Margill Loan Manager Review

Margill Loan Manager is a cloud-based loan service solution that assists lenders with the maintenance of loans, lines of credit, mortgages, credits and leases. Key features include interest calculation, custom fields, data export, multi-currency support, customizable reports and revenue tracking. The application allows users to import borrower details, irregular loans and payments from Excel spreadsheets, creating custom fields and scrolling menus. The document merge tool helps teams produce contracts, letters, invoices and statements, simplifying the loan creation process. Credit teams can automate the calculation of interest and fees, as well as send payments and commission details in bulk. Managers can generate customizable reports on financial projections, transactions, payment schedules, escrow and more.


Let’s see the video of the presentation of this loan origination software:


  • Reduce your risk and bad debts
  • Save valuable staff time and simplify their tasks
  • Get instant access to critical, consolidated information, any time
  • Reduce accounting reporting time, increase its accuracy
  • Increase revenue: track true payments/automatic fees for late/unpaid payments
  • Multi-currency
  • Attach and scan documents
  • Dashboard using widgets
  • Financial projections
  • Produce and email invoices, statements, letters, contracts
  • Investor statements
  • Reports produced automatically
  • Create loan documents
  • User-defined customization
  • Salesforce CRM integration through API


Margill Loan Manager is a loan origination software that integrates with third-party solutions such as QuickBooks, Sage 50, Acomba and Excel, making it easy to export accounting data to general ledger. It allows administrators to provide role-based access to team members and manage login details for multiple users.

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Usability: 9 /10 Speed: 9 /10 Features: 8 /10 Support: 9.5 /10 Pricing: 7 /10

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