Margill Loan Manager Features

Margill Loan Manager

Loan servicing and management solution for lenders

4.76/5 (41 reviews)

Competitor Feature Comparison

ACH Payment Processing
API
Accounting
Accounting Integration
Activity Dashboard
Activity Tracking
Alerts/Notifications
Amortization Schedule
Application Management
Approval Process Control
Asset Lifecycle Management
Audit Management
Audit Trail
Authentication
Auto Loans
Automated Scheduling
Automatic Funds Distribution
Borrower Management
Business Loans
CRM
Cash Flow Management
Client Database
Client Management
Client Portal
Closing Documents
Collateral Tracking
Collections Management
Commercial Mortgages
Complex Debt Structures
Compliance Management
Compliance Tracking
Configurable Workflow
Construction Loans
Contact Database
Contact Management
Credit Reporting
Customer Accounts
Customer Database
Customer Management
Customer Statements
Customizable Branding
Customizable Reports
Customizable Templates
Dashboard
Data Import/Export
Document Management
Document Storage
Electronic Applications
Electronic Funds Transfer
Electronic Payments
Electronic Signature
Escrow Management
Financial Analysis
Financial Management
For Borrowers
Government Loans
HUD Settlement Statements
Historical Reporting
Investor Management
Lead Management
Lender Search
Loan Management
Loan Origination
Loan Processing
Loan Servicing
Mobile Access
Monitoring
Mortgages
Multi-Branch
Multi-Channel Communication
Multi-Company
Multi-Currency
Online Applications
Outsource Processing
Payment Options
Payment Tracking
Pipeline Management
Portfolio Management
Pre-Qualification
Promissory Notes
Property Tax Management
Real Time Analytics
Real Time Reporting
Refinance Management
Reminders
Reporting & Statistics
Reporting/Analytics
Residential Mortgages
Role-Based Permissions
Search/Filter
Secure Data Storage
Self Service Portal
Status Tracking
Student Loans
Task Management
Third Party Integrations
Third Party Loan Origination
Transaction History
Trend Analysis
User Management
Visual Analytics
Visual Presentation
Workflow Management
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ACH Payment Processing
API
Accounting
Accounting Integration
Activity Dashboard
Activity Tracking
Alerts/Notifications
Amortization Schedule
Application Management
Approval Process Control
Asset Lifecycle Management
Audit Management
Audit Trail
Authentication
Auto Loans
Automated Scheduling
Automatic Funds Distribution
Borrower Management
Business Loans
CRM
Cash Flow Management
Client Database
Client Management
Client Portal
Closing Documents
Collateral Tracking
Collections Management
Commercial Mortgages
Complex Debt Structures
Compliance Management
Compliance Tracking
Configurable Workflow
Construction Loans
Contact Database
Contact Management
Credit Reporting
Customer Accounts
Customer Database
Customer Management
Customer Statements
Customizable Branding
Customizable Reports
Customizable Templates
Dashboard
Data Import/Export
Document Management
Document Storage
Electronic Applications
Electronic Funds Transfer
Electronic Payments
Electronic Signature
Escrow Management
Financial Analysis
Financial Management
For Borrowers
Government Loans
HUD Settlement Statements
Historical Reporting
Investor Management
Lead Management
Lender Search
Loan Management
Loan Origination
Loan Processing
Loan Servicing
Mobile Access
Monitoring
Mortgages
Multi-Branch
Multi-Channel Communication
Multi-Company
Multi-Currency
Online Applications
Outsource Processing
Payment Options
Payment Tracking
Pipeline Management
Portfolio Management
Pre-Qualification
Promissory Notes
Property Tax Management
Real Time Analytics
Real Time Reporting
Refinance Management
Reminders
Reporting & Statistics
Reporting/Analytics
Residential Mortgages
Role-Based Permissions
Search/Filter
Secure Data Storage
Self Service Portal
Status Tracking
Student Loans
Task Management
Third Party Integrations
Third Party Loan Origination
Transaction History
Trend Analysis
User Management
Visual Analytics
Visual Presentation
Workflow Management
Visit WebsiteCompare App
ACH Payment Processing
API
Accounting
Accounting Integration
Activity Dashboard
Activity Tracking
Alerts/Notifications
Amortization Schedule
Application Management
Approval Process Control
Asset Lifecycle Management
Audit Management
Audit Trail
Authentication
Auto Loans
Automated Scheduling
Automatic Funds Distribution
Borrower Management
Business Loans
CRM
Cash Flow Management
Client Database
Client Management
Client Portal
Closing Documents
Collateral Tracking
Collections Management
Commercial Mortgages
Complex Debt Structures
Compliance Management
Compliance Tracking
Configurable Workflow
Construction Loans
Contact Database
Contact Management
Credit Reporting
Customer Accounts
Customer Database
Customer Management
Customer Statements
Customizable Branding
Customizable Reports
Customizable Templates
Dashboard
Data Import/Export
Document Management
Document Storage
Electronic Applications
Electronic Funds Transfer
Electronic Payments
Electronic Signature
Escrow Management
Financial Analysis
Financial Management
For Borrowers
Government Loans
HUD Settlement Statements
Historical Reporting
Investor Management
Lead Management
Lender Search
Loan Management
Loan Origination
Loan Processing
Loan Servicing
Mobile Access
Monitoring
Mortgages
Multi-Branch
Multi-Channel Communication
Multi-Company
Multi-Currency
Online Applications
Outsource Processing
Payment Options
Payment Tracking
Pipeline Management
Portfolio Management
Pre-Qualification
Promissory Notes
Property Tax Management
Real Time Analytics
Real Time Reporting
Refinance Management
Reminders
Reporting & Statistics
Reporting/Analytics
Residential Mortgages
Role-Based Permissions
Search/Filter
Secure Data Storage
Self Service Portal
Status Tracking
Student Loans
Task Management
Third Party Integrations
Third Party Loan Origination
Transaction History
Trend Analysis
User Management
Visual Analytics
Visual Presentation
Workflow Management
Visit WebsiteCompare App

