Margill loan manager is extremely accurate and easy to use.

When I purchase software, the most important thing is customer service. On any given date, I can email, and I always get a response within 30 minutes,  How wonderful is that.

The loan manager Margill is really easy to use and I save time to always respect my deadlines,  Margill staff is very kind and understanding.

Although some upfront learning is required Margill is ultimately easy to use and powerful. The technical service provided by Margill is some of the best we have found among software companies.

Margill is a great and easy loan manager for anyone who's doing loans. It is easy to add or change something.

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.

The customer support is unbeatable and very personal and the program itself is very easy to use and has saved me thousands.

Simplicity with so many advanced features and options, easy to learn, easy to export and makes accounting for loans a breeze.

The updates are a little  expensive. You get what you pay for though.

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.

It does everything we need it to do, and more. The team at Margill has also been very helpful in helping us customize certain features of the product that we needed for our special requirements.

The application is excellent at managing different loan schedules and can also be used for other types of investments. It has room for improvement in workflow management and permissions management.

It has been an amazing experience. The software performs perfectly and customer support is easy to contact.

Lovely customer service for inexpensive interest calculating software.

The staff are very helpful and attentive, especially Mark. System is very user friendly.

The right fit for a small mortgage loan company like Financière Victoria.

Questions and concerns are addressed right away. It is the Best cost to value software out there in the industry.

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.

The Document Merge feature has cut down our processing times by half.

I have always experienced prompt and satisfying help when needed. I would highly recommend this product.

The only regret is that I didn't buy it sooner.

I love that this software is user friendly, easy to use, to learn and to manage the loan data.

I like the ease of use and  accuracy in computing interest and  terms. The reporting aspect is great and provides all the information I need to close the accounting period.

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

Great software and excellent customer service.

Help our co. to expand faster and help every department to improve quality work.

We have been very happy with the software and the excellent support service and will continue to expand our licence as our business grows.

The program works very well for us. We like the simplicity of the manager and it's overall manageability of our loans.

The scalability and segmentation of our marketing materials is huge for us as we continue to grow. The UI is clean and easy to use and constant enhancements gives me peace about our 3-year contract.

While I appreciate each of the current features, what I value most about Total Expert is that they are always innovating and creating ways to add more value to the platform.

Once you figure out how to use it, you can create very professional marketing pieces with just a few clicks. This is the most outstanding aspect of it.

As of right now, I have yet to have a negative experience with the platform.

It takes forever to figure something out and then figure out the shortcuts. It does provide some great materials once you do figure it out.

The Total Expert software seems to lack a few capabilities that would seem to be standard in this type of CRM.

Having been an admin for several CRMs, I find Total Expert the most intuitive and easy for our Loan Officers to learn and adopt into their daily routines.

It's integrated with BombBomb which we like. Other than seeing the open rate of our BombBomb videos, we haven't found much use for Total Expert.

While this is not a comment about the actual software, the Integration team and the customer support are what really make this product so great.

I like the ease of use of this product, and the clean design.

As for the actual product, it has a clean look and one you know your way around the product it is easy to navigate and use.

I appreciate the responsiveness of the team and the ability to provide solutions or be willing to entertain any solutions presented to them.

We can easily manage many accounts as an administrator and we have access to many great features. Email campaigns are my most frequently used feature and it is very helpful.

The user interface is  difficult for our sales team and RE agents to learn. They say that there are too many steps.

I work out of this platform 75% of every day, so I find every error in the system. Some days I find that every tab I open has some sort of error that I need to address with support.

The technology is still lagging behind a few other competitors, and the turnaround on long-term integrations can be very slow.

Overall, we have had a fantastic experience with the system. Our customer service rep Allison, is our Champion.

There are too many steps for creating a social post. It is way too difficult and confusing for our LO's.

It does not support any front end lead management.

Total Expert has multiple forms of support including the chat function, help videos, guides and help desk. This shows how much they care about YOUR success.

Total expert was easy to begin with. They are an ever growing company that each week has a new advancement on our industry.

Overall, It is a very prospective software with great possibilities. I am loving this software for our company because it is bringing great outcomes for our company.

US Dollar

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. 



LongDescription

Real Time Analytics

Escrow Management

Electronic Payments

Status Tracking

Application Management

Collateral Tracking

Automatic Funds Distribution

Customizable Reports

Document Storage

Activity Tracking

Property Tax Management

Borrower Management

Financial Analysis

Financial Management

Client Database

Mortgages

Transaction History

Portfolio Management

Approval Process Control

Cash Flow Management

Customer Accounts

Customer Database

Business Loans

Payment Options

Closing Documents

Lender Search

Commercial Mortgages

Complex Debt Structures

Loan Processing

Data Import/Export

Accounting

Contact Management

Audit Trail

Loan Servicing

Electronic Funds Transfer

Loan Origination

Lead Management

Multi-Currency

Compliance Management

Historical Reporting

Amortization Schedule

Loan Management

Multi-Channel Communication

Residential Mortgages

Multi-Company

Role-Based Permissions

Client Portal

Investor Management

ACH Payment Processing

Visual Analytics

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Payment Collection

Auto Loans

Customer Statements

Customizable Templates

Government Loans

Accounting Integration

Dashboard

Real Time Reporting

For Borrowers

Reporting/Analytics

Pre-Qualification

Student Loans

Credit Reporting

Monitoring

Trend Analysis

Payment Tracking

Multi-Branch

Promissory Notes

Secure Data Storage

Construction Loans

Third-Party Integrations

Visual Presentation

Document Management

Search/Filter

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.

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

Margill Loan Manager

In Person

Live Online

Webinars

Documentation

Videos

Total Expert is a purpose-built CRM and marketing solution focused on customer loyalty and retention. It is designed specifically for mortgage lending, financial institutions, and credit unions. The Total Expert platform provides tools to improve digital experiences for customers, including personalized communications to build1:1 relationships, group segmentation based on financial journeys, and more. 

Using 360-degree contact views, this solution provides access to behavioral and transactional data. Additionally, Total Expert helps institutions maintain compliance across assets through the use of audit trails and automating approval workflows for marketing content.

Pricing information is provided by Total Expert. Support is available via phone, email, live chat, and other online resources. 

Margill Loan Manager vs Total Expert

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