G2

Verified User in Banking

Mid-Market (51-1000 emp.)

4/23/2026

"Clean, Simple, and Easy to Use—Bankpoint Improved Our Loan Workflow"

5/5

What do you like best about BankPoint?

Bankpoint is clean and simple, any user can quickly and easily see or get info they need. We have a lending team of about 75 users and the overwhelming response/feedback I hear is how easy it is to use, even compared to other familiar software they have been using for years.

Our loan origination workflow has improved across the board and document management works much better than what we had before.

It's a smaller company, but the team we have worked during and beyond implementation are knowledgeable and can get tweaks, changes, custom work, enhancements done quickly. Review collected by and hosted on G2.com.

What do you dislike about BankPoint?

The overall look and use of Bankpoint is very positive, but there are a few places where the ability to have some more customization available would be nice - an example would be having a little more control on layout of certain pages like loan info, etc. Review collected by and hosted on G2.com.

What problems is BankPoint solving and how is that benefiting you?

Our previous LOS was more disjointed, users had to move around to different pages to navigate through the workflow and it required more training and experience to know the ins and outs of the software. Bankpoint is much more straight-forward for users, departmental notifications or handoffs are more customized and work better, and document management is much simpler. Review collected by and hosted on G2.com.