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Loan Servicing Software with CRM (2026)

Last updated: March 2026

Key features of Loan Servicing Software

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

  • Borrower Management: Reviewers value the customization and detailed tracking of borrower information, aiding in efficient loan management and transparency. 97% of reviewers rated this feature as important or highly important.
  • Loan Portfolio Management: Users appreciate the ease of categorizing and reviewing loans, generating reports, and the automation of portfolio management tasks. 95% of reviewers rated this feature as important or highly important.
  • Payment Collection: Reviewers highlight the system's ability to automate collections, integrate with payment providers, and track repayment statuses effectively. 95% of reviewers rated this feature as important or highly important.
  • Loan Processing: Users find the loan processing tools speed up approvals, automate tasks, and enhance overall efficiency in managing loan applications and documentation. 94% of reviewers rated this feature as important or highly important.
  • Document Management: Reviewers note the convenience of storing, organizing, and accessing loan-related documents, ensuring compliance and easy retrieval. 93% of reviewers rated this feature as important or highly important.
  • Reporting/Analytics: Users appreciate the customizable reports, ease of data extraction, and the ability to generate detailed analytics for informed decision-making. 92% of reviewers rated this feature as important or highly important.
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51 software options

The Mortgage Office logo

Web-based mortgage and loan servicing software

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

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Loan origination & servicing software for private lenders

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

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Deal Pack is a comprehensive software designed specifically for used car dealerships and finance companies. With over 40 years of industry experience, Deal Pack offers a wide range of features and capabilities to streamline operations and simplify daily tasks.

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Creatio CRM logo

New era CRM to manage all customer and operational workflows

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Best-in-class CRM and workflow platform for lending operations with no-code and AI at its core.

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LendingPad logo

Loan origination system for mortgage brokers and lenders

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Ability to export into excel file for uploading to a servicing platform of your choice.

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LoanPro logo

Full-service lending management platform

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LoanPro Software was designed by lenders for lenders. Now you can create, manage, service, & collect with ease with LoanPro Software.

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BNTouch Mortgage CRM logo

Your Mortgage CRM & Marketing Tools Anywhere.

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Your Mortgage CRM & Marketing Tools Anywhere.

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

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Plaid logo

Platform that enables apps to connect with bank accounts

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

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Margill Loan Manager logo

Loan servicing and management solution for lenders

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

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The Loan Office logo

Flexible loan servicing software for small lenders

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The Loan Office is a loan servicing system designed for small lenders, including mortgage lenders, consumer finance lenders, hard-money lenders & note servicers

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The Nortridge Loan System logo

Enterprise-grade loan servicing software

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

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Lendsqr logo

Lendsqr has cracked the lending code. Start free!

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Loan SaaS helps small to large lenders launch their lending business and reach millions of customers at scale, and at the lowest cost.

Chockfull of advanced features configured and ready to use out of the box.

With Lendsqr, a lender can set up and start lending within 5 minutes.

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Turnkey Lender logo

Award-Winning Lending Management Software

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TurnKey Lender`s intelligent automation of the entire loan management process allows for flexible loan disbursal & servicing. The system comes as part of an end-to-end tools suite that can be easily integrated with your core lending solution or be used within our lending automation platform.

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HES LoanBox logo

Lending Software for Banks & Alternative Lenders

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HES Loan Servicing Software automates loan management, streamlining payments, adjustments, and compliance while enhancing borrower experience.

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One Click Contractor logo

Help your sales process perform at its very best

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One Click Contractor is a leading sales platform for home remodeling contractors. Specifically developed for roofing, siding, windows, decks and bath home improvement projects. Going from paper to digital is easy with One Click Contractor.

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Bryt logo

FULL-FEATURED LOAN SERVICING SOFTWARE

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

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Help With My Loan logo

Our goal is to help you reach yours!

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

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LOAN SERVICING SOFT logo

Loan Servicing software for private money/hard money lenders

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

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Buku logo

Business runs on it !!

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Buku is a powerful ERP solution designed for small businesses. Simplify invoicing, billing, and inventory management with an intuitive, all-in-one platform. Automate tasks, gain real-time financial insights, and manage your business efficiently from anywhere with Buku’s cloud-based accessibility.

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Baseline logo

Origination and Servicing Software for Private Lenders.

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

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Kinective Bridge logo

API connectivity as a service for financial institutions.

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OmniConnect's API connectivity as a service is the quickest and most cost-effective way to securely connect a FinTech solution to any US-based financial institution. The platform support integration with various systems such as payments, point of sale (POS), lending, general ledger, deposits & more.

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Fintech Market Core System logo

Loan management system for financial institutions

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

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Centrex logo

Cloud-based CRM software for finance sector

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

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FPS GOLD Core Banking logo

Core processing software for community banks

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

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timveroOS logo

Framework-native lending platform built for flexibility and

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Loan servicing software offering flexible repayment management, collections, and extensible servicing logic.

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