Best Loan Pricing Software

Loansifter

Grow your business with Optimal Blue's Loansifter! Claim your one-month free trial with coupon code G2Now at registration. Mortgage brokers can win more business with Loansifter, a powerful product, pricing and eligibility (PPE) engine that supports best execution searches across 120+ wholesale investors. The solution helps brokers access best execution product eligibility and pricing for all loan scenarios in just seconds, with the ability to browse rates from different lenders in a single search. Work smarter and access a wide array of rates – faster – with Loansifter. • Access 120+ wholesale investors • View different rates in one search • Access current rates in real time • Integrate with loan origination systems • Increase web presence with turnkey solutions • Increase efficiency with dynamic searches • Configure and maintain with ease • Create new opportunities for borrowers • Manage and create contacts

Average Rating: 4.6/5.0

Total Reviews: 75

TaskSuite

TaskSuite is building the AI operating system for lending. Its agentic platform combines specialized AI agents with a complete loan origination and management system to automate work across the entire loan lifecycle, from borrower acquisition and application processing through credit, underwriting, servicing, payments, collections, and portfolio management. Financial institutions can deploy TaskSuite Agents on top of their existing LOS/LMS without replacing their core technology, or use the TaskSuite Loan Suite as their end-to-end system of record. TaskSuite Agents collect and analyze documents, integrate data from third-party providers, automate underwriting workflows, communicate with borrowers, manage servicing activities, and execute operational processes around the clock. TaskSuite is designed for the regulated nature of lending, with explainable decisions, configurable guardrails, human-in-the-loop controls, and complete auditability. By turning manual lending operations into software-driven workflows, TaskSuite enables banks, credit unions, fintechs, and alternative lenders to increase loan volume, reduce operating costs, and launch and scale lending products without proportionally increasing headcount.

Average Rating: 4.9/5.0

Total Reviews: 7

LoanPricer Mortgage Pricing Engine

LoanPricer the Mortgage Pricing Engine puts you in charge by giving you a powerful central hub to manage loan offers for all of your current and prospective borrowers. It provides you with your best pricing, immediately and automatically, without wasting time searching multiple investors, websites to find the best pricing for your leads and customers.

Average Rating: 4.5/5.0

Total Reviews: 2

PrecisionLender

PrecisionLender, a Q2 company, is modernizing commercial banking. Its sales and coaching platform empowers bankers with actionable, in-the-moment insights, so they win better deals and build strong, more profitable relationships. Andi®, PrecisionLender’s digital enterprise coach, augments banker strengths and intelligence with the latest technology and data, delivering the best recommendations at exactly the right time. 13,000+ bankers at approximately 150 banks—ranging from under $1B to over $1T in assets—use PrecisionLender’s solution. Set your bank apart with PrecisionLender’s applied banking insights. Visit https://precisionlender.com to learn more.

Average Rating: 4.5/5.0

Total Reviews: 2

BorrowProof

Calculator Basics

DecisionAssist PPE

OpenClose’s DecisionAssist™ PPE solution is web-based loan product and pricing software that is offered on a software-as-a-service (SaaS) basis for all mortgage lending channels and product types. Today’s lending landscape is fast-moving, compliance intensive and margins are thin.

Experian Connecting your API to Eligibility Hub (UK)

Experian's "Connecting your API to Eligibility Hub" is a solution designed to streamline lenders' integration with price comparison websites, enhancing their visibility and efficiency in the competitive cards and loans market. By connecting a lender's API to Experian Marketplace’s Eligibility Hub, financial institutions gain rapid access to a broad network of traditional and emerging price comparison sites. This integration allows lenders to maintain control over their credit decisioning processes while expanding their reach to potential customers. Key Features and Functionality: - Simple Connectivity: A single API connection provides access to a vast distribution of price comparison sites, facilitating efficient product offerings. - Managed Connections: Experian's experts handle and maintain all connections to price comparison sites, reducing the operational burden on lenders. - Data-Driven Insights: Leverage up-to-date data, features, and partnerships to gain a competitive edge in the market. - Market Responsiveness: Quickly adapt to market changes with online access to EligibilityIQ’s performance data, enabling informed decision-making. - Targeted Consumer Engagement: Focus on assessing the eligibility of consumers who align with the lender's risk appetite, improving conversion rates. Primary Value and User Solutions: This solution addresses the challenges lenders face in effectively presenting their products on price comparison websites. By simplifying the integration process and managing connections, it reduces costs and operational complexities. The Eligibility Hub ensures that lenders can reach a wider audience, attract suitable customers, and make data-informed decisions, ultimately enhancing their market presence and profitability.

