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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.
We switched to HES lending software from a legacy loan origination system, which was slow and inconvenient to manage.
So, it exceeded our expectations and is totally worth its money. The project management itself was transparent and effective.
My company provides short-term cash advances and payday loans focusing on the offline sales channel.
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.
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.
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.
We switched to HES lending software from a legacy loan origination system, which was slow and inconvenient to manage.
So, it exceeded our expectations and is totally worth its money. The project management itself was transparent and effective.
My company provides short-term cash advances and payday loans focusing on the offline sales channel.
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.
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.
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.
We switched to HES lending software from a legacy loan origination system, which was slow and inconvenient to manage.
So, it exceeded our expectations and is totally worth its money. The project management itself was transparent and effective.
My company provides short-term cash advances and payday loans focusing on the offline sales channel.
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.
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.
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 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.
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.
Not enough functionality, ex. report writer, customer over payments when closing a loan, can delete pay periods but not add them.
Very cost effective, efficient, friendly software that is cloud based, accessible from anywhere.
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.
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 have done property management for over 15 years, and then we switched to mortgages. So that may be my fault.
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.
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.
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.
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 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.
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.
Not enough functionality, ex. report writer, customer over payments when closing a loan, can delete pay periods but not add them.
Very cost effective, efficient, friendly software that is cloud based, accessible from anywhere.
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.
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 have done property management for over 15 years, and then we switched to mortgages. So that may be my fault.
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.
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.
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.
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 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.
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.
Not enough functionality, ex. report writer, customer over payments when closing a loan, can delete pay periods but not add them.
Very cost effective, efficient, friendly software that is cloud based, accessible from anywhere.
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.
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 have done property management for over 15 years, and then we switched to mortgages. So that may be my fault.
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.
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.
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.
I can honestly say its been excellent - anything we ask for has been done in good time, reliable system, great staff.
Before we were using 3 different programs to track the orders, to check products availability and manage cases and it was a real disaster.
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.
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.
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.
Didn't provide a modular pricing that we can adjust according to what we needs. Design features in marketing is limited.
We liked the easy customization and user-friendly interface. The scalability and security of our data was also important.
The mobile application was only slightly difficult to get used to navigating, but there was a lot of customization on the implementation end.
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.
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.
I can honestly say its been excellent - anything we ask for has been done in good time, reliable system, great staff.
Before we were using 3 different programs to track the orders, to check products availability and manage cases and it was a real disaster.
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.
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.
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.
Didn't provide a modular pricing that we can adjust according to what we needs. Design features in marketing is limited.
We liked the easy customization and user-friendly interface. The scalability and security of our data was also important.
The mobile application was only slightly difficult to get used to navigating, but there was a lot of customization on the implementation end.
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.
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.
I can honestly say its been excellent - anything we ask for has been done in good time, reliable system, great staff.
Before we were using 3 different programs to track the orders, to check products availability and manage cases and it was a real disaster.
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.
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.
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.
Didn't provide a modular pricing that we can adjust according to what we needs. Design features in marketing is limited.
We liked the easy customization and user-friendly interface. The scalability and security of our data was also important.
The mobile application was only slightly difficult to get used to navigating, but there was a lot of customization on the implementation end.
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.
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.
Pros and Cons from The Nortridge Loan System users
+15
The ease of custom reporting from the database, integration of complimentary software and great support from the Nortridge team top my list of LIKES.
The largest problems we are having as a licensed user of NLS is latency between using the application an it communicating with the server.
The ease of use and the custom features that they will develop for our users. The support is amazing as well.
Bugs in new versions are unpredictable and annoying. Small companies generally do not have the resources to do extensive testing.
Affordable, Not inexpensive or cheap. Excellent Consulting services on start up.
It can be difficult at times to identify the origins of problems which makes fixes hard to implement.
I like the control I have in the system. Because of all the options you have with the technology, support has to look at most issues at the micro level which can add time to getting an issue resolved.
It can be hard for a non technical person to use but depends on the individual.
It has overall been a great experience using NLS as a loan servicing system. I have used other systems for financial servicing but this system is the most user friendly one I have ever used.
This is a very good loan servicing software that helps you to keep track of loans in the pipeline, email or text customers with updates or questions, generate documents, etc.
Love the integrated ecosystem NLS has provided to Pay. Keeping our mutual customers within a user-friendly and seamless environment when making a payment is a huge value-add.
I like the ability to manage a diverse portfolio. We Service a variety portfolio types as we as manage our own accounts.
Overall the partner relationship is a good one with Nortridge being very attentive to our needs.
The system is highly customizable and easy to use. The NLS development and support teams are very responsive and willing to work with your business needs.
I like that we are able to customize area's where it is beneficial to our business.
The Nortridge team is truly a PARTNER with us not just another vendor. Everyone on the Nortridge team seems to genuinely care about our business model and our goals at both a high-and detail-level.
It is very customizable and you can pretty much do anything you need to do. Some more complicated than others depending on the requirements on your business.
I use this software to bend down the cost curve during our rapid period of growth.
The ease of custom reporting from the database, integration of complimentary software and great support from the Nortridge team top my list of LIKES.
The largest problems we are having as a licensed user of NLS is latency between using the application an it communicating with the server.
The ease of use and the custom features that they will develop for our users. The support is amazing as well.
Bugs in new versions are unpredictable and annoying. Small companies generally do not have the resources to do extensive testing.
Affordable, Not inexpensive or cheap. Excellent Consulting services on start up.
It can be difficult at times to identify the origins of problems which makes fixes hard to implement.
I like the control I have in the system. Because of all the options you have with the technology, support has to look at most issues at the micro level which can add time to getting an issue resolved.
It can be hard for a non technical person to use but depends on the individual.
It has overall been a great experience using NLS as a loan servicing system. I have used other systems for financial servicing but this system is the most user friendly one I have ever used.
This is a very good loan servicing software that helps you to keep track of loans in the pipeline, email or text customers with updates or questions, generate documents, etc.
Love the integrated ecosystem NLS has provided to Pay. Keeping our mutual customers within a user-friendly and seamless environment when making a payment is a huge value-add.
I like the ability to manage a diverse portfolio. We Service a variety portfolio types as we as manage our own accounts.
Overall the partner relationship is a good one with Nortridge being very attentive to our needs.
The system is highly customizable and easy to use. The NLS development and support teams are very responsive and willing to work with your business needs.
I like that we are able to customize area's where it is beneficial to our business.
The Nortridge team is truly a PARTNER with us not just another vendor. Everyone on the Nortridge team seems to genuinely care about our business model and our goals at both a high-and detail-level.
It is very customizable and you can pretty much do anything you need to do. Some more complicated than others depending on the requirements on your business.
I use this software to bend down the cost curve during our rapid period of growth.
The ease of custom reporting from the database, integration of complimentary software and great support from the Nortridge team top my list of LIKES.
The largest problems we are having as a licensed user of NLS is latency between using the application an it communicating with the server.
The ease of use and the custom features that they will develop for our users. The support is amazing as well.
Bugs in new versions are unpredictable and annoying. Small companies generally do not have the resources to do extensive testing.
Affordable, Not inexpensive or cheap. Excellent Consulting services on start up.
It can be difficult at times to identify the origins of problems which makes fixes hard to implement.
I like the control I have in the system. Because of all the options you have with the technology, support has to look at most issues at the micro level which can add time to getting an issue resolved.
