About Margill Loan Manager

Margill Loan Manager is a cloud-based loan servicing solution, which assists lenders with servicing loans, lines of credit, mortgages, receivables and leases. Key features include interest computation, custom fields, data export, multi-currency support, customizable reporting and revenue tracking.

The application lets users import borrower details, irregular loans, and payments from Excel sheets, and create custom fields and scroll menus. Its document merge tool helps teams produce contracts, letters, invoices, and statements, streamlining the loan origination process. Credit teams can automate the calculation of interest and fees, as well as post payments and fee details in bulk.

Margill Loan Manager integrates with third-party solutions such as QuickBooks, Sage 50, Acomba, and Excel, facilitating the export of accounting data to the general ledger. It allows administrators to provide role-based access to team members, and manage login details for multiple users. Managers can generate customizable reports on financial projections, transactions, payment schedules, escrow and more.

Devices

Business size

S M L

Markets

Australia, Canada, United States

Supported Languages

English

Images

Margill Loan Manager data import screenshot
Margill Loan Manager dashboard screenshot
Margill Loan Manager record summary screenshot
Margill Loan Manager calculation tool screenshot
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Margill Loan Manager video
Margill Loan Manager screenshot: Margill Loan Manager data import screenshot Margill Loan Manager screenshot: Margill Loan Manager dashboard screenshot Margill Loan Manager screenshot: Margill Loan Manager record summary screenshot Margill Loan Manager screenshot: Margill Loan Manager calculation tool screenshot

Features

Total features of Margill Loan Manager: 64

  • ACH Payment Processing
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Alerts / Escalation
  • Alerts/Notifications
  • Amortization Schedule
  • Auto Loans
  • Automatic Funds Distribution
  • Borrower Management
  • Business Loans
  • Client Database
  • Closing Documents
  • Collateral Tracking
  • Collections Management
  • Commercial Mortgages
  • Compliance Management
  • Construction Loans
  • Contact Management
  • Contract Drafting
  • Contract/License Management
  • Credit Reporting
  • Customer Database
  • Customer Statements
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Dashboard Creation
  • Data Import/Export
  • Document Management
  • Electronic Funds Transfer
  • Email Alerts
  • Email Distribution
  • Escrow Management
  • Financial Analysis
  • For Borrowers
  • Government Loans
  • Investor Management
  • Invoice Management
  • Invoice Processing
  • Lender Search
  • Loan Management
  • Loan Origination
  • Loan Processing
  • Loan Servicing
  • Mortgages
  • Multi-Branch
  • Multi-Company
  • Multi-Currency
  • Multiple User Accounts
  • Payment Tracking
  • Pre-Qualification
  • Promissory Notes
  • Property Tax Management
  • Purchasing & Receiving
  • Records Management
  • Reporting/Analytics
  • Residential Mortgages
  • Role-Based Permissions
  • Search/Filter
  • Student Loans
  • Transaction History
  • Transaction Monitoring
  • Visual Presentation

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Reviews

Overall rating

4,8 /5
(41)
Value for Money
4,8/5
Features
4,6/5
Ease of Use
4,6/5
Customer Support
4,9/5

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Showing 5 reviews of 41
Abneesh M.
Overall rating
  • Industry: Financial Services
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

We have been using MarGill for over 4 years and are very satisfied with the services provided.

Reviewed on 2017/12/18

Pros

The software is user friendly and regular updates with new features are provided. It is very flexible to meet your business model and you can customize the reports to what you want to see. Usually there are pre-set reports in other softwares and I personally love this feature.

They provide exceptional Customer Service. Questions and concerns are addressed right away.

It is the Best cost to value software out there in the industry.

Cons

The only thing I gave 4 stars was at Features and Functionality, the software has improved a lot over the past years and our feedback and is always listened to and added on to the next update. Cust support and the team have been continuously evolving the software.

Steve C.
Overall rating
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Excellent software with great support

Reviewed on 2017/12/18

Pros

We have used Margill for 3 years to monitor our growing private mortgage and auto loan business. We have hundreds of loans under management. We are a family office with our own money at risk. We would not use a software product that didn't deliver the information we need.
We have been very happy with the software and the excellent support service and will continue to expand our licence as our business grows.

If the software doesn't meet someone's requirement during a demo period so be it. It happens every day. I do have an issue when I read someone posting a negative review on this site and suggesting that my company's satisfaction (after a thousand hours of use) is not real and that other reviewers have knowingly posted positive misleading reviews. Pure nonsense. And it really speaks volumes about the character of that reviewer to frame their comments this way.

Cons

Would like more video tutorials as we probably only use a fraction of the software's capability. We find video tutorials more effective than most manuals.

Response from Jurismedia

Thanks for the comment Steve. As for videos, we are starting our little collection which you can see in the Support Center: www.margill.com/en/support-center/. The Support Center also has our blog in which we regularly answer user questions. Many good questions in there!

Roxann B.
Overall rating
  • Company size: 2-10 Employees
  • Used Monthly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 5.0 /10

Good product

Reviewed on 2018/02/16

Pros

The developers are easily reached to assist you with any problems with the program. It is backed by it's developer

Cons

The program is really expensive the cost could be lowered significantly though offering a standard fee

Response from Marc

Thank you for the review. I do understand that you being based in Jamaica, the price may seem slightly high because of the currency exchange, but Margill is one the most affordable software out there starting at less than $2000. I'm a little surprised by your 3.5 stars. Seems because of the price...

Sheri L.
Overall rating
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

Utilize software to administer 4500+ client mortgage files. This software has been...

Reviewed on 2017/12/20

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.

Christopher C.
Overall rating
  • Industry: Banking
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Margill is Great Value

Reviewed on 2020/11/24

Margill has been great and is a welcome option for us. It takes some getting used to but its value...

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.

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.

Response from Jurismedia

Thanks for this Christopher. I'm curious to find out more about the information presentation aspects you mention.

Showing 5 reviews of 41 Read all reviews

Margill Loan Manager FAQs

Below are some frequently asked questions for Margill Loan Manager.

Margill Loan Manager offers the following pricing plans:

  • Starting from:
  • Pricing model: One Time License
  • Free Trial: Available

Contact Margill for pricing details

We do not have any information about Margill Loan Manager features

Margill Loan Manager has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

Margill Loan Manager supports the following languages:

English

Margill Loan Manager supports the following devices:

Margill Loan Manager integrates with the following applications:

Microsoft Excel, QuickBooks Online Advanced

Margill Loan Manager offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support

Related categories

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