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Best Loan Origination Software for Medium-Sized Businesses

Neya Kumaresan
NK
Researched and written by Neya Kumaresan

Products classified in the overall Loan Origination category are similar in many regards and help companies of all sizes solve their business problems. However, medium-sized business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Medium-Sized Business Loan Origination to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Medium-Sized Business Loan Origination category.

In addition to qualifying for inclusion in the Loan Origination Software category, to qualify for inclusion in the Medium-Sized Business Loan Origination Software category, a product must have at least 10 reviews left by a reviewer from a medium-sized business.

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G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

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10 Listings in Loan Origination Available
(66)4.7 out of 5
6th Easiest To Use in Loan Origination software
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Reduce loan origination costs and lending inefficiencies with Sageworks Lending and Credit software. Borrowers are looking for a quick turnaround on their loan applications and loan officers want l

    Users
    No information available
    Industries
    • Banking
    • Financial Services
    Market Segment
    • 59% Mid-Market
    • 39% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Sageworks Lending is a loan origination software that streamlines the loan process from customer profile creation to underwriting, approval, and closing.
    • Reviewers appreciate the software's ability to integrate the entire loan process into one workflow, including all lines of business involved in the loan origination process, and its flexibility to integrate with third-party vendors, saving time and increasing efficiency.
    • Users reported issues with the credit analysis and collateral in Sageworks, stating that the spreading capabilities could use improvement and the lack of customization at times poses issues, as what works for one financial institution may not work for others.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Sageworks Lending Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Loan Management
    7
    Customer Support
    6
    Ease of Use
    6
    Client Management
    4
    Simple Process
    4
    Cons
    Loan Issues
    2
    High Cost
    1
    Poor Performance
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Sageworks Lending features and usability ratings that predict user satisfaction
    9.3
    Has the product been a good partner in doing business?
    Average: 8.8
    9.3
    Quality of Support
    Average: 8.4
    8.5
    Ease of Use
    Average: 8.6
    8.4
    Ease of Admin
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Abrigo
    Year Founded
    2000
    HQ Location
    Austin, TX
    Twitter
    @weareabrigo
    2,637 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    888 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Reduce loan origination costs and lending inefficiencies with Sageworks Lending and Credit software. Borrowers are looking for a quick turnaround on their loan applications and loan officers want l

Users
No information available
Industries
  • Banking
  • Financial Services
Market Segment
  • 59% Mid-Market
  • 39% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Sageworks Lending is a loan origination software that streamlines the loan process from customer profile creation to underwriting, approval, and closing.
  • Reviewers appreciate the software's ability to integrate the entire loan process into one workflow, including all lines of business involved in the loan origination process, and its flexibility to integrate with third-party vendors, saving time and increasing efficiency.
  • Users reported issues with the credit analysis and collateral in Sageworks, stating that the spreading capabilities could use improvement and the lack of customization at times poses issues, as what works for one financial institution may not work for others.
Sageworks Lending Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Loan Management
7
Customer Support
6
Ease of Use
6
Client Management
4
Simple Process
4
Cons
Loan Issues
2
High Cost
1
Poor Performance
1
Sageworks Lending features and usability ratings that predict user satisfaction
9.3
Has the product been a good partner in doing business?
Average: 8.8
9.3
Quality of Support
Average: 8.4
8.5
Ease of Use
Average: 8.6
8.4
Ease of Admin
Average: 8.8
Seller Details
Seller
Abrigo
Year Founded
2000
HQ Location
Austin, TX
Twitter
@weareabrigo
2,637 Twitter followers
LinkedIn® Page
www.linkedin.com
888 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    CloudBankin is a complete end-to-end digital lending stack and happily offers services to financial institutions such as Banks, NBFCs, and Fintechs. Our suite comprises Digital Onboarding, Digital Ban

    Users
    No information available
    Industries
    • Financial Services
    • Banking
    Market Segment
    • 47% Mid-Market
    • 44% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • CloudBankin features and usability ratings that predict user satisfaction
    9.6
    Has the product been a good partner in doing business?
    Average: 8.8
    10.0
    Quality of Support
    Average: 8.4
    9.9
    Ease of Use
    Average: 8.6
    9.6
    Ease of Admin
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    HQ Location
    Chennai, Tamil Nadu
    LinkedIn® Page
    www.linkedin.com
    76 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