It can be hard for a non technical person to use but depends on the individual.
It has overall been a great experience using NLS as a loan servicing system. I have used other systems for financial servicing but this system is the most user friendly one I have ever used.
This is a very good loan servicing software that helps you to keep track of loans in the pipeline, email or text customers with updates or questions, generate documents, etc.
Love the integrated ecosystem NLS has provided to Pay. Keeping our mutual customers within a user-friendly and seamless environment when making a payment is a huge value-add.
I like the ability to manage a diverse portfolio. We Service a variety portfolio types as we as manage our own accounts.
Overall the partner relationship is a good one with Nortridge being very attentive to our needs.
The system is highly customizable and easy to use. The NLS development and support teams are very responsive and willing to work with your business needs.
I like that we are able to customize area's where it is beneficial to our business.
The Nortridge team is truly a PARTNER with us not just another vendor. Everyone on the Nortridge team seems to genuinely care about our business model and our goals at both a high-and detail-level.
It is very customizable and you can pretty much do anything you need to do. Some more complicated than others depending on the requirements on your business.
I use this software to bend down the cost curve during our rapid period of growth.
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.
I can't say there is anything I dislike about Automator.
The Automator team has been amazing in providing Graysbrook Capital with custom solutions that has increased our business efficiency substantially.
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.
On top of that, the support team is outstanding and has very fast turnaround times. Highly recommend this product.
I don't think there is not a whole lot to dislike.
This product is very easy to use, we like the clean reports and the ease of using this system to support our mortgages.
In no less than one years' time, they will be THE go-to mortgage administration software.
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.
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.
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.
I can't say there is anything I dislike about Automator.
The Automator team has been amazing in providing Graysbrook Capital with custom solutions that has increased our business efficiency substantially.
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.
On top of that, the support team is outstanding and has very fast turnaround times. Highly recommend this product.
I don't think there is not a whole lot to dislike.
This product is very easy to use, we like the clean reports and the ease of using this system to support our mortgages.
In no less than one years' time, they will be THE go-to mortgage administration software.
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.
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.
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.
I can't say there is anything I dislike about Automator.
The Automator team has been amazing in providing Graysbrook Capital with custom solutions that has increased our business efficiency substantially.
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.
On top of that, the support team is outstanding and has very fast turnaround times. Highly recommend this product.
I don't think there is not a whole lot to dislike.
This product is very easy to use, we like the clean reports and the ease of using this system to support our mortgages.
In no less than one years' time, they will be THE go-to mortgage administration software.
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.
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.
Very easy to use and the reports are very helpful, very user friendly and I love this software. I would recommend this software to everyone.
There are also some weird and destructive practices. For example, when modifying a loan, the table loan_reverse_status_archive erases the past, which is very problematic for accounting.
I can't say enough great things about Autopal. It is easy to use, the functionality is amazing, the vendor integrations are perfect, and the support staff are beyond helpful and such nice people.
However, I am unable to think of anything i dislike about the software today.
I especially appreciate the ability to create custom forms, and to automate our customer contact. The support team is great to work with and once the system is set up, it's very simple to use.
This all left a bad taste in our mouths, now feeling further behind rather than accelerated by LoanPro, as a team we decided to ask for a refund.
Loan Pro has the most flexible loan setup options and comprehensive API on the market. It's easy to use, cost effective, and we recommend it to all of our clients.
I filed a BBB complaint after their refusal to act reasonably.
We love the user interface and have recommended the product already to some of our associates. Looking forward to using this for years to come.
It is built on modern technology and offers robust capabilities. With their servicing capabilities, business rules and APIs, it is extremely flexible and extensible.
Great level of experience and overall positive service.
The reports the software generates of our portfolio has also greatly assisted the accounting department in tracking the performance and revenue. We love this software and the team at LoanPro.
They equipped us with great support during the initial implementation phase that allowed us to get up and running with a MVP loan servicing functionality for our lending product.
The features, the customer service and sales team and their quick responses, the built-in integrations with their partners, the ease of getting setup in a timely manner.
LoanPro is very innovative; not a lot of companies can automate LaaS (lending as a service) like they do.
Overall, I do recommend LoanPro if you need an off-the-shelf product. But you are bound to encounter "head-scratching" issues, so be prepared.
We've been looking for a software to manage our portfolio for several years and couldn't find anything that would do what we needed and not break the bank. It is reasonably priced and is easy to use.
If I couldn't figure out a way to do something, I would call their support line, and they walked me through it. It gives us great flexibility as a company.
Very easy to use and the reports are very helpful, very user friendly and I love this software. I would recommend this software to everyone.
There are also some weird and destructive practices. For example, when modifying a loan, the table loan_reverse_status_archive erases the past, which is very problematic for accounting.
I can't say enough great things about Autopal. It is easy to use, the functionality is amazing, the vendor integrations are perfect, and the support staff are beyond helpful and such nice people.
However, I am unable to think of anything i dislike about the software today.
I especially appreciate the ability to create custom forms, and to automate our customer contact. The support team is great to work with and once the system is set up, it's very simple to use.
This all left a bad taste in our mouths, now feeling further behind rather than accelerated by LoanPro, as a team we decided to ask for a refund.
Loan Pro has the most flexible loan setup options and comprehensive API on the market. It's easy to use, cost effective, and we recommend it to all of our clients.
I filed a BBB complaint after their refusal to act reasonably.
We love the user interface and have recommended the product already to some of our associates. Looking forward to using this for years to come.
It is built on modern technology and offers robust capabilities. With their servicing capabilities, business rules and APIs, it is extremely flexible and extensible.
Great level of experience and overall positive service.
The reports the software generates of our portfolio has also greatly assisted the accounting department in tracking the performance and revenue. We love this software and the team at LoanPro.
They equipped us with great support during the initial implementation phase that allowed us to get up and running with a MVP loan servicing functionality for our lending product.
The features, the customer service and sales team and their quick responses, the built-in integrations with their partners, the ease of getting setup in a timely manner.
LoanPro is very innovative; not a lot of companies can automate LaaS (lending as a service) like they do.
Overall, I do recommend LoanPro if you need an off-the-shelf product. But you are bound to encounter "head-scratching" issues, so be prepared.
We've been looking for a software to manage our portfolio for several years and couldn't find anything that would do what we needed and not break the bank. It is reasonably priced and is easy to use.
If I couldn't figure out a way to do something, I would call their support line, and they walked me through it. It gives us great flexibility as a company.
Very easy to use and the reports are very helpful, very user friendly and I love this software. I would recommend this software to everyone.
There are also some weird and destructive practices. For example, when modifying a loan, the table loan_reverse_status_archive erases the past, which is very problematic for accounting.
I can't say enough great things about Autopal. It is easy to use, the functionality is amazing, the vendor integrations are perfect, and the support staff are beyond helpful and such nice people.
However, I am unable to think of anything i dislike about the software today.
I especially appreciate the ability to create custom forms, and to automate our customer contact. The support team is great to work with and once the system is set up, it's very simple to use.
This all left a bad taste in our mouths, now feeling further behind rather than accelerated by LoanPro, as a team we decided to ask for a refund.
Loan Pro has the most flexible loan setup options and comprehensive API on the market. It's easy to use, cost effective, and we recommend it to all of our clients.
I filed a BBB complaint after their refusal to act reasonably.
We love the user interface and have recommended the product already to some of our associates. Looking forward to using this for years to come.
