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ConnectFi Logo

Digital onboarding platform for financial institutions

Table of Contents

ConnectFi - 2026 Pricing, Features, Reviews & Alternatives

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ConnectFi overview

What is ConnectFi?

ConnectFi's Digital Onboarding Platform for financial institutions covers various aspects of loan processing, including an online application, document collection, and management, integration with third-party applications due to local requirements, borrower portal, lender portal, and dashboards. It is suitable for all types of loans and deposits.

Key benefits of using ConnectFi

- White-label capability
- Localized for each market
- Start using within days
- Distinctive proposition for partners

Starting price

500per feature /
per month

Alternatives

with better value for money

ConnectFi’s user interface

Ease of use rating:

ConnectFi reviews

Overall rating

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No reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
Rating distribution

5

4

3

2

1

0

0

0

0

0

ConnectFi's features

Activity dashboard
Activity tracking
Alerts/Notifications
API
Approval process control
Auto loans
Borrower management
Business loans
Client management
Client portal
Communication management
Compliance management
Configurable workflow
Construction loans
Contact management
CRM
Customer database
Customer management
Customizable branding
Customizable reports
Customizable templates
Data import/export
Data security
Digital signature
Document management
Document storage
Document templates
Lead management
Loan portfolio management
Loan processing
Mobile access
Mortgages
Multi-Channel communication
Multi-Company
Multi-Currency
Online applications
Pipeline management
Pricing management
Real-Time reporting
Reminders
Reporting/Analytics
Role-Based permissions
Rules-Based workflow
Secure data storage
Self service portal
Status tracking
Student loans
Task management
Task scheduling
Template management
Third-Party integrations
Transaction history
Workflow management

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ConnectFi pricing

Value for money rating:

Starting from

500

Per month

Per Feature

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about ConnectFi price and value

Value for money rating:

ConnectFi support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk
Phone Support
24/7 (Live rep)
Chat

Training options

In Person
Live Online
Documentation
Videos
Webinars

ConnectFi FAQs

Q. What type of pricing plans does ConnectFi offer?

ConnectFi has the following pricing plans:
Starting from: $500.00/month
Pricing model: Subscription
Free Trial: Available | (No Credit Card required)

These products have better value for money


Q. Who are the typical users of ConnectFi?

ConnectFi has the following typical customers:
Freelancers, Mid Size Business, Small Business


Q. What languages does ConnectFi support?

ConnectFi supports the following languages:
English


Q. Does ConnectFi offer an API?

Yes, ConnectFi has an API available for use.


Q. What level of support does ConnectFi offer?

ConnectFi offers the following support options:
Email/Help Desk, Phone Support, 24/7 (Live rep), Chat

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