Margill Loan Manager Feature Reviews

25 reviewers had the following to say about Margill Loan Manager's features:

Darla L.

The best customer service!!

2017-09-21

Pros

The flexibility to handle multiple types of loans from promissory notes to leases. 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!!!

Cons

I wish there were more standard reports available, as I don't have time to custom design.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Jurismedia


Thanks for this Darla.

You're putting pressure on us with the 30 minute support! Ouch ;-) We always try our best!

As for reports, we do have standard templates for the most common needs, but reporting requirements from one company to the next range dramatically. That's why Margill includes over 1000 fields from which to create custom reports.

Marc

Read more
Arlyn P.

Excellent Software for Loan Management

2019-01-23

Margill Loan Manager has simplified the way we manage our loans, saving us time as we don't have to create separate Excel amortization tables or go to a separate documents to post interests; we can keep all the loan information in just one place, and the information/reports are accurate.

Pros

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

Cons

So far, this software is perfect for our Company; the only inconvenient I have experienced is that when listing several payments due on the same date, the report only takes the first listed amount.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Jurismedia


Thanks for this Arlyn. As for your issue, I think you are choosing the field called "Next Due Payment". The software looks for the next Due payment but can only take the first one it sees. We rarely see multiple Due payments on the same day - these would usually be combined to one due amount. We can talk about your particular need together and why you do it this way. Will call you.

Read more
Donald R.

Works for us...

2016-12-22

We find posting payments, creating new accounts, preparing end of month reports and sending monthly statements to be easy and always accurate.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Kevin M.

This program is Great!! And Tech support /customer service have been A+++!

2017-12-18

The daily record keeping and reports are everything I need.

Pros

When my server crashed Margill was right on top of saving all my data. I couldn't be happier with the program and the support!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Elenor C.

Transferred from very old software for long term receivables to Margill

2017-12-18

Secure and accurate system for our long term receivables.

Pros

The reporting aspect is great and provides all the information I need to close the accounting period.

Cons

I do not have any dislikes in the system and am looking forward to when the Margill software will be fully interfaced with my general ledger.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
David P.

Easy to use loan management software

2019-01-22

Great in-house loan management software.

Pros

Custom loan invoices. Very easy to get customer support when needed.

Cons

I don't have any complaints regarding this software.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Rejean C.

Complete and flexible

2014-08-15

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.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Pauline C.

Review for Margill Loan Manager software

2016-12-20

Even tasks such as correspondence, databases, global calculations, individual calculations, and billing are done with ease.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Brenda H.

Great Software! Fully Recommend

2016-10-31

We are loving the new software just getting used to it and exploring new reports as we need them!!!!

Pros

Easy to work with, user friendly!

Cons

Nothing

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10

Recommendations to others considering Margill Loan Manager

It is amazing software.

Source: Capterra
Helpful?   Yes   No
Read more
Stephanie M.

WE are loving this software!

2019-01-21

It has simplified our Loan accounting and helped us eliminate the need for many spreadsheet and data outside the software.

Pros

simplicity with so many advanced features and options, easy to learn, easy to export and makes accounting for loans a breeze

Cons

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Gerardo B.

Great tool at a great price

2016-12-29

It has room for improvement in workflow management and permissions management.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Charles P.

Helped automate 2 significant customer payment processes

2017-12-18

Automation of 2 manual processes for tracking customer loan payments

Pros

The software implements best practices and provides multiple ways to handle loans and customer payments

Cons

Integration with a mid-tier ERP system was complex and required some customization from the vendor to give us the information we needed

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Abneesh M.

We have been using MarGill for over 4 years and are very satisfied with the services provided.

2017-12-18

Pros

Usually there are pre-set reports in other softwares and I personally love this feature. They provide exceptional Customer Service.

