HES LoanBox Pricing Overview

Your platform's flexibility is what we value most as a mission-driven CDFI. Rather than being subject to out-of-the box solutions that try to fit one size for all, HES LoanBox allows us to be unique and creative with the way we serve our customers. We have the ability to tailor workflows, scoring models and documentation checklists to our unique underwriting criteria (that differs from traditional commercial lending). This dual approach enables us to keep our distinctive purposeful mission and simultaneously benefit from the efficiency of a contemporary, automated origination engine. Review collected by and hosted on G2.com.

The reporting module is very powerful but complicated to really master it and use it for our custom data needs. Developing complex reporting around the specific impact metrics of interest to our stakeholders can require knowledge of SQL or a help desk request. Better drag-and-drop reporting interface for admin users would enable our business analysts without frequent IT involvement. Review collected by and hosted on G2.com.

The best thing is the stability of platform and role based access controls. A manager for quality and process integrity, I need a system that’s reliable and safe. HES LoanBox is an adaptable middleware that prevents any possible malfunction. Perfect RBAC, so my team has the permissions that it needs to operate, without access to scary financial data or core system settings. This package of reliability and security is indispensable for our conformity and everyday operations. Review collected by and hosted on G2.com.

The basic things are great but some of the more advanced reporting can be complex to learn. The first few rounds with support made the fine-tuning of custom data exports a breeze. It’s not something that comes up often, but it’s one area where the user experience could use some work for power users who are trying to work with very specific data sets. Review collected by and hosted on G2.com.