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LoanBoss

CRE and multifamily debt management SaaS platform

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LoanBoss Pricing, Features, Reviews and Alternatives

LoanBoss product overview

What is LoanBoss?

LoanBoss is a collaborative debt management SaaS platform designed for commercial real estate professionals by commercial real estate professionals. We are the command center for loans. The software helps firms reinvent the way they manage their debt by centralizing data, automating complex calculations, and organizing their data in an understandable and actionable way. Get automatic, live prepay numbers for today or any time in the future with the prepay calculator. Instantly populate reports; the reporting feature is fully customizable and has the ability to replicate and automate any internal report. Pull from the source of truth and reference the exact provision in a loan doc with a single click. The ability to instantly and intuitively visualize all data — past, present, and even future with projections — in one place is reinventing the way firms manage their loan portfolios. Instead of gathering data, LoanBoss helps users focus on analyzing data in real-time with live interest rates. Automate and centralize your loan data.

Key benefits of using LoanBoss

Automate: Stay on top of calculations and information — complex analysis is easier than you think. Live interest rates continuously feed your prepayment calculations, loan sizing, interest budgeting, and more so you never have to run them manually ever again. Instantly run countless scenarios at any time for any time and automatically generate custom debt reports.

Centralize: Quickly and intuitively visualize your data all in one place to maximize your efficiency. Centralized data makes it easy to access your debt information and analyze how shocks affect your whole portfolio. From quick clicks to the exact provision of any loan doc to aggregated reports, all of your debt information is organized in an understandable and actionable way so you can make smart and strategic decisions to maximize your potential.

Strategize: Make smart and strategic decisions to maximize your potential. Gain powerful insights so you can make faster debt decisions and analyze the impact of your decisions down to the last decimal. Analysis and decision making are streamlined and accurate so you can identify hidden opportunities, embrace self-examination, and track your performance to continuously improve and grow your business.

Historical Data: LoanBoss shows you your historical data so you never make the same mistake twice. Don’t throw data away. Compare past quotes to leverage terms on your next deal, see how much you’ve historically spent on closing costs, and so much more. Transform from an informal system of developing knowledge and capabilities to a structured, technology-driven process.

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk
Phone Support
Chat
FAQs/Forum

Training options

Live Online
Videos
Documentation

LoanBoss pricing information

Value for money

5.0

/5

11

Starting from

ic-pricetag

No pricing info

Pricing options

Free plan
Subscription
Free trial
Pricing range

Value for money contenders

LoanBoss features

Functionality

4.7

/5

11

Total features

23

1 categories

Most valued features by users

Contact Management
Document Management
Activity Dashboard
Alerts/Notifications
Reporting & Statistics
Document Storage
Portfolio Management
Reminders

LoanBoss users reviews

Overall Rating

4.9

/5

11

Positive reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.55/10
Rating distribution

5

4

3

2

1

10

1

0

0

0

Pros
I like the product and I like the people. They are super accessible and responsive.

sm

steve m.

Very happy with the team and glad we finally decided to pull the trigger on this platform.

RM

Ryan M.

A Unique and Useful Software Supplemented by Outstanding Customer Service.

CN

Chris N.

Cons
Any features that may be missing, the team will work with you to integrate.

PH

Payne H.

Two different times I couldn't find something that I knew that I had uploaded. I emailed and got a reminder response quickly and without making me feel stupid.

sm

steve m.

If there's something imperfect about the software, let the LB team know, they'll make it right.

TB

Tom B.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Most responsive team I've ever worked with! Software itself has saved me countless hours.

Reviewed a year ago

Incredible from the start. They were extremely transparent during the pitch and demo process. They did all the heavy lifting in the onboarding process and did everything they could to minimize the work on my end. And their help doesn't stop there, once we were onboarded, they continued helping me to understand and adjust the software for my company's specific needs. You can really tell the whole team really cares about making my experience as best as it can be. Exceptional team and software!

Pros

Hard to choose between ease of use and customization. Everything is laid out in an extremely easy-to-navigate format, and the most relevant information I need comes in the right order. The way the software displays critical information to me makes making high-level decisions that much easier. Extremely accurate prepayment and loan proceeds calculations, where the different variables and assumptions are extremely easy to change. And if I ever need a tweak to the layout the LoanBoss team is always extremely responsive and willing to go the extra mile to make my life easier.

