# Best Loan Servicing Software ## How Many Loan Servicing Software Products Does G2 Track? **Total Products under this Category:** 173 ### Category Stats (Jul 2026) - **Average Rating:** 4.41/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product:** HES LoanBox (+0.21%) - Among all products in this category, HES LoanBox recorded the largest rating increase compared to last month _Last updated: July 31, 2026_ ## How Does G2 Rank Loan Servicing Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 900+ Authentic Reviews - 173+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## G2 Grid® for Loan Servicing Software ![G2 Grid® for Loan Servicing Software plotting products by satisfaction and market presence](https://www.g2.com/categories/loan-servicing/grids.png?focus%5B%5D=9764&focus%5B%5D=71981&focus%5B%5D=170888&focus%5B%5D=1394967&focus%5B%5D=51223&focus%5B%5D=100491&focus%5B%5D=1292776&focus%5B%5D=9829) Highlighted products: The Mortgage Office Loan Servicing, Abrigo Loan Origination, HES LoanBox, Lendr, LoanPro, Upstart, Mortgage Automator, and TurnKey Lender. Underlying data: [Grid® JSON](https://www.g2.com/categories/loan-servicing/grids.json?focus%5B%5D=the-mortgage-office-loan-servicing&focus%5B%5D=abrigo-loan-origination&focus%5B%5D=hes-loanbox&focus%5B%5D=lendr&focus%5B%5D=loanpro&focus%5B%5D=upstart&focus%5B%5D=mortgage-automator-mortgage-automator&focus%5B%5D=turnkey-lender) ### [The Mortgage Office Loan Servicing](https://www.g2.com/products/the-mortgage-office-loan-servicing/reviews) The Mortgage Office is a comprehensive loan management platform designed to assist lenders in managing their lending operations efficiently. With over 45 years of industry experience, this solution caters to a diverse range of users, including private lenders, municipalities, educational institutions, and non-profits. The platform supports various lending types, such as conventional loans, construction financing, and specialized lending programs, making it a versatile tool for organizations with diverse portfolios. The Mortgage Office offers end-to-end loan management capabilities that streamline the entire lending process. From loan origination to servicing and fund management, the platform facilitates seamless connections between borrowers, lenders, and investors. Key features include automated workflows for loan origination, efficient payment handling and escrow administration for loan servicing, and robust tools for fund tracking and investor reporting. These features are designed to enhance operational efficiency and ensure compliance with regulatory requirements across all states. Lenders choose The Mortgage Office for its proven expertise and commitment to compliance. With a legacy of supporting 1,100+ lenders managing more than $190 billion in loans globally, the platform has established itself as a trusted solution in the industry. The Mortgage Office automates various regulatory requirements, including RESPA and HMDA, ensuring that users can focus on their lending operations without the burden of manual compliance checks. Additionally, the user-centric design of the platform, featuring intuitive borrower and investor portals, enhances communication and accessibility. The platform's cloud-based infrastructure provides unmatched reliability and scalability, allowing it to grow alongside the needs of its users. Customizable dashboards deliver actionable insights into portfolio performance and trend analysis, while the Pro Pilot AI Assistant simplifies workflows with automated processes and contextual help. Seamless integrations with industry-leading tools further enhance the platform's capabilities, enabling users to streamline document preparation, default management, and payment processing. The Mortgage Office also prioritizes security, adhering to SOC 2 compliance and employing rigorous data protection protocols. By transforming the lending experience, The Mortgage Office empowers lenders to focus on building meaningful relationships with borrowers and improving operational efficiency. The platform's innovative features and commitment to user support position it as a valuable asset for organizations looking to optimize their lending operations and unlock new revenue opportunities. **Average Rating:** 4.9/5.0 **Total Reviews:** 92 #### How Do G2 Users Rate The Mortgage Office Loan Servicing? - **Ease of Use:** 9.1/10 (Category avg: 8.8/10) - **Quality of Support:** 9.6/10 (Category avg: 8.8/10) #### Who Is the Company Behind The Mortgage Office Loan Servicing? - **Seller:** [The Mortgage Office](https://www.g2.com/sellers/the-mortgage-office) - **Company Website:** www.themortgageoffice.com - **Year Founded:** 1978 - **HQ Location:** Huntington Beach, CA - **Twitter:** @TMOsoftware 2,982 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=211d47d4af8df45b546cd76df8f05667b7b80e3ec314a9fa1a96f307613fd187&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fthe-mortgage-office%2F&secure%5Burl_type%5D=linkedin_company_website) 110 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Financial Services, Real Estate - **Company Size:** 82% Small, 9% Medium #### What Do G2 Reviewers Say About The Mortgage Office Loan Servicing? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **ease of use** of The Mortgage Office, appreciating its user-friendly design and efficient support. - Users appreciate the **exceptional customer support** of The Mortgage Office, noting responsiveness and helpfulness whenever needed. - Users appreciate the **user-friendly design** of The Mortgage Office, making navigation and support exceptional. - Users value the **all-in-one loan management** system of The Mortgage Office for its organization and efficiency. - Users highly value the **quick response** from TMO's support team, ensuring timely assistance for any issues. ##### Cons - Users encounter **loan issues** that complicate manual processes and limit functionality for construction draws and payment options. - Users struggle with **poor performance** , facing glitches and missing features that hinder efficiency and usability. - Users find the **high interest rates** challenging to manage, complicating their overall experience with loan servicing. #### What Are Recent G2 Reviews of The Mortgage Office Loan Servicing? **["Robust Mortgage Servicing Made Easy, From Loan Admin to Pool Tracking"](https://www.g2.com/survey_responses/the-mortgage-office-loan-servicing-review-12974106)** **Rating:** 5.0/5.0 stars _— Joanne Q._ [Read full review](https://www.g2.com/survey_responses/the-mortgage-office-loan-servicing-review-12974106) **["Rock-Solid Loan Servicing with Clear Portfolio Insights"](https://www.g2.com/survey_responses/the-mortgage-office-loan-servicing-review-13121718)** **Rating:** 5.0/5.0 stars _— Harry M._ [Read full review](https://www.g2.com/survey_responses/the-mortgage-office-loan-servicing-review-13121718) ### [Abrigo Loan Origination](https://www.g2.com/products/abrigo-loan-origination/reviews) Abrigo Loan Origination software is a comprehensive solution designed to assist community banks and credit unions in reducing loan origination costs and enhancing lending efficiencies. This software addresses the challenges faced by smaller financial institutions in competing with the rapid digital lending experiences offered by larger banks. By equipping these institutions with the tools to swiftly assess and respond to creditworthy borrowers, Abrigo enables them to deliver superior customer service while simultaneously increasing their value within the community. Built specifically for banks and credit unions, Abrigo Loan Origination software caters to financial institutions aiming to expand their loan portfolios. Borrowers today expect quick turnaround times on their loan applications, and loan officers require solutions that can withstand rigorous loan-review processes. Abrigo’s software not only facilitates faster loan processing but also empowers financial institutions to enhance their revenue streams and operational efficiency. This dual focus on speed and reliability positions Abrigo as a vital resource for institutions looking to thrive in a competitive lending landscape. One of the standout features of Abrigo Loan Origination software is its ability to support multiple loan types within a single system. This versatility allows financial