---
title: CAPX365 Reviews
meta_title: 'CAPX365 Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how CAPX365 works for a business like yours.
date_modified: '2026-06-04'
parent_category:
  name: Loan
  url: https://www.g2.com/categories/loan
---


# CAPX365 Reviews
**Vendor:** Capital Express 365  
**Category:** [Loan Origination Software](https://www.g2.com/categories/loan-origination)
## About CAPX365
CAPX365 is a platform designed to allow brokers, realtors, residential bankers and professionals to originate live quotes on commercial mortgages, residential investment properties and business loans.






- [View CAPX365 pricing details and edition comparison](https://www.g2.com/products/capx365/reviews?open_modal_url=%2Fproducts%2Fcapx365%2Fwishlists%3Fhost_path%3D%252Fproducts%252Fcapx365%252Freviews%26source%3Dsticky_header_pin&section=pricing&secure%5Bexpires_at%5D=2026-08-09+18%3A13%3A50+-0500&secure%5Bsession_id%5D=812d185d-bafc-4346-9bb9-d9bb57ef4bee&secure%5Btoken%5D=65c2a839e9777930da30b50b0a26c1ec9ddcde741d5c587618fc4757b1d64a99&format=llm_user)

## CAPX365 Features
**Agentic AI - Loan Origination**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance
- Decision Making
- Accounting Integration
- Third-Party Integrations

**Additional Functionality**
- API
- Pipeline Management
- Workflow Management
- Online Applications
- Audit Trail
- Payment Collection
- Activity Dashboard
- Self Service Portal
- Status Tracking
- Scheduling
- Customer Database
- Document Storage
- Activity Tracking
- Data Import/Export
- Loan Processing
- Cash Flow Management
- Risk Management
- Dashboard
- For Commercial Business
- AI Copilot
- Financial Analysis
- Generative AI
- Configurable Workflow
- Financial Management
- Loan Origination
- Customizable Reports
- Loan Portfolio Management
- Secure Data Storage
- ACH Payment Processing
- Compliance Management
- Client Portal
- Document Management
- Borrower Management
- Credit Check
- Risk Assessment
- Reporting & Statistics
- Lead Management
- Real-Time Reporting
- CRM
- Contact Management
- Automated Decisioning/Underwriting
- Customizable Branding
- Task Management
- Loan Management
- Rules-Based Workflow
- Template Management
- Reminders
- Client Management
- Electronic Signature
- Alerts/Notifications
- Digital Signature
- Task Scheduling
- Transaction History
- Accounting
- Document Templates
- Customizable Templates
- Approval Process Control
- Multi-Company
- Electronic Payments
- Pricing Management
- Customer Management
- Communication Management

## Top CAPX365 Alternatives
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