It is built on modern technology and offers robust capabilities. With their servicing capabilities, business rules and APIs, it is extremely flexible and extensible.
Great level of experience and overall positive service.
The reports the software generates of our portfolio has also greatly assisted the accounting department in tracking the performance and revenue. We love this software and the team at LoanPro.
They equipped us with great support during the initial implementation phase that allowed us to get up and running with a MVP loan servicing functionality for our lending product.
The features, the customer service and sales team and their quick responses, the built-in integrations with their partners, the ease of getting setup in a timely manner.
LoanPro is very innovative; not a lot of companies can automate LaaS (lending as a service) like they do.
Overall, I do recommend LoanPro if you need an off-the-shelf product. But you are bound to encounter "head-scratching" issues, so be prepared.
We've been looking for a software to manage our portfolio for several years and couldn't find anything that would do what we needed and not break the bank. It is reasonably priced and is easy to use.
If I couldn't figure out a way to do something, I would call their support line, and they walked me through it. It gives us great flexibility as a company.
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.
The updates are a little expensive. You get what you pay for though.
We have been very happy with the software and the excellent support service and will continue to expand our licence as our business grows.
The Document Merge feature has cut down our processing times by half.
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.
The only regret is that I didn't buy it sooner.
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 program is really expensive the cost could be lowered significantly though offering a standard fee.
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.
Margill has all the main features we needed: the ability to book loans and equity deals, fees, build alerts and reports.
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.
The updates are a little expensive. You get what you pay for though.
We have been very happy with the software and the excellent support service and will continue to expand our licence as our business grows.
The Document Merge feature has cut down our processing times by half.
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.
The only regret is that I didn't buy it sooner.
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 program is really expensive the cost could be lowered significantly though offering a standard fee.
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.
Margill has all the main features we needed: the ability to book loans and equity deals, fees, build alerts and reports.
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.
The updates are a little expensive. You get what you pay for though.
We have been very happy with the software and the excellent support service and will continue to expand our licence as our business grows.
The Document Merge feature has cut down our processing times by half.
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.
The only regret is that I didn't buy it sooner.
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 program is really expensive the cost could be lowered significantly though offering a standard fee.
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.
Margill has all the main features we needed: the ability to book loans and equity deals, fees, build alerts and reports.
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.
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.
TMO will make that growth painless and fluid as we keep our Veteran communities happy with great costumer service that TMO helps up provide.
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.
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.
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.
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.
Data entry task can be convoluted or not always clear and frustrating.
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.
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.
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.
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.
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.
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.
TMO will make that growth painless and fluid as we keep our Veteran communities happy with great costumer service that TMO helps up provide.
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.
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.
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.
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.
Data entry task can be convoluted or not always clear and frustrating.
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.
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.
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.
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.
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.
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.
TMO will make that growth painless and fluid as we keep our Veteran communities happy with great costumer service that TMO helps up provide.
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.
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.
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.
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.
Data entry task can be convoluted or not always clear and frustrating.
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.
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.
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.
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.
I like how easy it is to work with the program, I love how if you have any questions you can call support and they are always there for you to help, super friendly and professional.
The inability to use the software from a mobile device, it times out too often, it takes a while to load.
Easy to operate, AMAZING customer service. I call often and always get wonderful service.
On line payments could be simpler. Customers get confused when they have a side (repair) note.
Dealpack is very user friendly, easy to teach others how to use it. We love the integration of the accounting with the customer and sales dms.
I wish when building a que that my dead account wouldn’t receive a text only the current one could.
Processing payments for our customers is fast and its ability to send e-mail receipts is a big time saver. The system's built-in reports are excellent as is the report customization feature.
We are not a BHPH but if you are, and dont have this product. You're making a big mistake.
The DealPack platform is reliable, secure, and accurate. ABCoA's QA process is comprehensive and thorough.
The system and data produced is reliable. The customer support is friendly and gets any issue resolved quickly.
Overall Deal Pack has been great to work with. They are easy to use and quick to resolve issues.
The most important benefits that we have realized are speed and accuracy in processing loan payments and reporting internally and to customers.
You get all of your accounting done in one spot and it pushes it to the other accounts for you. The support staff is amazing.
The software is the most user friendly software my company and I have ever used. It has many robust features that make scalability a non issue.
Over all the DMS is a good tool to have as it integrates and connects the different sides of our business well.
We have been using Deal Pack for close to 20 years. The biggest pros are easy to use and customer service is great.
Great value for the money. Looked at other multiple other software companies before selecting this one and their staff was the deciding factor.
ABCoA's investment in the most up-to-date state, federal, and accounting rules and regulations improves compliance, allowing the company to focus on meeting it's customer needs confidently.
I like how easy it is to work with the program, I love how if you have any questions you can call support and they are always there for you to help, super friendly and professional.
The inability to use the software from a mobile device, it times out too often, it takes a while to load.
Easy to operate, AMAZING customer service. I call often and always get wonderful service.
On line payments could be simpler. Customers get confused when they have a side (repair) note.
Dealpack is very user friendly, easy to teach others how to use it. We love the integration of the accounting with the customer and sales dms.
I wish when building a que that my dead account wouldn’t receive a text only the current one could.
Processing payments for our customers is fast and its ability to send e-mail receipts is a big time saver. The system's built-in reports are excellent as is the report customization feature.
We are not a BHPH but if you are, and dont have this product. You're making a big mistake.
The DealPack platform is reliable, secure, and accurate. ABCoA's QA process is comprehensive and thorough.
The system and data produced is reliable. The customer support is friendly and gets any issue resolved quickly.
Overall Deal Pack has been great to work with. They are easy to use and quick to resolve issues.
The most important benefits that we have realized are speed and accuracy in processing loan payments and reporting internally and to customers.
You get all of your accounting done in one spot and it pushes it to the other accounts for you. The support staff is amazing.
The software is the most user friendly software my company and I have ever used. It has many robust features that make scalability a non issue.
Over all the DMS is a good tool to have as it integrates and connects the different sides of our business well.
We have been using Deal Pack for close to 20 years. The biggest pros are easy to use and customer service is great.
Great value for the money. Looked at other multiple other software companies before selecting this one and their staff was the deciding factor.
ABCoA's investment in the most up-to-date state, federal, and accounting rules and regulations improves compliance, allowing the company to focus on meeting it's customer needs confidently.
I like how easy it is to work with the program, I love how if you have any questions you can call support and they are always there for you to help, super friendly and professional.
The inability to use the software from a mobile device, it times out too often, it takes a while to load.
Easy to operate, AMAZING customer service. I call often and always get wonderful service.
On line payments could be simpler. Customers get confused when they have a side (repair) note.
Dealpack is very user friendly, easy to teach others how to use it. We love the integration of the accounting with the customer and sales dms.
I wish when building a que that my dead account wouldn’t receive a text only the current one could.
Processing payments for our customers is fast and its ability to send e-mail receipts is a big time saver. The system's built-in reports are excellent as is the report customization feature.
We are not a BHPH but if you are, and dont have this product. You're making a big mistake.
The DealPack platform is reliable, secure, and accurate. ABCoA's QA process is comprehensive and thorough.
The system and data produced is reliable. The customer support is friendly and gets any issue resolved quickly.
Overall Deal Pack has been great to work with. They are easy to use and quick to resolve issues.
The most important benefits that we have realized are speed and accuracy in processing loan payments and reporting internally and to customers.
