people are looking to do the actual application and then I have to tell them to go back and go to apply now, there needs to be an option whenever you click on purchase or refinance to do the full application or just give contact info.. Please fix for me.. thanks

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/203129/Loanzify/reviews/)

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Independent research methodology

Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

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

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

[Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

How Capterra ensures transparency

Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website.

[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)