Loan Servicing

Mortgage

LendingPad

LendingPad screenshot: The analytics dashboard provides reports on key performance indicators and loan statistics

LendingPad screenshot: Users can originate and access loans from anywhere using the LendingPad platform

It has been a great experience, I highly recommend as it is a user friendly LOS with good features and the best customer service team.

It is user friendly and good to work with a tool that is on your side.

I enjoy the integration and the ability of the software to grow with my business.

I really have only used this software for mortgage processing so I don't have anything to really compare it too. I do like the way it is laid out and the colors make it more interesting to use.

And because I asked, they cancelled my service and took my data and refused to give it back without an extra fee of over $1,000 to get my own data back, even thought i did not give permission.

Really impressed with the product and the service.

I've been in the mortgage business since 1999. Lending Pad is the worst LOS I've worked in.

Often Seller contributions don’t “stick” and have to be re-entered. The only other real complaint is I can’t figure out how to get a DPA program entered correctly, so I have to work around those.

Big fan of the LOS and the support team behind it.

Lending Pad is easy to use and the pricing structure compared to other "legacy" providers is very favorable.

It's downright PHENOMENAL!!! One of the best business decisions we have ever made.

I liked that lending pad was very easy to use.

I like their Free POS function and their new scenario builder.

I do like that it integrates with Loanzify as well.

It’s really a great product adding new features constantly without downtime also it works on any platform including Mac.

Once you know how to navigate, everything will be fine. Customer Service respond fast.

I honestly do not have any, I tried to get a refund but they do not stand behind their product and service.

Audit Trail

Pricing Management

Financial Analysis

The Mortgage Office

The Mortgage Office screenshot: Service many types of loans: Conventional, Commercial, Construction, ARMs, HELOCs, GTM, Rehab, Auto, Equipment, and more...

The Mortgage Office screenshot: The Loan Origination module is designed to let you close more loans, in less time, with fewer staff.

The Mortgage Office screenshot: Automate the servicing of various types of mortgage pools and MICs.

The Mortgage Office screenshot: Provide instant access to borrower, lender, and partner information 24 hours a day, 7 days a week.

The Mortgage Office screenshot: Electronically collect borrower payments and directly deposit funds to your lenders

Overall, I am impressed, especially by the ability to customize fields and save in formats that are ready for presentations to the board, or management.

TMO will make that growth painless and fluid as we keep our Veteran communities happy with great costumer service that TMO helps up provide.

And if you ever have any questions, you can always call customer support and they get back to you fast with how to resolve anything. I love that this software is easy to customize to your preference.

Customer service is helpless as they are not prepped for the updates and typically don't have the operating expertise to comprehend the full scope of the problem.

The IT team is always happy and readily available to help resolve our issues. The teachings are also done in a manner that any elementary school kids should understand.

The software is the most comprehensive software on the market without going to customization. For a small to medium-size firm, I would highly suggest this to be your best solution.

A key benefit is this platforms now works on most all systems, including iOS. That’s great news for small operators like myself.

The software is visually appealing and operates similar to Excel in the list view. It's user friendly from the entry level employee to the controller, who primarily focuses on the trust accounting.

We love the ease of us and the reporting features.

I like how efficient, simple and user friendly it is.

I don't like that if you noticed a mistake from last month and you have entered 5 entries since then that you have to delete all the entries after and then re-enter everything.

It's easy to setup and user friendly, quick implementation.

We are not utilizing all the modules. But their integration of ACH, emails, Text messages are very helpful.

We used it for about 1.5 years, and the final straw was when we felt coerced to pay more money or they would disable our access to our data under threat from their lawyers that we breached contract.

Reports and customization options gives you a quick way to find what you need to find rapidly and present those findings in a coherent manner. It does what it is supposed to do flawlessly.

Great Loan origination for small private money lender.

Data entry task can be convoluted or not always clear and frustrating.

We depend on their updates, their techs, their training of staff and their customer service ever day. We view The Mortgage Office as a partner in our continued growth and success.

Borrower Management

Payment Collection

Loan Processing

Centrex

Centrex screenshot: Centrex deals

Centrex screenshot: Centrex admin portal

Centrex screenshot: Centrex applications

Email Marketing

Workflow Management

Lead Management

Creatio CRM

Creatio CRM screenshot

Creatio CRM screenshot: Mobile CRM

I can honestly say its been excellent - anything we ask for has been done in good time, reliable system, great staff.