institutions to streamline their operations and improve the overall borrower experience. By integrating various loan products, Abrigo enhances internal processes and aligns them with the strategic goals of the institution. The software fosters collaboration among teams, ultimately leading to a more cohesive approach to loan origination and management. The advantages of using Abrigo extend beyond mere efficiency. The software automates critical processes that are essential for financial institutions, effectively replacing data silos that can hinder performance. By consolidating data and improving reporting capabilities, Abrigo paves the way for actionable insights and scalability. This not only helps institutions manage their current operations more effectively but also positions them for future growth and digital revenue expansion. In summary, Abrigo Loan Origination software is a powerful tool for community banks and credit unions seeking to enhance their lending capabilities. By focusing on automation, data integration, and borrower experience, Abrigo empowers financial institutions to navigate the complexities of the lending landscape while maintaining a competitive edge. **Average Rating:** 4.6/5.0 **Total Reviews:** 81 #### How Do G2 Users Rate Abrigo Loan Origination? - **Ease of Use:** 8.6/10 (Category avg: 8.8/10) - **Quality of Support:** 9.3/10 (Category avg: 8.8/10) #### Who Is the Company Behind Abrigo Loan Origination? - **Seller:** [Abrigo](https://www.g2.com/sellers/abrigo) - **Company Website:** www.abrigo.com - **Year Founded:** 2000 - **HQ Location:** Austin, TX - **Twitter:** @weareabrigo 2,607 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=340532cc8086853abe4122dd477f494490bc1b7dc26d96d146f43cbff4fdef20&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fweareabrigo%2F&secure%5Burl_type%5D=linkedin_company_website) 984 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Banking, Financial Services - **Company Size:** 63% Medium, 35% Small #### What Do G2 Reviewers Say About Abrigo Loan Origination? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **streamlined loan workflow** in Abrigo Loan Origination, enhancing efficiency and organization across processes. - Users commend Abrigo Loan Origination for its **excellent customer support** , noting quick responses and effective communication. - Users value the **ease of use** of Abrigo Loan Origination, making financial analysis and setup seamless and efficient. - Users highlight the **extensive customization options** of Abrigo, enhancing user experience and institutional fit. - Users appreciate the **user-friendly interface** of Abrigo Loan Origination, enhancing workflow and collaboration across modules. ##### Cons - Users find the **loan decisioning module inadequate** , making it less effective for simple loan requests and printing issues. - Users report **poor performance** with Abrigo, notably sluggishness and cumbersome processes affecting efficiency and customization. - Users express concerns about **high costs** , wishing for better pricing despite the competitive market and extensive support provided. #### What Are Recent G2 Reviews of Abrigo Loan Origination? **["Clean UI, Intuitive Document Storage, and Efficient Integrations with Abrigo"](https://www.g2.com/survey_responses/abrigo-loan-origination-review-13188453)** **Rating:** 4.5/5.0 stars _— Carlyle C._ [Read full review](https://www.g2.com/survey_responses/abrigo-loan-origination-review-13188453) **["A Unified Platform That Simplifies Origination, Risk, and Workflow Management"](https://www.g2.com/survey_responses/abrigo-loan-origination-review-12943827)** **Rating:** 4.0/5.0 stars _— Verified User in Commercial Real Estate_ [Read full review](https://www.g2.com/survey_responses/abrigo-loan-origination-review-12943827) #### What Are G2 Users Discussing About Abrigo Loan Origination? - [What is CreditQuest?](https://www.g2.com/discussions/what-is-creditquest) - [What is Sageworks analyst?](https://www.g2.com/discussions/what-is-sageworks-analyst) - [How much does sageworks cost?](https://www.g2.com/discussions/how-much-does-sageworks-cost) - 2 comments ### [HES LoanBox](https://www.g2.com/products/hes-loanbox/reviews) HES LoanBox is an all-in-one loan origination and management platform designed for banks, alternative lenders, and fintech companies looking to streamline their lending operations. Built with flexibility and scalability in mind, HES LoanBox offers end-to-end solutions for automating loan processes, enhancing decision-making, and delivering exceptional borrower experiences. **Average Rating:** 4.8/5.0 **Total Reviews:** 52 #### How Do G2 Users Rate HES LoanBox? - **Ease of Use:** 9.3/10 (Category avg: 8.8/10) - **Quality of Support:** 9.1/10 (Category avg: 8.8/10) #### Who Is the Company Behind HES LoanBox? - **Seller:** [HES FinTech](https://www.g2.com/sellers/hes-fintech) - **Year Founded:** 2012 - **HQ Location:** Vilnius, LT - **Twitter:** @hesfintech 297 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4a83fa7e48e8a83622d394b166129ec0cdeda9a133b1b2d6a5d0ac9282f59163&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3053637&secure%5Burl_type%5D=linkedin_company_website) 48 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Financial Services, Marketing and Advertising - **Company Size:** 63% Medium, 33% Small #### What Do G2 Reviewers Say About HES LoanBox? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **direct and reliable conversion tracking** in HES LoanBox, enhancing campaign optimization and lead generation. - Users value the **workflow automation** of HES LoanBox, enhancing efficiency and compliance in managing recovery activities. - Users appreciate the **customization capabilities** of HES LoanBox, allowing tailored solutions that enhance service efficiency and effectiveness. - Users appreciate the **built-in compliance monitoring** of HES LoanBox, simplifying regulatory processes and enhancing reporting reliability. - Users value the **ease of use** of HES LoanBox, appreciating its straightforward interface and organized workflows. ##### Cons - Users experience **poor performance** due to complex setup requirements and overwhelming configuration options lacking effective onboarding support. - Users find the **high cost** of custom developments and integrations to be a significant concern with HES LoanBox. - Users face challenges with **loan issues** , struggling with setup complexity and needing expert help for advanced reporting. #### What Are Recent G2 Reviews of HES LoanBox? **["HES LoanBox Helped Us Deliver Faster, More Efficient Lending Services"](https://www.g2.com/survey_responses/hes-loanbox-review-13047948)** **Rating:** 5.0/5.0 stars _— Richard T._ [Read full review](https://www.g2.com/survey_responses/hes-loanbox-review-13047948) **["HES LoanBox Strengthened Our Digital Lending Operations"](https://www.g2.com/survey_responses/hes-loanbox-review-13047982)** **Rating:** 5.0/5.0 stars _— Gerald C._ [Read full review](https://www.g2.com/survey_responses/hes-loanbox-review-13047982) #### What Are G2 Users Discussing About HES LoanBox? - [What is HES LoanBox used for?](https://www.g2.com/discussions/what-is-hes-loanbox-used-for) ### [Lendr](https://www.g2.com/products/lendr/reviews) ​Lendr is an all-in-one loan origination and servicing platform tailored for hard money and private money lenders. Designed to streamline and scale lending operations, Lendr offers a suite of robust features that address the unique challenges of managing multiple loans.​ If you're still using Excel to manage your entire loan portfolio, it's time to upgrade to a more modern solution. Key Features: Comprehensive Loan Origination: Automate loan intake and underwriting processes, reducing manual tasks and expediting approvals.​ Advanced Loan Servicing: Efficiently manage existing loans with tools that simplify payment collection and tracking.​ Capital Management: Easily oversee and track investor portfolios, ensuring transparency and effective communication.​ Payment Collection: Facilitate seamless payment processes between borrowers and lenders, enhancing the overall lending experience.​ Tax Automations: Generate 1099 and 1098 tax forms with a single click, simplifying compliance and reducing administrative burdens.