# 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 (+0.25%) - Among all products in this category, HES LoanBox recorded the largest rating increase compared to last month _Last updated: July 27, 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) **Sponsored** ### TaskSuite TaskSuite is a revolutionary cloud-based solution designed to transform the loan management landscape. Our platform streamlines every phase of the loan lifecycle, from origination through servicing to credit management, with unparalleled efficiency. By leveraging TaskSuite, financial institutions can enjoy a seamless, automated process that reduces manual work, accelerates decision-making, and enhances customer satisfaction. Our innovative system offers robust customization options, allowing for a tailored approach that meets the unique needs of brokers and lenders alike. TaskSuite stands out by providing comprehensive analytics, real-time tracking, and a user-friendly interface, ensuring that our clients stay ahead in the competitive financial market. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=392&secure%5Bchosen_at%5D=2026-07-28T15%3A22%3A02Z&secure%5Bdisplayable_resource_id%5D=392&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=392&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1208157&secure%5Bresource_id%5D=392&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Floan-servicing%3Fopen_modal_url%3D%252Fproducts%252Frekon%252Fwishlists%253Fhost_path%253D%25252Fcategories%25252Floan-servicing%2526source%253Dcategory&secure%5Btoken%5D=8e4ee21e07b578a5df843aad435057219e88b97c5ea096ceae8a8f8503672e09&secure%5Burl%5D=https%3A%2F%2Fwww.tasksuite.com%2F&secure%5Burl_type%5D=company_website) [ The Mortgage Office Loan... ](https://www.g2.com/products/the-mortgage-office-loan-servicing/reviews) By [The Mortgage Office](https://www.g2.com/sellers/the-mortgage-office) [ 4.9/5(92) ](https://www.g2.com/products/the-mortgage-office-loan-servicing/reviews) What do users say? Users consistently praise the software for its ease of use and exceptional customer support, which significantly enhances their loan servicing efficiency. Many appreciate the intuitive interface that Pros and Cons [ Ease of Use (26) ](https://www.g2.com/products/the-mortgage-office-loan-servicing/reviews?qs=pros-and-cons)[ Loan Issues (5) ](https://www.g2.com/products/the-mortgage-office-loan-servicing/reviews?qs=pros-and-cons) [ HES LoanBox ](https://www.g2.com/products/hes-loanbox/reviews) By [HES FinTech](https://www.g2.com/sellers/hes-fintech) [ 4.8/5(53) ](https://www.g2.com/products/hes-loanbox/reviews) What do users say? Users consistently praise the flexibility and scalability of HES LoanBox, noting its ability to adapt to unique business needs and streamline loan management processes. The platform's intuitive interf Pros and Cons [ Loan Management (19) ](https://www.g2.com/products/hes-loanbox/reviews?qs=pros-and-cons)[ Poor Performance (7) ](https://www.g2.com/products/hes-loanbox/reviews?qs=pros-and-cons) [ Abrigo Loan Origination ](https://www.g2.com/products/abrigo-loan-origination/reviews) By [Abrigo](https://www.g2.com/sellers/abrigo) [ 4.6/5(83) ](https://www.g2.com/products/abrigo-loan-origination/reviews) What do users say? Users consistently praise the product for its streamlined loan origination and customization options, which enhance workflow efficiency and adaptability to specific institutional needs. The intuitive Pros and Cons [ Loan Management (13) ](https://www.g2.com/products/abrigo-loan-origination/reviews?qs=pros-and-cons)[ Loan Issues (5) ](https://www.g2.com/products/abrigo-loan-origination/reviews?qs=pros-and-cons) [ Lendr ](https://www.g2.com/products/lendr/reviews) By [Lendr](https://www.g2.com/sellers/lendr) [ 5/5(34) ](https://www.g2.com/products/lendr/reviews) What do users say? Users consistently praise the ease of use and responsive customer support of Lendr, highlighting how it simplifies the lending process and enhances productivity. Many appreciate its intuitive design, Pros and