The Loan Navigator Review

The Loan Navigator is a loan management solution that offers loan lifecycle management, documentation, team collaboration, workflow management and reporting capabilities within a single suite. Cloud-based and on-premise deployments are available. The software offers loan lifecycle management, which allows users to track loan requests from multiple sources. Once requests are approved, users can upload applications using document management systems such as LaserPro. Loan Navigator also offers loan portfolio management, which allows users to track loan performance metrics such as income, risk and staff return. Workflow management tools help users monitor new loan applications and the status of documentation.


Here is a short tutorial explaining the main functions of this loan origination software:


  • Proper documentation and reporting helps keep your loan portfolio within regulatory compliance
  • Identify volumes and responsibility of outstanding loan documentation exceptions at a glance
  • Loan comment review provides clear history of interactions in loan processing to provide valuable protection against disputes
  • Measure your loan officers performance and effectiveness with our comment review check-off system
  • Produce custom reports and documents in a shared environment to promote a highly team oriented work flow
  • Establish and maintain a more effective communication work flow between you and your staff
  • On-line board of directors reports allows for convienient access to critical portfolio information
  • Loan query and report generation and data export gives your portfolio information complete portability to integrate into your reporting needs
  • Loan processing work flow reports allow you to focus in on inefficient processes or impediments to prevent document exception volume
  • Generate customizable reports from your loan portfolio
  • Integrates to accounting software such as QuickBooks, Farm Works and SmartContractor to publish customer income and balance sheet reports directly to you
  • Export active loan portfolio information to PDF, Excel, Word and more.


The Loan Navigator is a lending solution that allows users to manage compliance requirements for loan portfolios and loan comment records.

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Usability: 9 /10 Speed: 9 /10 Features: 7 /10 Support: 8 /10 Pricing: 8.5 /10

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