--- title: "BankStride Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about BankStride Software - reviews, pricing plans, popular comparisons to other Loan Origination products and more." source_url: "https://www.capterra.com/p/268496/BankStride/" page_type: "product" language: "en" --- # BankStride 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)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) BankStride ## What is BankStride? BankStride is a digital banking platform for loan exceptions tracking, covenants monitoring, portfolio management, loan reporting, exceptions, financial reporting, loan risk by automating document collection software streamlines your document requests and collection workflow for documents gathering, reminders, team collaboration, file access control and alerts. We started in Austin, TX in 2019. We serve financial institutions, banks, commercial lenders, business brokers, and many more. ## What is BankStride used for? [Commercial Loan](https://www.capterra.com/commercial-loan-software/)[Loan Servicing](https://www.capterra.com/loan-servicing-software/)[Loan Origination](https://www.capterra.com/loan-origination-software/) Top alternative Featured Overall rating Based on 2 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Contact vendor for pricing Free trial 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 BankStride?[Manage this product listing](https://www.g2.com/products/bankstride/claim_requests/new?auto=true) ## 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. ### BankStride 5.0 (2) VS. [4.9 (37)](https://www.capterra.com/p/254642/HES-LoanBox/reviews/) Starting Price Contact vendor Starting Price $75000 Other, Per Year Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (2) Ease Of Use 4.9 (37) Value For Money 5.0 (2) Value For Money 4.9 (35) Customer Service 5.0 (2) Customer Service 5.0 (37) ## BankStride alternatives [4.8 (288)](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 (76)](https://www.capterra.com/p/158549/LoanPro-Software/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.6 (24)](https://www.capterra.com/p/156079/Loandisk/reviews/) Starting price $59.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [4.8 (6)](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 ## FAQs about BankStride Overview ### What company size and specific industries is BankStride built for? BankStride is designed for banks, credit unions, commercial lenders, investment bankers, and other financial institutions. It is built for organizations in banking, commercial banking, and investment banking rather than for general business use, making it a fit for specialized financial services teams. Features and Usability ### What are the key features of BankStride? BankStride offers a dashboard, loan origination, and pipeline management for tracking lending activity. It also includes client portal access, compliance management, document management, and document storage, plus secure data storage, monitoring, portfolio management, reporting & statistics, risk assessment, risk management, and scheduling. Getting Started and Support ### What training and onboarding options does BankStride offer? BankStride provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online formats support guided instruction, webinars cover scheduled group learning, documentation offers written reference material, and videos provide visual self-paced guidance. Getting Started and Support ### What customer support options does BankStride offer? BankStride offers email/help desk and phone support for customer assistance. No reviewer feedback is available on support quality, so user experience details such as response speed, helpfulness, or common frustrations cannot be assessed from the catalog data. ## Features AI summary Based on 66 Loan Origination reviews Not all commercial loan software covers every feature buyers care about most. Here is what Capterra reviewers flag as essential when choosing a solution: - **Document Management** (**64%** of reviewers rated this feature as critical) - **Loan Processing** (**67%**) - **Workflow Management** (**62%**) BankStride supports **Document Management**, which helps teams keep borrower files organized and easier to access. However, it does not include **Loan Processing** or **Workflow Management**. Instead, it offers **Document Storage** (**60%**), a related feature that still gives teams a central place to store and retrieve lending documents. These capabilities help businesses maintain better record control and provide teams with faster access to the information needed during commercial lending work. Document Management 5.0 (2) 100.00% of 2 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 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Store and organize documents in a centralized system Compliance Management 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Track and manage adherence to policies for any service, product, process, or supplier Risk Management 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties Scheduling 4.5 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Plan availability and assign specific time slots for tasks and resources Secure Data Storage 5.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Securely stores data to prevent data loss or breaches BankStride 12 features ### All Features - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Loan Origination: Process of securing a loan from a bank or any other lender. - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Risk Assessment: Initiate collection and analysis of known risks - Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties - Scheduling: Plan availability and assign specific time slots for tasks and resources - Secure Data Storage: Securely stores data to prevent data loss or breaches --- Features 5.0 (2) 5.0 Based on 2 reviews ## Pricing Value for money 5.0 (2) Free Trial Basic $0.00 Value for money 5.0 (2) 5.0 Based on 2 reviews ## Support, customer service and training options Customer Service 5.0 (2) 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 (2) 5.0 Based on 2 reviews ## User reviews Overall rating 5.0 Based on 2 reviews Filter by rating 5(2) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent AN Anonymous User Business Operations Banking ### "Eliminate commercial loan exceptions with improved efficiency and customer 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 November 30, 2022 We have large number of commercial loans to monitor for exceptions tracking. Bankstride automates exception tracking, tickler management, covenants monitoring, document collection, and risk reporting, eliminating the email back-and-forth and making it easy for our customers. It makes it easy for our customers to stay compliant and our bankers to focus on revenue-generating tasks. Pros My favorite feature is the fact that the platform interfaces directly with clients, eliminating the need for my team and I to have to collect documents manually.. BankStride exceptions tracking and loan monitoring is cutting-edge solution to improve the digital experience with borrowers. It streamlines the reminder notifications to get documents from customers for financial requirements, covenants, non financial documents. Cons I don't think there is anything negative to say about our experience with BankStride. 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 December 5, 2022 Thank you for the review. We are really excited to see our product is helping you to manage loan exceptions. Great partnership with you! MR Morgan R. Principal Financial Services ### "Reduces exceptions and automates workflow" 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 November 30, 2022 Pros I liked that fact that it automates so many of the manual processes of commercial loan underwriting and monitoring without losing the personal touch of community banking. It actually enhances the customer's experience. Cons Implementation was seamless. Like anything, it takes time to get used to a new way of doing things but this is a massive time saver so our team was quick to adapt. Alternatives considered [nCino Cloud Banking Platform](https://www.capterra.com/p/140944/nCino/) [Sageworks Lending Solution](https://www.capterra.com/p/210267/Sageworks-Lending-Solution/) Reasons for choosing BankStride It was a much simpler, more efficient and user-friendly solution. We also liked the fact that it was used on the customer/borrower facing side and our customers find it to be a great tool. 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 December 6, 2022 Thank you for the review. We are really excited to see our product is helping you to manage loan exceptions. Great partnership with you! ## 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.