HES LoanBox 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

HES LoanBox

4.9

(23)

Pricing

Starting at $75,000.00 per year

About HES LoanBox

HES LoanBox is a comprehensive, end-to-end lending automation platform that streamlines every stage of the loan lifecycle, from application and borrower evaluation to origination, underwriting, servicing, collection, reporting, and compliance. Powered by advanced AI-driven decision-making and smart scoring, HES LoanBox enhances risk assessment, operational efficiency, and security while ensuring a seamless lending experience.

HES LoanBox offers a robust loan origination and management system built on AI-powered technology and flexible business rules. With real-time data processing, lenders can make accurate loan decisions in seconds, optimizing approval rates while minimizing risk. The platform’s decision engine allows for in-depth customization of scoring models and underwriting criteria. HES LoanBox fully automates the lending process, from initial application to fund disbursement, helping financial institutions scale efficiently while maintaining full control over operations.

HES LoanBox Screenshots

HES LoanBox Pricing and Plans

Starting price: $75,000.00 per year

Free Trial

Free Version

Basic

$75,000.00

per year

No plan information available

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HES LoanBox Features

Popular features found in Risk Management
Alerts/Notifications
Audit Management
Compliance Management
Corrective and Preventive Actions (CAPA)
Document Management
Incident Management
Internal Controls Management
Mobile Access
Response Management
Risk Analysis
Risk Scoring
Scenario Planning
More features of HES LoanBox
Accounting
Accounting Integration
ACH Payment Processing
Activity Dashboard
Activity Tracking
Amortization Schedule
API
Approval Process Control
Audit Trail
Auto Loans
Automated Decisioning/Underwriting
Automated Notices
Automated Scheduling
Automatic Funds Distribution
Borrower Management
Business Loans
Business Process Automation
Callback Scheduling
Cash Flow Management
Client Database
Client Management
Client Portal
Collateral Tracking
Collection Agencies
Commercial Mortgages
Commission Management
Communication Management
Configurable Workflow
Construction Loans
Contact Management
Credit Card Processing
Credit Check
Credit Reporting
CRM
Customer Database
Customer Management
Customer Statements
Customizable Branding
Customizable Reports
Customizable Templates
Dashboard
Data Import/Export
Data Security
Digital Signature
Document Storage
Document Templates
Electronic Applications
Electronic Payments
Electronic Signature
Email Templates
Financial Analysis
Financial Management
For Borrowers
For Brokers
For Commercial Business
Historical Reporting
In-House Collections
Invoice Management
Lead Management
Loan Management
Loan Origination
Loan Portfolio Management
Loan Processing
Loan Servicing
Monitoring
Mortgages
Multi-Branch
Multi-Channel Communication
Multi-Company
Multi-Currency
Multiple Payment Options
Multiple User Accounts
Online Applications
Outsource Processing
Partial Payments
Payment Collection
Payment Plans
Payment Reminders
Payment Tracking
Pipeline Management
Pre-Qualification
Pricing Management
Promissory Notes
Real-Time Analytics
Real-Time Reporting
Real-Time Updates
Refinance Management
Reminders
Reporting/Analytics
Reporting & Statistics
Residential Mortgages
Risk Assessment
Risk Management
Risk Reporting
Role-Based Permissions
Rules-Based Workflow
Scheduling
Search/Filter
Secure Data Storage
Self Service Portal
Status Tracking
Student Loans
Task Management
Task Scheduling
Template Management
Third-Party Integrations
Third Party Loan Origination
Transaction History
Transaction Management
User Management
Visual Presentation
Workflow Management

HES LoanBox Integrations

PandaDoc

Twilio

GiniMachine

VoPay

Ondato

Camunda

See all 10 integrations

HES LoanBox User Reviews

Overall Rating

4.9

Ratings Breakdown

87%

13%

Secondary Ratings

Ease of Use

5.0

Value for money

4.9

Customer support

5.0

Functionality

5.0

Have you used HES LoanBox and would like to share your experience with others?

Rachael M.

Verified reviewer

Financial Services

11-50 employees

Used daily for more than 2 years

Review source

Reviewed February 2023

Revolutionising the way we do business and this is just the start

It was important that we were able to move to something that was Simple, Helpful and Clear for our people whilst ensuring it was proportionate and relevant for our not-for-profit company. We needed a system that was easy to config allowing us to remain flexible, make quick and easy changes to meet our strategy and business operating model. The HES team partnered with us in true partner style, working together to use the skills across both of our teams. It has allowed us to automate our back-end loan management system reducing the operational costs and using some simple gamification techniques to help us test and learn.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Ease of configuration, integration to other suppliers and HES technical team. This is a real turn key out of the box solution.

Cons:

It could be built to allow the Admin user to have increased control over back end processes and Database, creating an admin UI that is simple to use to amend workflows, integrations and reduce the ongoing costs for development or quick simple changes.

Reasons for switching to HES LoanBox

End of life, out dated and difficult to make it fit for our future aspirations.