​ Draw Management: Streamline the handling of construction or renovation loan disbursements, ensuring timely and accurate fund releases.​ Dynamic Document Generation: Create customized loan documents, payoff letters, and more, tailored to specific loan requirements.​ joinlendr.com Borrower & Investor Portals: Provide clients with secure, user-friendly portals for real-time access to loan information and updates.​ E-Signature Integration: Simplify document execution with integrated e-signature capabilities, reducing delays and enhancing efficiency.​ ACH Payment Processing: Enable electronic payments, ensuring timely transactions and improved cash flow management.​ Credit Report Integration: Access credit reports directly within the platform, aiding in informed decision-making during the underwriting process.​ Public Record & Valuation Metrics: Leverage integrated public records and valuation data to assess property values and borrower credibility.​ Multi-User Support & Permissions: Collaborate effectively with team members by assigning roles and permissions, ensuring secure and organized operations.​ Broker Portal: Allow brokers to submit and track loan applications, expanding your lending network.​ API Access: Integrate Lendr with other systems to create a seamless workflow tailored to your business needs.​ Lendr's platform is designed to replace disjointed tools like spreadsheets and cloud drives, offering a cohesive solution that enhances efficiency and scalability. By consolidating loan origination, servicing, capital management, and compliance into a single platform, Lendr empowers lenders to focus on growth and client satisfaction. **Average Rating:** 5.0/5.0 **Total Reviews:** 34 #### How Do G2 Users Rate Lendr? - **Ease of Use:** 9.5/10 (Category avg: 8.8/10) - **Quality of Support:** 10.0/10 (Category avg: 8.8/10) #### Who Is the Company Behind Lendr? - **Seller:** [Lendr](https://www.g2.com/sellers/lendr) - **HQ Location:** N/A - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Owner - **Top Industries:** Financial Services, Real Estate - **Company Size:** 97% Small #### What Do G2 Reviewers Say About Lendr? _AI-generated summary from verified user reviews_ ##### Pros - Users highlight the **exceptional customer support** at Lendr, appreciating the fast and seamless assistance provided. - Users value the **ease of use** of Lendr, finding it simple to navigate and implement for their needs. - Users appreciate the **user-friendly interface** of Lendr, noting its simplicity and efficient navigation in the lending process. - Users commend Lendr for its **quick response** , experiencing fast, knowledgeable support that enhances their lending process. - Users appreciate the **time efficiency** of Lendr, benefiting from streamlined processes and responsive support for daily operations. ##### Cons - Users find the **high cost** of Lendr to be a concern, but it remains competitive with other options. - Users experience **poor performance** during initial setup, finding it challenging to switch from other platforms despite assistance. #### What Are Recent G2 Reviews of Lendr? **["Lendr Streamlines Lending with Flawless Performance, Powerful Features, and Unmatched Support"](https://www.g2.com/survey_responses/lendr-review-12910166)** **Rating:** 5.0/5.0 stars _— John H._ [Read full review](https://www.g2.com/survey_responses/lendr-review-12910166) **["Professional, Organized, and Built to Scale"](https://www.g2.com/survey_responses/lendr-review-13056160)** **Rating:** 5.0/5.0 stars _— Kerry W._ [Read full review](https://www.g2.com/survey_responses/lendr-review-13056160) ### [LoanPro](https://www.g2.com/products/loanpro/reviews) LoanPro is a modern credit and lending platform used by more than 600 financial organizations to build, launch, and manage a wide variety of lending programs. The platform is built on cloud-native infrastructure with an API-first, composable architecture. It offers full lifecycle functionality—covering origination, servicing, collections, payments, and reporting—through one configurable loan management system (LMS). Credit providers partner with LoanPro to overcome limitations of legacy systems, enabling faster product innovation, improved compliance, and scalable operations. Common use cases include consumer installment loans, credit cards, lines of credit, and niche custom programs such as healthcare financing, construction lending, solar financing, and merchant cash advances. Key features and value propositions: - Operational efficiency via the Automation Engine that enables workflow automation, reducing manual effort. Some clients report reallocating 15% of servicing staff thanks to borrower self-service. - Compliance and risk mitigation through dynamic compliance guardrails that adapt to evolving regulations and support easy auditability and real-time reporting. Clients report an average 37% decrease in credit losses one year after switching to LoanPro. - Product innovation facilitated by a configurable platform, including support for new transaction-level credit configurations in a CARD Act‑compliant manner. - Reliability at scale with support for over 24 million accounts, validated performance under high volume, and fast problem resolution. - Integration flexibility, with support for over 100 data providers for credit, fraud, and KYC, along with native support for card issuers such as Visa DPS, Lithic, and Galileo. LoanPro is trusted by leading organizations, from commercial to small business and consumer, including customers such as SoFi, Chime, Intuit, WaFd Bank, and Dave.com. The platform aims to modernize lending infrastructure, ensure regulatory alignment, and deliver customizable credit experiences—while supporting high-volume operations consistently and reliably. **Average Rating:** 4.4/5.0 **Total Reviews:** 55 #### How Do G2 Users Rate LoanPro? - **Ease of Use:** 8.3/10 (Category avg: 8.8/10) - **Quality of Support:** 7.9/10 (Category avg: 8.8/10) #### Who Is the Company Behind LoanPro? - **Seller:** [LoanPro](https://www.g2.com/sellers/loanpro) - **Company Website:** loanpro.io - **Year Founded:** 2014 - **HQ Location:** Farmington - **Twitter:** @loanpro365 13 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=140ae9549e4b357820148ee5ba7ddd8bb2a608ad6f5c1086461ce8533849ca12&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Floanpro-software&secure%5Burl_type%5D=linkedin_company_website) 249 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Financial Services, Banking - **Company Size:** 51% Small, 39% Medium #### What Do G2 Reviewers Say About LoanPro? _AI-generated summary from verified user reviews_ ##### Pros - Users value LoanPro's **API-first model and seamless data access** , enhancing decision-making and customer service efficiency. - Users appreciate the **adaptability and modularity** of LoanPro, enabling tailored solutions for their growth and efficiency. - Users value the **easy API integrations** of LoanPro, enhancing flexibility and customization for their applications. - Users value the **ease of use** of LoanPro, appreciating its customizable features and responsive support for seamless integration. - Users value the **excellent customer support** from LoanPro, praising their responsiveness and collaboration throughout the integration process. ##### Cons - Users report **poor performance** of LoanPro, citing a slow interface and issues with functionality after updates. - Users face **loan issues** due to poor functionality, lack of support, and problematic email notifications. #### What Are Recent G2 Reviews of LoanPro? **["Essential Loan Management with Stellar API Integrations"](https://www.g2.com/survey_responses/loanpro-review-12412979)** **Rating:** 5.0/5.0 stars _— Mike D._ [Read full review](https://www.g2.com/survey_responses/loanpro-review-12412979) **["Empowers Strategic Growth with Solid Partnership"](https://www.g2.com/survey_responses/loanpro-review-12411345)** **Rating:** 4.5/5.0 stars _— Robert D._ [Read full review](https://www.g2.com/survey_responses/loanpro-review-12411345) #### What Are G2 Users Discussing About LoanPro? - [How do you use Loanpro?](https://www.g2.com/discussions/how-do-you-use-loanpro) - [What is online loan management system?](https://www.g2.com/discussions/what-is-online-loan-management-system) - 1 comment - [Is LoanPro legit?](https://www.g2.com/discussions/is-loanpro-legit) - [What