Cons

The only thing I gave 4 stars was at Features and Functionality, the software has improved a lot over the past years and our feedback and is always listened to and added on to the next update. Cust support and the team have been continuously evolving the software.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Sheri L.

Utilize software to administer 4500+ client mortgage files. This software has been exceptional.

2017-12-20

Pros

Pros are ease of entry of information onto the system, ease of creation of custom reports for export and merge(s), flexibility of the software/program providing options for subsidized loan payments, actual loan payments and ability to enter multiple interest rates and ability to change interest rates as well as the feature to have multiple loans under one client (borrower).

Cons

We have experienced a few minor performance issues over the years, however, they have been dealt with and addressed satisfactorily in a timely manner each time with great support from Margill representatives.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

We are a group of investors that buy loan pools...great loan manager for what we do....

2017-12-18

Pros

Again, we are a group of investors that by loan pools. The program works very well for us. we like the simplicity of the manager and it's overall manageability of our loans.

Cons

Statements and reports are great...sometimes the printing alignment is an issue...

Rating breakdown

Value for money
Ease of use
Features

Time used: 2+ years

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No
Read more
Mickey M.

The Margill team is very responsive and has demonstrated flexibility whenever needed.

2017-12-18

Pros

Our company needed custom software that was difficult to find in the open market - we chose to purchase Margill which did not meet our exact needs out of the box, however, the team crafted a customized solution that has served us well. Cust Support and the team understand client needs and provide a personalized experience.

Cons

Otherwise, as far as a loan management system is concerned, this is a good option.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Jeremy K.

Excellent software at the right price point.

2014-08-18

Our primary business activity is not lending, so high cost solutions designed for banks and other loan originators were cost prohibitive.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Rainbow Z.

good product

2020-06-22

Pros

Easy to customize the software yourself to meet your needs.

Cons

Hope it can eventually become an accounting system that specific in mortgage.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Jurismedia


Thank you for the review Ms Zhu.

Fortunately, Margill Loan Manager will never become a full-fledged accounting system since our core is mathematics and loan servicing capabilities. Don't forget, you can include your general ledger accounts in Margill and extract any accounting information from the system in seconds and export the data to QuickBooks, Sage, Excel, CSV and TXT formats. We can even customize to any other accounting package.

If I am not mistaken, your were using TMO before switching to Margill...

Read more
Luke W.

Positive for the whole time we have used it

2017-12-18

Simple, low cost solution. Great for a start up or small business to manage all types of loans. It has helped us grow out customer base substantially and keep clear records of all the transactions.

Pros

The ability to add-in unlimited fields for information gathering, record keeping and future analytics is really helpful.

Cons

The offset of this is you, the user, have more security of data.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Steve C.

Excellent software with great support

2017-12-18

Pros

I do have an issue when I read someone posting a negative review on this site and suggesting that my company's satisfaction (after a thousand hours of use) is not real and that other reviewers have knowingly posted positive misleading reviews.

Cons

Would like more video tutorials as we probably only use a fraction of the software's capability. We find video tutorials more effective than most manuals.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Jurismedia


Thanks for the comment Steve. As for videos, we are starting our little collection which you can see in the Support Center: www.margill.com/en/support-center/. The Support Center also has our blog in which we regularly answer user questions. Many good questions in there!

Read more
Larry H.

Great Tool

2014-08-26

It's helped us increase the number of clients and decrease time consuming process of loan servicing.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Vickie D.

Gestionnaire de Prêts Margill

2014-08-18

The loan manager Margill is really easy to use and I save time to always respect my deadlines, Margill staff is very kind and understanding.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Maxime S.

The right fit for a small mortgage loan company like Financière Victoria

2020-12-16

Pros

It is very easy to use for me and my assistants.

Cons

The possibility to access the database remotely could be a must, especially in Covid time.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Jurismedia


Thank you for this Maxime.

As for access remotely in these special times, you can remote into your server (by RDP connection or other. We also offer Margill on the Cloud (Azure) as a service (SAAS).

Read more
Javed H.

Loan Manager

2014-08-14

Had it 5 years and very happy although I must remind you we are a small private company consisting of under 25 accounts. We are not logging in and out very consistently.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Michel D.

Responding to our needs in Loan MANAGING. Very user friendly.

2018-02-08

Help our co. to expand faster and help every department to improve quality work.

Pros

No bug and no high costs developping. Time for training was very low and everyone was happy to use a so powerfull tool.

Cons

Letters and documents should be improved as .doc instead of .rtf , but it is working like it is. We would have purchase this software many years before if we knew it was available on the market.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Jurismedia


Thank you for this Mr. Desjardins. The good news, in our version 4.4 now being released, we have vastly improved the document merge module and can now merge to Word (and PDF of course) and can even include start-of-loan-to-date, year-to-date and previous reporting period data in your statements .

Read more