CloudBankin is a complete end-to-end digital lending stack and happily offers services to financial institutions such as Banks, NBFCs, and Fintechs. Our suite comprises Digital Onboarding, Digital Ban

Users
No information available
Industries
  • Financial Services
  • Banking
Market Segment
  • 47% Mid-Market
  • 44% Small-Business
CloudBankin features and usability ratings that predict user satisfaction
9.6
Has the product been a good partner in doing business?
Average: 8.8
10.0
Quality of Support
Average: 8.4
9.9
Ease of Use
Average: 8.6
9.6
Ease of Admin
Average: 8.8
Seller Details
HQ Location
Chennai, Tamil Nadu
LinkedIn® Page
www.linkedin.com
76 employees on LinkedIn®

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  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Encompass360 is a way of managing loan origination process that dramatically improves the way your business functions.

    Users
    No information available
    Industries
    • Financial Services
    • Real Estate
    Market Segment
    • 57% Mid-Market
    • 26% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Encompass360 Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Best Solution
    1
    Cons
    Poor Performance
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Encompass360 features and usability ratings that predict user satisfaction
    8.3
    Has the product been a good partner in doing business?
    Average: 8.8
    8.2
    Quality of Support
    Average: 8.4
    7.4
    Ease of Use
    Average: 8.6
    7.8
    Ease of Admin
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2000
    HQ Location
    Pleasanton, CA
    Twitter
    @ICE_Markets
    74,154 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    480 employees on LinkedIn®
    Ownership
    NYSE: ELLI
Product Description
How are these determined?Information
This description is provided by the seller.

Encompass360 is a way of managing loan origination process that dramatically improves the way your business functions.

Users
No information available
Industries
  • Financial Services
  • Real Estate
Market Segment
  • 57% Mid-Market
  • 26% Enterprise
Encompass360 Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Best Solution
1
Cons
Poor Performance
1
Encompass360 features and usability ratings that predict user satisfaction
8.3
Has the product been a good partner in doing business?
Average: 8.8
8.2
Quality of Support
Average: 8.4
7.4
Ease of Use
Average: 8.6
7.8
Ease of Admin
Average: 8.8
Seller Details
Year Founded
2000
HQ Location
Pleasanton, CA
Twitter
@ICE_Markets
74,154 Twitter followers
LinkedIn® Page
www.linkedin.com
480 employees on LinkedIn®
Ownership
NYSE: ELLI
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Floify is a digital mortgage automation solution that streamlines the loan process by providing a secure application, communication, and document portal between lenders, borrowers, referral partners,

    Users
    No information available
    Industries
    • Financial Services
    • Real Estate
    Market Segment
    • 56% Small-Business
    • 35% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Floify features and usability ratings that predict user satisfaction
    9.4
    Has the product been a good partner in doing business?
    Average: 8.8
    9.6
    Quality of Support
    Average: 8.4
    9.5
    Ease of Use
    Average: 8.6
    8.6
    Ease of Admin
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Floify
    Year Founded
    2013
    HQ Location
    Boulder, Colorado
    Twitter
    @Floify
    662 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    42 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Floify is a digital mortgage automation solution that streamlines the loan process by providing a secure application, communication, and document portal between lenders, borrowers, referral partners,

Users
No information available
Industries
  • Financial Services
  • Real Estate
Market Segment
  • 56% Small-Business
  • 35% Mid-Market
Floify features and usability ratings that predict user satisfaction
9.4
Has the product been a good partner in doing business?
Average: 8.8
9.6
Quality of Support
Average: 8.4
9.5
Ease of Use
Average: 8.6
8.6
Ease of Admin
Average: 8.8
Seller Details
Seller
Floify
Year Founded
2013
HQ Location
Boulder, Colorado
Twitter
@Floify
662 Twitter followers
LinkedIn® Page
www.linkedin.com
42 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Encompass® by ICE Mortgage Technology® provides an end-to-end solution with best-of-breed technology that gives you the tools to manufacture and acquire significantly more loans with less effort. Succ