does LoanPro do?](https://www.g2.com/discussions/what-does-loanpro-do) - 1 comment ### [Upstart](https://www.g2.com/products/upstart/reviews) Upstart is a platform that leverage artificial intelligence and machine learning to price credit and automate the borrowing process. **Average Rating:** 4.0/5.0 **Total Reviews:** 16 #### How Do G2 Users Rate Upstart? - **Ease of Use:** 8.4/10 (Category avg: 8.8/10) - **Quality of Support:** 8.6/10 (Category avg: 8.8/10) #### Who Is the Company Behind Upstart? - **Seller:** [Upstart](https://www.g2.com/sellers/upstart) - **Year Founded:** 2012 - **HQ Location:** San Mateo, CA - **Twitter:** @Upstart 19,296 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=91112c086ebb88e253100d36a6e5d1ae7325fa53eec7c55ef2cb2505ec967ca2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fupstart-network%2F&secure%5Burl_type%5D=linkedin_company_website) 1,890 employees on LinkedIn® - **Ownership:** NASDAQ: UPST #### Who Uses This Product? - **Company Size:** 94% Small, 6% Medium #### What Are Recent G2 Reviews of Upstart? **["Unbound Upstart"](https://www.g2.com/survey_responses/upstart-review-8255011)** **Rating:** 4.5/5.0 stars _— Nilay P._ [Read full review](https://www.g2.com/survey_responses/upstart-review-8255011) **["Wonderful experience- easy to use"](https://www.g2.com/survey_responses/upstart-review-8236144)** **Rating:** 4.5/5.0 stars _— Anna K._ [Read full review](https://www.g2.com/survey_responses/upstart-review-8236144) ### [Mortgage Automator](https://www.g2.com/products/mortgage-automator-mortgage-automator/reviews) Mortgage Automator is a purpose-built loan origination and servicing platform for private and hard money lenders in the US and Canada. It manages the entire loan lifecycle, from application and underwriting through document generation, servicing, renewals, reporting, and fund management, in one centralized system. The target audience for Mortgage Automator includes private lenders and hard money lenders looking to streamline their lending processes. The platform addresses a variety of use cases, such as simplifying the management of residential, commercial, and construction loans. By automating key tasks, Mortgage Automator enables lenders to focus on their core business activities rather than getting bogged down by manual processes. This is particularly beneficial for organizations managing both small and high volumes of loans, as it helps to minimize errors and enhance operational efficiency. Core capabilities include: - Automated payment tracking, interest calculations, servicing workflows, and fund disbursements. - Instant generation of commitment letters, loan agreements, discharges, and other key documents. - Branded portals giving borrowers, brokers, and investors secure, real-time access to statements and updates. - Built-in CRM for deal tracking and pipeline management. - Customizable workflows that adapt to residential, commercial, and construction loan types. - Integrations with Zapier, credit bureaus, and QuickBooks. As a cloud-based solution, Mortgage Automator is designed to scale with your business, ensuring secure remote access for users. One of the standout aspects of Mortgage Automator is its commitment to customer support, including personalized onboarding, a responsive support team, and a product roadmap informed by client feedback. This focus on user experience helps to ensure that lenders can effectively leverage the platform's capabilities to drive growth and efficiency. Whether managing a lean operation or processing a high volume of loans, Mortgage Automator minimizes manual work, reduces errors, and allows teams to reclaim valuable time to focus on strategic growth initiatives. This platform not only simplifies the lending process but also empowers lenders to operate more effectively in a competitive market. **Average Rating:** 4.9/5.0 **Total Reviews:** 73 #### How Do G2 Users Rate Mortgage Automator? - **Ease of Use:** 9.4/10 (Category avg: 8.8/10) - **Quality of Support:** 9.7/10 (Category avg: 8.8/10) #### Who Is the Company Behind Mortgage Automator? - **Seller:** [Mortgage Automator](https://www.g2.com/sellers/mortgage-automator) - **Company Website:** www.mortgageautomator.com - **Year Founded:** 2017 - **HQ Location:** Toronto, Canada - **Twitter:** @AutomatorGroup 82 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=df45b8e0db030ff9eb7ab956709744e34b5a09a3e7ab952d213b74d3abaffa18&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmortgageautomator%2F&secure%5Burl_type%5D=linkedin_company_website) 70 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Financial Services, Real Estate - **Company Size:** 96% Small, 4% Medium #### What Do G2 Reviewers Say About Mortgage Automator? _AI-generated summary from verified user reviews_ ##### Pros - Users find the **ease of use** in Mortgage Automator essential for streamlining workflows and enhancing efficiency. - Users appreciate the **outstanding customer support** of Mortgage Automator, enhancing efficiency and ease of use. - Users find Mortgage Automator to be **exceptionally user-friendly** , simplifying the mortgage process and enhancing overall organization. - Users value the **quick response** from Mortgage Automator's customer support, enhancing efficiency and satisfaction in service delivery. - Users value the **continuous automatic updates** of Mortgage Automator, enhancing efficiency and improving user experience seamlessly. ##### Cons - Users experience **poor performance** with Mortgage Automator, finding some modules clunky and not functioning as expected. #### What Are Recent G2 Reviews of Mortgage Automator? **["Highly Customizable, Intuitive UI, and Incredibly Accessible Support"](https://www.g2.com/survey_responses/mortgage-automator-review-12948606)** **Rating:** 4.0/5.0 stars _— Verified User in Financial Services_ [Read full review](https://www.g2.com/survey_responses/mortgage-automator-review-12948606) **["Great features and great team"](https://www.g2.com/survey_responses/mortgage-automator-review-12983276)** **Rating:** 4.0/5.0 stars _— Verified User in Financial Services_ [Read full review](https://www.g2.com/survey_responses/mortgage-automator-review-12983276) ### [TurnKey Lender](https://www.g2.com/products/turnkey-lender/reviews) TurnKey Lender is a global provider of AI-powered lending automation and decision management software for banks, credit unions, non-bank lenders, embedded finance providers, and commercial finance organizations. The platform automates the full lending lifecycle, from digital loan origination and underwriting to servicing, collections, reporting, and portfolio management. Built for both consumer and commercial lending, TurnKey Lender combines configurable workflows, proprietary AI credit decisioning, real-time analytics, and a broad integration framework to help lenders reduce manual work, improve risk management, and scale lending operations efficiently. Founded in 2014 and headquartered in Austin, Texas, TurnKey Lender serves 200+ clients across 50+ countries, supporting lending programs that reach more than 80 million end users worldwide. **Average Rating:** 4.7/5.0 **Total Reviews:** 19 #### How Do G2 Users Rate TurnKey Lender? - **Ease of Use:** 9.1/10 (Category avg: 8.8/10) - **Quality of Support:** 9.3/10 (Category avg: 8.8/10) #### Who Is the Company Behind TurnKey Lender? - **Seller:** [Turnkey Lender](https://www.g2.com/sellers/turnkey-lender) - **Company Website:** www.turnkey-lender.com - **Year Founded:** 2014 - **HQ Location:** Austin, TX - **Twitter:** @TurnkeyLender 1,360 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1aea6892616c5515cdfc8729aa1839b3998af55b83d1166f7d8f87290ce84383&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F5121730%2F&secure%5Burl_type%5D=linkedin_company_website) 128 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Financial Services - **Company Size:** 79% Small, 11% Large #### What Do G2 Reviewers Say About TurnKey Lender? _AI-generated summary from verified user reviews_ ##### Pros - Users praise the **responsive customer support** of TurnKey Lender, enhancing the onboarding and maintenance experience significantly. - Users appreciate the **customization capabilities** of TurnKey Lender, allowing seamless modifications and automating the lending cycle efficiently. - Users value the **efficient