Experian Experian Price Comparison Services (UK)

Experian Price Comparison Services is a comprehensive solution designed to enhance the customer journey by matching individuals with financial products that align with their unique financial profiles. By integrating Experian's eligibility scoring, product data, and commercial management services, businesses can offer a seamless and personalized experience to their customers. Key Features and Functionality: - Eligibility Scoring: Utilizes advanced algorithms to assess a customer's financial profile against a lender's application criteria, ensuring that only suitable products are presented. - Product Data Feed: Provides continuously updated information on a wide range of financial products, enabling accurate and up-to-date comparisons. - Commercial Management Services: Facilitates monetization of platforms from the outset by managing commercial agreements with lenders, eliminating the need for individual negotiations. - Flexible Integration Options: Available as a simple API connecting to the Experian Hub or as a white-labeled platform hosted by Experian, allowing for easy and secure deployment. Primary Value and Solutions Provided: Experian Price Comparison Services addresses the need for efficient and accurate matching of consumers to financial products, enhancing user satisfaction and trust. By confirming a customer's suitability for credit at the beginning of their journey, it saves time and reduces the likelihood of declined applications. This approach not only improves acceptance rates and maximizes commission earnings for businesses but also fosters customer loyalty by helping individuals manage their finances more effectively. The secure and rapid deployment options ensure that businesses can focus on acquiring and converting high-quality customers, ultimately boosting revenue and profitability.

Lender Price

Real-Time Competitive Analytics & Pricing Engine (PPE)

LoanPricingPro

LoanPricingPRO is an advanced tool designed to assist financial institutions in strategically pricing commercial loans by leveraging real-time metrics. Developed by FORVIS, this platform enables lenders to manage and expand their loan portfolios by considering the value of existing customer relationships and optimizing proposed loan terms through real-time profitability analysis. By moving beyond intuition-based pricing strategies, LoanPricingPRO provides a data-driven approach that enhances decision-making and profitability in today's competitive lending environment. Key Features and Functionality: - Benchmark Calculator: Offers profitability-enhancing recommendations to guide strategic loan pricing decisions. - Relationship-Based Pricing: Evaluates the total value of customer relationships, including existing loans, deposits, and related accounts, to inform pricing strategies. - Custom Risk-Adjusted Pricing: Allows for tailored pricing models that account for varying levels of credit risk and interest rate risk. - Product-Specific Expense Allocations: Enables precise allocation of expenses to specific loan products, ensuring accurate profitability assessments. - Configurable ROE Targets: Provides the flexibility to set minimum and desired Return on Equity targets, aligning loan pricing with institutional profitability goals. LoanPricingPRO's multidimensional reporting capabilities allow financial institutions to delve into meaningful data layers and track performance through an intuitive dashboard. This facilitates objective analysis and informed decision-making. Primary Value and Problem Solved: LoanPricingPRO addresses the challenge many financial institutions face when relying on intuition for loan pricing, which can lead to unclear profitability outcomes. By providing a quantitative and strategic approach to loan pricing, the platform eliminates guesswork, enabling lenders to make informed decisions that enhance profitability. This is particularly crucial in today's competitive lending environment, where precise and data-driven pricing strategies are essential for success.

LoansNeo

LoansNeo is a hi-tech loan management software. It allows NBFCs to manage various aspects of loan servicing operations, ranging from lead capture to customer acquisition. The loan software automates multiple loan lifecycle processes such as loan application and approval, EMI scheduling, amortization, tracking of payments, penalties, or charges for delayed payments, with efficiency and transparency. LoansNeo customizes workflows, provides pre-built support for receivables, risk-scoring, audit trails, ready-to-use reporting, and MIS, along with intelligent insights for underwriting and decision making.

Mortech

Mortech's product & pricing engine offers BestEx pricing across supported investors that includes lock workflows, change in circumstance historical pricing, and live MI quoting.

Optimo

Polly.io

Polly is transforming the mortgage industry with its modern, data-driven capital markets ecosystem that includes the advanced, cloud-native Product & Pricing Engine (PPE). Our mission is to help capital markets and secondary teams operate smarter, more efficiently, and more profitably with best-in-class, end-to-end technology that is configured for each of our customers’ unique workflows and business needs. Polly is based in San Francisco, California.