You get all of your accounting done in one spot and it pushes it to the other accounts for you. The support staff is amazing.
The software is the most user friendly software my company and I have ever used. It has many robust features that make scalability a non issue.
Over all the DMS is a good tool to have as it integrates and connects the different sides of our business well.
We have been using Deal Pack for close to 20 years. The biggest pros are easy to use and customer service is great.
Great value for the money. Looked at other multiple other software companies before selecting this one and their staff was the deciding factor.
ABCoA's investment in the most up-to-date state, federal, and accounting rules and regulations improves compliance, allowing the company to focus on meeting it's customer needs confidently.
The Encompass integration is very tight, solid performance. Overall very happy with this platform.
Accessing the program is difficult if you forgot your PW. No simple password reminder or reset.
The calcultator that can help a client find out their future mortgage payment with a few choices. I also loved the fact that it connected directly to my pricer and I was able to check rates, live.
I have been a bit disappointed with the support process when our admin has questions. The response time has been tested at times.
The team at SimpleNexus are a joy to work with. They are flexible to our business model and offer a software that compliments our sales team quite well.
The difficult portion for me as a new builder lender, was the pre-approval letter. It was very hard to customize.
It helps me be more productive and is extremely useful in my daily business. It gives prospective clients immediate access to start the process even when I am not in a position to take a 1003.
This cuts down on time from both our end and the customer's end. We have seen a 20% quicker closing time than mortgage applications submitted via other methods.
The support is incredible. Anytime I or my customers need help, the support staff is available and helpful.
We are thoroughly pleased with it's performance and the technical/customer service team behind it.
The software was easy to use, easy to understand, easy to follow, easy for my partner and I to sign into from different locations etc.
It’s friendly and user friendly. M just the customer signing loan documents.
The options for our clients to use their preference of smartphone or PC is great as some will only use one or another.
I really like that borrowers can simply upload there information straight into the system which can be downloaded right away. It makes things so much easier.
I've had an overall great experience. Clients are able to easily apply online and upload documents directly to me all with the use of their phone.
They also like the Point of Sale features, such as preapproval letters, credit, and pricing that they can use on the go.
Ease of deployment to the client. Client can receive link quickly.
Integration with our LOS. Makes getting applications easy.
The Encompass integration is very tight, solid performance. Overall very happy with this platform.
Accessing the program is difficult if you forgot your PW. No simple password reminder or reset.
The calcultator that can help a client find out their future mortgage payment with a few choices. I also loved the fact that it connected directly to my pricer and I was able to check rates, live.
I have been a bit disappointed with the support process when our admin has questions. The response time has been tested at times.
The team at SimpleNexus are a joy to work with. They are flexible to our business model and offer a software that compliments our sales team quite well.
The difficult portion for me as a new builder lender, was the pre-approval letter. It was very hard to customize.
It helps me be more productive and is extremely useful in my daily business. It gives prospective clients immediate access to start the process even when I am not in a position to take a 1003.
This cuts down on time from both our end and the customer's end. We have seen a 20% quicker closing time than mortgage applications submitted via other methods.
The support is incredible. Anytime I or my customers need help, the support staff is available and helpful.
We are thoroughly pleased with it's performance and the technical/customer service team behind it.
The software was easy to use, easy to understand, easy to follow, easy for my partner and I to sign into from different locations etc.
It’s friendly and user friendly. M just the customer signing loan documents.
The options for our clients to use their preference of smartphone or PC is great as some will only use one or another.
I really like that borrowers can simply upload there information straight into the system which can be downloaded right away. It makes things so much easier.
I've had an overall great experience. Clients are able to easily apply online and upload documents directly to me all with the use of their phone.
They also like the Point of Sale features, such as preapproval letters, credit, and pricing that they can use on the go.
Ease of deployment to the client. Client can receive link quickly.
Integration with our LOS. Makes getting applications easy.
The Encompass integration is very tight, solid performance. Overall very happy with this platform.
Accessing the program is difficult if you forgot your PW. No simple password reminder or reset.
The calcultator that can help a client find out their future mortgage payment with a few choices. I also loved the fact that it connected directly to my pricer and I was able to check rates, live.
I have been a bit disappointed with the support process when our admin has questions. The response time has been tested at times.
The team at SimpleNexus are a joy to work with. They are flexible to our business model and offer a software that compliments our sales team quite well.
The difficult portion for me as a new builder lender, was the pre-approval letter. It was very hard to customize.
It helps me be more productive and is extremely useful in my daily business. It gives prospective clients immediate access to start the process even when I am not in a position to take a 1003.
This cuts down on time from both our end and the customer's end. We have seen a 20% quicker closing time than mortgage applications submitted via other methods.
The support is incredible. Anytime I or my customers need help, the support staff is available and helpful.
We are thoroughly pleased with it's performance and the technical/customer service team behind it.
The software was easy to use, easy to understand, easy to follow, easy for my partner and I to sign into from different locations etc.
It’s friendly and user friendly. M just the customer signing loan documents.
The options for our clients to use their preference of smartphone or PC is great as some will only use one or another.
I really like that borrowers can simply upload there information straight into the system which can be downloaded right away. It makes things so much easier.
I've had an overall great experience. Clients are able to easily apply online and upload documents directly to me all with the use of their phone.
They also like the Point of Sale features, such as preapproval letters, credit, and pricing that they can use on the go.
Ease of deployment to the client. Client can receive link quickly.
Integration with our LOS. Makes getting applications easy.
It also helps to keep everyone involved in the transaction with a status of what documents are still outstanding.
We are mortgage brokers - our problem has always been that to collect dozens of documents to submit a mortgage application was a convoluted and time consuming process.
You get regular updates as to the progress. Clients are happy knowing that their information is being uploaded in a secure environment.
It takes forever to delete unwanted documents.
Great value for the price. Easy to use and an effective way to improve productivity.
The signature feature is kinda broken. The signature never appears on the right spot and the box can't be resized.
Its fairly simple from the user side and theres lots of tutorials for clients. The price point is great and I love that there is a free version also available.
The software has no faults that I can see being an issue.
Easy to use, they have a great and responsive support team. The client interface is allows for an easy way for clients to upload documents.
I like that our clients can use this nice and simple software to keep track of what documents are required for their loan application.
It allows to create a secure portal to collect documents. It gives us peace of mind rather than using email its much more secure.
AMAZING, so easy to use and communicate with clietns.
Very easy to work with, excellent customer service and always available when needed.
Ease of use, everything contained in one dashboard/portal, ease when making changes, all communications in one area for each tracking.
Simple for clients to use and simple for our staff to use. Love the google drive integration and how it renames the files as per your request items.
The auto follow up are the main thing. Together with SMS integration it makes for a great combo.
FileInvite completely optimises this process and helps walk clients through the process.
Helps the process of obtaining necessary and required documents for clients.
It also helps to keep everyone involved in the transaction with a status of what documents are still outstanding.
We are mortgage brokers - our problem has always been that to collect dozens of documents to submit a mortgage application was a convoluted and time consuming process.
You get regular updates as to the progress. Clients are happy knowing that their information is being uploaded in a secure environment.
It takes forever to delete unwanted documents.
Great value for the price. Easy to use and an effective way to improve productivity.
The signature feature is kinda broken. The signature never appears on the right spot and the box can't be resized.
Its fairly simple from the user side and theres lots of tutorials for clients. The price point is great and I love that there is a free version also available.