Cons [ Customer Support (8) ](https://www.g2.com/products/lendr/reviews?qs=pros-and-cons)[ High Cost (1) ](https://www.g2.com/products/lendr/reviews?qs=pros-and-cons) [ LoanPro ](https://www.g2.com/products/loanpro/reviews) By [LoanPro](https://www.g2.com/sellers/loanpro) [ 4.4/5(57) ](https://www.g2.com/products/loanpro/reviews) What do users say? Users consistently praise the excellent support and customization options offered by LoanPro, highlighting how the team is responsive and knowledgeable, which enhances the onboarding experience. The p Pros and Cons [ Loan Management (14) ](https://www.g2.com/products/loanpro/reviews?qs=pros-and-cons)[ Poor Performance (4) ](https://www.g2.com/products/loanpro/reviews?qs=pros-and-cons) [ Upstart ](https://www.g2.com/products/upstart/reviews) By [Upstart](https://www.g2.com/sellers/upstart) [ 4/5(18) ](https://www.g2.com/products/upstart/reviews) What do users say? Users consistently praise the fast, simplified process and quick loan approvals offered by Upstart, making it a convenient choice for personal loans. Many appreciate the platform's ability to provide [ Mortgage Automator ](https://www.g2.com/products/mortgage-automator-mortgage-automator/reviews) By [Mortgage Automator](https://www.g2.com/sellers/mortgage-automator) [ 4.9/5(74) ](https://www.g2.com/products/mortgage-automator-mortgage-automator/reviews) What do users say? Users consistently praise the ease of use and responsive customer support of the software, highlighting how it simplifies complex mortgage processes and enhances operational efficiency. Many appreciat Pros and Cons [ Ease of Use (9) ](https://www.g2.com/products/mortgage-automator-mortgage-automator/reviews?qs=pros-and-cons)[ Poor Performance (1) ](https://www.g2.com/products/mortgage-automator-mortgage-automator/reviews?qs=pros-and-cons) [ TurnKey Lender ](https://www.g2.com/products/turnkey-lender/reviews) By [Turnkey Lender](https://www.g2.com/sellers/turnkey-lender) [ 4.7/5(19) ](https://www.g2.com/products/turnkey-lender/reviews) What do users say? Users consistently praise the ease of use and customization options of the platform, highlighting how it simplifies the lending process and reduces manual effort. Many appreciate the responsive suppor Pros and Cons [ Customer Support (1) ](https://www.g2.com/products/turnkey-lender/reviews?qs=pros-and-cons)[ Poor Performance (1) ](https://www.g2.com/products/turnkey-lender/reviews?qs=pros-and-cons) [ FIS Commercial Lending Suite ](https://www.g2.com/products/fis-commercial-lending-suite/reviews) By [FIS Global](https://www.g2.com/sellers/fis-global-57ee48f0-f061-468b-9f95-aec60bcbf83f) [ 3.4/5(11) ](https://www.g2.com/products/fis-commercial-lending-suite/reviews) What do users say? Users consistently praise the software for its user-friendly interface and ease of navigation, making it simple to access financial information and manage loans. Many appreciate its ability to integra [ CloudBankin ](https://www.g2.com/products/cloudbankin/reviews) By [CloudBankin (Formerly known as Habile Technologies)](https://www.g2.com/sellers/cloudbankin-formerly-known-as-habile-technologies) [ 5/5(127) ](https://www.g2.com/products/cloudbankin/reviews) What do users say? Users consistently praise the software for its user-friendly interface and excellent customer support, which facilitate smooth operations and quick loan processing. The platform's ability to integrate [ BankPoint ](https://www.g2.com/products/bankpoint/reviews) By [VSI Solutions, Inc.](https://www.g2.com/sellers/vsi-solutions-inc) [ 4.9/5(21) ](https://www.g2.com/products/bankpoint/reviews) What do users say? Users consistently praise the software for its ease of use and intuitive navigation, which allows for quick access to information without extensive training. Many appreciate the responsive customer su Pros and Cons [ Simple Navigation (2) ](https://www.g2.com/products/bankpoint/reviews?qs=pros-and-cons)[ Poor Performance (3) ](https://www.g2.com/products/bankpoint/reviews?qs=pros-and-cons) [ inGain SaaS