mysherpas Reviews & Product Details

drag and drop file upload, automatically label files based on preset naming conventions, file organization/navigation, and the mobile app. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Excellent tool for organizing files and gathering information Review collected by and hosted on G2.com.

While there have been issues as we started using the system, the Sherpas team is super responsive in getting anything resolved quickly. Review collected by and hosted on G2.com.

The potential it may have is nice. I like that all the items are in the one location Review collected by and hosted on G2.com.

It lags often, it has PDF reader issues that are having issues being resolved. I want to make some things more customizable to my as the user etc Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

That it's not a full loan origination system Review collected by and hosted on G2.com.

The team is very kind and wants to correct any issues that arise Review collected by and hosted on G2.com.

There are many errors with the ability to access the portal or enter in data Review collected by and hosted on G2.com.