The software has no faults that I can see being an issue.
Easy to use, they have a great and responsive support team. The client interface is allows for an easy way for clients to upload documents.
I like that our clients can use this nice and simple software to keep track of what documents are required for their loan application.
It allows to create a secure portal to collect documents. It gives us peace of mind rather than using email its much more secure.
AMAZING, so easy to use and communicate with clietns.
Very easy to work with, excellent customer service and always available when needed.
Ease of use, everything contained in one dashboard/portal, ease when making changes, all communications in one area for each tracking.
Simple for clients to use and simple for our staff to use. Love the google drive integration and how it renames the files as per your request items.
The auto follow up are the main thing. Together with SMS integration it makes for a great combo.
FileInvite completely optimises this process and helps walk clients through the process.
Helps the process of obtaining necessary and required documents for clients.
It also helps to keep everyone involved in the transaction with a status of what documents are still outstanding.
We are mortgage brokers - our problem has always been that to collect dozens of documents to submit a mortgage application was a convoluted and time consuming process.
You get regular updates as to the progress. Clients are happy knowing that their information is being uploaded in a secure environment.
It takes forever to delete unwanted documents.
Great value for the price. Easy to use and an effective way to improve productivity.
The signature feature is kinda broken. The signature never appears on the right spot and the box can't be resized.
Its fairly simple from the user side and theres lots of tutorials for clients. The price point is great and I love that there is a free version also available.
The software has no faults that I can see being an issue.
Easy to use, they have a great and responsive support team. The client interface is allows for an easy way for clients to upload documents.
I like that our clients can use this nice and simple software to keep track of what documents are required for their loan application.
It allows to create a secure portal to collect documents. It gives us peace of mind rather than using email its much more secure.
AMAZING, so easy to use and communicate with clietns.
Very easy to work with, excellent customer service and always available when needed.
Ease of use, everything contained in one dashboard/portal, ease when making changes, all communications in one area for each tracking.
Simple for clients to use and simple for our staff to use. Love the google drive integration and how it renames the files as per your request items.
The auto follow up are the main thing. Together with SMS integration it makes for a great combo.
FileInvite completely optimises this process and helps walk clients through the process.
Helps the process of obtaining necessary and required documents for clients.
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.
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.
It is user friendly and good to work with a tool that is on your side.
I've been in the mortgage business since 1999. Lending Pad is the worst LOS I've worked in.
I enjoy the integration and the ability of the software to grow with my business.
I've been in the mortgage business since 1999. Lending Pad is the worst LOS I've worked in.
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.
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.
Really impressed with the product and the service.
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.
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.
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.
It is user friendly and good to work with a tool that is on your side.
I've been in the mortgage business since 1999. Lending Pad is the worst LOS I've worked in.
I enjoy the integration and the ability of the software to grow with my business.
I've been in the mortgage business since 1999. Lending Pad is the worst LOS I've worked in.
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.
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.
Really impressed with the product and the service.
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.
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.
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.
It is user friendly and good to work with a tool that is on your side.
I've been in the mortgage business since 1999. Lending Pad is the worst LOS I've worked in.
I enjoy the integration and the ability of the software to grow with my business.
I've been in the mortgage business since 1999. Lending Pad is the worst LOS I've worked in.
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.
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.
Really impressed with the product and the service.
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.
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.
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.
With only 25 loans in our portfolio we were thrilled to find this cost effective solution.
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.
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.
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.
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.
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.
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.
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.
It also provide all the reports quickly and in an easy format.
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.
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.
With only 25 loans in our portfolio we were thrilled to find this cost effective solution.
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.
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.
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.
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.
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.
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.
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.
It also provide all the reports quickly and in an easy format.
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.
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.
With only 25 loans in our portfolio we were thrilled to find this cost effective solution.
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.
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.
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.
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.
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.
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.
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.
It also provide all the reports quickly and in an easy format.
Pros and Cons from Construction Loan Manager users
+15
We have been working with Land Gorilla for a couple years now and have nothing but positive things to say. They have a very robust system, incredibly responsive support, and competitive pricing.
There has not been anything we dislike about Land Gorilla.
Customer service is also AMAZING from loan loading to current day. Sensitive content hidden] is always very responsive when I have questions and or need extra help with questions I have.
The challenge in getting people onto Onesite is probably a fear of embracing new technology.
The Land Gorilla staff is incredibly helpful and friendly. Their training during onboarding is thorough and they are eager to provide ongoing support.
I have no idea since I’ve never used another system.
I love how seamless the integration is between Encompass and Lang Gorilla is, how simple the website is to navigate and find what is needed.
Also, 203(k) Consultants have been reluctant to use LG"s software, citing a duplication of efforts.
I have been very happy with this product. It has allowed me to be much more efficient in my job as information is so easily accessible.
The ease of ordering, the expediency in the turn times, and the efficiency and accuracy of the inspection reports. All aspects of Customer Service in general and response times are excellent.
Great customer service and follow through. Good Insite to mapping of budgets.
I love how user friendly the system is. I was able to log into the system as a first-time user and maneuver without any assistance or training.
I love the Dashboard page. Being able to see all our active loans, orders, draws and change orders on one page is such a useful feature.
Very happy with the experience, this system does have more functionality than some others used in the past.
Land Gorilla software is very user friendly. They offer customized reports, customized interest statements.
Integration with their inspection and property reporting options. Software allows for a helpful amount of customization / malleability.
And Gorilla is always available to guide us when we need them. Very responsive and always willing to go above and beyond.
The way the program is set up makes it easy for us to set up our projects and manage them on a daily basis. The inspection request process is also very easy and quick turn times.
We have been working with Land Gorilla for a couple years now and have nothing but positive things to say. They have a very robust system, incredibly responsive support, and competitive pricing.
There has not been anything we dislike about Land Gorilla.
Customer service is also AMAZING from loan loading to current day. Sensitive content hidden] is always very responsive when I have questions and or need extra help with questions I have.
The challenge in getting people onto Onesite is probably a fear of embracing new technology.
The Land Gorilla staff is incredibly helpful and friendly. Their training during onboarding is thorough and they are eager to provide ongoing support.
I have no idea since I’ve never used another system.
I love how seamless the integration is between Encompass and Lang Gorilla is, how simple the website is to navigate and find what is needed.
Also, 203(k) Consultants have been reluctant to use LG"s software, citing a duplication of efforts.
I have been very happy with this product. It has allowed me to be much more efficient in my job as information is so easily accessible.
The ease of ordering, the expediency in the turn times, and the efficiency and accuracy of the inspection reports. All aspects of Customer Service in general and response times are excellent.
Great customer service and follow through. Good Insite to mapping of budgets.
I love how user friendly the system is. I was able to log into the system as a first-time user and maneuver without any assistance or training.
I love the Dashboard page. Being able to see all our active loans, orders, draws and change orders on one page is such a useful feature.
Very happy with the experience, this system does have more functionality than some others used in the past.
Land Gorilla software is very user friendly. They offer customized reports, customized interest statements.
Integration with their inspection and property reporting options. Software allows for a helpful amount of customization / malleability.
And Gorilla is always available to guide us when we need them. Very responsive and always willing to go above and beyond.
The way the program is set up makes it easy for us to set up our projects and manage them on a daily basis. The inspection request process is also very easy and quick turn times.
We have been working with Land Gorilla for a couple years now and have nothing but positive things to say. They have a very robust system, incredibly responsive support, and competitive pricing.
