--- title: "Lending CRM Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Lending CRM Software - reviews, pricing plans, popular comparisons to other Financial CRM products and more." source_url: "https://www.capterra.com/p/207763/Lending-CRM/" page_type: "product" language: "en" --- # Lending CRM 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)[Pricing](#pricing)[Support](#support) Lending CRM ## What is Lending CRM? Smart business solution for ambitious start-ups, and medium-sized enterprises, and international lending. ## What is Lending CRM used for? [Financial CRM](https://www.capterra.com/financial-crm-software/)[Commercial Loan](https://www.capterra.com/commercial-loan-software/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price €1750 Flat Rate, One Time Free trial not 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 Lending CRM?[Manage this product listing](https://www.g2.com/products/lending-crm/claim_requests/new?auto=true) ## Lending CRM Overview Updated September 2026 AI summary Lending CRM is a cloud-based solution for organizations of any size managing commercial loan operations. It combines CRM, dashboard, and lead management features to help teams organize borrower relationships and monitor lending pipelines. With branded website and back office options, plus API access, it supports lending businesses needing centralized oversight of prospect, client, and workflow activity. ## 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. ### Lending CRM 0.0 VS. [### Profit CRM](https://www.capterra.com/p/204441/Profit-CRM/) [5.0 (1)](https://www.capterra.com/p/204441/Profit-CRM/#reviews) Starting Price €1750 Flat Rate, One Time Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 5.0 (1) Value For Money 0.0 (0) Value For Money 5.0 (1) Customer Service 0.0 (0) Customer Service 5.0 (1) ## Lending CRM alternatives [Akkuro CRM for banks](https://www.capterra.com/p/10185124/Akkuro-CRM-for-banks/) [0.0](https://www.capterra.com/p/10185124/Akkuro-CRM-for-banks/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 0% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10185124/Akkuro-CRM-for-banks/) [InvestorFlow](https://www.capterra.com/p/169405/InvestorFlow/) [0.0](https://www.capterra.com/p/169405/InvestorFlow/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 0% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/169405/InvestorFlow/) [ZMath](https://www.capterra.com/p/118929/ZMath/) [4.3 (3)](https://www.capterra.com/p/118929/ZMath/#reviews) Starting price $499.95 Per User, Per Month Pricing Options Free Trial Free Version User Rating 67% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/118929/ZMath/) [Nasdaq IR Insight](https://www.capterra.com/p/211550/Nasdaq-IR-Insight/) [4.0 (1)](https://www.capterra.com/p/211550/Nasdaq-IR-Insight/#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/211550/Nasdaq-IR-Insight/) ## FAQs about Lending CRM Overview ### What company size and specific industries is Lending CRM built for? Lending CRM is designed for small to mid-sized lending businesses that want to launch or operate under their own brand. It suits lenders and borrower-serving organizations that need a branded website, a branded back office, and API access for managing lending operations. Features and Usability ### What are the key features of Lending CRM? Lending CRM offers CRM capabilities, lead management, and a dashboard for tracking lending activity and pipeline status. These core features support contact records, lead organization, and at-a-glance monitoring of operational data within a lending-focused customer relationship management system. Getting Started and Support ### What training and onboarding options does Lending CRM offer? Lending CRM provides in person training and documentation to help teams get started. In person training supports guided setup and direct instruction, while documentation offers written reference material for self-paced review and ongoing support with product features and procedures. Getting Started and Support ### What customer support options does Lending CRM offer? Lending CRM provides chat support. With no reviewer feedback available about support experiences, no conclusions can be drawn about response speed, helpfulness, or common service issues. The listed support channel is chat, and no additional support details are provided in the catalog data. ## Features AI summary Based on 66 Financial CRM reviews According to Capterra reviewers, these are the features buyers prioritize most when evaluating commercial loan software: - **Document Management** (**64%** of reviewers rated this feature as critical) - **Loan Processing** (**67%**) - **Workflow Management** (**62%**) Lending CRM is built to support commercial lending teams with CRM-focused functionality for managing borrower relationships, tracking interactions, and organizing sales and pipeline activity in one place. Its core capabilities give teams a clearer view of prospect and client information, helping businesses maintain consistent follow-up, improve visibility across lending activity, and manage relationship-driven work more effectively. Get Advice We can help you find the software with the features you need. ## Pricing Basic €1,750 Flat Rate,One Time Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## 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 ## 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.