# Help With My Loan Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Help With My Loan Software - reviews, pricing plans, popular comparisons to other Loan Servicing products and more. Source: https://www.capterra.com/p/239173/Help-With-My-Loan --- # Help With My Loan Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 24, 2025 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. 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/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Help With My Loan ## What is Help With My Loan? Elevate your lending game with HWML: the ultimate loan software transforming the landscape. Frontend underwriting, boasting a staggering 95% funding rate, becomes a breeze for Commercial, Residential, Business, and Personal loans. Connect effortlessly to 300+ lenders, fueling over $850M in funding, spanning $100k-$250M loans. Unleash the power of built-in CRM for dynamic relationships and streamlined operations. Seize simplicity, redefine success - it all starts with HWML. ## What is Help With My Loan used for? [Commercial Loan](https://www.capterra.com/commercial-loan-software/)[Mortgage](https://www.capterra.com/mortgage-and-loans-software/)[Loan Servicing](https://www.capterra.com/loan-servicing-software/) Top alternative Featured Overall rating Based on 15 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $99.99 Per User, 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 Help With My Loan?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://hwml.app&name=Help With My Loan) ## 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. ### Help With My Loan 5.0 (15) VS. [4.9 (8)](https://www.capterra.com/p/193776/Centrex-CRM-Software/reviews/) Starting Price $99.99 Per User, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (15) Ease Of Use 5.0 (8) Value For Money 5.0 (15) Value For Money 4.8 (8) Customer Service 5.0 (15) Customer Service 4.5 (8) ## Help With My Loan alternatives [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 [4.9 (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 [4.7 (133)](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/) Starting price $40.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars Highest Rated [4.9 (112)](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 ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Activity Dashboard 4.9 (14) 78.57% of 14 reviewers that rated this feature as important or highly important Dashboard to view the status of ongoing processes, identify current incidents and track past activities Document Management 5.0 (13) 76.92% of 13 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Document Storage 5.0 (12) 75.00% of 12 reviewers that rated this feature as important or highly important Store and organize documents in a centralized system Borrower Management 5.0 (11) 72.73% of 11 reviewers that rated this feature as important or highly important Searchable database of information about loan borrowers Amortization Schedule 4.8 (9) 77.78% of 9 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 Loan Management 4.9 (8) 75.00% of 8 reviewers that rated this feature as important or highly important Distribution and delivery of funds to approved borrowers Help With My Loan 36 features 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 Create a table of loan payments showing dates, amount of principal, amount of interest, and remaining balance Manage the process of evaluating documents or requests submitted for approval Automate loan approval rules and risk analysis to determine acceptable loan terms for a borrower Searchable database of information about loan borrowers Type of loan used to finance business expenses Manage contact details and communication with clients Configure existing workflows to meet your organization's needs Type of loan used to finance construction projects Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Store and organize information about customers and previous interactions Alter the layout and content of reports Assembly of graphs and charts for visualizing and tracking statistics/metrics Import and export data to and from software applications Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Used by brokers Distribution and delivery of funds to approved borrowers Process of securing a loan from a bank or any other lender. Collect, organize, and prepare loan information to send to the lender for approval Process of collecting loan interest and escrow payments from a borrower. Type of loan used to purchase real estate Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. The initial step in the mortgage workflow Active reporting of data and metrics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work Search and filter data across systems to locate required information by entering keywords or certain criteria 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 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 Features 5.0 (15) 5.0 Based on 15 reviews ## Pricing Value for money 5.0 (15) Free Trial Basic $99.99 Per User,Per Month Value for money 5.0 (15) 5.0 Based on 15 reviews ## Support, customer service and training options Customer Service 5.0 (15) 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 (15) 5.0 Based on 15 reviews ## User reviews Overall rating 5.0 Based on 15 reviews Filter by rating 5(15) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent AK Arin K. Principal Capital Markets ### "Less Paperwork and Easy to Use" 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 August 31, 2023 Pros Since implementing Help with My Loan, I’ve been able to expedite the process, allowing me to have additional time to train staff and perform business development. Cons That Help With My Loan wasn’t available sooner! 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. MS Mark S. Loan Officer Financial Services ### "Awesome product for originating" 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 August 30, 2023 Pros The fact that you can shop with several investors and get your loan priced out is amazing-- it's better than loan-sifter. Cons Nothing. The system is user-friendly and staff are quick to respond with any questions or concerns. 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. NH Nishan H. Ops Manager Financial Services ### "Best financial tool" 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 August 30, 2023 Pros Full spectrum lending platform- one stop shop for all my lending needs Cons Nothing to dislike- they are efficient and quick to respond to questions. 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. ZD Zorik D. Realtor Real Estate ### "Must-have tool for the trade " 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 September 16, 2022 Closed every deal we’ve sent them and they take good care of our referrals as well. Pros One place to load all info and easily carry the process to a close. Cons More lenders would make the tool even more more efficient. 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. VA Vram A. Owner Food & Beverages ### "Quick and easy" 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 September 16, 2022 Pros Love the interface and how simple it is to use. Saved a whole bunch of time and a way less stressful process. Cons Weren't really any cons that I can think of. 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. SD Sarkis D. Accountant Construction ### "Review" 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 September 16, 2022 Outstanding. A to Z! Pros The product is one of the best in the market. I have been a subscriber of similar products like this, but this software is way more complex and easier to use. I'll probably get rid of my other subscriptions. Cons I wish there was a mobile app for when I'm on the go. I'm sure the team is working on it (hopefully). 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. VT Vicky T. Administration Transportation/Trucking/Railroad ### "Software Happy!! " 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 August 23, 2022 Help with my Loan is more than a loan office, they are amazing group with intelligent force of personnel to direct all areas of your business, they are our professional to guide to success. Pros Ease of use. Reliable platform steps taken were quite clear and helpful Cons The least likely about this software didn’t apply to us!!! 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. RW Robert W. Lead Material Artist Computer Games ### "Extremely Reliable and Informative Software" 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 August 17, 2022 Excellent Service and Placement of Lender matching. Very quick Loan turn around time, extremely knowledgeable team! Pros Fast Lending and Loan Approval CRM and Administrative Dashboard Cons Honestly nothing, which was an incredible credential point of how well they served us. 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. DL David L. Consultant Information Services ### "Powerful tool helping me help my clients" 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 August 17, 2022 I am able to connect with my clients who seek capital for their business and HWML allows me to instantaneously connect with many lending institutions. I am more than happy I found HWML and their program Pros I especially liked the fact that when I upload a tax return, the system automatically reads all the pertinent information and converts it to usable data. There are little to no errors during the conversion process and I can immediately seek a lender. Cons The cost of the software is reasonable, but it would be better at $50 per month vs $99 Reasons for choosing Help With My Loan Customer service. Professionalism 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. MM Maral M. Business Operations Manager Information Services ### "Efficient" 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 August 16, 2022 Pros Product was easy to use and customer support was excellent. Cons I enjoy using this product and do not have any issues. 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. [View all Reviews](https://www.capterra.com/p/239173/Help-With-My-Loan/reviews/) ## 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. 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/)