process** of TurnKey Lender, which significantly automates and streamlines the lending cycle. - Users value the **quick response** of TurnKey Lender's support team, enhancing onboarding and ongoing maintenance experiences. - Users appreciate the **simple process** of TurnKey Lender, enabling easy automation and customization of the lending cycle. ##### Cons - Users experience **poor performance** in implementing advanced features and occasional slippage in customized support requests. #### What Are Recent G2 Reviews of TurnKey Lender? **["Easy to use end to end lending platform"](https://www.g2.com/survey_responses/turnkey-lender-review-10979664)** **Rating:** 5.0/5.0 stars _— Verified User in Financial Services_ [Read full review](https://www.g2.com/survey_responses/turnkey-lender-review-10979664) **["Great loans management system customized for different geographies and products, excellent support"](https://www.g2.com/survey_responses/turnkey-lender-review-4361988)** **Rating:** 4.5/5.0 stars _— Admin o._ [Read full review](https://www.g2.com/survey_responses/turnkey-lender-review-4361988) ### [FIS Commercial Lending Suite](https://www.g2.com/products/fis-commercial-lending-suite/reviews) With FIS Commercial Lending Suite, you can choose from a complete solution for the entire commercial loan process with built-in workflow and analytics or specific modules based on your individual needs to deliver an exceptional customer experience and reduced costs. **Average Rating:** 3.4/5.0 **Total Reviews:** 10 #### How Do G2 Users Rate FIS Commercial Lending Suite? - **Ease of Use:** 6.0/10 (Category avg: 8.8/10) - **Quality of Support:** 6.7/10 (Category avg: 8.8/10) #### Who Is the Company Behind FIS Commercial Lending Suite? - **Seller:** [FIS Global](https://www.g2.com/sellers/fis-global-57ee48f0-f061-468b-9f95-aec60bcbf83f) - **Year Founded:** 1968 - **HQ Location:** Jacksonville, FL - **Twitter:** @FISGlobal 26,502 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=dce14725ef9a3c15fbb9a93638ba7701d549f9c234ed879896dc241c82b7b254&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffis%2F&secure%5Burl_type%5D=linkedin_company_website) 44,355 employees on LinkedIn® - **Ownership:** FIS #### Who Uses This Product? - **Top Industries:** Financial Services - **Company Size:** 45% Medium, 36% Large #### What Are Recent G2 Reviews of FIS Commercial Lending Suite? **["Best Loan Originating Software!!"](https://www.g2.com/survey_responses/fis-commercial-lending-suite-review-1211631)** **Rating:** 5.0/5.0 stars _— Ryan A._ [Read full review](https://www.g2.com/survey_responses/fis-commercial-lending-suite-review-1211631) **["Connecting information well"](https://www.g2.com/survey_responses/fis-commercial-lending-suite-review-1363964)** **Rating:** 4.0/5.0 stars _— Verified User in Banking_ [Read full review](https://www.g2.com/survey_responses/fis-commercial-lending-suite-review-1363964) #### What Are G2 Users Discussing About FIS Commercial Lending Suite? - [What is FIS Commercial Lending Suite used for?](https://www.g2.com/discussions/what-is-fis-commercial-lending-suite-used-for) ### [CloudBankin](https://www.g2.com/products/cloudbankin/reviews) CloudBankin is a complete end-to-end digital lending stack and happily offers services to financial institutions such as Banks, NBFCs, and Fintechs. Our suite comprises Digital Onboarding, Digital Banking, Loan Origination, Loan Management, Rule Engine, and APIs. It supports both secured and unsecured loans for individuals and businesses. We offer various loan products, such as business loans, property loans, housing loans, gold loans, buy-now-pay-later, and personal loans. Additionally, we extend our support for savings, deposits, bill payments, transactions, mobile banking, and cards. CloudBankin allows business users to independently configure and implement the required changes. Our platform enables the quick and easy launch of financial operations, such as loans or deposits. It is an automated and flexible digital lending stack with seamless integrations and is designed to meet the diverse needs of lenders. It is an automated and flexible digital lending solution with seamless integrations, designed to meet the diverse needs of lenders. **Average Rating:** 5.0/5.0 **Total Reviews:** 123 #### How Do G2 Users Rate CloudBankin? - **Ease of Use:** 9.9/10 (Category avg: 8.8/10) - **Quality of Support:** 10.0/10 (Category avg: 8.8/10) #### Who Is the Company Behind CloudBankin? - **Seller:** [CloudBankin (Formerly known as Habile Technologies)](https://www.g2.com/sellers/cloudbankin-formerly-known-as-habile-technologies) - **Year Founded:** 2008 - **HQ Location:** Chennai, Tamil Nadu - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1fe89703aac7afa607d342d52252895c574a53da2b99a00af43bcade10505514&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcloudbankinlendingsoftware%2F&secure%5Burl_type%5D=linkedin_company_website) 77 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Financial Services, Banking - **Company Size:** 47% Medium, 44% Small #### What Are Recent G2 Reviews of CloudBankin? **["Valuable Software for Banking"](https://www.g2.com/survey_responses/cloudbankin-review-9249551)** **Rating:** 5.0/5.0 stars _— Jayaraman S._ [Read full review](https://www.g2.com/survey_responses/cloudbankin-review-9249551) **["CloudBankIN The Next decade"](https://www.g2.com/survey_responses/cloudbankin-review-9272862)** **Rating:** 5.0/5.0 stars _— Susmitha M._ [Read full review](https://www.g2.com/survey_responses/cloudbankin-review-9272862) #### What Are G2 Users Discussing About CloudBankin? - [What is CloudBankIN used for?](https://www.g2.com/discussions/what-is-cloudbankin-used-for) ### [BankPoint](https://www.g2.com/products/bankpoint/reviews) BankPoint is an intuitive cloud-based system designed to dramatically improve and simplify the way commercial banks and non-bank lenders operate. BankPoint seamlessly integrates with back-end systems, including core banking systems and document imaging systems, to provide a single point of entry for the entire staff. The system provides workflow and automation for the entire life of a loan, from loan origination and document collection to portfolio management, covenant tracking, loan review, approval workflow, and more. BankPoint is based in McKinney, TX, and has been operating in the banking and lending space since 2002. The company started as a consulting firm helping banks evaluate, select, and implement critical systems such as core banking systems, imaging systems, digital banking systems, commercial loan systems, and related FinTech. In 2006, BankPoint partnered with multiple banks to create a system that fills the gaps that were identified in existing banking and commercial lending systems. Since that time, BankPoint has been implemented in dozens of commercial banks and non-bank lenders to help automate and streamline their daily operations. BankPoint system is designed to be intuitive and user-friendly for all areas of commercial lending and banking, including Lenders, Credit Admins, Loan Ops, Relationship Managers, Portfolio Managers, Executives, Admins, Special Assets Managers, REO Managers, Treasury Management Users, and more. Contact us today to learn how BankPoint can help you Control the Chaos. **Average Rating:** 4.9/5.0 **Total Reviews:** 21 #### How Do G2 Users Rate BankPoint? - **Ease of Use:** 9.6/10 (Category avg: 8.8/10) - **Quality of Support:** 9.8/10 (Category avg: 8.8/10) #### Who Is the Company Behind BankPoint? - **Seller:** [VSI Solutions, Inc.](https://www.g2.com/sellers/vsi-solutions-inc) - **Company Website:** www.getbankpoint.com - **Year Founded:** 1999 - **HQ Location:** McKinney, Texas - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1862266d8b10f99a777977e0c075b87ccc7cc1f64db6840c0833bfa77d8e9cc7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F28993344&secure%5Burl_type%5D=linkedin_company_website) 12 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Banking - **Company Size:** 38% Medium, 33% Large #### What Do G2 Reviewers Say About BankPoint? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **simple navigation** of BankPoint, which makes it easy to access and organize information efficiently. - Users value the **time efficiency** of BankPoint, allowing quick access and management of project information. - Users value the **efficient integration** of BankPoint, enhancing their banking management experience significantly. - Users value the **responsive and helpful customer support** from BankPoint, enhancing their overall experience and process refinement. ##### Cons - Users experience **poor performance** in document retrieval within BankPoint, particularly affecting the efficiency of their workflow. - Users report occasional **loan history synchronization issues** , but these are usually resolved after system updates. #### What Are Recent G2 Reviews of BankPoint? **["Clean, Simple, and Easy to Use—Bankpoint Improved Our Loan Workflow"](https://www.g2.com/survey_responses/bankpoint-review-12678528)** **Rating:** 5.0/5.0 stars _— Verified User in Banking_ [Read full review](https://www.g2.com/survey_responses/bankpoint-review-12678528) **["BankPoint is an all-in-one banking platform for streamlined access of accounts from multiple cores"](https://www.g2.com/survey_responses/bankpoint-review-12672503)** **Rating:** 5.0/5.0 stars _— Joon K._ [Read full review](https://www.g2.com/survey_responses/bankpoint-review-12672503) #### What Are G2 Users Discussing About BankPoint? - [What is BankPoint used for?](https://www.g2.com/discussions/what-is-bankpoint-used-for) - 1 comment ### [inGain SaaS Loan Management System](https://www.g2.com/products/ingain-saas-loan-management-system/reviews) inGain (formerly known as FIS.solutions) is a no-code SaaS loan management system that empowers lenders, fintechs and businesses in non-finance industries to launch and scale lending and financial products without the hassle of IT management. The lending solution provides full loan life-cycle management and automation including loan applicant processing, loan origination and servicing, debt collection and collateral management. It serves secured and unsecured, consumer and business, online and offline, cash and wire transfer products e.g. instalment and credit line products, leasing, mortgages, micro-loans, BNPL, factoring, crowdfunding, subscription products, rent-to-own and other unique business models. No-code system features empower the business users to manage the system without IT involvement. inGain is unique as it provides customer driven new feature development and system customizations, to match your specific requirements. **Average Rating:** 5.0/5.0 **Total Reviews:** 13 #### How Do G2 Users Rate inGain SaaS Loan Management System? - **Ease of Use:** 10.0/10 (Category avg: 8.8/10) - **Quality of Support:** 10.0/10 (Category avg: 8.8/10) #### Who Is the Company Behind inGain SaaS Loan Management System? - **Seller:** [inGain Technologies](https://www.g2.com/sellers/ingain-technologies) - **Year Founded:** 2011 - **HQ Location:** Riga, LV - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=77b6bc6aeeafbaa678f65721bcf3b077e5ef2341699719053aa488bc316486f8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffis-solutions%2F&secure%5Burl_type%5D=linkedin_company_website) 30 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Financial Services - **Company Size:** 77% Medium, 23% Small #### What Do G2 Reviewers Say About inGain SaaS Loan Management System? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **flexibility and customization** of inGain, enabling rapid product launches and growth across platforms. - Users value the **time efficiency** of inGain, enabling quick edits and faster product launches with minimal effort. - Users appreciate the **extensive customization options** in inGain, enabling tailored solutions for dynamic business requirements. - Users appreciate the **easy access** provided by inGain, simplifying customer acquisition and management through multiple platforms. - Users value the **flexible options** of inGain, enabling easy adaptations to meet evolving business requirements efficiently. ##### Cons - Users feel the **high cost** is a drawback, suggesting lower prices for startups would be beneficial. #### What Are Recent G2 Reviews of inGain SaaS Loan Management System? **["Total communications package"](https://www.g2.com/survey_responses/ingain-saas-loan-management-system-review-8549904)** **Rating:** 5.0/5.0 stars _— Dominyka K._ [Read full review](https://www.g2.com/survey_responses/ingain-saas-loan-management-system-review-8549904) **["Physical and digital business"](https://www.g2.com/survey_responses/ingain-saas-loan-management-system-review-7318791)** **Rating:** 5.0/5.0 stars _— abdullah q._ [Read full review](https://www.g2.com/survey_responses/ingain-saas-loan-management-system-review-7318791) ### [Finflux](https://www.g2.com/products/m2p-fintech-finflux/reviews) Finflux is SaaS based lending platform that offers all-in-one solutions for needs of loan origination, loan management, financial accounting, marketplace integration, app based lending, alternative data based credit scoring, dashboards & reporting and analytics. At present we are serving about 4+ million borrowers with active loan portfolio of $3.2 billion. FinFlux is a fast-growing lending platform which offers classic and bespoke solutions. We can serve myriad institutions ranging from who serve the bottom of the pyramid (BOP) to nuanced (non)-banking/financial institutions. Microfinance, SACCOs, Banks, FIs, evolving Fintechs, Business Correspondents, Aggregators in origination process, Agent networks and many more. Finflux breaks the transactional input model to outcomes based model to achieve competitive advantage. Digitization, authoring underwriting rules, rules-based automation in workflows, tiered maker-checker and approvals offers differentiated customer experience and digital journey. It's cloud-first and then mobile-first empowering the field force. The platform comes with many must-have integrations and marketplace nexus to improve the time to market. Purely a SaaS-based model, aimed truly at impeccable architecture fine-tuned for performance benefits (API round trip times \< 2 seconds), banking grade security & compliance and scale on demand. **Average Rating:** 4.6/5.0 **Total Reviews:** 104 #### How Do G2 Users Rate Finflux? - **Ease of Use:** 8.8/10 (Category avg: 8.8/10) - **Quality of Support:** 8.6/10 (Category avg: 8.8/10) #### Who Is the Company Behind Finflux? - **Seller:** [M2P Solutions Limited](https://www.g2.com/sellers/m2p-solutions-limited) - **Year Founded:** 2014 - **HQ Location:** Chennai, Tamil Nadu, India - **Twitter:** @m2pfintech 1,435 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2f41cbdc9fdfb42034a3dee6e037f8eb1b03debc672c082af9c9454ee33a09f5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fm2pfintech&secure%5Burl_type%5D=linkedin_company_website) 1,418 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Financial Services, Banking - **Company Size:** 50% Medium, 37% Large #### What Are Recent G2 Reviews of Finflux? **["Significantly Improved Our Qualified Customers"](https://www.g2.com/survey_responses/finflux-review-9413066)** **Rating:** 4.5/5.0 stars _— Nitin K._ [Read full review](https://www.g2.com/survey_responses/finflux-review-9413066) **["Finflux is loaded with features in LOS, LMS & BRE"](https://www.g2.com/survey_responses/finflux-review-9451685)** **Rating:** 4.0/5.0 stars _— Madani N._ [Read full review](https://www.g2.com/survey_responses/finflux-review-9451685) #### What Are G2 Users Discussing About Finflux? - [What is Finflux used for?](https://www.g2.com/discussions/what-is-finflux-used-for) ### [Calyx PointCentral](https://www.g2.com/products/calyx-pointcentral/reviews) Calyx PointCentral is a mortgage platform that offers potent administrative control in a single centralized database providing data integrity and reporting features to help manage your business practices and processes. **Average Rating:** 3.7/5.0 **Total Reviews:** 13 #### How Do G2 Users Rate Calyx PointCentral? - **Ease of Use:** 8.6/10 (Category avg: 8.8/10) - **Quality of Support:** 7.2/10 (Category avg: 8.8/10) #### Who Is the Company Behind Calyx PointCentral? - **Seller:** [Path Software](https://www.g2.com/sellers/path-software-e7e31fe4-8f6a-4039-9d62-7c97302ff475) - **Year Founded:** 2007 - **HQ Location:** San Jose, CA - **Twitter:** @CalyxSoftware 2,836 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=15848698410ae8b04de3955fcf0bcc0e0da4cc03c9985822c794852fedaa7b66&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpath-software%2F&secure%5Burl_type%5D=linkedin_company_website) 