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DigiFi Logo

Cloud-based financial management software

Table of Contents

DigiFi - 2026 Pricing, Features, Reviews & Alternatives

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Last updated: March 2026

DigiFi overview

What is DigiFi?

DigiFi is a cloud-based financial CRM software that helps businesses process loan applications, handle official documents, generate performance reports, and more. Key features include change management, e-signature, and drag-and-drop.

The tool allows users to run decisions using integrations, rules, formulas, and models to set pricing details, verify information, and more. Administrators can automatically track key growth metrics and take action in real-time after analyzing data sources.

Starting price

1995flat rate /
per month

Alternatives

with better value for money

DigiFi’s user interface

Ease of use rating:

DigiFi reviews

Overall rating

4.8

/5

6

Positive reviews

100

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend1.00/10
Rating distribution

5

4

3

2

1

5

1

0

0

0

DigiFi's key features

Most critical features, based on insights from DigiFi users:

Document management

All DigiFi features

Features rating:

Access controls/permissions
Activity dashboard
Activity tracking
Alerts/Escalation
Alerts/Notifications
Amortization schedule
API
Approval process control
Audit management
Audit trail
Authentication
Automated decisioning/underwriting
Borrower management
Brokerage Management
Client database
Client management
Client portal
Collaboration tools
Commercial Mortgages
Communication management
Compliance management
Compliance tracking
Configurable workflow
Contact database
Contact management
Core banking
Corporate banking
Credit card management
Credit card processing
Credit check
Credit union
CRM
Customer accounts
Customer database
Customer experience management
Customer management
Customer statements
Customizable branding
Customizable fields
Customizable reports
Customizable templates
Dashboard
Data import/export
Digital signature
Document management
Document storage
Document templates
Drag & drop
Electronic Applications
Electronic payments
Electronic signature
Email management
Email marketing
Email templates
Financial analysis
Financial management
For Borrowers
For brokers
For financial institutions
Fraud detection
Government Loans
Interaction tracking
Lead capture
Lead management
Lending management
Loan management
Loan origination
Loan portfolio management
Loan processing
Marketing automation
Mobile access
Monitoring
Multi-Branch
Multi-Company
Multi-Currency
Multi-Language
Online applications
Online banking
Pipeline management
Pre-Qualification
Pricing management
Promissory Notes
Real-Time analytics
Real-Time data
Real-Time monitoring
Real-Time reporting
Relationship Tracking
Reminders
Reporting & statistics
Residential Mortgages
Retail banking
Risk analysis
Risk assessment
Risk management
Role-Based permissions
Rules-Based workflow
Search/Filter
Secure data storage
Secure login
Self service portal
Single sign on
Status tracking
Task management
Task scheduling
Team Assignments
Template management
Territory management
Third-Party integrations
Third Party Loan Origination
Transaction history
Two-Factor authentication
User management
Vendor management
Workflow management

DigiFi alternatives

DigiFi logo

Starting from

1995

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support
Mortgage Automator logo
visit website

Starting from

Empty state illustration for "No pricing info"

No pricing info

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support

Starting from

149

/user

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support

Starting from

Empty state illustration for "No pricing info"

No pricing info

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support

DigiFi pricing

Value for money rating:

Pricing plans

Pricing details:

Free plan
Free trial
Subscription

Core

1,995

Per month

Advanced

3,995

Per month

Enterprise

7,995

Per month

Unlimited

14,995

User opinions about DigiFi price and value

Value for money rating:

DigiFi integrations (17)

Integrations rated by users

We looked at 6 user reviews to identify which products are mentioned as DigiFi integrations and how users feel about them.

Integration rating: 5.0 (1)

The integration with Google Analytics 360 is important because it provides detailed insights into website traffic, user behavior, and conversions, helping you make data-driven decisions to improve performance and marketing.

NC

Nikole C.

permit tech

Integration rating: 5.0 (1)

Veriff logo
Veriff

Integration rating: 5.0 (1)

Integration rating: 5.0 (1)

TruLookup logo
TruLookup

Integration rating: 5.0 (1)

Next to Tracers, TLOxp is great resource to have. Tracers has stuff TLO doesnt and vice versa

DL

Devan L.

Co-founder

Twilio logo
Twilio

Integration rating: 5.0 (1)

Texting customers back and forth

KM

Kelly M.

Owner

DigiFi support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Chat
Knowledge Base
Email/Help Desk
FAQs/Forum
24/7 (Live rep)
Phone Support

Training options

Live Online
Documentation
Webinars
Videos

DigiFi FAQs

Q. Who are the typical users of DigiFi?

DigiFi has the following typical customers:
Small Business, Large Enterprises, Mid-size Business

These products have better value for money


Q. Does DigiFi support mobile devices?

DigiFi supports the following devices:
Android, iPhone, iPad


Q. What level of support does DigiFi offer?

DigiFi offers the following support options:
Chat, Knowledge Base, Email/Help Desk, FAQs/Forum, 24/7 (Live rep), Phone Support

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