Clean intuitive interfaces that eliminate a great deal of hassle from end-user education. Robust out of the box solutions for many standard business needs.

If you're looking for an easy-to-use and cost-effective CRM, this is a good one to try. Their process engine is a big advantage as well.

We liked the easy customization and user-friendly interface. The scalability and security of our data was also important.

Even though the system is powerful and feature-rich already, we are confident that the product has a huge potential.

Bpm'online Studio - Great tool to improve process implementation and easy to use.

The system is versatile and intuitive, which makes it a perfect fit for our company.

Creatio - great product - really flexible - great customer service.

First, the business process tool is easy to use yet powerful and robust. It can be used to automate business tasks, implement rules and also, to develop integrations with third party tools.

A highly recommended solution for customer-centric businesses.

Before we were using 3 different programs to track the orders, to check products availability and manage cases and it was a real disaster.

Thanks to its low-code development tools, we are able to create new tailor-made solutions on.

Excellent pricing and incredibly simple license management.

With the help of the bpm’online system we are now able to record, store, and organize all the data that we had. In addition, during the integration process the data was deduplicated and cleaned.

I really like this platform because it has allowed me to automate and streamline customer service processes, as well as efficiently manage all activities related to my clients.

We are in process of integration an ERP system with the bpm'online system with help of Partner of bpm'online so that no data was lost or missed out.

Didn't provide a modular pricing that we can adjust according to what we needs. Design features in marketing is limited.

The mobile application was only slightly difficult to get used to navigating, but there was a lot of customization on the implementation end.

Task Management

Pipeline Management

Segmentation

Margill Loan Manager

Margill Loan Manager screenshot: Margill Loan Manager Main Window - List of all loans: Search, Sort, Filter, Display important data, Balances at current date. A great Dashboard for a portfolio overview

Margill Loan Manager screenshot: Margill Loan Manager - Financial data entry window. Fully amortized or residual balance, interest-only, fixed principal, fixed or variable interest rates

Margill Loan Manager screenshot: Margill - Real-time payment schedule with past and future expected payments. Adapt schedule to complex scenarios (interest-only for x months, principal and interest pmts, lump sums, new advances, reamortize, add new pmts, and so much more!).

Margill Loan Manager screenshot: Margill - Customize loan type, add unlimited custom fields along with pull-down menus, customize payment types for simple and complex needs.

Margill Loan Manager screenshot: Margill - Data import screenshot. Import multiple data types via Excel and JSON. Manual and automatic imports (in real time): Borrower data, Loan data, Transactions.

Margill Loan Manager screenshot: Margill - Create your personalized reports from over 1000 fields, create your own equations, choose Records (loans) based on simple and complex queries.

Margill Loan Manager screenshot: Margill - Record List results window. Save as Excel, CSV, TXT. Sort as needed, add subtotals.

Margill Loan Manager screenshot: Margill - Executive Dashboard. Create your own Dasboard with over 1000 fields. Get sweet graphics, numbers and averages in seconds. Analyze your portolio...

Margill Loan Manager screenshot: Margill - Document merge for Statements, Letters, Contracts, Payoff statements, Creditor statements. Save, email in bulk, print (hmm... printing, that's still done?),  and add as an attachement in the loan.

Margill Loan Manager screenshot: Margill - Alerts for internal users, automatic email or SMS alerts for borrowers that a payment is coming up or has been missed.

Margill Loan Manager screenshot: Margill - Web Portal for Borrowers and Investors Real-time data - You decide what data can be seen on the portal.

Margill Loan Manager screenshot: Margill Users - Super Administrator, Administrator, Power user, User, Draft user, Read-only user. Add/restrict multiple other permissions.

Margill Loan Manager screenshot: Margill Loan Manager - Other key features: Simple, compound interest, APR, EFT, NACHA file, Automatic dat import/update, Co-borrowers/Guarantors, Multi-Creditor, Participation loans, Escrow, Automatic Fees, Metro 2, Multi-currency

I like the ease of use and  accuracy in computing interest and  terms. The reporting aspect is great and provides all the information I need to close the accounting period.

We have been very happy with the software and the excellent support service and will continue to expand our licence as our business grows.