    Users
    No information available
    Industries
    • Financial Services
    • Banking
    Market Segment
    • 66% Mid-Market
    • 21% Enterprise
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Encompass Digital Mortgage Solution features and usability ratings that predict user satisfaction
    7.9
    Has the product been a good partner in doing business?
    Average: 8.8
    8.0
    Quality of Support
    Average: 8.4
    8.3
    Ease of Use
    Average: 8.6
    7.8
    Ease of Admin
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2000
    HQ Location
    Pleasanton, CA
    Twitter
    @ICE_Markets
    74,154 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    480 employees on LinkedIn®
    Ownership
    NYSE: ELLI
Product Description
How are these determined?Information
This description is provided by the seller.

Encompass® by ICE Mortgage Technology® provides an end-to-end solution with best-of-breed technology that gives you the tools to manufacture and acquire significantly more loans with less effort. Succ

Users
No information available
Industries
  • Financial Services
  • Banking
Market Segment
  • 66% Mid-Market
  • 21% Enterprise
Encompass Digital Mortgage Solution features and usability ratings that predict user satisfaction
7.9
Has the product been a good partner in doing business?
Average: 8.8
8.0
Quality of Support
Average: 8.4
8.3
Ease of Use
Average: 8.6
7.8
Ease of Admin
Average: 8.8
Seller Details
Year Founded
2000
HQ Location
Pleasanton, CA
Twitter
@ICE_Markets
74,154 Twitter followers
LinkedIn® Page
www.linkedin.com
480 employees on LinkedIn®
Ownership
NYSE: ELLI
(106)4.6 out of 5
8th Easiest To Use in Loan Origination software
Save to My Lists
Entry Level Price:Pay As You Go
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Finflux is SaaS based lending platform that offers all-in-one solutions for needs of loan origination, loan management, financial accounting, marketplace integration, app based lending, alternative da

    Users
    No information available
    Industries
    • Financial Services
    • Banking
    Market Segment
    • 50% Mid-Market
    • 37% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Finflux Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Client Management
    1
    Efficient Process
    1
    Reporting Features
    1
    Robust Options
    1
    Cons
    This product has not yet received any negative sentiments.
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Finflux features and usability ratings that predict user satisfaction
    8.8
    Has the product been a good partner in doing business?
    Average: 8.8
    8.6
    Quality of Support
    Average: 8.4
    8.8
    Ease of Use
    Average: 8.6
    8.7
    Ease of Admin
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2014
    HQ Location
    Chennai, Tamil Nadu, India
    Twitter
    @m2pfintech
    1,424 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,370 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Finflux is SaaS based lending platform that offers all-in-one solutions for needs of loan origination, loan management, financial accounting, marketplace integration, app based lending, alternative da

Users
No information available
Industries
  • Financial Services
  • Banking
Market Segment
  • 50% Mid-Market
  • 37% Enterprise
Finflux Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Client Management
1
Efficient Process
1
Reporting Features
1
Robust Options
1
Cons
This product has not yet received any negative sentiments.
Finflux features and usability ratings that predict user satisfaction
8.8
Has the product been a good partner in doing business?
Average: 8.8
8.6
Quality of Support
Average: 8.4
8.8
Ease of Use
Average: 8.6
8.7
Ease of Admin
Average: 8.8
Seller Details
Year Founded
2014
HQ Location
Chennai, Tamil Nadu, India
Twitter
@m2pfintech
1,424 Twitter followers
LinkedIn® Page
www.linkedin.com
1,370 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Seller Details
    Expand/Collapse Seller Details
(168)4.7 out of 5
Optimized for quick response
5th Easiest To Use in Loan Origination software
Save to My Lists
Entry Level Price:$59.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    LendingPad is a modern loan origination system (LOS) designed to streamline the mortgage lending process for lenders, brokers, bankers, and credit unions. This comprehensive solution provides a centra