2 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Financial Services - **Company Size:** 85% Small, 15% Medium #### What Are Recent G2 Reviews of Calyx PointCentral? **["Much easier to use than other Loan Processing Software systems."](https://www.g2.com/survey_responses/calyx-pointcentral-review-3505093)** **Rating:** 4.0/5.0 stars _— Con J._ [Read full review](https://www.g2.com/survey_responses/calyx-pointcentral-review-3505093) **["Good Tool for Mortgage Processing"](https://www.g2.com/survey_responses/calyx-pointcentral-review-5058647)** **Rating:** 4.0/5.0 stars _— Verified User in Financial Services_ [Read full review](https://www.g2.com/survey_responses/calyx-pointcentral-review-5058647) #### What Are G2 Users Discussing About Calyx PointCentral? - [What is Calyx PointCentral used for?](https://www.g2.com/discussions/what-is-calyx-pointcentral-used-for) ### [NetLoan by Netgain](https://www.g2.com/products/netloan-by-netgain/reviews) NetLoan is a loan management software solution that supports organizations in managing the entire loan lifecycle from origination to payoff. It centralizes key processes within NetSuite, allowing users to monitor loan portfolios of varying sizes and complexities. By integrating automation and real-time reporting, NetLoan aims to reduce manual effort, maintain accuracy, and improve cash flow predictability. This solution serves a range of use cases, from organizations that handle high-value, multi-phase loan transactions to those managing a large volume of smaller loans. NetLoan also offers functionality for borrowers, such as debt payment tracking, clear scheduling of obligations, and forward-looking reports to support informed financial planning. Users can automate journal entries and other repetitive tasks, which can lessen the risk of error and free time for analytical work. Key benefits of NetLoan: • Harness our automation engine: Automates recurring tasks, bulk loan actions, and payment tracking to reduce time spent on manual processes. • Improve decision-making with real-time insights: Dashboards and reporting provide instant access to loan performance data, enabling proactive management and forecasting. • Native to NetSuite: Operate entirely within the NetSuite platform, eliminating the need for external tools and ensuring a unified, efficient loan management process that leverages your existing ERP investment. • Scale operations effortlessly: Manage thousands of loans with ease, eliminating bottlenecks caused by manual processes and ensuring your team can handle growing volumes without additional strain. • Reduce operational costs: Automation minimizes the resources needed for loan processing, lowering per-loan costs and increasing profitability in high-volume environments. • Improve customer satisfaction: Fast, accurate loan processing and automated payment reminders create a smoother experience for borrowers, boosting trust and retention. • Focus on growth, not processes: Free up staff from repetitive tasks so they can focus on higher-value activities that drive business growth and customer engagement. By consolidating essential financial data, NetLoan helps organizations avoid duplicated entries and maintain consistent records across teams. Users can focus on strategic planning, risk assessment, and relationship-building with borrowers rather than routine administrative work. Through its integrated approach, NetLoan addresses the needs of both lenders and borrowers, aiming to ensure timely payments, lower operational costs, and stronger oversight of financial commitments. **Average Rating:** 4.9/5.0 **Total Reviews:** 10 #### How Do G2 Users Rate NetLoan by Netgain? - **Ease of Use:** 8.7/10 (Category avg: 8.8/10) - **Quality of Support:** 9.6/10 (Category avg: 8.8/10) #### Who Is the Company Behind NetLoan by Netgain? - **Seller:** [Netgain Solutions](https://www.g2.com/sellers/netgain-solutions) - **Year Founded:** 2018 - **HQ Location:** Englewood, Colorado, United States - **Twitter:** @netgainsolution 24 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f91541db3fa07511d987434edff84d9084e261ace4602b6938326413a82a6d81&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F29217299%2F&secure%5Burl_type%5D=linkedin_company_website) 135 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 90% Medium, 10% Small #### What Do G2 Reviewers Say About NetLoan by Netgain? _AI-generated summary from verified user reviews_ ##### Pros - Users find the **reporting features** of NetLoan incredibly useful, streamlining loan management and saving valuable time. - Users appreciate the **simple navigation** of NetLoan, enabling quick onboarding and ease of use for loan management. - Users find the **ease of use** of NetLoan exceptional, simplifying loan management and reporting processes significantly. - Users praise the **intuitive design** of NetLoan, noting significant time savings and streamlined loan management workflows. - Users value the **intuitive loan management system** of NetLoan, enhancing efficiency and accuracy in tracking and reporting. ##### Cons - Users wish for better **loan management features** , like linking multiple asset numbers and referencing loans by name. #### What Are Recent G2 Reviews of NetLoan by Netgain? **["Seamless Integration and Outstanding Team Support"](https://www.g2.com/survey_responses/netloan-by-netgain-review-11312015)** **Rating:** 5.0/5.0 stars _— Katia A._ [Read full review](https://www.g2.com/survey_responses/netloan-by-netgain-review-11312015) **["5/5 – Huge Time Saver and Excellent Implementation Experience"](https://www.g2.com/survey_responses/netloan-by-netgain-review-11100049)** **Rating:** 5.0/5.0 stars _— Jake B._ [Read full review](https://www.g2.com/survey_responses/netloan-by-netgain-review-11100049) #### What Are G2 Users Discussing About NetLoan by Netgain? - [What is NetLoan used for?](https://www.g2.com/discussions/what-is-netloan-used-for) - 1 comment - ‹ Prev‹ Prev - 1 - [2](/categories/loan-servicing?order=g2_score&page=2#product-list) - [3](/categories/loan-servicing?order=g2_score&page=3#product-list) - [4](/categories/loan-servicing?order=g2_score&page=4#product-list) - [5](/categories/loan-servicing?order=g2_score&page=5#product-list) - … - [11](/categories/loan-servicing?order=g2_score&page=11#product-list) - [12](/categories/loan-servicing?order=g2_score&page=12#product-list) - [Next ›Next ›](/categories/loan-servicing?order=g2_score&page=2#product-list) Spotlight Categories [Knowledge Base Software](https://www.g2.com/categories/knowledge-base-software) [Pricing Software](https://www.g2.com/categories/pricing) [Audit Management Software Solutions](https://www.g2.com/categories/audit-management) [ETL Tools](https://www.g2.com/categories/etl-tools) [Live Chat Software](https://www.g2.com/categories/live-chat) Similar Categories - [Loan Management](/categories/loan-management) - [Loan Origination](/categories/loan-origination) - [Loan Pricing](/categories/loan-pricing) - [Mortgage CRM](/categories/mortgage-crm) [Browse Loan Servicing Themes](/categories/loan-servicing/themes) ![Neya Kumaresan](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Neya Kumaresan") NK Researched and written by [Neya Kumaresan](https://research.g2.com/insights/author/neya-kumaresan) Updated October 3, 2024 Loan servicing software automates and manages the loan lifecycle, from origination to reporting. Many lenders opt to service their own loans, as this allows for increased profits and greater control over regulatory compliance. Loan servicing software minimizes error and effort when tracking and reconciling loans. These solutions control service loans internally, helping to improve regulatory compliance and manage customer service operations. Loan servicing software is designed to help lenders increase revenue, simplify portfolio management, improve customer satisfaction, and reduce operating expenses. Because loan servicing software improves workflow efficiency, it should integrate with existing [CRM](https://www.g2.com/categories/crm) tools. Loan servicing software typically contains [loan origination software](https://www.g2.com/categories/loan-origination) functionality or integrates with loan origination solutions to provide comprehensive full-cycle loan