When I purchase software, the most important thing is customer service. On any given date, I can email, and I always get a response within 30 minutes,  How wonderful is that.

It does everything we need it to do, and more. The team at Margill has also been very helpful in helping us customize certain features of the product that we needed for our special requirements.

The application is excellent at managing different loan schedules and can also be used for other types of investments. It has room for improvement in workflow management and permissions management.

The price, ease of use, and over functionality. It is right-sized for my company and has many great features such as a document merge and versatile customization.

I love that this software is user friendly, easy to use, to learn and to manage the loan data.

Margill has been great and is a welcome option for us. It takes some getting used to but its value and functionality are what make the system work well.

This software is perfect to manage loans precisely and in real time. It leaves traces of all the history of past transactions, acting like a guardian of your portfolio.

Margill is a great and easy loan manager for anyone who's doing loans. It is easy to add or change something.

The customer support is unbeatable and very personal and the program itself is very easy to use and has saved me thousands.

The updates are a little  expensive. You get what you pay for though.

The Document Merge feature has cut down our processing times by half.

The only regret is that I didn't buy it sooner.

Margill has all the main features we needed: the ability to book loans and equity deals, fees, build alerts and reports.

The program is really expensive the cost could be lowered significantly though offering a standard fee.

Mortgage Automator

Mortgage Automator screenshot: Mortgage Automator lender fee report

Mortgage Automator screenshot: Mortgage Automator investment portfolio statement

Mortgage Automator screenshot: Mortgage Automator funded loans

Mortgage Automator screenshot: Mortgage Automator funds

Staff and developers are great and reliable. They take pride in their product and are constantly looking to improve the growth of their system in the servicing industry.

The Automator team has been amazing in providing Graysbrook Capital with custom solutions that has increased our business efficiency substantially.

On top of that, the support team is outstanding and has very fast turnaround times. Highly recommend this product.

This product is very easy to use, we like the clean reports and the ease of using this system to support our mortgages.

We found that we saved time and provided better accuracy on items like discharge statements and instructions to solicitor. Implementation was quick and easy.

I really love the fact that this software is so customizable to suit our company needs in the best way possible.

It is fast, easy to use, and reliable. A short list of the things we love.

The best part is managing progress throughout the deal with all the documents being auto generated; commitments, instructions to the solicitor etc, payouts etc.

The support staff is fantastic and works on a solution almost always the same day. This product can truly give back time to focus on other aspects of your business development.

One of the greatest things about the MA software is the time saving. What used to take hours to set up, fill out forms and save documents - now takes so much less time.

Very pleased with our choice of Mortgage Automator.

I can't say there is anything I dislike about Automator.

Overall, the experience has been great. We have been able to streamline our business and make our processes simpler, faster, and easier, saving us time and money.

The system has great tools to show reports for our investors.

Best software for anyone managing Mortgage Capital.

The dislikes are almost non existent. There are a few little tricks to learn, but once you do learn them any little dislikes are quickly solved.

I don't think there is not a whole lot to dislike.

In no less than one years' time, they will be THE go-to mortgage administration software.

Loan Management

Loan Portfolio Management

Bryt

Bryt screenshot: Bryt Software Dashboard

Bryt screenshot: Loan Summary Page

Bryt screenshot: Loan Schedule Page

Bryt screenshot: Contact Management

Bryt screenshot: Configurable Notices

The system was very easy to implement and the customer service has been terrific. I have recommended others to use the system as well and will continue to do so.

The implementation and onboarding team were and are a great resource and I feel like I can reach out any time and receive a response within a day.

Very cost effective, efficient, friendly software that is cloud based, accessible from anywhere.

Most importantly, I feel like my questions and concerns were heard timely and solutions rendered in real time. I feel like the team at Bryt is an extension of my team.

I appreciate the ease of use, it is intuitive and has all the essential functions our firm needs.

Ease of use is amazing and the price is unbeatable.

The only complaint I have is that it doesn't work as well on Safari. I use Safari as my main browser so when I use Bryt I have to change to google chrome.

We really like how easy is the software to use. Impecable customer service.

I Love the Loan Document Feature. Makes processing Loan Documents very simple and quick.

Not enough functionality, ex. report writer, customer over payments when closing a loan, can delete pay periods but not add them.

I can manage multiple investment vehicles from this platform and all functions are consolidated in an easy to use location.

