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Commercial Loan Software with CRM (2026)

Last updated: March 2026

Commercial Loan Software Key Features

    Based on 126 user opinions, we identified 6 features that are important for any product in Commercial Loan Software

  • Loan Processing

    Collect, organize, and prepare loan information to send to the lender for approval

    Average user rating

    5.0

  • Document Management

    Store, manage, and track all electronic documents in a centralized location

    Average user rating

    4.9

  • Borrower Management

    Searchable database of information about loan borrowers

    Average user rating

    4.9

  • Payment Collection

    Tracking, managing, and initiating the transfer of funds for overdue customer payments

    Average user rating

    4.8

  • API

    Application programming interface that allows for integration with other systems/databases

    Average user rating

    4.8

  • Pipeline Management

    Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

    Average user rating

    4.7
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41 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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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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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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LoanPro logo

Full-service lending management platform

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Full-service loan servicing software, robust API, Live amortization calculator, customer communication center, delinquency tracker, automated payments, & more.

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BNTouch Mortgage CRM logo

Your Mortgage CRM & Marketing Tools Anywhere.

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Your Mortgage CRM & Marketing Tools Anywhere.

Automate your marketing, convert more leads, stay top of mind and recruit new partners from anywhere on any device. See why BNTouch's Mortgage CRM & Mobile App have over 700+ five star reviews.

Read more about BNTouch Mortgage CRM

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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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Margill Loan Manager logo

Loan servicing and management solution for lenders

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Margill Loan Manager is an installed or cloud-based loan servicing solution, which assists lenders with servicing loans, lines of credit, receivables and leases. Key features include interest computation, custom fields, data export, multi-currency, customizable reporting and revenue tracking.

Read more about Margill Loan Manager

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The Nortridge Loan System logo

Enterprise-grade loan servicing software

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The Nortridge Loan System is a flexible servicing platform that enables highly configurable loans, multiple product lines & expansion to additional markets

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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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Turnkey Lender logo

Award-Winning Lending Management Software

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TurnKey Lender allows SME and retail lenders to fully automate their business processes raising efficiency and scaling business without putting a strain on the budget. Achieve a 30-second loan approval time secured by TurnKey Lender`s proprietary AI-driven technology.

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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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Bryt logo

FULL-FEATURED LOAN SERVICING SOFTWARE

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Bryt Software streamlines your commercial loan servicing process. From automated payment processing to seamless borrower communication, we simplify your operation, reduce errors, and improve efficiency. Bryt is intuitive and easy to use. Simple but powerful. Competitively priced. Easy to implement.

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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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LOAN SERVICING SOFT logo

Loan Servicing software for private money/hard money lenders

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The most advanced Loan Servicing Software on the market! Designed from the ground up to increase loan origination and loan servicing efficiencies. We serve private money/hard money lenders, auto, consumer, credit unions, banks, and non profit/city/state governments.

Read more about LOAN SERVICING SOFT

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BankPoint logo

Banking platform for loan portfolio managers

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BankPoint is a cloud-based solution designed to help banks, loan portfolio managers, and non-bank lenders such as hedge funds, private equity groups, and hard-money lenders automate processes for covenant tracking, credit approval, due diligence, real estate owned (REO) management and more.

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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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Fintech Market Core System logo

Loan management system for financial institutions

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Fintech Market's Loan Management System streamlines loan management and risk scoring operations. It includes CRM, crowdfunding, and debt management functionalities for financial services.

Read more about Fintech Market Core System

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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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FPS GOLD Core Banking logo

Core processing software for community banks

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FPS GOLD Core Processing is a core banking solution designed for community banks with tools for CRM, deposit management, loan planning, accounting & more

Read more about FPS GOLD Core Banking

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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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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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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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Lendstream logo

Loan origination & servicing software for lenders & brokers.

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Lendstream is a cloud-based loan origination and servicing platform which helps small to medium lending and brokerage companies with customer relationship management and debt collection. Key features include lead generation, interest rate matching, document management, loan servicing, and analysis.

Read more about Lendstream

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Mollie logo

Cloud-based payment processing software

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Mollie is a payment and financial solutions platform that simplifies transactions for businesses of all sizes. Its solutions cover online and in-person payments, recurring billing, fraud prevention, and financial services, all accessible through a centralized dashboard.

Read more about Mollie

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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.

Read more about iMX

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