There has not been anything we dislike about Land Gorilla.
Customer service is also AMAZING from loan loading to current day. Sensitive content hidden] is always very responsive when I have questions and or need extra help with questions I have.
The challenge in getting people onto Onesite is probably a fear of embracing new technology.
The Land Gorilla staff is incredibly helpful and friendly. Their training during onboarding is thorough and they are eager to provide ongoing support.
I have no idea since I’ve never used another system.
I love how seamless the integration is between Encompass and Lang Gorilla is, how simple the website is to navigate and find what is needed.
Also, 203(k) Consultants have been reluctant to use LG"s software, citing a duplication of efforts.
I have been very happy with this product. It has allowed me to be much more efficient in my job as information is so easily accessible.
The ease of ordering, the expediency in the turn times, and the efficiency and accuracy of the inspection reports. All aspects of Customer Service in general and response times are excellent.
Great customer service and follow through. Good Insite to mapping of budgets.
I love how user friendly the system is. I was able to log into the system as a first-time user and maneuver without any assistance or training.
I love the Dashboard page. Being able to see all our active loans, orders, draws and change orders on one page is such a useful feature.
Very happy with the experience, this system does have more functionality than some others used in the past.
Land Gorilla software is very user friendly. They offer customized reports, customized interest statements.
Integration with their inspection and property reporting options. Software allows for a helpful amount of customization / malleability.
And Gorilla is always available to guide us when we need them. Very responsive and always willing to go above and beyond.
The way the program is set up makes it easy for us to set up our projects and manage them on a daily basis. The inspection request process is also very easy and quick turn times.
Great experience implementing the system and excellent experience with support.
The management completely ignores you when you complain, they point the fingers on you and they say it´s your fault, no matter how often you document that, it´s not our fault.
Cost effective software, good support and ease of transaction for users.
They don't have the team necessary to automate tasks, the high rating is shocking.
Very helpful and good explanation of features, support teams work promptly and very thorough.
Limited to multiple clients(client1, client2, client3) cannot filter applicants by clients. Example: client1 should see only client1's customers.
Good product with solid features for straight out of the box implementation. It has a low entry price point.
There are a few common features for the Borrower Portal that are missing but they have added them to their product roadmap for future release.
Best is if you form a team dedicated in testing the software and all the nitty gritty details, documenting how the behaviors works.
Support team has been amazing and ease of system use.
Onboarding with [SENSITIVE CONTENT HIDDEN. Was extremely helpful, I highly recommend him.
Their Project Manager was amazing. And their key account manager worked with us when we needed some changes done on the system and they made a lot of sacrifices and compromises for us.
There are a lot of automated emails that help customers stay on top of getting us the required documents, which saves time.
The software is very easy to use and our processes are now much quicker thanks to the automation that the software allows.
Turnkey offers a full packaged lending platform solution that is rapid to deploy, affordable and customisable.
Very User Friendly Software to Grow Your Business.
Credit products can easily customized with your own interest rate, min and max loan amount and etc. Fast customization and deployment.
There are quite a few pre-built integrations for credit pull, bank analysis, payment processing and e-sign. Customizations require a thorough requirements analysis and gathering phase.
Great experience implementing the system and excellent experience with support.
The management completely ignores you when you complain, they point the fingers on you and they say it´s your fault, no matter how often you document that, it´s not our fault.
Cost effective software, good support and ease of transaction for users.
They don't have the team necessary to automate tasks, the high rating is shocking.
Very helpful and good explanation of features, support teams work promptly and very thorough.
Limited to multiple clients(client1, client2, client3) cannot filter applicants by clients. Example: client1 should see only client1's customers.
Good product with solid features for straight out of the box implementation. It has a low entry price point.
There are a few common features for the Borrower Portal that are missing but they have added them to their product roadmap for future release.
Best is if you form a team dedicated in testing the software and all the nitty gritty details, documenting how the behaviors works.
Support team has been amazing and ease of system use.
Onboarding with [SENSITIVE CONTENT HIDDEN. Was extremely helpful, I highly recommend him.
Their Project Manager was amazing. And their key account manager worked with us when we needed some changes done on the system and they made a lot of sacrifices and compromises for us.
There are a lot of automated emails that help customers stay on top of getting us the required documents, which saves time.
The software is very easy to use and our processes are now much quicker thanks to the automation that the software allows.
Turnkey offers a full packaged lending platform solution that is rapid to deploy, affordable and customisable.
Very User Friendly Software to Grow Your Business.
Credit products can easily customized with your own interest rate, min and max loan amount and etc. Fast customization and deployment.
There are quite a few pre-built integrations for credit pull, bank analysis, payment processing and e-sign. Customizations require a thorough requirements analysis and gathering phase.
Great experience implementing the system and excellent experience with support.
The management completely ignores you when you complain, they point the fingers on you and they say it´s your fault, no matter how often you document that, it´s not our fault.
Cost effective software, good support and ease of transaction for users.
They don't have the team necessary to automate tasks, the high rating is shocking.
Very helpful and good explanation of features, support teams work promptly and very thorough.
Limited to multiple clients(client1, client2, client3) cannot filter applicants by clients. Example: client1 should see only client1's customers.
Good product with solid features for straight out of the box implementation. It has a low entry price point.
There are a few common features for the Borrower Portal that are missing but they have added them to their product roadmap for future release.
Best is if you form a team dedicated in testing the software and all the nitty gritty details, documenting how the behaviors works.
Support team has been amazing and ease of system use.
Onboarding with [SENSITIVE CONTENT HIDDEN. Was extremely helpful, I highly recommend him.
Their Project Manager was amazing. And their key account manager worked with us when we needed some changes done on the system and they made a lot of sacrifices and compromises for us.
There are a lot of automated emails that help customers stay on top of getting us the required documents, which saves time.
The software is very easy to use and our processes are now much quicker thanks to the automation that the software allows.
Turnkey offers a full packaged lending platform solution that is rapid to deploy, affordable and customisable.
Very User Friendly Software to Grow Your Business.
Credit products can easily customized with your own interest rate, min and max loan amount and etc. Fast customization and deployment.
There are quite a few pre-built integrations for credit pull, bank analysis, payment processing and e-sign. Customizations require a thorough requirements analysis and gathering phase.
I can say with great confidence that using this online program has been extremely helpful when it comes to managing projects.
The moment malfunctions it’s a catastrophe to get it back running.
It was easy to integrate and the response for our company and subs has been nothing but positive. I highly recommend this tool.
Adjusting to the new futures as they come has been a bit frustrating and challenging.
The product is pretty easy to use the customer support when we do have questions is pretty great as well.
Once you have completed and submitted your inspection in the app, it is no longer available for review or to edit.
Overall my experience with Built has been a positive one. The support team is fantastic and always responds quickly.
I am not sure why I still see some jobs in my portfolio that were closed out a while back. I am not sure when they are supposed to drop off.
I am very pleased with using this platform. I wish other companies I have to complete inspections for would be the same.
The best part of using Built is the ability to have the homeowner, builder, and lender be on the "same page.
After the initial setup - I like the fact that most of our lenders use this platform. I like being able to login and check all our projects in one place.
Have very much enjoyed and look forward to possibly adding other options, like lien waivers.
The platform was very easy to navigate, has all the important information I need in one location for a draw request, and just very simple to use.
Integration was extremely simple and the customer service was great throughout the process.