Vendor Response

Thank you for the exceptional assesment! Now the access to this functionality has become easier. For example, a workflow change now has a graphical view.

Replied August 2023

Michael W.

Verified reviewer

Real Estate

1001-5000 employees

Used daily for less than 6 months

Review source

Reviewed October 2025

Exactly What We Needed to Manage Our Real Estate Loans

LoanBox has been a great fit for us. It saves our team time, reduces mistakes, and gives us better control over our loan servicing process. I’d definitely recommend it to other real estate businesses that want something reliable and simple to use.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

HES LoanBox has really changed the way we handle loan servicing at Minto Group. Being in real estate, we deal with different property loans and client financing every day, and things used to feel scattered. With LoanBox, everything is organized in one place. I love how easy it is to track payments, automate schedules, and view reports without any stress. The interface feels clean and straightforward, and their support team is genuinely helpful they were always quick to guide us whenever we had questions during setup.

Cons:

There’s very little to dislike, honestly. At first, some of the settings took a bit of trial and error to customize for our workflow, but once we figured it out, it’s been smooth sailing.

Vendor Response

Thank you for the feedback. Real estate servicing can get complicated quickly, so we’re happy the platform brought more order and consistency to your daily work. We know the initial configuration can take some trial and error, especially with custom workflows, and we appreciate you sticking through that phase — we’re glad it paid off.

Replied November 2025

David J.

Verified reviewer

Banking

2-10 employees

Used weekly for less than 6 months

Review source

Reviewed December 2025

Seamless loan servicing

HES LoanBox has truly transformed the way Marketcy manages its lending operations. From loan management and risk assessment to project management and internal collaboration, it covers everything we need in one robust platform. The combination of advanced features, excellent customer support, and intuitive design makes it a must-have for any banking or financial services company. I would confidently give it a 5/5 rating and recommend it to any organization looking for a complete, AI-driven, and reliable loan servicing solution.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

HES LoanBox has been a game-changer for Marketcy. As a consumer lending company, we deal with complex loan portfolios and stringent compliance requirements, and this platform made everything so much easier. The loan management module allows us to track, update, and service loans efficiently, reducing manual errors and saving us countless hours. Their risk management tools are incredibly insightful, helping us assess borrower profiles accurately and make smarter lending decisions. I also appreciate how intuitive the platform is the ease of use is impressive, and our team was able to get up to speed quickly. The integration with user email accounts and project management features keeps our internal communication streamlined, making team collaboration effortless. Additionally, the customer support from HES LoanBox has been outstanding; any question or request is addressed promptly and professionally. Considering all the benefits, the value for money is exceptional.

Cons:

Honestly, I can’t think of anything significant to dislike. The platform has been extremely reliable and supports all aspects of our loan servicing and risk management needs.

Gbriel G.

Verified reviewer

Financial Services

11-50 employees

Used daily for more than 2 years

Review source

Reviewed February 2023

Quick go to market loan platform

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

- Quick to deploy- Intuitive- Out of the box Core functions for lending businesses

Cons:

No real cons as it was a simple starting solution and then it grew into a multi layered custom platform to fill our needs.

Reasons for switching to HES LoanBox

HES is specialized in lending platforms and organistions

Vendor Response

Thank you for sharing your thoughts! We’re continuously working on improving our product, and you're free to enjoy a vaster and more convenient functionality, even more efficient than before.

Replied October 2025

Abhilash A.

Verified reviewer

Banking

1001-5000 employees

Used daily for less than 6 months

Review source

Reviewed November 2025

Reliable Lending Automation for SME Financing Expansion

Just to cut it short, our experience with HES LoanBox has been very positive. the system has significantly strengthened our loan processing efficiency and improved communication across teams. Although the customization phase demanded patience, the long term benefits far outweigh the early hurdles. Today, our SME lending operation run with better structure, faster decision making and clearer oversight, which ultimately enhances our ability to serve business clients more effectively.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

One of the strongest advantages we experienced with HES LoanBox was the way it automated repetitive tasks, especially in the early stages of SME loan process. Previously our analysts manually reviewed documents, verified customer submissions and follow up regularly with relationship managers to clarify missing infomation. LoanBox streamlined these steps by centralizing all borrower files and creating a smooth approval sequence that required far less intervention. A big thank you to HES LoanBox.

Cons:

The challenges we faced was the customization of dashboards and user roles. setting up reporting views that matched our internal monitoring structure took longer than anticipated and in several cases, required multiple rounds of adjustments with the vendor. They can improve on that

Vendor Response

Thanks for sharing your experience! Automating repetitive early-stage tasks makes a huge difference in daily operations, and we’re glad you felt that. Your feedback on dashboard customization is helpful, and we’re working on simplifying that step.

Replied November 2025

john t.

