--- description: Review of Margill Loan Manager Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Margill Loan Manager | Reviews, Pricing & Demos - SoftwareAdvice GB --- Breadcrumb: [Home](/) > [Loan Servicing Software](/directory/4505/loan-servicing/software) > [Margill Loan Manager](/software/37771/margill-loan-manager) # Margill Loan Manager Canonical: https://www.softwareadvice.co.uk/software/37771/margill-loan-manager Page: 1 / 3\ Next: [Next page](https://www.softwareadvice.co.uk/software/37771/margill-loan-manager?page=2) > Margill Loan Manager is a Windows-based loan servicing and credit management software that supports various loan types including personal, corporate, intercompany, auto, litigation, mortgages and lines of credit. Key features include amortization, regular and irregular payments, interest-only loans, escrow management, post payments, automatic fees, electronic payments, alerts and multicurrency support. The software allows users to import their existing data using Excel sheets or JSON files. Margill Loan Manager allows users to create their own rules for fees. Users can set email and SMS alerts or reminders for late payment fees and request documents such as financials or proof of insuracne from clients. The reporting features allow users to create various report types including amortization tables, record lists, accounting reports, statements, invoices and a cool dashboard. Reports can also be printed and exported to Excel or PDF and sent to clients in bulk. > > Verdict: Rated **4.8/5** by 48 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.8/5** | 48 Reviews | | Ease of Use | 4.7/5 | Based on overall reviews | | Customer Support | 4.9/5 | Based on overall reviews | | Value for Money | 4.8/5 | Based on overall reviews | | Features | 4.6/5 | Based on overall reviews | | Recommendation percentage | 100% | (10/10 Likelihood to recommend) | ## About the vendor - **Company**: Jurismedia - **Founded**: 1997 ## Commercial Context - **Starting Price**: US$4,450.00 - **Pricing model**: Other (Free Trial) - **Pricing Details**: Price is based on number of users and number of loans. Ideal for startups, small lenders and larger organisations. One-time cost for installed, on-site licence plus annual billing for updates, support and maintenance. SAAS (Cloud) installation payable on a monthly basis. Special discounts for non-profits and lower income countries. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Windows (Desktop), Windows (On-Premise) - **Supported Languages**: English, French - **Available Countries**: Australia, Belgium, Canada, Cayman Islands, France, Luxembourg, New Zealand, South Africa, United Kingdom, United States ## Features - ACH Payment Processing - API - Accounting - Accounting Integration - Activity Dashboard - Activity Tracking - Alerts/Notifications - Amortisation Schedule - Approval Process Control - Audit Trail - Auto Loans - Automatic Funds Distribution - Borrower Management - Business Loans - CRM - Cash Flow Management - Client Database - Client Portal - Collateral Tracking - Commercial Mortgages ## Integrations (2 total) - Microsoft Excel - QuickBooks Online Advanced ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - Chat ## Category - [Loan Servicing Software](https://www.softwareadvice.co.uk/directory/4505/loan-servicing/software) ## Related Categories - [Commercial Loan Software](https://www.softwareadvice.co.uk/directory/4758/commercial-loan-software/software) - [Mortgage Software](https://www.softwareadvice.co.uk/directory/4208/mortgage/software) - [Loan Servicing Software](https://www.softwareadvice.co.uk/directory/4505/loan-servicing/software) ## Alternatives 1. [Lendsqr](https://www.softwareadvice.co.uk/software/381961/lendsqr) — 4.5/5 (52 reviews) 2. [Mortgage Automator](https://www.softwareadvice.co.uk/software/211774/mortgage-automator) — 4.9/5 (112 reviews) 3. [The Mortgage Office](https://www.softwareadvice.co.uk/software/84138/the-mortgage-office) — 4.8/5 (285 reviews) 4. [HES LoanBox](https://www.softwareadvice.co.uk/software/359651/hes-loanbox) — 4.9/5 (25 reviews) 5. [abcoa Deal Pack](https://www.softwareadvice.co.uk/software/121675/abcoa-deal-pack) — 4.8/5 (135 reviews) ## Reviews ### "Utilize software to administer 4500+ client mortgage files. This software has been exceptional." — 5.0/5 > **Sheri** | *20 December 2017* > > **Pros**: Margill representatives have been very good with us. Pros are ease of entry of information onto the system, ease of creation of custom reports for export and merge(s), flexibility of the software/program providing options for subsidized loan payments, actual loan payments and ability to enter multiple interest rates and ability to change interest rates as well as the feature to have multiple loans under one client (borrower). We have been using this software since 2012 and it has been flexible enough to accommodate loans and mortgages with very specific idiosyncrasies. Any and all issues encountered with the software and/or system performance have been resolved in a timely/professional manner by Margill representatives. > > **Cons**: We have experienced a few minor performance issues over the years, however, they have been dealt with and addressed satisfactorily in a timely manner each time with great support from Margill representatives. We have been able to access and use the software everyday since installation with any downtime being minutes to hours, not days. WE CAN NOT AFFORD ANY DOWNTIME WITH OUR LOAN SYSTEM. ----- ### "Positive for the whole time we have used it" — 5.0/5 > **Luke** | *18 December 2017* | Financial Services | Recommendation rating: 10.0/10 > > **Pros**: The ability to add-in unlimited fields for information gathering, record keeping and future analytics is really helpful. The calculations are correct and there are variations to the standard loan amortisation calculations which suites some alternate situations. Most of all we have really appreciated the high level of support provided by the Margill team and the low cost to implement and use the software. > > **Cons**: Simply that is was a new system and therefore just navigating around it was a unique experience but if you can get used to all the shortcuts etc it is actually really simple. The main item we miss is the ability to access within a web browser as it needs to be hosted somewhere. The offset of this is you, the user, have more security of data. > > Simple, low cost solution. Great for a start up or small business to manage all types of loans. It has helped us grow out customer base substantially and keep clear records of all the transactions. ----- ### "Review for Margill Loan Manager software" — 4.0/5 > **Pauline** | *20 December 2016* > > The Prescott-Russell Community Development Corporation (PRCDC) has been using Margill Loan Manager software since 2013. With Margill, we can create reports for all our needs and the needs of our clients, whether for a general or specific report, with the huge field base, equation management, standard or tailored reports. The calculation tables (depreciation) are clear and very precise. Even tasks such as correspondence, databases, global calculations, individual calculations, and billing are done with ease. It is a user-friendly, professional software, and a charm. We would also like to note that the support of the Margill team was and is still phenomenal and on behalf of the SDCPR, we thank you. ----- ### "Margill is Great Value" — 5.0/5 > **Christopher** | *24 November 2020* | Banking | Recommendation rating: 9.0/10 > > **Pros**: 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. > > **Cons**: How the information is presented takes some getting used to and there are some details of the system that do not agree with how the information should be presented or what is expected. \[SENSITIVE CONTENT HIDDEN\] offered several work arounds for us and we are looking at these options now. > > 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. ----- ### "good product" — 5.0/5 > **Rainbow** | *22 June 2020* | Real Estate | Recommendation rating: 10.0/10 > > **Pros**: Easy to customize the software yourself to meet your needs. > > **Cons**: Hope it can eventually become an accounting system that specific in mortgage. ----- Page: 1 / 3\ Next: [Next page](https://www.softwareadvice.co.uk/software/37771/margill-loan-manager?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/37771/margill-loan-manager) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | | fr | | ----- ## Structured Data