Built Has been great for managing the money for our construction loan and keeping track of where funds are going. Keeping us within our budget parameters and staying organized.
Seems like there is more of a learning curve for the banks in terms of how they set up each users accounts...Would imagine you share best practices among your bank customers.
We have significantly reduced office costs by having this service. It is so easy to get them all sent out and remind people if they haven't signed yet.
It's easy to use for requesting inspections and draws.
I can say with great confidence that using this online program has been extremely helpful when it comes to managing projects.
The moment malfunctions it’s a catastrophe to get it back running.
It was easy to integrate and the response for our company and subs has been nothing but positive. I highly recommend this tool.
Adjusting to the new futures as they come has been a bit frustrating and challenging.
The product is pretty easy to use the customer support when we do have questions is pretty great as well.
Once you have completed and submitted your inspection in the app, it is no longer available for review or to edit.
Overall my experience with Built has been a positive one. The support team is fantastic and always responds quickly.
I am not sure why I still see some jobs in my portfolio that were closed out a while back. I am not sure when they are supposed to drop off.
I am very pleased with using this platform. I wish other companies I have to complete inspections for would be the same.
The best part of using Built is the ability to have the homeowner, builder, and lender be on the "same page.
After the initial setup - I like the fact that most of our lenders use this platform. I like being able to login and check all our projects in one place.
Have very much enjoyed and look forward to possibly adding other options, like lien waivers.
The platform was very easy to navigate, has all the important information I need in one location for a draw request, and just very simple to use.
Integration was extremely simple and the customer service was great throughout the process.
Built Has been great for managing the money for our construction loan and keeping track of where funds are going. Keeping us within our budget parameters and staying organized.
Seems like there is more of a learning curve for the banks in terms of how they set up each users accounts...Would imagine you share best practices among your bank customers.
We have significantly reduced office costs by having this service. It is so easy to get them all sent out and remind people if they haven't signed yet.
It's easy to use for requesting inspections and draws.
I can say with great confidence that using this online program has been extremely helpful when it comes to managing projects.
The moment malfunctions it’s a catastrophe to get it back running.
It was easy to integrate and the response for our company and subs has been nothing but positive. I highly recommend this tool.
Adjusting to the new futures as they come has been a bit frustrating and challenging.
The product is pretty easy to use the customer support when we do have questions is pretty great as well.
Once you have completed and submitted your inspection in the app, it is no longer available for review or to edit.
Overall my experience with Built has been a positive one. The support team is fantastic and always responds quickly.
I am not sure why I still see some jobs in my portfolio that were closed out a while back. I am not sure when they are supposed to drop off.
I am very pleased with using this platform. I wish other companies I have to complete inspections for would be the same.
The best part of using Built is the ability to have the homeowner, builder, and lender be on the "same page.
After the initial setup - I like the fact that most of our lenders use this platform. I like being able to login and check all our projects in one place.
Have very much enjoyed and look forward to possibly adding other options, like lien waivers.
The platform was very easy to navigate, has all the important information I need in one location for a draw request, and just very simple to use.
Integration was extremely simple and the customer service was great throughout the process.
Built Has been great for managing the money for our construction loan and keeping track of where funds are going. Keeping us within our budget parameters and staying organized.
Seems like there is more of a learning curve for the banks in terms of how they set up each users accounts...Would imagine you share best practices among your bank customers.
We have significantly reduced office costs by having this service. It is so easy to get them all sent out and remind people if they haven't signed yet.
It's easy to use for requesting inspections and draws.
I have found Plaid to be an outstanding platform overall, and it has considerably improved my ability to manage my finances.
WaveApps.com reliance on Plaid a horrible decision.
I have been amazed by Plaid's powerful and dependable financial data connection capabilities.
It can have some issues authenticating banks with two-factor authentication enabled. Canadian integration is lagging behind the American one.
I love how robust their integrations are across many different payment/banking platforms.
No app for the software there’s also no way to remember or connect accounts to a profile.
More recently I had a chance to integrate a large-scale software with Plaid for fraud detection and onboarding, and it was a very pleasant experience, with modern APIs and good support.
More options/places are added constantly so its hard to complain about an app that is constantly trying to improve.
I so love the Plaid software it makes it so easy to login directly to your online banking account.
I love the interface of a pop-up window that allows the user to log in to their online banking, select the account, and use that to complete an online payment.
I like that you can connect your PayPal account ti have a more secure way to pay for things over the internet. You can also connect your bank account ir other credit cards.
The ease of use and mobile app which allows direct financial options from employer to employees and clients.
I like how it recognizes the different needs & requirements each individual financial group/bank expects. Some simply need login information while others demand more details.
Plaid is easy to use and doesn't have many steps you have to go through to get the information added.
Overall, I have had an excellent experience with Plaid. I had to contact customer service just 1x and I was able to get a human quickly.
Each issue we initiate with Plaid's support staff receives prompt attention, and they take the time to clarify faults and provide solutions.
I have found Plaid to be an outstanding platform overall, and it has considerably improved my ability to manage my finances.
WaveApps.com reliance on Plaid a horrible decision.
I have been amazed by Plaid's powerful and dependable financial data connection capabilities.
It can have some issues authenticating banks with two-factor authentication enabled. Canadian integration is lagging behind the American one.
I love how robust their integrations are across many different payment/banking platforms.
No app for the software there’s also no way to remember or connect accounts to a profile.
More recently I had a chance to integrate a large-scale software with Plaid for fraud detection and onboarding, and it was a very pleasant experience, with modern APIs and good support.
More options/places are added constantly so its hard to complain about an app that is constantly trying to improve.
I so love the Plaid software it makes it so easy to login directly to your online banking account.
I love the interface of a pop-up window that allows the user to log in to their online banking, select the account, and use that to complete an online payment.
I like that you can connect your PayPal account ti have a more secure way to pay for things over the internet. You can also connect your bank account ir other credit cards.
The ease of use and mobile app which allows direct financial options from employer to employees and clients.
I like how it recognizes the different needs & requirements each individual financial group/bank expects. Some simply need login information while others demand more details.
Plaid is easy to use and doesn't have many steps you have to go through to get the information added.
Overall, I have had an excellent experience with Plaid. I had to contact customer service just 1x and I was able to get a human quickly.
Each issue we initiate with Plaid's support staff receives prompt attention, and they take the time to clarify faults and provide solutions.
I have found Plaid to be an outstanding platform overall, and it has considerably improved my ability to manage my finances.
WaveApps.com reliance on Plaid a horrible decision.
I have been amazed by Plaid's powerful and dependable financial data connection capabilities.
It can have some issues authenticating banks with two-factor authentication enabled. Canadian integration is lagging behind the American one.
I love how robust their integrations are across many different payment/banking platforms.
No app for the software there’s also no way to remember or connect accounts to a profile.
More recently I had a chance to integrate a large-scale software with Plaid for fraud detection and onboarding, and it was a very pleasant experience, with modern APIs and good support.
More options/places are added constantly so its hard to complain about an app that is constantly trying to improve.
I so love the Plaid software it makes it so easy to login directly to your online banking account.
I love the interface of a pop-up window that allows the user to log in to their online banking, select the account, and use that to complete an online payment.
I like that you can connect your PayPal account ti have a more secure way to pay for things over the internet. You can also connect your bank account ir other credit cards.
The ease of use and mobile app which allows direct financial options from employer to employees and clients.