management. To qualify for inclusion in the Loan Servicing category, a product must: - Manage credit decisioning, payment processing and collections, and reporting - Collect, track, import, and export loan related data - Manage multiple borrower accounts - Include flexibility to work with any kind of loan, lender, business process, and interest method Show More * * * ## How Do You Choose the Right Loan Servicing Software? ### What You Should Know About Loan Servicing Software ### What is Loan Servicing Software? Loan servicing software is vital to lenders’ operations. This software is typically used in conjunction with [loan origination software](https://www.g2.com/categories/loan-origination), but also offered as a stand-alone piece of software. Loan servicing software handles all loan activity after funds are distributed to the borrower. Loan servicing software automates loan servicing activities, including notifying borrowers of payments due, collecting payments, and dealing with any customer information updates. Key Benefits of Loan Servicing Software - Improve customer satisfaction and experience - Enhance lenders’ efficiency by leveraging AI and automation - Improve profitability - Reduce servicing costs ### Why Use Loan Servicing Software? For lenders in the digital age, a loan servicing system is not just nice to have, it’s a necessity. Loan servicing systems, when coupled with a good [loan origination tool](https://www.g2.com/categories/loan-origination), provide lenders a comprehensive system to manage the entire lending process from end to end. Lenders use loan servicing systems to be more efficient, profitable, and deal with customers more effectively. High customer satisfaction will always be vital to customer retention and acquisition, particularly in the digital age. Of course, all the tech in the world won’t make up for poor rates, but in a field of similar rates, a well curated digital experience can be the difference between competitors. Loan servicing software helps automate large portions of the loan management process. This includes everything from handling payments, sending messages to borrowers, dealing with multiple currencies and payment types, and creating workflows to improve the process. **Efficiency —** Loan servicing software allows lenders to automate many administrative tasks that loan management requires. These tasks include payment reminders, administering penalties and fees, and accurately recording relevant information. Eliminating the need for human agents makes business more efficient and reduces many of the costs associated with running a lending business. **Consolidation —** Comprehensive loan management software consolidates loan related information into a single system. Retaining a single record where all loan related activity is deposited, including client information, is a boon for businesses. This software helps ensure the correct transfer of information, and eliminates discrepancies between systems, as long as the information is recorded correctly. **Tracking —** Loan servicing software allows users to track payments, collateral, statements, and more. Depending on the depth of functionality in the specific product, loan servicing solutions sometimes offer customized workflows for payment application options, multicurrency reconciliation, amortized fee schedules, and more. ### Who Uses Loan Servicing Software? Any organization that lends money can use a loan servicing system, but there are a few major types of lenders that use these solutions. The primary users of loan servicing systems are direct lenders, typically banks and credit unions, that loan money directly to the borrower. They are responsible for the distribution and collection of the loans, and must maintain meticulous records of all the active loans they have. ### Loan Servicing Software Features Loan servicing software may include, but is not limited to, the following features: **Payment management —** Loan servicing solutions all include payment management capabilities. Payment management capabilities allow lenders to collect on the loans they’ve extended. **Analytics —** Many of these solutions provide lenders with built-in analytics tools. These tools give lenders insight into repayment rates, client-lender interactions, and more. Many solutions contain customizable analytics features as well. **Messaging —** Loan servicing solutions contain messaging functionality so lenders can communicate with borrowers via SMS, email, and other channels. This feature helps lenders ensure they are contacting the correct borrower. This is important to maintain the privacy of sensitive borrower information. **Client management —** This feature gives users the ability to manage client relationships within the tool. This includes client information and credit bureau information to help lenders determine a borrower’s credit-worthiness, and more. **Client portal —** Many tools offer a built-in portal for clients to upload important documents for application review, change information, and make payments. **Reporting —** Most solutions have built-in reporting functionality. This helps lenders gain insight into their business’s efficiency and effectiveness. **Automation —** Like many other types of software, loan servicing software helps automate a variety of tasks. This tool helps flag potential upsells, track interactions between borrower and lender, and send push reminders to borrowers. **Workflow management —** Every business has a slightly different workflow that works best for them. This software allows users to build workflows within the tool. ### Trends Related to Loan Servicing Software Loan servicing software may not sound like the hottest topic in the tech world, but it occupies a vital place in the financial services industry; advances in this space bode well for both lenders and borrowers. **Increased use of analytics —** Lenders are increasingly leaning on analytics tools to help them improve the lending experience for borrowers. Analytics can be used to identify pain points and craft comprehensive strategies to combat them. Analytics parse data to drive better decision making. One specific way lenders use analytics is to assess creditworthiness based on multiple data points, not just credit bureau scores. **Focus on customer experience —** This may be a trend everywhere in the tech world, but there has been a renewed focus on the customer experience. Focusing on the customer means curating digital experiences that are efficient and easy to navigate. Loan servicing software plays a vital role in this for lenders, who should look to automate as many portions of the loan experience as possible. **Influx of AI —** [Artificial intelligence (AI)](https://www.g2.com/categories/artificial-intelligence) has proliferated across industries. Many lenders are employing it extensively to help automate manual processes. This is particularly relevant when it comes to [loan origination](https://www.g2.com/categories/loan-origination) and decisioning, but also helps flag potential problem accounts and identify possible upsells. ### Software and Services Related to Loan Servicing Software All lending specific software is related to loan servicing software. [**Loan origination software**](https://www.g2.com/categories/loan-origination) **—** Loan origination software handles the assessment of potential borrowers and helps craft and distribute the loan itself. It is the beginning of the loan experience, and feeds directly into loan servicing solutions. Often, loan servicing software contains origination features. If it doesn’t, it will usually integrate with separate loan origination solutions to provide a comprehensive loan management solution. [**Mortgage CRM software**](https://www.g2.com/categories/mortgage-crm) **—** Mortgages are a huge part of the loan ecosystem, so it makes sense that mortgage CRM software would integrate with loan servicing solutions. Loan servicing software handles mortgages, and mortgage CRM solutions are focused on the customer relationship with home buyers, so the systems complement each other. [**Financial services CRM software**](https://www.g2.com/categories/financial-services-crm) **—** Financial services CRM solutions develop the customer base, and loan servicing software handles everything after the onboarding process.