--- title: "Margill Loan Manager Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Margill Loan Manager Software - reviews, pricing plans, popular comparisons to other Loan Servicing products and more." source_url: "https://www.capterra.com/p/79849/Margill-Loan-Manager/" page_type: "product" language: "en" --- # Margill Loan Manager Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 26, 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)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Margill Loan Manager ## What is Margill Loan Manager? The industry's most sophisticated mathematics and visual software. Affordable & easy to customize + our legendary support. Service 10 to 30,000 loans: Consumer, Business, Inter-company, Employee, Construction, Farm, Lines of credit. Amortization & regular, irregular, late, unpaid, interest-only, fixed principal or mixed pmts, auto Fees, variable rates, APR, Alerts. Customize: fields, reports, dashboard, payment types. Export GL to QuickBooks, Sage... Automated data import and reports. ## What is Margill Loan Manager used for? [Loan Servicing](https://www.capterra.com/loan-servicing-software/)[Commercial Loan](https://www.capterra.com/commercial-loan-software/)[Mortgage](https://www.capterra.com/mortgage-and-loans-software/) Overall rating Based on 48 user reviews Reviews sentiment Positive 98% Neutral 2% Negative 0% Starting price $325 Other, 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... ## Margill Loan Manager alternatives Highest Rated [5.0 (14)](https://www.capterra.com/p/135272/LOAN-SERVICING-SOFT/reviews/) Starting price $500.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [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 [4.6 (72)](https://www.capterra.com/p/166706/LendingWise/reviews/) Starting price $149.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.9 (36)](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/79849/Margill-Loan-Manager/alternatives/) ## FAQs about Margill Loan Manager Overview ### Which roles and teams benefit most from Margill Loan Manager? Margill Loan Manager is most used by finance, accounting, and credit teams that manage complex loans, interest calculations, payment tracking, and compliance reporting. Business owners, executives, and directors use it to oversee lending operations and portfolio performance, while administrative staff support account setup, documentation, and day-to-day borrower servicing workflows. Answer based on 39 reviews Overview ### What company size and specific industries is Margill Loan Manager built for? Margill Loan Manager is designed for lenders, including consumer and business lending organizations, economic development agencies, governments, accountants, micro lenders, and private or public companies in construction and agriculture. Features and Usability ### What are the key features of Margill Loan Manager? Margill Loan Manager offers loan origination, loan servicing, and loan management, plus amortization schedules, payment collection, and payment tracking. It also includes borrower management, client portals, digital signatures, document management, accounting integration, compliance management, audit trail, and real-time reporting for mortgages, auto loans, student loans, and business loans. Integrations ### Which third-party tools and platforms does Margill Loan Manager integrate with? Margill Loan Manager integrates with 2 third-party tools: Microsoft Excel and QuickBooks Online Advanced. These catalog integrations cover spreadsheet-based workflows and accounting needs, giving teams direct connections to two widely used business platforms. Answer based on 3 reviews Getting Started and Support ### What training and onboarding options does Margill Loan Manager offer? Margill Loan Manager provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online options support guided instruction, while webinars, documentation, and videos offer reference material and self-paced learning for setup and product review. Answer based on 3 reviews Getting Started and Support ### What customer support options does Margill Loan Manager offer? Margill Loan Manager provides Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, and Chat. Users describe the support as quick, thorough, and personal, with helpful staff and fast email replies. Several note that questions and usability issues are handled pleasantly and with clear guidance. Answer based on 6 reviews Ease of use ### Is Margill Loan Manager easy to use? Margill Loan Manager feels easy to use for most lenders after a short learning period. Small lending companies and businesses with recurring loan administration tasks value the clear workflow, single-entry process, and accurate calculations, while some teams note that setup, ERP integration, or custom configuration can require vendor help. Answer based on 11 reviews ## Features AI summary Based on 350 Loan Servicing reviews Capterra reviewers highlight these as the features buyers value most when choosing loan servicing software: - **Borrower Management** (**54%** of reviewers rated this feature as critical) - **Payment Collection** (**57%**) - **Loan Portfolio Management** (**66%**) Margill Loan Manager includes **Borrower Management** and **Payment Collection**, helping lenders keep borrower records organized and handle recurring or one-time payments more efficiently. However, it does not include **Loan Portfolio Management**. Instead, it offers other important capabilities such as **Loan Processing** (**53%**), **Document Management** (**43%**), and **Reporting/Analytics** (**50%**), which can help businesses manage loan workflows, keep supporting files in one place, and review performance data, allowing teams to maintain accurate servicing operations and make better lending decisions. Borrower Management 5.0 (4) 125.00% of 4 reviewers that rated this feature as important or highly important Searchable database of information about loan borrowers Payment Collection 5.0 (3) 133.33% of 3 reviewers that rated this feature as important or highly important Tracking, managing, and initiating the transfer of funds for overdue customer payments Loan Processing 5.0 (4) 100.00% of 4 reviewers that rated this feature as important or highly important Collect, organize, and prepare loan information to send to the lender for approval Reporting/Analytics 4.5 (4) 125.00% of 4 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data Accounting 4.0 (2) 150.00% of 2 reviewers that rated this feature as important or highly important Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Amortization Schedule 5.0 (2) 150.00% of 2 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 Margill Loan Manager 63 features ### All Features - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Accounting Integration: Integrate with a third-party accounting system - ACH Payment Processing: Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Amortization Schedule: Create a table of loan payments showing dates, amount of principal, amount of interest, and remaining balance - API: Application programming interface that allows for integration with other systems/databases - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Auto Loans: Type of loan used to finance the purchase of a motor vehicle - Automatic Funds Distribution: Automatically transfers funds to/from borrower accounts on a regular or periodic basis - Borrower Management: Searchable database of information about loan borrowers - Business Loans: Type of loan used to finance business expenses - Cash Flow Management: Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period - Client Database: Electronic storage of stakeholder contact information - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Collateral Tracking: Link and track collateral information associated with one or multiple loans - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Construction Loans: Type of loan used to finance construction projects - Contact Management: Manage, organize, and store contact information - Credit Reporting: Report customer payment history and outstanding debts to credit bureaus - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Statements: Reports that show customers their invoices, payments, and balance on the account - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Import/Export: Import and export data to and from software applications - Digital Signature: Electronic signing method that validates the authenticity and integrity of a digital document - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Electronic Payments: Electronically collect payments for goods or services - Escrow Management: Automate maintenance of escrow accounts on behalf of borrowers - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Management: Plan, manage, and track the financial activities of an individual or organization - Investor Management: Automated payments and reporting for investors - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Loan Management: Distribution and delivery of funds to approved borrowers - Loan Origination: Process of securing a loan from a bank or any other lender. - Loan Processing: Collect, organize, and prepare loan information to send to the lender for approval - Loan Servicing: Process of collecting loan interest and escrow payments from a borrower. - Mortgages: Type of loan used to purchase real estate - Multi-Branch: Expand services to areas outside of the home location, functioning as an extension of the home location. - Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. - Multi-Company: Manage the accounting and financial aspects of multiple locations or companies in a single location - Multi-Currency: Manage and handle various international currencies - Online Applications: Ability to fill out and submit application forms on the web - Payment Collection: Tracking, managing, and initiating the transfer of funds for overdue customer payments - Payment Reminders: Reminders sent for balance/payment due - Payment Tracking: Track sent and received payments, invoices, and bills. - Pre-Qualification: The initial step in the mortgage workflow - Property Tax Management: Calculation of consumption tax imposed on properties - Real-Time Reporting: Active reporting of data and metrics - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Secure Data Storage: Securely stores data to prevent data loss or breaches - Status Tracking: Track the status over time for a request, process, asset, or transaction - Student Loans: Type of loan designed to help students pay for post-secondary education and associated fees - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Transaction History: Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period --- Features 4.6 (33) 4.6 Based on 33 reviews ## Pricing Value for money 4.8 (33) Free Trial [View pricing plan details](https://www.capterra.com/p/79849/Margill-Loan-Manager/pricing/) SaaS/Cloud Licensing option $325.00 Other,Per Month Value for money 4.8 (33) 4.8 Based on 33 reviews ## Integrations [ Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[ QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/) ## Support, customer service and training options Customer Service 4.9 (46) 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 4.9 (46) 4.9 Based on 46 reviews ## User reviews Overall rating 4.8 Based on 48 reviews Filter by rating 5(39) 4(8) 3(1) 2(0) 1(0) Mentioned topic Sorted by most recent AB Aaron B. Managing Partner Accounting ### "Margill Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 24, 2024 We have been using Margill for over 3 years & to sum up our experience in 1 word I would say fantastic! Pros Easy to use, uploaders work great & the best customer service! Cons We would like API's to connect directly to automate some of our reporting. Certain advanced loan features are not available. 