Verified reviewer

Telecommunications

201-500 employees

Used daily for less than 6 months

Review source

Reviewed October 2025

A Smooth and Reliable Loan Servicing Experience

HES LoanBox has proven to be a dependable solution that fits perfectly with our needs at CTS. It has improved how we handle loan servicing, reduced errors, and saved a lot of time for our finance team. The platform feels stable, modern, and efficient. I’d definitely recommend it to any organization looking for a smart and flexible loan servicing system

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Working with HES LoanBox has been a great experience for our team at Communication Technology Services (CTS). Their Loan Servicing Software has simplified how we manage and track our internal financing programs. The system is well-organized, easy to navigate, and allows us to automate a lot of the manual work we used to do. I especially like how customizable it is, we were able to adjust the setup to match our company’s specific workflow without needing constant technical help. The support team is also very responsive and genuinely cares about helping us succeed.

Cons:

Honestly, there’s very little to complain about. It took a short while for our team to get fully comfortable with all the features, but once we did, everything ran smoothly.

Vendor Response

We appreciate the kind review and are glad LoanBox has fit well into your servicing operations. It’s great to know it helped reduce manual errors and freed up your finance team’s time. The fact that you were able to configure the workflows without relying on constant technical support is exactly what we aim for.

Replied November 2025

Shazaib I.

Verified reviewer

Financial Services

51-200 employees

Used weekly for less than 6 months

Review source

Reviewed November 2025

Effective Digital Lending Solution for Sharia Compliant Consumer Finance

All in all, LoanBox has proven to be a very effective solution for supporting both our consumer and SME financing products. it has enhanced our operational speed, improved compliance visibility, and allowed us to maintain the specific requirements of Sharia compliant lending without compromising on automation.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

One of the main strengths of LoanBox is its flexible rules engine, which allowed us to configure Sharia compliant lending workflows without needing to redesign our processes from scratch. The automation of documents checks and customer verification improved operational speed across multiply departments, especially during high volume campaigns.

Cons:

We love LoanBox but the primary difficulty we encountered involved migrating older data from our previous system. Much of our earlier customer information existed in different formats, which required substantial cleanup before being imported into LoanBox. This extended the migration timeline and forced us to allocate more internal resources than originally planned.

Vendor Response

Thank you for the thoughtful review. Your point about the data migration challenges is completely valid — older systems often mean formats that require cleanup, and we appreciate your team’s effort and collaboration during that stage. We’re happy LoanBox helped strengthen both your Sharia-compliant workflows and your operational speed across departments.

Replied November 2025

Gavin S.

Verified reviewer

Financial Services

51-200 employees

Used daily for less than 6 months

Review source

Reviewed November 2025

Streamlined In-House Financing for a Retail Chain

For retail or merchant finance use cases in Australia, HES LoanBox is practical and increases completion rates while reducing agent workload, a good tradeoff for faster merchant onboarding. Weldone HES LoanBox.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Indeed having an integrated borrower portal plus automated reminders removed a lot of manual chasing and improved completion rates. The vendor's implementation team helped tailor templates for merchant-specific offers which reduced manual intervention from sales staff

Cons:

Sincerely, Some mobile UI elements required small tweaks to match merchant branding those were resolved with a couple of vendor updates but expect a few customization sprints.

Vendor Response

Thank you for sharing your experience. Indeed, branding tweaks on mobile do sometimes require a couple of extra sprints. We appreciate your patience during those updates and are glad that the system is now working smoothly for your retailers.

Replied November 2025

Tim M.

Verified reviewer

Financial Services

1001-5000 employees

Used daily for less than 6 months

Review source

Reviewed September 2025

LoanBox Transformed our loan Workflow

Overall, HES LoanBox is a great tool for us. As the largest member-owned credit union in Ohio, handling thousands of loans, we've needed something reliable. This is it. Highly recommended for credit union wanting to modernize without sacrificing control.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

We Started Using HES LoanBox For all our Consumer and student Loans, and it streamlined things more than I thought possible. The dashboard gives our loan officers clear visibility into application status, document uploads and borrower communication. It's made our process much faster and reduced miscommunications.

Cons:

A small issue: Sometimes the file naming for uploaded borrower documents gets confusing when multiple people work on the same loan. It could use a bit more clarity or version control.

Vendor Response

Thank you for taking the time to share your experience! We’re glad to know that our solution met your expectations and helped you achieve your goals. Your feedback motivates our team to keep improving and deliver even more value.

Replied October 2025

Teresa J.

Verified reviewer

Financial Services

501-1000 employees

Used weekly for free trial

Review source

Reviewed December 2025

Impressed with the quality

HES LoanBox is a complete solution for financial institutions. It streamlines loan servicing, enhances risk monitoring, and boosts operational efficiency. I highly recommend it for any organization looking for smart, reliable, and easy to use lending software.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

HES LoanBox has transformed how we at Goldenwest Credit Union handle lending. Their loan management and risk management tools are powerful yet easy to use, making it simple for our team to assess risk and manage loans efficiently. The customer support is exceptional always responsive and helpful. Integration with email accounts and project management tools has made our workflows seamless, and the platform offers excellent value for money.

Cons:

Nothing so far. The les loanbox platform has been and support have been consistently excellent in there loan servicing software.

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