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Commercial Loan Software with Client Management (2026)

Last updated: April 2026

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35 software options

The Mortgage Office logo

Web-based mortgage and loan servicing software

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The Mortgage Office is a web based loan servicing software which helps to streamline, manage and automate current loan servicing tasks

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Creatio CRM logo

New era CRM to manage all customer and operational workflows

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Agentic No-code platform that automates and streamlines the entire commercial lending lifecycle: from lead and application management to underwriting, approval, collateral tracking, servicing, and collections. 

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Mortgage Automator logo

Loan origination & servicing software for private lenders

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Mortgage Automator is a loan origination and servicing software designed to help North American private/ hard money lending businesses automate their operations, increase efficiency, and focus their efforts on growth.

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TaskSuite logo

Lending Simplified, Success Amplified.

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TaskSuite revolutionizes lending with a comprehensive platform that simplifies origination, servicing, and loan management. Enhance efficiency, decision-making, and customer satisfaction with our all-in-one solution.

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Centrex logo

Cloud-based CRM software for finance sector

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Centrex is a cloud-based customer relationship management (CRM) software for the finance sector, which enables organizations to manage contacts, deals, team productivity, loan portfolio and email/text marketing campaigns on a centralized platform.

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timveroOS logo

Framework-native lending platform built for flexibility and

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Commercial lending platform supporting SME and corporate loans with flexible origination, servicing, and credit workflows.

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Loandisk logo

Loan origination and servicing for micro finance businesses

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LoanDisk is a cloud-based loan origination solution, which assists microfinance businesses with managing customer loans and repayments. Key features include fee management, loan processing, automated messaging, predefined templates, account management, and reporting.

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Shape logo

Cloud-based CRM, sales & marketing automation software

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Shape is a cloud-based CRM, sales, & marketing automation software for businesses in industries such as legal, real estate, mortgage, finance, & education. Shape offers tools to manage & automate online marketing & promotions, capture and service leads from online sources, & more

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CreditCore logo

Loan origination solution for banks and lending groups.

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Small and medium sized business loan origination solution analyzing the creditworthiness of the entity’s principals including simple financial statement and tax return spreading. Designed to fill the void between commercial and consumer lending. Includes plug and play online loan application.

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Baseline logo

Origination and Servicing Software for Private Lenders.

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Loan servicing and origination software that streamlines the inefficiencies associated with real estate private lending.

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Help With My Loan logo

Our goal is to help you reach yours!

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Help With My Loan (HWML) is software that automates the frontend underwriting and lender matching process for Commercial, Residential, Business and Personal loans.

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Bloqhouse Technologies logo

Cloud-based investment management solution

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Bloqhouse Technologies offers a suite of solutions catering to the investment industry. The cloud-based solution is designed to support fund managers, funding platforms, and companies raising capital.

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Plaid logo

Platform that enables apps to connect with bank accounts

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Plaid is a technology platform which allows users to create connections between applications and bank accounts to authenticate accounts, check balances in real time, verify identities, validate income, pull transaction data, and verify borrower assets

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SBS Financing Platform logo

Enterprise-grade wholesale and asset finance, built to scale

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SBS Financing Platform (SFP) is a cloud-native wholesale and asset finance platform used by banks, captives, and asset finance lenders.

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Baker Hill NextGen logo

Software for managing risk and increasing profitability.

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Baker Hill NextGen is a single unified platform that streamlines loan origination and portfolio risk management for commercial, small business, and consumer lending for banks and credit unions.

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DigiFi logo

Cloud-based financial management software

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DigiFi is a cloud-based financial CRM software that helps businesses process loan applications, handle official documents, generate performance reports, and more.

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LendCRM logo

Loan Origination Software

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Using LendCRM, Lenders and brokers can manage leads, Process, Under write, Close and Service loans.

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Intelligrow logo

Mobile and web application-based lending solution

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Intellligrow is a mobile and web application-based lending solution. It offers a core banking application for NBFCs and microfinance. It assists with the entire lending process, from lead generation, document management, and loan origination to reporting. It supports credit bureau integrations.

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Cloudcore logo

Loan origination software for financial institutions

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Cloudcore is an end-to-end core banking system that helps businesses manage financial activities such as loans, deposit accounts, and treasuries. The platform enables managers to integrate the solution with anti-money laundering systems, credit unions, general ledgers, and more.

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HES LoanBox logo

Lending Software for Banks & Alternative Lenders

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HES Commercial Lending Software automates loan origination and management, optimizing risk assessment, workflows, and compliance for lenders.

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Axe Credit Portal logo

Financial Software Credit risk Management automation

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axefinance is a global software provider focused on SaaS lending platforms for institutions looking for an edge in productivity and customer service for any and all client segments.

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FileInvite logo

Streamlining loan document collection for lenders

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FileInvite streamlines document collection with e-signatures, reminders, and integrations ideal for lending and professional services.

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iMX logo

Web-based financial services software for the finance sector

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iMX is an all-in-one package for: factoring/receivables finance (traditional, domestic, international, bulk), invoice discounting, payables finance/SCF, reverse, purchase order, inventory finance, selective invoice, ABL, etc.

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DecisionRules.io logo

Agile Business Rule Engine for Every Industry

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DecisionRules helps you speed up everyday processes in financial services, insurance, e-commerce, logistics, healthcare and more.

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OIXIO Leasing | Loans logo

Leasing and consumer credit contract management solution.

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OIXIO Leasing | Loans is a specialized leasing, credit contract, and commercial loan management solution for companies whose main business is financing the acquisition of various assets (leasing) and/or providing consumer credit.

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