I like how it recognizes the different needs & requirements each individual financial group/bank expects. Some simply need login information while others demand more details.
Plaid is easy to use and doesn't have many steps you have to go through to get the information added.
Overall, I have had an excellent experience with Plaid. I had to contact customer service just 1x and I was able to get a human quickly.
Each issue we initiate with Plaid's support staff receives prompt attention, and they take the time to clarify faults and provide solutions.
Can reduce Operational cost for using FiNFLUX. It is user friendly very easy to use staff are more happy to use and their productivity and efficiency increased.
Some of the filters, and functions are not working as expected, and some errors have no proper description.
If you ask them to walk with you 1 km, they will come with you 2 or more Km. That's how they win trust.
Minimal set of standard reports, accounting module is very limited, no support for taxation, budgeting and other advance needs are not met.
Overall it is good software and worthy software. A person needs to understand the software and then they can use it very simply.
Sometimes a bit confusing but nothing you can not acquire.
I really like to say FiNFLUX solving difficult problems for Core banking salutations , building the perfect elegant solution.
Frequently stops working. Fortunately the app recovers from crashes fairly gracefully, but it is still a source of annoyance when it occurs.
Handy & Great Ease of Use. User friendly loan management system.
Fast Implementation and outstanding customer support.
The system functions as it needed to be, and is based on many micro finance company. The most common functions have a nice documentation online, and the support is being given in a timely manner.
The overall functionality of Finflux delivers a stable and efficient environment. During the implementation i didn't find difficulties during migration nor implementation of the system.
Reporting and Analytics features. Out of the box third-party integrations like Credit Bureaus (Highmark, Cibil, Equifax), IndiaStack, CYCK, Banking API, UPI.
Direct integration with our external system using Finflux's API. Easy flow of data entry process.
Can reduce Operational cost for using FiNFLUX. It is user friendly very easy to use staff are more happy to use and their productivity and efficiency increased.
Some of the filters, and functions are not working as expected, and some errors have no proper description.
If you ask them to walk with you 1 km, they will come with you 2 or more Km. That's how they win trust.
Minimal set of standard reports, accounting module is very limited, no support for taxation, budgeting and other advance needs are not met.
Overall it is good software and worthy software. A person needs to understand the software and then they can use it very simply.
Sometimes a bit confusing but nothing you can not acquire.
I really like to say FiNFLUX solving difficult problems for Core banking salutations , building the perfect elegant solution.
Frequently stops working. Fortunately the app recovers from crashes fairly gracefully, but it is still a source of annoyance when it occurs.
Handy & Great Ease of Use. User friendly loan management system.
Fast Implementation and outstanding customer support.
The system functions as it needed to be, and is based on many micro finance company. The most common functions have a nice documentation online, and the support is being given in a timely manner.
The overall functionality of Finflux delivers a stable and efficient environment. During the implementation i didn't find difficulties during migration nor implementation of the system.
Reporting and Analytics features. Out of the box third-party integrations like Credit Bureaus (Highmark, Cibil, Equifax), IndiaStack, CYCK, Banking API, UPI.
Direct integration with our external system using Finflux's API. Easy flow of data entry process.
Can reduce Operational cost for using FiNFLUX. It is user friendly very easy to use staff are more happy to use and their productivity and efficiency increased.
Some of the filters, and functions are not working as expected, and some errors have no proper description.
If you ask them to walk with you 1 km, they will come with you 2 or more Km. That's how they win trust.
Minimal set of standard reports, accounting module is very limited, no support for taxation, budgeting and other advance needs are not met.
Overall it is good software and worthy software. A person needs to understand the software and then they can use it very simply.
Sometimes a bit confusing but nothing you can not acquire.
I really like to say FiNFLUX solving difficult problems for Core banking salutations , building the perfect elegant solution.
Frequently stops working. Fortunately the app recovers from crashes fairly gracefully, but it is still a source of annoyance when it occurs.
Handy & Great Ease of Use. User friendly loan management system.
Fast Implementation and outstanding customer support.
The system functions as it needed to be, and is based on many micro finance company. The most common functions have a nice documentation online, and the support is being given in a timely manner.
The overall functionality of Finflux delivers a stable and efficient environment. During the implementation i didn't find difficulties during migration nor implementation of the system.
Reporting and Analytics features. Out of the box third-party integrations like Credit Bureaus (Highmark, Cibil, Equifax), IndiaStack, CYCK, Banking API, UPI.
Direct integration with our external system using Finflux's API. Easy flow of data entry process.
Pros and Cons from inGain SaaS Loan Management System users
+8
Out of the box customization features are great, but we also love the option to use custom development hours. This helps the system adapt to our ever-growing and changing business needs.
There's nothing really to mention here in terms of functionalities. The only thing missing is the archive documents and digital archive for customer file.
Everything is pretty clear where to find what. Easy navigation and great classification.
There are some features missing, but it's already in the development.
Great functionality use when filling in information and easy correction to change information after a certain action has been performed.
There have been situations when we couldn't enter information about the car and the partner should have waited for the IT specialist to resolve this problem.
FIS Loan Management System helps us with Customer service, very good and user friendly database.
The most I liked about this software that is very easy to use. We didn't face any difficulties to train employees to use it.
The system is very flexible and can adapt to our growing business needs. We began as a storefront business, and now also use the solution for our whitelabel website and mobile application.
The no-code system makes it easy to make changes to the solution without the need for coding or outside assistance.
Due to the efficency of the FIS Loan Management System we could cut down our OPEX. The migration process was very easy and fast.
Out of the box customization features are great, but we also love the option to use custom development hours. This helps the system adapt to our ever-growing and changing business needs.
There's nothing really to mention here in terms of functionalities. The only thing missing is the archive documents and digital archive for customer file.
Everything is pretty clear where to find what. Easy navigation and great classification.
There are some features missing, but it's already in the development.
Great functionality use when filling in information and easy correction to change information after a certain action has been performed.
There have been situations when we couldn't enter information about the car and the partner should have waited for the IT specialist to resolve this problem.
FIS Loan Management System helps us with Customer service, very good and user friendly database.
The most I liked about this software that is very easy to use. We didn't face any difficulties to train employees to use it.
The system is very flexible and can adapt to our growing business needs. We began as a storefront business, and now also use the solution for our whitelabel website and mobile application.
The no-code system makes it easy to make changes to the solution without the need for coding or outside assistance.
Due to the efficency of the FIS Loan Management System we could cut down our OPEX. The migration process was very easy and fast.
Out of the box customization features are great, but we also love the option to use custom development hours. This helps the system adapt to our ever-growing and changing business needs.
There's nothing really to mention here in terms of functionalities. The only thing missing is the archive documents and digital archive for customer file.
Everything is pretty clear where to find what. Easy navigation and great classification.
There are some features missing, but it's already in the development.
Great functionality use when filling in information and easy correction to change information after a certain action has been performed.
There have been situations when we couldn't enter information about the car and the partner should have waited for the IT specialist to resolve this problem.
FIS Loan Management System helps us with Customer service, very good and user friendly database.
The most I liked about this software that is very easy to use. We didn't face any difficulties to train employees to use it.
The system is very flexible and can adapt to our growing business needs. We began as a storefront business, and now also use the solution for our whitelabel website and mobile application.
The no-code system makes it easy to make changes to the solution without the need for coding or outside assistance.
Due to the efficency of the FIS Loan Management System we could cut down our OPEX. The migration process was very easy and fast.