---
title: Credit Track Reviews
meta_title: 'Credit Track Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Credit Track works for a business like yours.
aggregate_rating:
  rating_value: 5.0
  review_count: 1
  scale: '5'
date_modified: '2026-06-04'
parent_category:
  name: Loan
  url: https://www.g2.com/categories/loan
---


# Credit Track Reviews
**Vendor:** Global Wave Group  
**Category:** [Loan Origination Software](https://www.g2.com/categories/loan-origination)  
**Average Rating:** 5.0/5.0  
**Total Reviews:** 1
## About Credit Track
Credit Track is a web-based loan origination, workflow, approval, monitoring and reporting software that helps you manage your loan portfolio and mitigate commercial lending risks.




## Credit Track Reviews
  ### 1. Fully integrated CRM, Risk, and portfolio management system.

**Rating:** 5.0/5.0 stars

**Reviewed by:** James W. | Vice President / Commercial Lending, Banking, Enterprise (> 1000 emp.)

**Reviewed Date:** July 29, 2016

**What do you like best about Credit Track?**

Full integration of CrM, risk and portfolio management in one system. 

**What do you dislike about Credit Track?**

Not extremely user friendly. Takes some training to get it down.

**What problems is Credit Track solving and how is that benefiting you?**

Primarily using it for CrM management now, as the company is phasing in other aspects such as risk and portfolio management. Works well to track calls, customers, and schedule upcoming calls on my outlook calendar. Requires a follow-up for ever call entered, which helps ensure you are thinking about the next meeting.


## Credit Track Discussions
  - [What is Credit Track used for?](https://www.g2.com/discussions/credit-track-what-is-credit-track-used-for)
  - [What is Credit Track used for?](https://www.g2.com/discussions/what-is-credit-track-used-for)

- [View Credit Track pricing details and edition comparison](https://www.g2.com/products/credit-track/reviews?open_modal_url=%2Fproducts%2Fcredit-track%2Fwishlists%3Fhost_path%3D%252Fproducts%252Fcredit-track%252Freviews%26source%3Dsticky_header_pin&section=pricing&secure%5Bexpires_at%5D=2026-08-13+10%3A21%3A40+-0500&secure%5Bsession_id%5D=abc3094a-d78d-4b4a-a75e-f9d1cc48c286&secure%5Btoken%5D=7888990f89e19cc0eda1cdd95f6affa78716ac71da1b020d3c2458cbbd740948&format=llm_user)

## Credit Track 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

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