Cons

They make my job too easy. Oh, and the [SENSITIVE CONTENT HIDDEN] is an eagles fan (beware).

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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They made the decision easy

Reviewed a year ago

I like the product and I like the people. They are super accessible and responsive. They push me just the right amount. "hey, we have some new features, let's hop on a call". So I do and it's only 10 minutes and they ask me a couple of questions that I hadn't thought of. "what are you still managing in spreadsheets?" Hm, let me think.

Pros

It's a great place to centrally store lots of documents and then you can decide how much automation and calculation you want the system to do. It's pulled disparate things together for us. Once the loan documents are there and summarized, then let's put appraisal copies there too. Then our legal org charts for those loans and lenders. Do we also do legal incorporation docs and EINs? No, that's a little too much and isn't used by as many users that benefit from the access in one system. We hired a new assistant controller right before year end. She had lots of questions on where to find all kinds of documents. We gave her access to LoanBoss and she loved it and grew her confidence quickly.

Cons

Very little. Two different times I couldn't find something that I knew that I had uploaded. I emailed and got a reminder response quickly and without making me feel stupid. "Just click on details and your files will all pop up" which they did

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Game Changer

Reviewed 8 months ago

It's been great! The amount of value the product provides by not having to spend time compiling this information in house is fantastic. The team at LoanBoss is very customer friendly, super responsive, and always looking to implement solutions to meet our needs. They keep adding new features to constantly help add further value to an already great product. I don't want to imagine having to do my job without this product!

Pros

The ability to send in our loan documents after an acquisition and have the team at LoanBoss upload our all our material loan terms into one spot for easy reference was GAME CHANGING. The reporting function where I can quickly view tailored reports specific to our Debt Yield covenants, Prepayment penalties, Loan Maturity Schedules, etc is fantastic, as it frees up my own time to work on more projects that bring more value to our company.

Cons

Although the reporting function is great, creating reports together yourself is not easy or intuitive. Fortunately, the team at LoanBoss does a great job being responsive and building any reporting features we ask for that are outside their standard reports they have already provided. The dashboards and widgets are great to see visually for quick snapshots while viewing on a device, but don't convert well to PDF's. For me and my company, I have to print off materials/reports to hand to my boss and the presentation of the reporting in the current format in LoanBoss does lend itself well to this function.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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A Unique and Useful Software Supplemented by Outstanding Customer Service

Reviewed a year ago
Pros

LoanBoss's platform allows us to easily monitor and track our existing portfolio of loans - interest rates, loan balances, loan maturities, prepayment penalties, and many other elements - and allows us to separate and track our portfolio of loans however we'd like. One great feature that I've grown accustomed to using frequently is LoanBoss's prepayment calculator, which is able to estimate both Yield Maintenance and Defeasance Premiums for our portfolio's agency debt. Our initial integration and onboarding were seamless, and LoanBoss's customer service team - particularly [SENSITIVE CONTENT HIDDEN] - have been outstanding resources as we've built out the platform and have gotten training on the best ways to use the software.

Cons

Hard to think of any negatives - each piece of feedback that we've provided to LoanBoss has been taken into consideration and implemented within the software shortly thereafter.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great Decision for Our Organization

Reviewed a year ago
Pros

We’ve found LoanBoss to be an invaluable part of managing our portfolio and adjusting strategies in such a dynamic environment. There are very few vendors that feel like partners, but I can honestly say the LoanBoss team treats our business like their own.

Cons

I look forward to the product maturing, but I wouldn't consider this a minus. The ground up build has allowed for LoanBoss to remain nimble.

LoanBoss FAQs and common questions

Q. What type of pricing plans does LoanBoss offer?

LoanBoss has the following pricing plans:
Pricing model: Subscription
Free Trial: Available


Q. Who are the typical users of LoanBoss?

LoanBoss has the following typical customers:
Large Enterprises, Small Business


Q. What languages does LoanBoss support?

LoanBoss supports the following languages:
English


Q. Does LoanBoss offer an API?

No, LoanBoss does not have an API available.


Q. What level of support does LoanBoss offer?

LoanBoss offers the following support options:
Email/Help Desk, Phone Support, Chat, FAQs/Forum

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