# mysherpas Reviews **Vendor:** mysherpas **Category:** [Loan Origination Software](https://www.g2.com/categories/loan-origination) **Average Rating:** 4.3/5.0 **Total Reviews:** 6 ## About mysherpas Business lending is broken - not because lenders aren't good at their jobs, but because the tools they're forced to use were never built for the complexity of commercial loans. SBA, USDA, CRE, C&I, equipment, and business credit lenders are juggling email threads, shared drives, spreadsheets, and disconnected systems just to move a single loan from application to close. Documents get lost or mislabeled. Borrowers go silent because the experience is frustrating. Loan officers spend hours chasing paperwork instead of closing deals. Credit analysts rebuild the same spreadsheets over and over. And somewhere in the middle of all of it, deals fall through the cracks. mysherpas was built to fix that. mysherpas is a patented, end-to-end loan origination platform designed specifically for document-heavy business lending. From the moment a borrower submits an application to the moment closing documents are signed, every step lives in one place - configured to the way your team actually works. Lenders use mysherpas to streamline intake, give borrowers a clean and professional portal experience, and automatically collect, name, and match the documents that would otherwise pile up in someone's inbox. Loan officers stay on top of every deal with built-in task management and centralized communication - no more digging through email chains to find out where something stands. Credit analysts get financial spreading tools that cut hours off the underwriting process. And when a loan is ready to close, credit memos and closing documents go out directly from the platform - with eSignature built in. The result is a faster, cleaner lending process that's better for your team and better for your borrowers. What sets mysherpas apart isn't just what it does - it's how it's delivered. The platform is tailored to your specific workflows, not the other way around. And unlike software-only solutions, mysherpas pairs the platform with a dedicated human support team available to both lenders and their borrowers every day. You're not just buying software. You're getting a partner who's invested in your success. If your team is still stitching together tools to originate loans, or if deals are slipping because the process is too manual and too fragmented, mysherpas was built for you. ## mysherpas Reviews ### 1. Effortless Drag-and-Drop Uploads with Smart File Labeling **Rating:** 5.0/5.0 stars **Reviewed by:** Sam M. | Financial Center Operations Manager, Enterprise (> 1000 emp.) **Reviewed Date:** June 02, 2026 **What do you like best about mysherpas?** drag and drop file upload, automatically label files based on preset naming conventions, file organization/navigation, and the mobile app. **What do you dislike about mysherpas?** Notification settings. I wish they were a bit more user friendly/easier to navigate. I still get emails/text messages about things that I don't need to know about, but I'm not sure how to change that (or even if I can). I only care to be notified if I have a client upload documents to my shoebox or their package. **What problems is mysherpas solving and how is that benefiting you?** streamline the document collection/retention process. It is convenient to have a centralized place that is user friendly and secure, that I can manage from my desktop or cell phone. Looking forward to the linked application to streamline the package gathering process even further. ### 2. Exceptional, Hands-On Partner Team That Delivers Features Fast **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Banking | Enterprise (> 1000 emp.) **Reviewed Date:** June 09, 2026 **What do you like best about mysherpas?** The team at mysherpas really wants to create an exceptional experience for their customers and front-end users. The team has been exceptional to work with. They are hands-on, they listen, and they truly feel like a partner. They are also developing new features very quickly and truly want to ensure needs are being met - or exceeded. **What do you dislike about mysherpas?** It is still new and being built out - so some features are not available yet but that is not a huge concern with the speed at which they are developing. **What problems is mysherpas solving and how is that benefiting you?** MySherpas is helping us significantly reduce manual effort while creating a more seamless experience across multiple platforms. Their robust API makes it easy to integrate with other systems and services, which is a major advantage as we continue to expand and connect our technology ecosystem. Beyond the technology, what really sets them apart is their partnership approach. They actively listen to our needs and collaborate with us in real time—often making updates during calls—rather than routing ideas through slower, impersonal channels. That level of responsiveness and ownership makes it clear they genuinely care about our success and are invested in delivering value. ### 3. mysherpas Streamlined Our Document Collection and Boosted Efficiency **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** June 02, 2026 **What do you like best about mysherpas?** mysherpas has significantly streamlined our document collection process, saving our team a substantial amount of time and improving overall efficiency. It also creates a better experience for both internal users and borrowers by clearly communicating requirements upfront and reducing unnecessary back-and-forth. **What do you dislike about mysherpas?** The platform is continuously evolving, so there are occasional updates and refinements that require adjustment. We’ve also seen minor performance issues at times, such as document loading speed. There is a bit of a learning curve upfront, but overall the long-term efficiency gains outweigh these initial challenges. **What problems is mysherpas solving and how is that benefiting you?** mysherpas solved major inefficiencies in our document collection process by eliminating manual organization and standardizing how we request and track documents. It has reduced back-and-forth with borrowers, improved package completeness, and created a more consistent, audit-ready file structure. Overall, it has increased efficiency and helped speed up underwriting and decision timelines. ### 4. Excellent Tool for Organizing Files and Gathering Information **Rating:** 4.5/5.0 stars **Reviewed by:** Tim S. | Board Member, Small-Business (50 or fewer emp.) **Reviewed Date:** June 02, 2026 **What do you like best about mysherpas?** Excellent tool for organizing files and gathering information **What do you dislike about mysherpas?** While there have been issues as we started using the system, the Sherpas team is super responsive in getting anything resolved quickly. **What problems is mysherpas solving and how is that benefiting you?** More professional and organized checklist/info gathering ### 5. Versatile, Adaptable Partner That Improves as We Need **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** June 03, 2026 **What do you like best about mysherpas?** I love the versatility and ability for mysherpas to adapt. It is very helpful to have a partner that will make improvements and changes as needed. **What do you dislike about mysherpas?** That it's not a full loan origination system **What problems is mysherpas solving and how is that benefiting you?** I wouldn't say it's solving a problem. Its just an area for us to hold docs. ### 6. Frequent Portal Access and Data Entry Errors Need Fixing **Rating:** 1.0/5.0 stars **Reviewed by:** Verified User in Banking | Small-Business (50 or fewer emp.) **Reviewed Date:** June 02, 2026 **What do you like best about mysherpas?** The team is very kind and wants to correct any issues that arise **What do you dislike about mysherpas?** There are many errors with the ability to access the portal or enter in data **What problems is mysherpas solving and how is that benefiting you?** secure document downloading - [View mysherpas pricing details and edition comparison](https://www.g2.com/products/mysherpas/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-12+20%3A02%3A24+-0500&secure%5Bsession_id%5D=04ce04ac-a6f4-4f82-872f-574506af6612&secure%5Btoken%5D=458fef776dce1092b92571afa7e27b579fd9814bef3c8404fe8423a6e70ba4a6&format=llm_user) ## mysherpas Integrations - [Abrigo Loan Origination](https://www.g2.com/products/abrigo-loan-origination/reviews) ## mysherpas Features **Agentic AI - Loan Origination** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making ## Top mysherpas Alternatives - [LendingPad](https://www.g2.com/products/lendingpad/reviews) - 4.7/5.0 (166 reviews) - [CloudBankin](https://www.g2.com/products/cloudbankin/reviews) - 5.0/5.0 (123 reviews) - [Finflux](https://www.g2.com/products/m2p-fintech-finflux/reviews) - 4.6/5.0 (104 reviews)