# 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/pricing

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# 

 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.

[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 (24)](https://www.capterra.com/p/254642/HES-LoanBox/reviews/)

Starting Price

$99.99

Per User, Per Month

Starting Price

$75000

Other, Per Year

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

5.0 (15)

Ease Of Use

5.0 (24)

Value For Money

5.0 (15)

Value For Money

4.9 (22)

Customer Service

5.0 (15)

Customer Service

5.0 (24)

## Help With My Loan alternatives

[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

[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

[4.7 (133)](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/)

Starting price

$25.00

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/)

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