    Users
    • Loan Officer
    • Mortgage Loan Originator
    Industries
    • Financial Services
    • Real Estate
    Market Segment
    • 71% Small-Business
    • 15% Enterprise
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • LendingPad features and usability ratings that predict user satisfaction
    9.5
    Has the product been a good partner in doing business?
    Average: 8.8
    9.6
    Quality of Support
    Average: 8.4
    9.1
    Ease of Use
    Average: 8.6
    9.3
    Ease of Admin
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2015
    HQ Location
    McLean, Virginia, United States
    Twitter
    @LendingPad
    226 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    44 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

LendingPad is a modern loan origination system (LOS) designed to streamline the mortgage lending process for lenders, brokers, bankers, and credit unions. This comprehensive solution provides a centra

Users
  • Loan Officer
  • Mortgage Loan Originator
Industries
  • Financial Services
  • Real Estate
Market Segment
  • 71% Small-Business
  • 15% Enterprise
LendingPad features and usability ratings that predict user satisfaction
9.5
Has the product been a good partner in doing business?
Average: 8.8
9.6
Quality of Support
Average: 8.4
9.1
Ease of Use
Average: 8.6
9.3
Ease of Admin
Average: 8.8
Seller Details
Company Website
Year Founded
2015
HQ Location
McLean, Virginia, United States
Twitter
@LendingPad
226 Twitter followers
LinkedIn® Page
www.linkedin.com
44 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    inGain (formerly known as FIS.solutions) is a no-code SaaS loan management system that empowers lenders, fintechs and businesses in non-finance industries to launch and scale lending and financial pro

    Users
    No information available
    Industries
    • Financial Services
    Market Segment
    • 77% Mid-Market
    • 23% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • inGain SaaS Loan Management System features and usability ratings that predict user satisfaction
    10.0
    Has the product been a good partner in doing business?
    Average: 8.8
    10.0
    Quality of Support
    Average: 8.4
    10.0
    Ease of Use
    Average: 8.6
    9.4
    Ease of Admin
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2011
    HQ Location
    Riga, LV
    LinkedIn® Page
    www.linkedin.com
    32 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

inGain (formerly known as FIS.solutions) is a no-code SaaS loan management system that empowers lenders, fintechs and businesses in non-finance industries to launch and scale lending and financial pro

Users
No information available
Industries
  • Financial Services
Market Segment
  • 77% Mid-Market
  • 23% Small-Business
inGain SaaS Loan Management System features and usability ratings that predict user satisfaction
10.0
Has the product been a good partner in doing business?
Average: 8.8
10.0
Quality of Support
Average: 8.4
10.0
Ease of Use
Average: 8.6
9.4
Ease of Admin
Average: 8.8
Seller Details
Year Founded
2011
HQ Location
Riga, LV
LinkedIn® Page
www.linkedin.com
32 employees on LinkedIn®
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Calyx® is an established provider of mortgage software solutions used by banks, credit unions, mortgage lenders, and brokerages nationwide. Our easy-to-use software features an online borrower intervi

    Users
    No information available
    Industries
    • Financial Services
    • Real Estate
    Market Segment
    • 50% Small-Business
    • 46% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Calyx features and usability ratings that predict user satisfaction
    8.6
    Has the product been a good partner in doing business?
    Average: 8.8
    7.6
    Quality of Support
    Average: 8.4
    6.9
    Ease of Use
    Average: 8.6
    7.5
    Ease of Admin
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2007
    HQ Location
    San Jose, CA
    Twitter
    @CalyxSoftware
    2,862 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    3 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Calyx® is an established provider of mortgage software solutions used by banks, credit unions, mortgage lenders, and brokerages nationwide. Our easy-to-use software features an online borrower intervi

Users
No information available
Industries
  • Financial Services
  • Real Estate
Market Segment
  • 50% Small-Business
  • 46% Mid-Market
Calyx features and usability ratings that predict user satisfaction
8.6
Has the product been a good partner in doing business?
Average: 8.8
7.6
Quality of Support
Average: 8.4
6.9
Ease of Use
Average: 8.6
7.5
Ease of Admin
Average: 8.8
Seller Details
Year Founded
2007
HQ Location
San Jose, CA
Twitter
@CalyxSoftware
2,862 Twitter followers
LinkedIn® Page
www.linkedin.com
3 employees on LinkedIn®