Intuitive, easy to use, does what I need and keeps me in control.

If you are not the "Servicing Company" of the loans, set up is a bit tricky and takes some getting used to. In my case, I have 1 individual who has mortgages under 4 different companies.

I have done property management for over 15 years, and then we switched to mortgages. So that may be my fault.

Document Management

HES LoanBox

HES LoanBox screenshot

It was important that we were able to move to something that was Simple, Helpful and Clear for our people whilst ensuring it was proportionate and relevant for our not-for-profit company.

So, it exceeded our expectations and is totally worth its money. The project management itself was transparent and effective.

We are very satisfied with HES and would recommend its system and services without any caveats.

Since deployment the system has proven to be reliable and user friendly and HES has been quick to address all issues that have arisen as expected when deploying a new loan system from scratch.

High level of automation, reliability and ease of use.

The team did a great job: they implemented the required level of customization and integrations.

We switched to HES lending software from a legacy loan origination system, which was slow and inconvenient to manage.

Ease of configuration, integration to other suppliers and HES technical team. This is a real turn key out of the box solution.

It offers a lot more than excel or simple out-of-the-box lending platforms do: technically advanced KYC and scoring, rich loan servicing functionality, products, and product groups.

It has allowed us to automate our back-end loan management system reducing the operational costs and using some simple gamification techniques to help us test and learn.

We have been having difficult time finding leasing automation software that is robust enough for our needs. HES platform was the ready answer for most of our requirements.

The HES team partnered with us in true partner style, working together to use the skills across both of our teams.

We needed a system that was easy to config allowing us to remain flexible, make quick and easy changes to meet our strategy and business operating model.

My company provides short-term cash advances and payday loans focusing on the offline sales channel.

Multiple User Accounts

Alerts/Notifications

The Loan Office

The Loan Office screenshot: The Loan Office includes customizable dashboards for users to view their Tasks. Loan Aging, YTD Revenues and more.

The Loan Office screenshot: Electronically collect borrower payments and directly deposit funds to your lenders.

The Loan Office screenshot: Collect and track escrow payments and automatically calculate new escrow impound amounts.

The Loan Office screenshot: This tool calculates and produces amortization schedules for interest only, fully and partially amortized loans, variable rate loans, and loans with graduated payments.

We have just implemented The Loan Office software and are very happy with it's ease of use and reporting capabilities. The knowledgeable  and pleasant support staff have been a pleasure to work with.

With only 25 loans in our portfolio we were thrilled to find this cost effective solution.

Overall, I am very pleased and would definitely recommend this program to anyone who carries and services notes. Excellent product and well worth the money.

Its very user friendly and again the tech support is fantastic. This program for our company has been a great assist in growing our company.

We love how we can process the payments and keep track of the delinquent borrowers. We are very pleased with the software and it helps us achieve our business goals.

It has a great user interface and customization features depending on users. Overall would recommend for any small business that needs an affordable options.

We used to spend many hours monitoring all activity and then hours getting them to correct mistakes. The mistakes became so painful that we decided to take the chance to do it ourselves.

It is definitely worth finding out if it fits your lending needs. We are very glad we did.

This software is the best in such a way that it very complete and easy to use. It saves time and completely does the work for you.

The software provides the necessary tools to service our loans. The customer service department is excellent and has always done a superior job making sure that our needs are met.

Ease of use, ability to store & organize attached files, multi user capability. The integration with Quick Books for exporting payment transactions is smooth.

W're thrilled we left a full service servicer to switch to The Loan Office.

Loan Office is really helpful for servicing and management that offers integration with QuickBooks and is really easy to integrate with existing reports.

While we'd recommend that you do your homework to understand the features of The Loan Office, we're confident that The Loan Office will successfully do what it says it will do - what more can we ask.

The reports and notices are a pain to customize (in MS Word), but that is my only complaint. My portfolio is very small, so I generally do personalized collections notices anyway.

As it turns out, it takes no more time for us to enter the data ourselves into The Loan Office than it took to monitor and correct the outside service.

It also provide all the reports quickly and in an easy format.

I was hesitant at first to switch my software. My old software was outdated and lacked many features I needed to take my business to the next level.

LoanAssistant Alternatives & Competitors

Top 1 free alternatives

LendingPad

The Mortgage Office