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 August 2, 2024 Thanks for this Aaron. Much appreciated! As for the APIs, you would need to go through the automated reports that can be created once or many times a day and then pulled into your other information systems in CSV, TXT or Excel formats. We do not provide direct database connectivity for security reasons. GS Gary S. Staff Accountant Financial Services ### "Margill Loan Servicing Great Program" 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 9, 2023 I have had a great experience in regard to Margill. Great Staff, Very Responsive, Great Customer Service. Pros Easy to use, accurate. Great Staff. \[sensitive content hidden\] has helped migrate all of our servicing needs from our previous provider and has been with us all along the way. He has provided over the top customer service. Cons Everything has been great. Only wish the due dates for us was a bit easier to manage. 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 November 10, 2023 Hi Gary, thanks for your time and effort in sharing your experience with others. We truly appreciate it and hope you continue to enjoy using our software. Please don't hesitate to reach out if you have any questions or suggestions for us. We're always here to help. MS Max S. Senior Analyst Banking ### "Excellent 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 July 21, 2023 It has been an amazing experience. The software performs perfectly and customer support is easy to contact. \[sensitive content hidden\] from Margill did an outstanding job during our conversion from another servicing software package and was very thorough with educating me on how to use the software. Pros I like how flexible the software is in that you can customize it to fit your particular lending platform and business model. It is simple to add custom fields or remove unwanted / not used fields. Setting up a loan for the first time is easy and making any modifications to the loan over time is also an easy procedure. I am able to quickly identify payments that are late or those coming due in the near term. Cons I think there could be some improvements with custom report and invoice design. 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 July 26, 2023 Thanks for this Max, much appreciated. As for the Document Merge tool so you can create your own templates with over 1000 fields and equations, yes creating them initially with fancy formatting is more challenging, but once done it can be used forever... Marc MW Mimi W. Finance Manager Government Administration ### "More efficient" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 July 5, 2023 very happy. Made the job much more efficient - so glad that we implemented Margill. Pros previously all the tracking and schedules were done in excel and easy to make errors. Now when I am asked a question on a loan, I am able to get the information quickly. More accurate information. Cons Sometimes when trying to get reports for the information I am looking for, it takes some trial and error to figure out the parameters. Reasons for choosing Margill Loan Manager unknown 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 July 6, 2023 Thanks for this Mimi. As for the reports, you are right, a little overwhelming to have over 1000 reporting fields to choose from - luckily they are by theme... We are also always there to help. A quick email to support@margill.com and we can guide you... Marc ML Michael L. Executive Director Financial Services ### "Ease of Implementation and USe" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 7, 2022 Exceptional - particularly due to the customer service and assistance. Pros Margill provides our organization with all the functionality we require with the comfort that nothing will wrong. Customer service and assistance is exceptional and provides assurance if there is any questions or clarification required as to usability or functionality. Cons Our methodology for calculating late interest required a work around. Would be nice to have this as a core capability of the software. Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) Needed capability to expand without introduction of errors Reasons for choosing Margill Loan Manager Best fit for price 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 March 8, 2022 Thanks for this Michael. Glad you are enjoying the software. As for the calculation methodolgy, Margill follows laws and regulations and industry and accounting rules. I am convinced your clients and your accountants will appreciate this rigor. LT Lindsay T. Acting President & CEO Banking ### "Margill Loan Manager Has Greatly Improved Our Lending Processes & Reporting" 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 24, 2021 After a year-and-a-half in use, I for one am very happy we selected Margill Loan Manager. Our workflow and reporting capacity is greatly improved with the Margill Loan Manager. We're generating amortizations for different repayment scenarios, including irregular payment schedules, on Margill now, which has given us tremendous ability to better serve our customers. The Document Merge feature has cut down our processing times by half. Moreover, we've customized reports to accommodate the requirements of the different shareholder entities and loan programs we administer. Pros Amortization, modification of payment schedule/amount, Document Merge, Accounting Entries and ability to export directly to our accounting software, ability to customize Reports, APR calculation and much more. Cons I wish we could further customize the "Detailed Tables" available for creating statements. Otherwise, I feel like I haven't really learned how to use all the available features yet. 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 2, 2021 Thanks very much for this Lindsay. For the "Detailed tables" (so the actual payment schedule in the Document Merge module), there are 14 templates and we can create others for our clients. What you can do on your own with any of the templates is change the header names, column widths and font size. We should probably eventually do another training session so you can learn even more. Thanks! AL Alanna L. Operations Consultant Financial Services ### "A great loan management system" 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 14, 2021 Margill has been hugely helpful for my firm, helping us to keep track each bespoke deal when our firm is growing at a fast rate. Pros Margill has all the main features we needed: the ability to book loans and equity deals, fees, build alerts and reports. It is great value for money. \[SENSITIVE CONTENT\] at Margill has been a delight to work with, he has been incredibly helpful helping us adapt Margill to suit our firm. Cons It would be great if we could use Margill to calculate risk on our deals: principal repayment profiles for the portfolios, interest rate sensitivity analysis and credit analytics. Reasons for choosing Margill Loan Manager The features, the price and the team. 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 November 17, 2021 Thanks very much for this Alanna. We should discuss the needs your outilined. You can do quite a bit with "Equations" MS Maxime S. Président Banking ### "The right fit for a small mortgage loan company like Financière Victoria" 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 16, 2020 Pros I can't imagine going back to an Excel & check protocol. Margill allowed our company to grow and streamline the process. It is very easy to use for me and my assistants. Cons The possibility to access the database remotely could be a must, especially in Covid time. 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 22, 2020 Thank you for this Maxime. As for access remotely in these special times, you can remote into your server (by RDP connection or other. We also offer Margill on the Cloud (Azure) as a service (SAAS). CC Christopher C. President and Chief Executive Officer Banking ### "Margill is Great Value" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 November 24, 2020 Margill has been great and is a welcome option for us. It takes some getting used to but its value and functionality are what make the system work well. Pros The price, ease of use, and over functionality. It is right-sized for my company and has many great features such as a document merge and versatile customization. Cons How the information is presented takes some getting used to and there are some details of the system that do not agree with how the information should be presented or what is expected. \[SENSITIVE CONTENT HIDDEN\] offered several work arounds for us and we are looking at these options now. Alternatives considered [Insite Banking System](https://www.capterra.com/p/17060/Insite-Banking-System/) [The Nortridge Loan System](https://www.capterra.com/p/44128/The-Nortridge-Loan-System/) Reasons for choosing Margill Loan Manager Value and functionality. 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 November 25, 2020 Thanks for this Christopher. I'm curious to find out more about the information presentation aspects you mention. RZ Rainbow Z. accountant Real Estate ### "good product" 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 June 22, 2020 Pros Easy to customize the software yourself to meet your needs. Cons Hope it can eventually become an accounting system that specific in mortgage. 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 June 26, 2020 Thank you for the review Ms Zhu. Fortunately, Margill Loan Manager will never become a full-fledged accounting system since our core is mathematics and loan servicing capabilities. Don't forget, you can include your general ledger accounts in Margill and extract any accounting information from the system in seconds and export the data to QuickBooks, Sage, Excel, CSV and TXT formats. We can even customize to any other accounting package. If I am not mistaken, your were using TMO before switching to Margill... [View all Reviews](https://www.capterra.com/p/79849/Margill-Loan-Manager/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. Popular comparisons [Mortgage Automator vs Margill Loan Manager](https://www.capterra.com/compare/79849-191761/Margill-Loan-Manager-vs-Mortgage-Automator)