Loan Management... ](https://www.g2.com/products/ingain-saas-loan-management-system/reviews) By [inGain Technologies](https://www.g2.com/sellers/ingain-technologies) [ 5/5(13) ](https://www.g2.com/products/ingain-saas-loan-management-system/reviews) What do users say? Users consistently praise the no-code system for its ease of use, allowing quick adjustments without technical expertise. The software's flexibility in adapting to various business needs and its compr Pros and Cons [ Robust Options (3) ](https://www.g2.com/products/ingain-saas-loan-management-system/reviews?qs=pros-and-cons)[ High Cost (3) ](https://www.g2.com/products/ingain-saas-loan-management-system/reviews?qs=pros-and-cons) [ Finflux ](https://www.g2.com/products/m2p-fintech-finflux/reviews) By [M2P Solutions Limited](https://www.g2.com/sellers/m2p-solutions-limited) [ 4.6/5(106) ](https://www.g2.com/products/m2p-fintech-finflux/reviews) What do users say? Users consistently praise the user-friendly interface and robust customer support provided by Finflux, which significantly enhances their lending operations. The platform's ability to streamline proce [ Calyx PointCentral ](https://www.g2.com/products/calyx-pointcentral/reviews) By [Path Software](https://www.g2.com/sellers/path-software-e7e31fe4-8f6a-4039-9d62-7c97302ff475) [ 3.7/5(13) ](https://www.g2.com/products/calyx-pointcentral/reviews) What do users say? Users consistently praise the software for its ease of use and centralized access to loan information, making it a reliable tool for mortgage processing. Many appreciate its frequent updates and user- [ NetLoan by Netgain ](https://www.g2.com/products/netloan-by-netgain/reviews) By [Netgain Solutions](https://www.g2.com/sellers/netgain-solutions) [ 4.9/5(10) ](https://www.g2.com/products/netloan-by-netgain/reviews) What do users say? Users consistently praise the ease of use and exceptional support provided by the NetLoan team, making the implementation process smooth and efficient. The intuitive interface allows for quick learnin Pros and Cons [ Reporting Features (4) ](https://www.g2.com/products/netloan-by-netgain/reviews?qs=pros-and-cons)[ Loan Issues (1) ](https://www.g2.com/products/netloan-by-netgain/reviews?qs=pros-and-cons) - ‹ Prev‹ Prev - 1 - [2](/categories/loan-servicing?open_modal_url=%2Fproducts%2Frekon%2Fwishlists%3Fhost_path%3D%252Fcategories%252Floan-servicing%26source%3Dcategory&order=g2_score&page=2#product-list) - [3](/categories/loan-servicing?open_modal_url=%2Fproducts%2Frekon%2Fwishlists%3Fhost_path%3D%252Fcategories%252Floan-servicing%26source%3Dcategory&order=g2_score&page=3#product-list) - [4](/categories/loan-servicing?open_modal_url=%2Fproducts%2Frekon%2Fwishlists%3Fhost_path%3D%252Fcategories%252Floan-servicing%26source%3Dcategory&order=g2_score&page=4#product-list) - [5](/categories/loan-servicing?open_modal_url=%2Fproducts%2Frekon%2Fwishlists%3Fhost_path%3D%252Fcategories%252Floan-servicing%26source%3Dcategory&order=g2_score&page=5#product-list) - … - [11](/categories/loan-servicing?open_modal_url=%2Fproducts%2Frekon%2Fwishlists%3Fhost_path%3D%252Fcategories%252Floan-servicing%26source%3Dcategory&order=g2_score&page=11#product-list) - [12](/categories/loan-servicing?open_modal_url=%2Fproducts%2Frekon%2Fwishlists%3Fhost_path%3D%252Fcategories%252Floan-servicing%26source%3Dcategory&order=g2_score&page=12#product-list) - [Next ›Next ›](/categories/loan-servicing?open_modal_url=%2Fproducts%2Frekon%2Fwishlists%3Fhost_path%3D%252Fcategories%252Floan-servicing%26source%3Dcategory&order=g2_score&page=2#product-list) Spotlight Categories [Pricing Software](https://www.g2.com/categories/pricing) [Conversation Intelligence Software](https://www.g2.com/categories/conversation-intelligence) [Online Reputation Management Software](https://www.g2.com/categories/online-reputation-management) [SAP Store Software](https://www.g2.com/categories/sap-store) [Contract Management Software](https://www.g2.com/categories/contract-management) 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.